Leading Edge Financial Planning

Leading Edge Financial Planning as of June 30, 2025

Portfolio Holdings for Leading Edge Financial Planning

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

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr Series Trust Portfolio S&p500 (SPYM) 15.0 $54M 741k 72.69
Dimensional Etf Trust Intl Core Equity (DFIC) 14.4 $52M 1.7M 31.09
Dimensional Etf Trust Us High Profitab (DUHP) 9.0 $32M 906k 35.56
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 8.9 $32M 1.3M 23.83
Dimensional Etf Trust Us Small Cap Val (DFSV) 6.7 $24M 815k 29.43
Dimensional Etf Trust Emerging Mkts Co (DFEM) 6.2 $22M 751k 29.68
Spdr Series Trust Portfolio Agrgte (SPAB) 6.0 $22M 843k 25.60
Dimensional Etf Trust Core Fixed Incom (DFCF) 5.9 $21M 498k 42.26
American Centy Etf Tr Us Large Cap Vlu (AVLV) 5.2 $19M 276k 68.21
Dimensional Etf Trust Inflation Prote (DFIP) 4.4 $16M 383k 41.81
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 2.2 $7.8M 157k 49.51
Ishares Tr Global Reit Etf (REET) 2.1 $7.6M 310k 24.70
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 2.1 $7.6M 96k 79.50
American Centy Etf Tr Real Estate Etf (AVRE) 1.5 $5.6M 126k 44.16
Dimensional Etf Trust Ultrashort Fixed (DUSB) 1.5 $5.3M 104k 50.75
Spdr Series Trust Bloomberg 1-3 Mo (BIL) 1.2 $4.2M 46k 91.73
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.5 $1.9M 6.9k 284.39
Wisdomtree Tr Us Efficient Cor (NTSX) 0.5 $1.9M 38k 49.93
American Centy Etf Tr Us Sml Cp Valu (AVUV) 0.5 $1.8M 20k 91.10
World Gold Tr Spdr Gld Minis (GLDM) 0.5 $1.7M 25k 65.52
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 0.4 $1.6M 45k 34.57
American Centy Etf Tr Avantis Emgmkt (AVEM) 0.4 $1.5M 22k 68.54
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.4 $1.4M 2.5k 551.71
American Centy Etf Tr Intl Eqt Etf (AVDE) 0.3 $1.1M 15k 74.01
Spdr Series Trust Portfli Tips Etf (SPIP) 0.3 $1.0M 39k 26.06
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.3 $1.0M 42k 24.44
Wisdomtree Tr Internationl Efi (NTSI) 0.3 $997k 24k 40.89
Dimensional Etf Trust World Ex Us Core (DFAX) 0.3 $912k 31k 29.37
Vanguard Specialized Funds Div App Etf (VIG) 0.2 $737k 3.6k 204.71
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.2 $674k 29k 23.24
American Centy Etf Tr Avantis Core Fi (AVIG) 0.2 $644k 16k 41.62
Dimensional Etf Trust Short Duration F (DFSD) 0.2 $631k 13k 48.01
Apple (AAPL) 0.2 $608k 3.0k 205.14
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.1 $526k 22k 24.38
Vanguard Index Fds Value Etf (VTV) 0.1 $512k 2.9k 176.74
Vanguard World Extended Dur (EDV) 0.1 $503k 7.5k 67.30
Enterprise Products Partners (EPD) 0.1 $491k 16k 31.01
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.1 $439k 17k 26.50
Ishares Tr Core S&p500 Etf (IVV) 0.1 $416k 669.00 621.08
Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $394k 1.3k 303.84
Dimensional Etf Trust Global Real Est (DFGR) 0.1 $393k 15k 26.83
Ishares Tr Ultra Short Dur (ICSH) 0.1 $390k 7.7k 50.71
Ishares Tr Core 40/60 Moder (AOM) 0.1 $339k 7.4k 46.04
Amazon (AMZN) 0.1 $339k 1.5k 219.39
Tortoise Capital Series Trus North Amern Pipe (TPYP) 0.1 $331k 9.3k 35.73
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $328k 578.00 568.03
Vanguard Whitehall Fds High Div Yld (VYM) 0.1 $269k 2.0k 133.34
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.1 $267k 1.5k 182.85
John Hancock Exchange Traded Preferred Income (JHPI) 0.1 $252k 11k 22.55
Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.1 $245k 6.8k 35.84
Pgim Rock Etf Tr S&p 500 Buffer (PBDE) 0.1 $225k 8.2k 27.42
Global X Fds Glb X Mlp Enrg I (MLPX) 0.1 $222k 3.5k 62.65
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.1 $221k 358.00 617.85
Innovator Etfs Trust Grwt100 Pwr Buf (NJUL) 0.1 $219k 3.2k 68.06
Dimensional Etf Trust Internatnal Val (DFIV) 0.1 $213k 5.0k 42.83
American Centy Etf Tr Intl Smcp Vlu (AVDV) 0.1 $212k 2.7k 79.28
Invesco Exchange Traded Fd T Finl Pfd Etf (PGF) 0.1 $206k 15k 14.11
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX) 0.0 $154k 14k 11.13