Leading Edge Financial Planning

Leading Edge Financial Planning as of Sept. 30, 2024

Portfolio Holdings for Leading Edge Financial Planning

Leading Edge Financial Planning holds 55 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr Ser Tr Portfolio S&p500 (SPLG) 14.8 $44M 656k 67.51
Dimensional Etf Trust Intl Core Equity (DFIC) 13.3 $40M 1.4M 28.14
Spdr Ser Tr Portfolio Agrgte (SPAB) 12.8 $38M 1.5M 26.14
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 8.8 $26M 396k 66.52
Dimensional Etf Trust Us High Profitab (DUHP) 8.8 $26M 768k 34.07
Dimensional Etf Trust Us Small Cap Val (DFSV) 6.7 $20M 649k 30.80
Dimensional Etf Trust Emerging Mkts Co (DFEM) 5.8 $17M 616k 28.15
American Centy Etf Tr Us Large Cap Vlu (AVLV) 5.2 $16M 238k 65.83
Dimensional Etf Trust Inflation Prote (DFIP) 3.5 $11M 248k 42.28
Spdr Ser Tr Bloomberg 1-3 Mo (BIL) 3.1 $9.2M 101k 91.81
Ishares Tr Global Reit Etf (REET) 2.9 $8.8M 330k 26.69
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 2.2 $6.6M 130k 50.28
Spdr Ser Tr Portfli High Yld (SPHY) 1.0 $2.9M 122k 24.05
American Centy Etf Tr Real Estate Etf (AVRE) 0.9 $2.6M 56k 47.14
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.8 $2.4M 50k 47.52
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.7 $2.0M 12k 167.66
Dimensional Etf Trust Core Fixed Incom (DFCF) 0.7 $2.0M 46k 43.19
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.6 $1.9M 24k 79.42
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 0.6 $1.8M 56k 31.78
Wisdomtree Tr Us Efficient Cor (NTSX) 0.6 $1.8M 37k 46.98
American Centy Etf Tr Avantis Emgmkt (AVEM) 0.5 $1.4M 22k 64.60
American Centy Etf Tr Us Sml Cp Valu (AVUV) 0.5 $1.4M 14k 95.95
World Gold Tr Spdr Gld Minis (GLDM) 0.4 $1.3M 25k 52.13
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.4 $1.2M 2.5k 488.04
Dimensional Etf Trust World Ex Us Core (DFAX) 0.3 $950k 35k 27.01
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.3 $914k 14k 67.85
Wisdomtree Tr Internationl Efi (NTSI) 0.3 $881k 23k 39.22
Spdr Ser Tr Portfli Tips Etf (SPIP) 0.3 $761k 29k 26.28
Vanguard Specialized Funds Div App Etf (VIG) 0.2 $717k 3.6k 198.10
Ishares Tr Blackrock Ultra (ICSH) 0.2 $662k 13k 50.74
Apple (AAPL) 0.2 $615k 2.6k 233.05
American Centy Etf Tr Intl Eqt Etf (AVDE) 0.2 $593k 8.8k 67.03
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.2 $581k 12k 48.98
Vanguard Index Fds Value Etf (VTV) 0.2 $533k 3.1k 174.57
Vanguard World Extended Dur (EDV) 0.2 $494k 6.2k 79.68
Enterprise Products Partners (EPD) 0.2 $452k 16k 29.11
Dimensional Etf Trust Global Real Est (DFGR) 0.1 $411k 14k 28.86
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.1 $402k 4.8k 84.53
Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $360k 1.3k 283.27
Ishares Tr Modert Alloc Etf (AOM) 0.1 $333k 7.4k 45.11
Managed Portfolio Series Tortoise Nram Pi (TPYP) 0.1 $323k 10k 31.38
Vanguard Whitehall Fds High Div Yld (VYM) 0.1 $272k 2.1k 128.22
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $264k 501.00 527.67
Invesco Exchange Traded Fd T Finl Pfd Etf (PGF) 0.1 $263k 17k 15.66
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 0.1 $245k 8.9k 27.41
Ishares Tr Core S&p500 Etf (IVV) 0.1 $241k 417.00 577.20
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.1 $240k 1.3k 179.33
Innovator Etfs Trust Us Eqty Pwr Buf (PJAN) 0.1 $236k 5.7k 41.32
Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.1 $234k 6.8k 34.29
Innovator Etfs Trust Us Eqty Pwr Buf (POCT) 0.1 $231k 5.9k 38.95
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.1 $224k 391.00 573.76
Amazon (AMZN) 0.1 $223k 1.2k 186.33
Innovator Etfs Trust Grwt100 Pwr Buf (NJUL) 0.1 $222k 3.6k 60.82
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.1 $220k 2.7k 80.37
Global X Fds Glb X Mlp Enrg I (MLPX) 0.1 $203k 3.7k 54.43