Leading Edge Financial Planning

Leading Edge Financial Planning as of June 30, 2024

Portfolio Holdings for Leading Edge Financial Planning

Leading Edge Financial Planning holds 50 positions in its portfolio as reported in the June 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr Ser Tr Portfolio S&p500 (SPLG) 14.9 $37M 580k 64.00
Spdr Ser Tr Portfolio Agrgte (SPAB) 13.1 $33M 1.3M 25.09
Dimensional Etf Trust Intl Core Equity (DFIC) 12.9 $32M 1.2M 26.29
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 8.9 $22M 351k 62.87
Dimensional Etf Trust Us High Profitab (DUHP) 8.6 $21M 669k 31.99
Dimensional Etf Trust Us Small Cap Val (DFSV) 6.4 $16M 556k 28.78
Dimensional Etf Trust Emerging Mkts Co (DFEM) 5.7 $14M 536k 26.73
American Centy Etf Tr Us Large Cap Vlu (AVLV) 5.1 $13M 204k 62.84
Spdr Ser Tr Bloomberg 1-3 Mo (BIL) 3.7 $9.2M 100k 91.78
Dimensional Etf Trust Inflation Prote (DFIP) 3.2 $8.0M 197k 40.84
Ishares Tr Global Reit Etf (REET) 3.2 $8.0M 344k 23.25
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 2.2 $5.5M 114k 48.67
Spdr Ser Tr Portfli High Yld (SPHY) 1.1 $2.8M 119k 23.23
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.9 $2.3M 51k 45.58
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.8 $2.0M 13k 150.43
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 0.7 $1.8M 61k 29.67
Wisdomtree Tr Us Efficient Cor (NTSX) 0.7 $1.7M 39k 43.91
Dimensional Etf Trust Core Fixed Incom (DFCF) 0.6 $1.6M 38k 41.54
American Centy Etf Tr Avantis Emgmkt (AVEM) 0.5 $1.3M 21k 61.09
World Gold Tr Spdr Gld Minis (GLDM) 0.5 $1.3M 27k 46.09
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.5 $1.2M 2.5k 479.08
American Centy Etf Tr Us Sml Cp Valu (AVUV) 0.5 $1.2M 13k 89.72
American Centy Etf Tr Real Estate Etf (AVRE) 0.5 $1.1M 28k 41.22
Dimensional Etf Trust World Ex Us Core (DFAX) 0.4 $1.1M 43k 25.42
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.4 $933k 15k 64.25
Wisdomtree Tr Internationl Efi (NTSI) 0.3 $848k 23k 36.41
Vanguard Specialized Funds Div App Etf (VIG) 0.3 $719k 3.9k 182.58
Spdr Ser Tr Portfli Tips Etf (SPIP) 0.3 $703k 28k 25.42
Ishares Tr Blackrock Ultra (ICSH) 0.2 $612k 12k 50.53
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.2 $576k 12k 48.13
Apple (AAPL) 0.2 $532k 2.5k 210.66
Vanguard Index Fds Value Etf (VTV) 0.2 $501k 3.1k 160.41
Vanguard World Extended Dur (EDV) 0.2 $493k 6.7k 73.41
Enterprise Products Partners (EPD) 0.2 $446k 15k 28.98
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.2 $377k 4.9k 77.76
Dimensional Etf Trust Global Real Est (DFGR) 0.1 $364k 15k 24.99
Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $325k 1.2k 267.57
Ishares Tr Modert Alloc Etf (AOM) 0.1 $319k 7.4k 43.01
Managed Portfolio Series Tortoise Nram Pi (TPYP) 0.1 $297k 10k 28.83
Invesco Exchange Traded Fd T Finl Pfd Etf (PGF) 0.1 $253k 17k 14.73
Vanguard Whitehall Fds High Div Yld (VYM) 0.1 $253k 2.1k 118.62
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 0.1 $249k 9.6k 25.87
Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.1 $246k 7.6k 32.24
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.1 $237k 1.4k 170.79
Innovator Etfs Trust Us Eqty Pwr Buf (PJAN) 0.1 $230k 5.7k 40.23
Amazon (AMZN) 0.1 $229k 1.2k 193.25
Innovator Etfs Trust Grwt100 Pwr Buf (NJUL) 0.1 $223k 3.7k 59.46
Ishares Tr Core S&p500 Etf (IVV) 0.1 $209k 382.00 547.63
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.1 $203k 2.7k 74.08
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.1 $202k 371.00 544.22