Leading Edge Financial Planning

Leading Edge Financial Planning as of Sept. 30, 2025

Portfolio Holdings for Leading Edge Financial Planning

Leading Edge Financial Planning holds 63 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr Series Trust Portfolio S&p500 (SPLG) 15.3 $61M 776k 78.34
Dimensional Etf Trust Intl Core Equity (DFIC) 14.2 $57M 1.7M 32.79
Dimensional Etf Trust Us High Profitab (DUHP) 9.1 $36M 958k 37.77
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 9.0 $36M 1.4M 25.71
Dimensional Etf Trust Us Small Cap Val (DFSV) 6.8 $27M 855k 31.84
Dimensional Etf Trust Emerging Mkts Co (DFEM) 6.3 $25M 779k 32.07
Spdr Series Trust Portfolio Agrgte (SPAB) 5.9 $24M 911k 25.85
Dimensional Etf Trust Core Fixed Incom (DFCF) 5.8 $23M 544k 42.76
American Centy Etf Tr Us Large Cap Vlu (AVLV) 5.3 $21M 292k 72.26
Dimensional Etf Trust Inflation Prote (DFIP) 4.5 $18M 425k 42.23
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 2.2 $8.6M 175k 49.46
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 2.1 $8.5M 107k 79.93
Ishares Tr Global Reit Etf (REET) 2.0 $7.8M 306k 25.56
American Centy Etf Tr Real Estate Etf (AVRE) 1.7 $6.7M 152k 44.48
Dimensional Etf Trust Ultrashort Fixed (DUSB) 1.5 $6.0M 118k 50.78
Spdr Series Trust Bloomberg 1-3 Mo (BIL) 0.6 $2.4M 26k 91.75
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.5 $2.1M 7.2k 293.79
Wisdomtree Tr Us Efficient Cor (NTSX) 0.5 $1.9M 35k 53.92
American Centy Etf Tr Us Sml Cp Valu (AVUV) 0.5 $1.9M 19k 99.53
World Gold Tr Spdr Gld Minis (GLDM) 0.4 $1.6M 22k 76.45
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 0.4 $1.6M 44k 36.35
American Centy Etf Tr Avantis Emgmkt (AVEM) 0.4 $1.6M 21k 75.11
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.4 $1.5M 2.5k 600.34
American Centy Etf Tr Intl Eqt Etf (AVDE) 0.3 $1.2M 16k 78.90
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.3 $1.1M 40k 26.34
Dimensional Etf Trust World Ex Us Core (DFAX) 0.3 $1.0M 33k 31.38
Spdr Series Trust Portfli Tips Etf (SPIP) 0.3 $1.0M 38k 26.32
Wisdomtree Tr Internationl Efi (NTSI) 0.2 $975k 23k 42.75
Vanguard Specialized Funds Div App Etf (VIG) 0.2 $777k 3.6k 215.83
Apple (AAPL) 0.2 $773k 3.0k 254.60
Dimensional Etf Trust Short Duration F (DFSD) 0.2 $708k 15k 48.19
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.2 $675k 29k 23.47
American Centy Etf Tr Avantis Core Fi (AVIG) 0.2 $650k 15k 42.08
Vanguard Index Fds Value Etf (VTV) 0.1 $539k 2.9k 186.49
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.1 $526k 22k 24.40
Enterprise Products Partners (EPD) 0.1 $502k 16k 31.27
Vanguard World Extended Dur (EDV) 0.1 $492k 7.2k 68.45
Dimensional Etf Trust Global Real Est (DFGR) 0.1 $427k 16k 27.31
Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $425k 1.3k 328.07
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.1 $414k 15k 27.30
Ishares Tr Core S&p500 Etf (IVV) 0.1 $409k 611.00 669.62
Spdr Series Trust Bloomberg 3-12 M (BILS) 0.1 $374k 3.8k 99.52
Invesco Exchange Traded Fd T Finl Pfd Etf (PGF) 0.1 $363k 25k 14.62
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $354k 578.00 612.38
Tortoise Capital Series Trus North Amern Pipe (TPYP) 0.1 $336k 9.2k 36.45
Ishares Tr Ultra Short Dur (ICSH) 0.1 $335k 6.6k 50.75
Amazon (AMZN) 0.1 $333k 1.5k 219.57
Dimensional Etf Trust Us Equity Market (DFUS) 0.1 $330k 4.6k 72.44
Ishares Tr Core 40/60 Moder (AOM) 0.1 $325k 6.8k 47.58
Vanguard Whitehall Fds High Div Yld (VYM) 0.1 $284k 2.0k 140.98
Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.1 $263k 6.8k 38.57
John Hancock Exchange Traded Preferred Income (JHPI) 0.1 $258k 11k 23.17
Ea Series Trust Alpha Arch 1-3 (BOXX) 0.1 $243k 2.1k 113.86
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.1 $239k 358.00 666.18
American Centy Etf Tr Intl Smcp Vlu (AVDV) 0.1 $238k 2.7k 89.03
Innovator Etfs Trust Grwt100 Pwr Buf (NJUL) 0.1 $229k 3.2k 71.11
Dimensional Etf Trust Internatnal Val (DFIV) 0.1 $229k 5.0k 46.12
Neurocrine Biosciences (NBIX) 0.1 $227k 1.6k 140.38
Global X Fds Glb X Mlp Enrg I (MLPX) 0.1 $222k 3.5k 62.70
Abrdn Silver Etf Trust Physcl Silvr Shs (SIVR) 0.1 $213k 4.8k 44.48
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 0.1 $210k 4.6k 45.76
Broadcom (AVGO) 0.1 $207k 626.00 329.91
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.1 $206k 7.1k 29.11