Leading Edge Financial Planning

Leading Edge Financial Planning as of March 31, 2026

Portfolio Holdings for Leading Edge Financial Planning

Leading Edge Financial Planning holds 72 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr Series Trust State Street Spd (SPYM) 14.7 $70M 915k 76.54
Dimensional Etf Trust Intl Core Equity (DFIC) 14.6 $70M 2.0M 35.53
Dimensional Etf Trust Us High Profitab (DUHP) 9.3 $44M 1.2M 36.76
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 8.7 $41M 1.6M 25.10
Dimensional Etf Trust Us Small Cap Val (DFSV) 7.1 $34M 969k 35.04
Dimensional Etf Trust Emerging Mkts Co (DFEM) 6.3 $30M 869k 34.55
American Centy Etf Tr Us Large Cap Vlu (AVLV) 5.9 $28M 347k 80.61
Spdr Series Trust State Street Spd (SPAB) 5.7 $27M 1.1M 25.62
Dimensional Etf Trust Core Fixed Incom (DFCF) 5.7 $27M 636k 42.22
Dimensional Etf Trust Inflation Prote (DFIP) 4.5 $22M 515k 41.72
American Centy Etf Tr Real Estate Etf (AVRE) 2.1 $9.9M 226k 44.02
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 2.1 $9.8M 124k 79.27
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 2.0 $9.5M 197k 48.05
Ishares Tr Global Reit Etf (REET) 1.6 $7.5M 296k 25.15
Dimensional Etf Trust Ultrashort Fixed (DUSB) 1.5 $7.1M 140k 50.71
American Centy Etf Tr Us Sml Cp Valu (AVUV) 0.5 $2.5M 23k 110.47
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.5 $2.4M 13k 184.28
Wisdomtree Tr Us Efficient Cor (NTSX) 0.4 $2.1M 40k 52.15
American Centy Etf Tr Avantis Emgmkt (AVEM) 0.4 $2.0M 25k 80.58
World Gold Tr Spdr Gld Minis (GLDM) 0.4 $1.7M 18k 92.69
Spdr Series Trust State Street Spd (BIL) 0.4 $1.7M 18k 91.64
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 0.3 $1.7M 43k 38.96
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.3 $1.5M 2.6k 577.18
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.3 $1.4M 56k 25.64
American Centy Etf Tr Intl Eqt Etf (AVDE) 0.3 $1.4M 16k 84.84
American Centy Etf Tr Avantis Core Fi (AVIG) 0.3 $1.2M 30k 41.54
Spdr Series Trust State Street Spd (SPIP) 0.2 $1.1M 41k 26.01
Wisdomtree Tr Internationl Efi (NTSI) 0.2 $1.1M 24k 44.01
Dimensional Etf Trust World Ex Us Core (DFAX) 0.2 $1.1M 31k 33.97
Apple (AAPL) 0.2 $837k 3.3k 253.75
Vanguard Specialized Funds Div App Etf (VIG) 0.2 $747k 3.5k 215.09
Dimensional Etf Trust Short Duration F (DFSD) 0.2 $738k 15k 47.88
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.1 $660k 28k 23.22
Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $637k 2.0k 320.82
Enterprise Products Partners (EPD) 0.1 $626k 17k 37.84
Dimensional Etf Trust Global Real Est (DFGR) 0.1 $622k 23k 26.58
Ishares Tr Core S&p Ttl Stk (ITOT) 0.1 $578k 4.1k 142.43
Vanguard World Extended Dur (EDV) 0.1 $532k 8.2k 64.95
Dimensional Etf Trust Dimensional Inte (DFGX) 0.1 $529k 10k 52.45
Ishares Tr Core S&p500 Etf (IVV) 0.1 $480k 735.00 653.42
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.1 $474k 2.5k 191.83
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.1 $451k 15k 30.68
Amazon (AMZN) 0.1 $406k 2.0k 208.27
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.1 $405k 17k 24.27
Tortoise Capital Series Trus North Amrcn Pipe (TPYP) 0.1 $390k 9.2k 42.36
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $390k 652.00 597.55
Abrdn Silver Etf Trust Physcl Silvr Shs (SIVR) 0.1 $360k 5.0k 71.61
Invesco Exchange Traded Fd T Finl Pfd Etf (PGF) 0.1 $358k 26k 13.76
Ea Series Trust Alpha Arch 1-3 (BOXX) 0.1 $340k 2.9k 116.29
Vanguard Index Fds Value Etf (VTV) 0.1 $314k 1.6k 196.20
Ishares Tr Core 40/60 Moder (AOM) 0.1 $313k 6.6k 47.37
American Centy Etf Tr Intl Smcp Vlu (AVDV) 0.1 $306k 3.1k 99.86
Ishares Tr Ultra Short Dur (ICSH) 0.1 $302k 6.0k 50.62
Dimensional Etf Trust Us Equity Market (DFUS) 0.1 $296k 4.2k 70.91
Vanguard Whitehall Fds High Div Yld (VYM) 0.1 $276k 1.9k 148.13
Ishares Tr National Mun Etf (MUB) 0.1 $272k 2.6k 106.16
Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.1 $265k 6.8k 38.86
NVIDIA Corporation (NVDA) 0.1 $262k 1.5k 174.42
Global X Fds Glb X Mlp Enrg I (MLPX) 0.1 $261k 3.5k 73.93
Vanguard Bd Index Fds Intermed Term (BIV) 0.1 $261k 3.4k 77.18
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 0.1 $258k 397.00 649.60
Dimensional Etf Trust Internatnal Val (DFIV) 0.1 $258k 4.9k 52.78
Johnson & Johnson (JNJ) 0.1 $256k 1.0k 244.44
Tesla Motors (TSLA) 0.0 $234k 628.00 371.75
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.0 $230k 9.3k 24.75
Ishares Tr Core Us Aggbd Et (AGG) 0.0 $228k 2.3k 99.26
Broadcom (AVGO) 0.0 $222k 718.00 309.51
John Hancock Exchange Traded Preferred Income (JHPI) 0.0 $220k 9.8k 22.58
Vanguard Malvern Fds Total Treasury (VTG) 0.0 $218k 2.9k 75.74
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.0 $215k 7.1k 30.50
Neurocrine Biosciences (NBIX) 0.0 $213k 1.6k 131.74
Innovator Etfs Trust Grwt100 Pwr Buf (NJUL) 0.0 $211k 2.9k 71.41