Leading Edge Financial Planning

Leading Edge Financial Planning as of March 31, 2025

Portfolio Holdings for Leading Edge Financial Planning

Leading Edge Financial Planning holds 58 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr Ser Tr Portfolio S&p500 (SPYM) 14.4 $46M 703k 65.76
Dimensional Etf Trust Intl Core Equity (DFIC) 13.9 $45M 1.6M 27.77
Dimensional Etf Trust Us High Profitab (DUHP) 8.8 $28M 848k 33.14
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 8.6 $28M 1.3M 21.53
Dimensional Etf Trust Us Small Cap Val (DFSV) 6.6 $21M 747k 28.15
Spdr Ser Tr Portfolio Agrgte (SPAB) 6.5 $21M 810k 25.54
Dimensional Etf Trust Core Fixed Incom (DFCF) 6.2 $20M 472k 42.06
Dimensional Etf Trust Emerging Mkts Co (DFEM) 5.9 $19M 708k 26.46
American Centy Etf Tr Us Large Cap Vlu (AVLV) 5.3 $17M 258k 65.21
Dimensional Etf Trust Inflation Prote (DFIP) 4.7 $15M 357k 42.11
Ishares Tr Global Reit Etf (REET) 2.4 $7.7M 319k 24.26
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 2.3 $7.3M 149k 48.82
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 2.2 $7.2M 91k 78.94
Dimensional Etf Trust Ultrashort Fixed (DUSB) 1.5 $4.8M 95k 50.73
American Centy Etf Tr Real Estate Etf (AVRE) 1.4 $4.5M 104k 43.01
Spdr Ser Tr Bloomberg 1-3 Mo (BIL) 1.4 $4.4M 48k 91.73
Ishares Tr Us Treas Bd Etf (GOVT) 0.6 $1.8M 78k 22.98
Wisdomtree Tr Us Efficient Cor (NTSX) 0.5 $1.6M 36k 45.36
World Gold Tr Spdr Gld Minis (GLDM) 0.5 $1.5M 24k 61.89
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 0.4 $1.4M 45k 31.23
American Centy Etf Tr Us Sml Cp Valu (AVUV) 0.4 $1.3M 15k 87.17
American Centy Etf Tr Avantis Emgmkt (AVEM) 0.4 $1.3M 22k 60.17
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.4 $1.2M 2.5k 468.90
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.3 $912k 41k 22.08
Wisdomtree Tr Internationl Efi (NTSI) 0.3 $882k 23k 38.03
Spdr Ser Tr Portfli Tips Etf (SPIP) 0.3 $881k 33k 26.38
Dimensional Etf Trust World Ex Us Core (DFAX) 0.3 $854k 33k 26.20
American Centy Etf Tr Intl Eqt Etf (AVDE) 0.3 $838k 13k 66.27
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.2 $719k 31k 23.16
Vanguard Specialized Funds Div App Etf (VIG) 0.2 $699k 3.6k 194.03
Apple (AAPL) 0.2 $617k 2.8k 222.16
Vanguard Index Fds Value Etf (VTV) 0.2 $541k 3.1k 172.74
Enterprise Products Partners (EPD) 0.2 $532k 16k 34.14
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.2 $526k 22k 24.34
Vanguard World Extended Dur (EDV) 0.1 $472k 6.6k 71.11
American Centy Etf Tr Avantis Core Fi (AVIG) 0.1 $454k 11k 41.39
Dimensional Etf Trust Short Duration F (DFSD) 0.1 $450k 9.5k 47.52
Ishares Tr Ultra Short-term (ICSH) 0.1 $441k 8.7k 50.70
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.1 $424k 15k 27.96
Dimensional Etf Trust Global Real Est (DFGR) 0.1 $371k 14k 26.26
Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $340k 1.2k 274.75
Managed Portfolio Series Tortoise Nram Pi 0.1 $338k 9.3k 36.37
Ishares Tr Core S&p500 Etf (IVV) 0.1 $337k 599.00 562.08
Ishares Tr Core 40/60 Moder (AOM) 0.1 $323k 7.4k 43.88
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $297k 578.00 513.91
Amazon (AMZN) 0.1 $288k 1.5k 190.26
Innovator Etfs Trust Us Eqty Pwr Buf (PDEC) 0.1 $260k 6.9k 37.60
Vanguard Whitehall Fds High Div Yld (VYM) 0.1 $260k 2.0k 128.98
Innovator Etfs Trust Us Eqty Pwr Buf (POCT) 0.1 $259k 6.7k 38.85
Invesco Exchange Traded Fd T Finl Pfd Etf (PGF) 0.1 $240k 17k 14.28
John Hancock Exchange Traded Preferred Income (JHPI) 0.1 $233k 10k 22.41
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.1 $229k 1.3k 170.92
Global X Fds Glb X Mlp Enrg I (MLPX) 0.1 $226k 3.5k 63.80
Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.1 $225k 6.8k 32.99
Pgim Rock Etf Tr S&p 500 Buffer (PBDE) 0.1 $215k 8.3k 25.99
Vanguard Bd Index Fds Intermed Term (BIV) 0.1 $208k 2.7k 76.57
Innovator Etfs Trust Grwt100 Pwr Buf (NJUL) 0.1 $205k 3.4k 60.03
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.1 $200k 358.00 559.39