77 is the total number of securities Leading Edge Financial Planning LLC has owned. The longest Leading Edge Financial Planning LLC has owned a single stock is 4 quarters.
| Period | Weighting | Quarter | |||||||
|---|---|---|---|---|---|---|---|---|---|
| Ticker | Name | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
| DIMENSIONAL ETF TRUST | 4 | 4 | 12.92% | 16.51% | 18.31% | Q4 2022 | Q3 2023 | 4 | |
| SPLG | SPDR SER TR | 4 | 4 | 12.38% | 14.53% | 16.12% | Q4 2022 | Q3 2023 | 4 |
| SPAB | SPDR SER TR | 4 | 4 | 7.51% | 8.46% | 9.55% | Q4 2022 | Q3 2023 | 4 |
| DIMENSIONAL ETF TRUST | 4 | 4 | 7.86% | 8.39% | 9.06% | Q4 2022 | Q3 2023 | 4 | |
| DIMENSIONAL ETF TRUST | 4 | 4 | 6.00% | 6.60% | 7.28% | Q4 2022 | Q3 2023 | 4 | |
| DIMENSIONAL ETF TRUST | 4 | 4 | 5.05% | 5.35% | 5.66% | Q4 2022 | Q3 2023 | 4 | |
| SCHB | SCHWAB STRATEGIC TR | 4 | 4 | 3.62% | 4.25% | 5.08% | Q4 2022 | Q3 2023 | 4 |
| VIG | VANGUARD SPECIALIZED F... | 4 | 4 | 2.53% | 2.87% | 3.31% | Q4 2022 | Q3 2023 | 4 |
| SCHZ | SCHWAB STRATEGIC TR | 4 | 4 | 1.86% | 2.32% | 2.92% | Q4 2022 | Q3 2023 | 4 |
| REET | ISHARES TR | 4 | 4 | 2.13% | 2.29% | 2.57% | Q4 2022 | Q3 2023 | 4 |
| SCHO | SCHWAB STRATEGIC TR | 4 | 4 | 1.68% | 2.08% | 2.64% | Q4 2022 | Q3 2023 | 4 |
| DFAI | DIMENSIONAL ETF TRUST | 4 | 4 | 1.35% | 1.90% | 2.36% | Q4 2022 | Q3 2023 | 4 |
| SDY | SPDR SER TR | 4 | 4 | 0.77% | 1.15% | 1.54% | Q4 2022 | Q3 2023 | 4 |
| SCHF | SCHWAB STRATEGIC TR | 4 | 4 | 0.74% | 1.14% | 1.65% | Q4 2022 | Q3 2023 | 4 |
| SPMB | SPDR SER TR | 4 | 4 | 0.86% | 1.10% | 1.22% | Q4 2022 | Q3 2023 | 4 |
| NTSX | WISDOMTREE TR | 4 | 4 | 0.89% | 1.07% | 1.16% | Q4 2022 | Q3 2023 | 4 |
| QQQ | INVESCO QQQ TR | 4 | 4 | 0.70% | 0.82% | 0.88% | Q4 2022 | Q3 2023 | 4 |
| AAPL | APPLE INC | 4 | 4 | 0.76% | 0.80% | 0.90% | Q4 2022 | Q3 2023 | 4 |
| SPSM | SPDR SER TR | 4 | 4 | 0.55% | 0.75% | 1.00% | Q4 2022 | Q3 2023 | 4 |
| SCHD | SCHWAB STRATEGIC TR | 4 | 4 | 0.43% | 0.74% | 1.05% | Q4 2022 | Q3 2023 | 4 |
| BIL | SPDR SER TR | 4 | 4 | 0.29% | 0.70% | 0.95% | Q4 2022 | Q3 2023 | 4 |
| DIMENSIONAL ETF TRUST | 4 | 4 | 0.19% | 0.69% | 2.00% | Q4 2022 | Q3 2023 | 4 | |
| SCHX | SCHWAB STRATEGIC TR | 4 | 4 | 0.64% | 0.67% | 0.69% | Q4 2022 | Q3 2023 | 4 |
