Leading Edge Financial Planning

Leading Edge Financial Planning as of Dec. 31, 2024

Portfolio Holdings for Leading Edge Financial Planning

Leading Edge Financial Planning holds 57 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr Ser Tr Portfolio S&p500 (SPYM) 15.1 $46M 670k 68.94
Dimensional Etf Trust Intl Core Equity (DFIC) 12.8 $39M 1.5M 25.84
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 9.2 $28M 1.2M 22.70
Dimensional Etf Trust Us High Profitab (DUHP) 8.9 $27M 800k 33.79
Dimensional Etf Trust Us Small Cap Val (DFSV) 6.9 $21M 679k 30.78
Spdr Ser Tr Portfolio Agrgte (SPAB) 6.4 $19M 778k 24.99
Dimensional Etf Trust Core Fixed Incom (DFCF) 6.1 $19M 451k 41.27
Dimensional Etf Trust Emerging Mkts Co (DFEM) 5.6 $17M 648k 26.19
American Centy Etf Tr Us Large Cap Vlu (AVLV) 5.4 $16M 245k 66.77
Dimensional Etf Trust Inflation Prote (DFIP) 4.6 $14M 346k 40.49
Ishares Tr Global Reit Etf (REET) 2.5 $7.6M 317k 23.97
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 2.2 $6.8M 139k 49.05
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 2.2 $6.8M 87k 78.01
Dimensional Etf Trust Ultrashort Fixed (DUSB) 1.4 $4.4M 87k 50.59
Spdr Ser Tr Bloomberg 1-3 Mo (BIL) 1.3 $4.1M 45k 91.43
American Centy Etf Tr Real Estate Etf (AVRE) 1.1 $3.4M 80k 41.92
Wisdomtree Tr Us Efficient Cor (NTSX) 0.6 $1.7M 37k 46.69
American Centy Etf Tr Us Sml Cp Valu (AVUV) 0.5 $1.5M 15k 96.53
American Centy Etf Tr Avantis Emgmkt (AVEM) 0.4 $1.4M 23k 58.79
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 0.4 $1.3M 46k 29.20
World Gold Tr Spdr Gld Minis (GLDM) 0.4 $1.3M 25k 51.99
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.4 $1.3M 2.5k 511.20
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.3 $1.0M 6.2k 161.76
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.3 $959k 41k 23.18
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.3 $958k 3.8k 253.75
Spdr Ser Tr Portfli Tips Etf (SPIP) 0.3 $841k 33k 25.31
Dimensional Etf Trust World Ex Us Core (DFAX) 0.3 $825k 33k 24.86
Wisdomtree Tr Internationl Efi (NTSI) 0.3 $808k 23k 35.32
Vanguard Specialized Funds Div App Etf (VIG) 0.2 $705k 3.6k 195.87
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.2 $704k 31k 22.70
American Centy Etf Tr Avantis Core Fi (AVIG) 0.2 $661k 16k 40.57
American Centy Etf Tr Intl Eqt Etf (AVDE) 0.2 $656k 11k 61.37
Apple (AAPL) 0.2 $644k 2.6k 250.37
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.2 $520k 22k 24.06
Vanguard Index Fds Value Etf (VTV) 0.2 $515k 3.0k 169.30
Enterprise Products Partners (EPD) 0.2 $495k 16k 31.36
Vanguard World Extended Dur (EDV) 0.1 $452k 6.7k 67.72
Ishares Tr Ultra Short-term (ICSH) 0.1 $451k 9.0k 50.43
Dimensional Etf Trust Short Duration F (DFSD) 0.1 $447k 9.5k 46.88
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.1 $415k 15k 27.32
Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $358k 1.2k 289.72
Ishares Tr Core S&p500 Etf (IVV) 0.1 $353k 599.00 588.87
Dimensional Etf Trust Global Real Est (DFGR) 0.1 $353k 14k 25.54
Managed Portfolio Series Tortoise Nram Pi 0.1 $329k 9.7k 34.09
Ishares Tr Modert Alloc Etf (AOM) 0.1 $320k 7.4k 43.44
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $284k 527.00 538.81
Innovator Etfs Trust Us Eqty Pwr Buf (PDEC) 0.1 $266k 6.9k 38.42
Vanguard Whitehall Fds High Div Yld (VYM) 0.1 $257k 2.0k 127.61
Invesco Exchange Traded Fd T Finl Pfd Etf (PGF) 0.1 $244k 17k 14.55
Amazon (AMZN) 0.1 $244k 1.1k 219.39
Innovator Etfs Trust Us Eqty Pwr Buf (POCT) 0.1 $243k 6.1k 39.57
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.1 $239k 1.3k 178.11
Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.1 $236k 6.8k 34.59
Innovator Etfs Trust Grwt100 Pwr Buf (NJUL) 0.1 $229k 3.6k 62.78
Global X Fds Glb X Mlp Enrg I (MLPX) 0.1 $214k 3.5k 60.55
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.1 $210k 358.00 586.08
Vanguard Bd Index Fds Intermed Term (BIV) 0.1 $202k 2.7k 74.73