Leading Edge Financial Planning

Leading Edge Financial Planning as of June 30, 2026

Portfolio Holdings for Leading Edge Financial Planning

Leading Edge Financial Planning holds 78 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr Series Trust St Str P500etf (SPYM) 15.4 $87M 986k 87.88
Dimensional Etf Trust Intl Core Equity (DFIC) 14.3 $80M 2.1M 37.26
Dimensional Etf Trust Us High Prof Etf (DUHP) 9.6 $54M 1.3M 41.73
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 9.0 $51M 1.7M 28.96
Dimensional Etf Trust Us Small Cap Etf (DFSV) 7.1 $40M 1.0M 38.79
Dimensional Etf Trust Emerging Mkts Co (DFEM) 6.6 $37M 909k 40.64
American Centy Etf Tr Us Large Cap Vlu (AVLV) 6.0 $34M 367k 91.21
Dimensional Etf Trust Core Fixe In Etf (DFCF) 5.4 $31M 724k 42.21
Spdr Series Trust St Str Aggre Etf (SPAB) 5.3 $30M 1.2M 25.52
Dimensional Etf Trust Inflation Prote (DFIP) 4.3 $24M 581k 41.26
American Centy Etf Tr Real Estate Etf (AVRE) 2.2 $13M 265k 47.38
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 1.9 $11M 135k 79.03
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 1.9 $11M 220k 48.43
Ishares Tr Global Reit Etf (REET) 1.4 $8.1M 294k 27.62
Dimensional Etf Trust Ultr Fix Inc Etf (DUSB) 1.4 $7.7M 151k 50.78
American Centy Etf Tr Us Sml Cp Valu (AVUV) 0.6 $3.3M 26k 124.76
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.5 $2.9M 9.4k 306.30
American Centy Etf Tr Avantis Emgmkt (AVEM) 0.5 $2.9M 30k 96.49
Wisdomtree Tr Us Effic Core Fd (NTSX) 0.5 $2.6M 44k 59.05
World Gold Tr Spdr Gld Minis (GLDM) 0.3 $1.9M 23k 79.42
American Centy Etf Tr Avantis Core Fi (AVIG) 0.3 $1.8M 43k 41.41
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 0.3 $1.7M 42k 41.25
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.3 $1.7M 2.3k 736.33
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.3 $1.7M 56k 29.43
American Centy Etf Tr Intl Eqt Etf (AVDE) 0.3 $1.5M 17k 89.20
Spdr Series Trust St Str Blo 1 Etf (BIL) 0.3 $1.4M 16k 91.64
Ishares Tr Core S&p Ttl Stk (ITOT) 0.2 $1.3M 7.8k 164.27
Wisdomtree Tr Internationl Efi (NTSI) 0.2 $1.3M 27k 46.60
Apple (AAPL) 0.2 $1.1M 3.6k 289.33
Dimensional Etf Trust World Ex Us Core (DFAX) 0.2 $975k 27k 36.84
Spdr Series Trust St Str Tips Etf (SPIP) 0.2 $972k 38k 25.68
Dimensional Etf Trust Shor Dur Fix Etf (DFSD) 0.2 $911k 19k 47.75
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.1 $841k 5.4k 156.95
Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $819k 2.2k 370.06
Vanguard Specialized Funds Div App Etf (VIG) 0.1 $810k 3.4k 236.65
Dimensional Etf Trust Global Real Est (DFGR) 0.1 $706k 24k 28.97
Vanguard World Extended Dur (EDV) 0.1 $619k 9.5k 65.08
Enterprise Products Partners (EPD) 0.1 $615k 17k 36.76
Dimensional Etf Trust Intl Cor Fix Etf (DFGX) 0.1 $575k 11k 53.59
Ishares Tr Core S&p500 Etf (IVV) 0.1 $485k 647.00 749.28
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.1 $482k 2.2k 219.46
Ishares Tr 0-3 Mth Treasury (SGOV) 0.1 $451k 4.5k 100.67
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $444k 647.00 686.81
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.1 $442k 14k 31.71
Tortoise Capital Series Trus North Amrcn Pipe (TPYP) 0.1 $386k 9.2k 41.93
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.1 $381k 17k 23.13
Amazon (AMZN) 0.1 $367k 1.5k 238.34
Ea Series Trust Alpha Arch 1-3 (BOXX) 0.1 $365k 3.1k 117.09
Invesco Exchange Traded Fd T Finl Pfd Etf (PGF) 0.1 $357k 26k 13.71
Dimensional Etf Trust Us Equi Mark Etf (DFUS) 0.1 $341k 4.2k 81.94
Ishares Tr Core Us Aggbd Et (AGG) 0.1 $330k 3.3k 98.98
Ishares Tr Core 40 Mode Etf (AOM) 0.1 $329k 6.6k 49.89
American Centy Etf Tr Intl Smcp Vlu (AVDV) 0.1 $316k 3.1k 103.05
Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC) 0.1 $303k 6.8k 44.36
J P Morgan Exchange Traded F Municipal Etf (JMUB) 0.1 $300k 5.9k 50.66
Dimensional Etf Trust Natl Mun Bd Etf (DFNM) 0.1 $298k 6.2k 48.33
Vanguard Index Fds Value Etf (VTV) 0.1 $294k 1.3k 217.93
Ishares Tr Us Treas Bd Etf (GOVT) 0.1 $293k 13k 22.78
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 0.1 $290k 389.00 745.91
Abrdn Silver Etf Trust Physcl Silvr Shs (SIVR) 0.1 $282k 5.0k 56.22
Vanguard Whitehall Fds High Div Yld (VYM) 0.1 $281k 1.8k 158.03
Ishares Tr Shrt Nat Mun Etf (SUB) 0.0 $267k 2.5k 106.47
Johnson & Johnson (JNJ) 0.0 $265k 1.0k 253.97
Dimensional Etf Trust Internatnal Val (DFIV) 0.0 $264k 4.9k 54.02
Global X Fds Glb X Mlp Enrg I (MLPX) 0.0 $260k 3.5k 73.65
Broadcom (AVGO) 0.0 $260k 688.00 377.75
Proshares Tr Ultrapro Qqq (TQQQ) 0.0 $255k 3.1k 81.00
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.0 $246k 7.1k 34.81
NVIDIA Corporation (NVDA) 0.0 $241k 1.2k 200.09
Ishares Tr Ultra Short Dur (ICSH) 0.0 $223k 4.4k 50.58
John Hancock Exchange Traded Pfd Income Etf (JHPI) 0.0 $221k 9.7k 22.70
Neurocrine Biosciences (NBIX) 0.0 $218k 1.3k 168.54
Chimera Invt Corp Com Shs (CIM) 0.0 $208k 16k 13.34
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.0 $204k 7.4k 27.70
Rockwell Automation (ROK) 0.0 $201k 406.00 495.08
Invesco Van Kampen Trust For Inv Grd Mun (VGM) 0.0 $108k 10k 10.60
Horizon Technology Fin (HRZN) 0.0 $79k 17k 4.73
Mv Oil Tr Tr Units (MVO) 0.0 $21k 12k 1.77