| SCHP | SCHWAB STRATEGIC TR | 4 | 4 | 0.45% | 0.66% | 0.98% | Q4 2022 | Q3 2023 | 4 |
| SCHH | SCHWAB STRATEGIC TR | 4 | 4 | 0.50% | 0.65% | 0.81% | Q4 2022 | Q3 2023 | 4 |
| SPIP | SPDR SER TR | 4 | 4 | 0.41% | 0.65% | 0.84% | Q4 2022 | Q3 2023 | 4 |
| DIMENSIONAL ETF TRUST | 4 | 4 | 0.44% | 0.58% | 0.77% | Q4 2022 | Q3 2023 | 4 | |
| WORLD GOLD TR | 4 | 4 | 0.55% | 0.57% | 0.59% | Q4 2022 | Q3 2023 | 4 | |
| SPTI | SPDR SER TR | 4 | 4 | 0.40% | 0.56% | 0.72% | Q4 2022 | Q3 2023 | 4 |
| QUAL | ISHARES TR | 4 | 4 | 0.41% | 0.54% | 0.59% | Q4 2022 | Q3 2023 | 4 |
| DFAE | DIMENSIONAL ETF TRUST | 4 | 4 | 0.38% | 0.50% | 0.58% | Q4 2022 | Q3 2023 | 4 |
| AVUV | AMERICAN CENTY ETF TR | 4 | 4 | 0.40% | 0.49% | 0.55% | Q4 2022 | Q3 2023 | 4 |
| ICSH | ISHARES TR | 4 | 4 | 0.36% | 0.44% | 0.49% | Q4 2022 | Q3 2023 | 4 |
| VTIP | VANGUARD MALVERN FDS | 4 | 4 | 0.27% | 0.42% | 0.65% | Q4 2022 | Q3 2023 | 4 |
| MLPX | GLOBAL X FDS | 4 | 4 | 0.21% | 0.36% | 0.53% | Q4 2022 | Q3 2023 | 4 |
| IGSB | ISHARES TR | 4 | 4 | 0.27% | 0.32% | 0.41% | Q4 2022 | Q3 2023 | 4 |
| BNDX | VANGUARD CHARLOTTE FDS | 4 | 4 | 0.15% | 0.32% | 0.73% | Q4 2022 | Q3 2023 | 4 |
| SLYV | SPDR SER TR | 4 | 4 | 0.24% | 0.31% | 0.39% | Q4 2022 | Q3 2023 | 4 |
| SPTL | SPDR SER TR | 4 | 4 | 0.20% | 0.30% | 0.40% | Q4 2022 | Q3 2023 | 4 |
| EPD | ENTERPRISE PRODS PARTN... | 4 | 4 | 0.27% | 0.30% | 0.34% | Q4 2022 | Q3 2023 | 4 |
| PGF | INVESCO EXCHANGE TRADE... | 4 | 4 | 0.23% | 0.29% | 0.38% | Q4 2022 | Q3 2023 | 4 |
| SCHV | SCHWAB STRATEGIC TR | 4 | 4 | 0.17% | 0.29% | 0.43% | Q4 2022 | Q3 2023 | 4 |
| SCHC | SCHWAB STRATEGIC TR | 4 | 4 | 0.18% | 0.26% | 0.35% | Q4 2022 | Q3 2023 | 4 |
| TPYP | MANAGED PORTFOLIO SERIES | 4 | 4 | 0.20% | 0.25% | 0.32% | Q4 2022 | Q3 2023 | 4 |
| VXUS | VANGUARD STAR FDS | 4 | 4 | 0.19% | 0.23% | 0.32% | Q4 2022 | Q3 2023 | 4 |
| EPP | ISHARES INC | 4 | 4 | 0.15% | 0.23% | 0.32% | Q4 2022 | Q3 2023 | 4 |
| NJAN | INNOVATOR ETFS TR | 4 | 4 | 0.19% | 0.22% | 0.26% | Q4 2022 | Q3 2023 | 4 |
| LUV | SOUTHWEST AIRLS CO | 4 | 4 | 0.13% | 0.22% | 0.34% | Q4 2022 | Q3 2023 | 4 |
| PGX | INVESCO EXCH TRADED FD... | 4 | 4 | 0.18% | 0.21% | 0.24% | Q4 2022 | Q3 2023 | 4 |
