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Leading Edge Financial Planning

Latest statistics and disclosures from Leading Edge Financial Planning's latest quarterly 13F-HR filing:

Top 5 stock holdings are SPLG, DFIC, SPAB, SCHB, DUHP, and represent 57.47% of Leading Edge Financial Planning's stock portfolio.
Added to shares of these 10 stocks: DFIC (+$22M), SPAB (+$13M), DFEM (+$10M), SCHB (+$9.9M), AVLV (+$9.5M), BIL, DFSV, BNDX, REET, SPLG.
Started 7 new stock positions in IVV, JHPI, NTSI, PJAN, VTI, NOCT, DFGR.
Reduced shares in these 10 stocks: DFAX (-$22M), VIG, DFIP, SCHO, , , SCHF, SPSM, NTSX, SCHH.
Sold out of its positions in AFL, GSK, NJAN, PJUL, EPP, IGSB, JNJ, MRK, SLYV, SPMB. SPTL, SPTI, SDY, SPSM, SCHH, SCHC, LUV, TSLA, VXUS, VTIP.
Leading Edge Financial Planning was a net buyer of stock by $48M.
Leading Edge Financial Planning has $226M in assets under management (AUM), dropping by 44.60%.
Central Index Key (CIK): 0001967205

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Positions held by Leading Edge Financial Planning consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Leading Edge Financial Planning

Leading Edge Financial Planning holds 54 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Spdr Ser Tr Portfolio S&p500 (SPLG)	14.6	$33M	+12%	537k	61.53	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	12.9	$29M	+319%	1.1M	26.75	View chart
Spdr Ser Tr Portfolio Agrgte (SPAB)	12.8	$29M	+86%	1.1M	25.28	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	8.7	$20M	+101%	321k	61.05	View chart
Dimensional Etf Trust Us High Profitab (DUHP)	8.5	$19M	+16%	607k	31.61	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	6.6	$15M	+41%	493k	30.10	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	5.9	$13M	+293%	527k	25.49	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	5.3	$12M	+391%	186k	64.26	View chart
Ishares Tr Global Reit Etf (REET)	3.7	$8.4M	+87%	355k	23.68	View chart
Dimensional Etf Trust Inflation Prote (DFIP)	3.4	$7.7M	-24%	187k	41.25	View chart
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)	2.8	$6.4M	+332%	70k	91.80	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	2.3	$5.2M	+340%	105k	49.19	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	1.2	$2.7M	-10%	59k	46.00	View chart
Spdr Ser Tr Portfli High Yld (SPHY)	1.2	$2.7M	+404%	114k	23.46	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.8	$1.9M	-22%	63k	30.22	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.8	$1.9M	+23%	7.9k	235.79	View chart
Wisdomtree Tr Us Efficient Cor (NTSX)	0.6	$1.3M	-39%	30k	42.23	View chart
Apple (AAPL)	0.5	$1.1M	-5%	6.7k	171.49	View chart
World Gold Tr Spdr Gld Minis (GLDM)	0.5	$1.1M	+2%	25k	44.05	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.5	$1.1M	-18%	2.5k	443.99	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	0.5	$1.1M	-95%	44k	25.44	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.5	$1.1M	+5%	12k	93.71	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.4	$965k	-21%	16k	62.06	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.4	$954k	-64%	20k	48.21	View chart
Wisdomtree Tr Internationl Efi (NTSI)	0.4	$901k	NEW	24k	37.06	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.3	$715k	-84%	3.9k	182.63	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	0.3	$701k	-2%	17k	41.95	View chart
Ishares Tr Blackrock Ultra (ICSH)	0.2	$562k	-27%	11k	50.56	View chart
Vanguard Index Fds Value Etf (VTV)	0.2	$513k	+15%	3.1k	162.86	View chart
Spdr Ser Tr Portfli Tips Etf (SPIP)	0.2	$508k	-22%	20k	25.62	View chart
Vanguard World Extended Dur (EDV)	0.2	$487k	+48%	6.4k	76.60	View chart
Enterprise Products Partners (EPD)	0.2	$461k	+2%	16k	29.18	View chart
Invesco Exchange Traded Fd T Finl Pfd Etf (PGF)	0.2	$421k	+8%	28k	15.24	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.2	$402k	-47%	5.0k	80.63	View chart
Ishares Tr Modert Alloc Etf (AOM)	0.1	$318k	+40%	7.4k	42.78	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.1	$311k	NEW	1.2k	259.96	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.1	$299k	-77%	7.7k	39.02	View chart
Innovator Etfs Trust Grwt100 Pwr Buf (NJUL)	0.1	$294k	-20%	5.1k	57.65	View chart
Managed Portfolio Series Tortoise Nram Pi (TPYP)	0.1	$288k	-20%	10k	27.96	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.1	$246k	-62%	10k	24.72	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.1	$244k	-2%	7.6k	31.95	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.1	$239k	-7%	2.0k	121.01	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJAN)	0.1	$224k	NEW	5.7k	39.11	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.1	$221k	-72%	1.3k	164.38	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.1	$219k	-29%	2.9k	75.99	View chart
Amazon (AMZN)	0.1	$214k	-57%	1.2k	180.38	View chart
Dimensional Etf Trust Global Real Est (DFGR)	0.1	$214k	NEW	8.4k	25.53	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	0.1	$211k	-70%	4.0k	52.16	View chart
Global X Fds Glb X Mlp Enrg I (MLPX)	0.1	$206k	-45%	4.2k	48.99	View chart
Innovator Etfs Trust Grwt100 Pwr Buf (NOCT)	0.1	$203k	NEW	4.3k	47.57	View chart
John Hancock Exchange Traded Preferred Income (JHPI)	0.1	$202k	NEW	9.0k	22.47	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.1	$201k	NEW	382.00	526.11	View chart
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX)	0.1	$127k	-57%	11k	11.88	View chart
Chimera Invt Corp Com New (CIM)	0.0	$68k	+39%	15k	4.61	View chart

Past Filings by Leading Edge Financial Planning

SEC 13F filings are viewable for Leading Edge Financial Planning going back to 2022

Leading Edge Financial Planning 2024 Q1 filed May 3, 2024
Leading Edge Financial Planning 2023 Q3 filed Oct. 25, 2023
Leading Edge Financial Planning 2023 Q2 filed July 17, 2023
Leading Edge Financial Planning 2023 Q1 filed April 20, 2023
Leading Edge Financial Planning 2022 Q4 filed March 2, 2023

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