Leading Edge Financial Planning

Leading Edge Financial Planning as of Dec. 31, 2025

Portfolio Holdings for Leading Edge Financial Planning

Leading Edge Financial Planning holds 66 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr Series Trust State Street Spd (SPYM) 15.2 $67M 832k 80.22
Dimensional Etf Trust Intl Core Equity (DFIC) 14.5 $64M 1.8M 34.46
Dimensional Etf Trust Us High Profitab (DUHP) 9.1 $40M 1.1M 38.03
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 9.1 $40M 1.5M 26.23
Dimensional Etf Trust Us Small Cap Val (DFSV) 6.9 $30M 924k 32.89
Dimensional Etf Trust Emerging Mkts Co (DFEM) 6.3 $28M 831k 33.08
Spdr Series Trust State Street Spd (SPAB) 5.9 $26M 1.0M 25.75
Dimensional Etf Trust Core Fixed Incom (DFCF) 5.8 $26M 603k 42.56
American Centy Etf Tr Us Large Cap Vlu (AVLV) 5.5 $24M 321k 75.77
Dimensional Etf Trust Inflation Prote (DFIP) 4.5 $20M 476k 41.55
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 2.2 $9.5M 119k 79.73
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 2.1 $9.3M 193k 48.32
American Centy Etf Tr Real Estate Etf (AVRE) 1.9 $8.4M 194k 43.53
Ishares Tr Global Reit Etf (REET) 1.7 $7.6M 304k 24.95
Dimensional Etf Trust Ultrashort Fixed (DUSB) 1.5 $6.7M 132k 50.65
Wisdomtree Tr Us Efficient Cor (NTSX) 0.5 $2.1M 38k 54.81
American Centy Etf Tr Us Sml Cp Valu (AVUV) 0.5 $2.0M 20k 101.98
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.4 $1.9M 11k 177.37
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 0.4 $1.7M 44k 38.11
World Gold Tr Spdr Gld Minis (GLDM) 0.4 $1.7M 20k 85.37
American Centy Etf Tr Avantis Emgmkt (AVEM) 0.4 $1.7M 22k 77.02
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.3 $1.5M 2.5k 614.31
American Centy Etf Tr Intl Eqt Etf (AVDE) 0.3 $1.3M 16k 82.32
Spdr Series Trust State Street Spd (SPIP) 0.3 $1.1M 44k 25.95
Spdr Series Trust State Street Spd (BIL) 0.3 $1.1M 12k 91.38
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.2 $1.1M 40k 26.91
Wisdomtree Tr Internationl Efi (NTSI) 0.2 $1.0M 23k 44.09
Dimensional Etf Trust World Ex Us Core (DFAX) 0.2 $1.0M 31k 32.73
Apple (AAPL) 0.2 $831k 3.1k 271.82
Vanguard Specialized Funds Div App Etf (VIG) 0.2 $769k 3.5k 219.82
American Centy Etf Tr Avantis Core Fi (AVIG) 0.2 $715k 17k 41.92
Dimensional Etf Trust Short Duration F (DFSD) 0.2 $683k 14k 47.95
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.2 $666k 29k 23.37
Vanguard Index Fds Value Etf (VTV) 0.1 $551k 2.9k 190.99
Enterprise Products Partners (EPD) 0.1 $523k 16k 32.06
Vanguard World Extended Dur (EDV) 0.1 $504k 7.8k 65.01
Ishares Tr Core S&p500 Etf (IVV) 0.1 $476k 695.00 685.21
Dimensional Etf Trust Global Real Est (DFGR) 0.1 $443k 17k 26.42
Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $434k 1.3k 335.17
Dimensional Etf Trust Us Equity Market (DFUS) 0.1 $415k 5.6k 74.17
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.1 $411k 17k 24.37
Amazon (AMZN) 0.1 $409k 1.8k 230.82
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.1 $405k 15k 27.43
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $366k 584.00 627.13
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.1 $349k 1.2k 279.07
Abrdn Silver Etf Trust Physcl Silvr Shs (SIVR) 0.1 $340k 5.0k 67.64
Invesco Exchange Traded Fd T Finl Pfd Etf (PGF) 0.1 $328k 23k 14.14
Tortoise Capital Series Trus North Amern Pipe (TPYP) 0.1 $326k 9.2k 35.29
Ishares Tr Core 40/60 Moder (AOM) 0.1 $315k 6.6k 47.73
Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.1 $315k 7.9k 39.59
Ishares Tr Ultra Short Dur (ICSH) 0.1 $302k 6.0k 50.58
Ishares Tr Us Treas Bd Etf (GOVT) 0.1 $298k 13k 23.02
J P Morgan Exchange Traded F Municipal Etf (JMUB) 0.1 $293k 5.8k 50.50
American Centy Etf Tr Intl Smcp Vlu (AVDV) 0.1 $288k 3.1k 93.97
Vanguard Whitehall Fds High Div Yld (VYM) 0.1 $277k 1.9k 143.55
Tesla Motors (TSLA) 0.1 $271k 602.00 449.72
Dimensional Etf Trust Internatnal Val (DFIV) 0.1 $248k 5.0k 49.90
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.1 $244k 358.00 681.92
Neurocrine Biosciences (NBIX) 0.1 $229k 1.6k 141.83
Broadcom (AVGO) 0.1 $226k 652.00 346.10
Innovator Etfs Trust Grwt100 Pwr Buf (NJUL) 0.1 $220k 3.0k 72.62
Global X Fds Glb X Mlp Enrg I (MLPX) 0.0 $214k 3.5k 60.52
John Hancock Exchange Traded Preferred Income (JHPI) 0.0 $214k 9.4k 22.84
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.0 $209k 7.1k 29.61
Johnson & Johnson (JNJ) 0.0 $207k 1.0k 206.95
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.0 $202k 8.4k 24.04