Leading Edge Financial Planning

Leading Edge Financial Planning as of March 31, 2024

Portfolio Holdings for Leading Edge Financial Planning

Leading Edge Financial Planning holds 54 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr Ser Tr Portfolio S&p500 (SPLG) 14.6 $33M 537k 61.53
Dimensional Etf Trust Intl Core Equity (DFIC) 12.9 $29M 1.1M 26.75
Spdr Ser Tr Portfolio Agrgte (SPAB) 12.8 $29M 1.1M 25.28
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 8.7 $20M 321k 61.05
Dimensional Etf Trust Us High Profitab (DUHP) 8.5 $19M 607k 31.61
Dimensional Etf Trust Us Small Cap Val (DFSV) 6.6 $15M 493k 30.10
Dimensional Etf Trust Emerging Mkts Co (DFEM) 5.9 $13M 527k 25.49
American Centy Etf Tr Us Large Cap Vlu (AVLV) 5.3 $12M 186k 64.26
Ishares Tr Global Reit Etf (REET) 3.7 $8.4M 355k 23.68
Dimensional Etf Trust Inflation Prote (DFIP) 3.4 $7.7M 187k 41.25
Spdr Ser Tr Bloomberg 1-3 Mo (BIL) 2.8 $6.4M 70k 91.80
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 2.3 $5.2M 105k 49.19
Schwab Strategic Tr Us Aggregate B (SCHZ) 1.2 $2.7M 59k 46.00
Spdr Ser Tr Portfli High Yld (SPHY) 1.2 $2.7M 114k 23.46
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 0.8 $1.9M 63k 30.22
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.8 $1.9M 7.9k 235.79
Wisdomtree Tr Us Efficient Cor (NTSX) 0.6 $1.3M 30k 42.23
Apple (AAPL) 0.5 $1.1M 6.7k 171.49
World Gold Tr Spdr Gld Minis (GLDM) 0.5 $1.1M 25k 44.05
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.5 $1.1M 2.5k 443.99
Dimensional Etf Trust World Ex Us Core (DFAX) 0.5 $1.1M 44k 25.44
American Centy Etf Tr Us Sml Cp Valu (AVUV) 0.5 $1.1M 12k 93.71
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.4 $965k 16k 62.06
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.4 $954k 20k 48.21
Wisdomtree Tr Internationl Efi (NTSI) 0.4 $901k 24k 37.06
Vanguard Specialized Funds Div App Etf (VIG) 0.3 $715k 3.9k 182.63
Dimensional Etf Trust Core Fixed Incom (DFCF) 0.3 $701k 17k 41.95
Ishares Tr Blackrock Ultra (ICSH) 0.2 $562k 11k 50.56
Vanguard Index Fds Value Etf (VTV) 0.2 $513k 3.1k 162.86
Spdr Ser Tr Portfli Tips Etf (SPIP) 0.2 $508k 20k 25.62
Vanguard World Extended Dur (EDV) 0.2 $487k 6.4k 76.60
Enterprise Products Partners (EPD) 0.2 $461k 16k 29.18
Invesco Exchange Traded Fd T Finl Pfd Etf (PGF) 0.2 $421k 28k 15.24
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.2 $402k 5.0k 80.63
Ishares Tr Modert Alloc Etf (AOM) 0.1 $318k 7.4k 42.78
Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $311k 1.2k 259.96
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.1 $299k 7.7k 39.02
Innovator Etfs Trust Grwt100 Pwr Buf (NJUL) 0.1 $294k 5.1k 57.65
Managed Portfolio Series Tortoise Nram Pi (TPYP) 0.1 $288k 10k 27.96
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 0.1 $246k 10k 24.72
Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.1 $244k 7.6k 31.95
Vanguard Whitehall Fds High Div Yld (VYM) 0.1 $239k 2.0k 121.01
Innovator Etfs Trust Us Eqty Pwr Buf (PJAN) 0.1 $224k 5.7k 39.11
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.1 $221k 1.3k 164.38
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.1 $219k 2.9k 75.99
Amazon (AMZN) 0.1 $214k 1.2k 180.38
Dimensional Etf Trust Global Real Est (DFGR) 0.1 $214k 8.4k 25.53
Schwab Strategic Tr Us Tips Etf (SCHP) 0.1 $211k 4.0k 52.16
Global X Fds Glb X Mlp Enrg I (MLPX) 0.1 $206k 4.2k 48.99
Innovator Etfs Trust Grwt100 Pwr Buf (NOCT) 0.1 $203k 4.3k 47.57
John Hancock Exchange Traded Preferred Income (JHPI) 0.1 $202k 9.0k 22.47
Ishares Tr Core S&p500 Etf (IVV) 0.1 $201k 382.00 526.11
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX) 0.1 $127k 11k 11.88
Chimera Invt Corp Com New 0.0 $68k 15k 4.61