| AFL | INVESCO EXCH TRADED FD... | 4 | 4 | 0.18% | 0.20% | 0.24% | Q4 2022 | Q3 2023 | 4 |
| PJUL | INNOVATOR ETFS TR | 4 | 4 | 0.18% | 0.20% | 0.22% | Q4 2022 | Q3 2023 | 4 |
| VYM | VANGUARD WHITEHALL FDS | 4 | 4 | 0.14% | 0.18% | 0.24% | Q4 2022 | Q3 2023 | 4 |
| JNJ | JOHNSON & JOHNSON | 4 | 4 | 0.14% | 0.18% | 0.24% | Q4 2022 | Q3 2023 | 4 |
| MRK | MERCK & CO INC | 4 | 4 | 0.15% | 0.17% | 0.19% | Q4 2022 | Q3 2023 | 4 |
| GSK PLC | 4 | 4 | 0.13% | 0.15% | 0.18% | Q4 2022 | Q3 2023 | 4 | |
| NOCT | INNOVATOR ETFS TR | 3 | 3 | 0.22% | 0.27% | 0.32% | Q4 2022 | Q2 2023 | 3 |
| GDX | VANECK ETF TRUST | 3 | 3 | 0.14% | 0.20% | 0.24% | Q4 2022 | Q2 2023 | 3 |
| SCHE | SCHWAB STRATEGIC TR | 3 | 3 | 0.14% | 0.20% | 0.24% | Q4 2022 | Q2 2023 | 3 |
| AMZN | AMAZON COM INC | 3 | 3 | 0.15% | 0.19% | 0.23% | Q1 2023 | Q3 2023 | 3 |
| EDV | VANGUARD WORLD FD | 3 | 3 | 0.18% | 0.18% | 0.19% | Q1 2023 | Q3 2023 | 3 |
| SCHR | SCHWAB STRATEGIC TR | 3 | 3 | 0.13% | 0.17% | 0.20% | Q4 2022 | Q2 2023 | 3 |
| AOM | ISHARES TR | 3 | 3 | 0.13% | 0.16% | 0.19% | Q1 2023 | Q3 2023 | 3 |
| SCHA | SCHWAB STRATEGIC TR | 3 | 3 | 0.13% | 0.16% | 0.19% | Q4 2022 | Q2 2023 | 3 |
| DFAC | DIMENSIONAL ETF TRUST | 3 | 3 | 0.13% | 0.14% | 0.14% | Q1 2023 | Q3 2023 | 3 |
| VTI | VANGUARD INDEX FDS | 2 | 2 | 0.40% | 0.43% | 0.47% | Q4 2022 | Q1 2023 | 2 |
| IJR | ISHARES TR | 2 | 2 | 0.25% | 0.26% | 0.26% | Q4 2022 | Q1 2023 | 2 |
| TSLA | TESLA INC | 2 | 2 | 0.14% | 0.14% | 0.15% | Q2 2023 | Q3 2023 | 2 |
| DIMENSIONAL ETF TRUST | 2 | 2 | 0.14% | 0.14% | 0.15% | Q1 2023 | Q2 2023 | 2 | |
| CIM | CHIMERA INVT CORP | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q3 2023 | 2 |
| DIMENSIONAL ETF TRUST | 1 | 1 | 3.87% | 3.87% | 3.87% | Q3 2023 | Q3 2023 | 1 | |
| AMERICAN CENTY ETF TR | 1 | 1 | 1.28% | 1.28% | 1.28% | Q3 2023 | Q3 2023 | 1 | |
| VOT | VANGUARD INDEX FDS | 1 | 1 | 0.80% | 0.80% | 0.80% | Q3 2023 | Q3 2023 | 1 |
| SPHY | SPDR SER TR | 1 | 1 | 0.32% | 0.32% | 0.32% | Q3 2023 | Q3 2023 | 1 |
| IVV | ISHARES TR | 1 | 1 | 0.30% | 0.30% | 0.30% | Q4 2022 | Q4 2022 | 1 |
| VTV | VANGUARD INDEX FDS | 1 | 1 | 0.24% | 0.24% | 0.24% | Q3 2023 | Q3 2023 | 1 |
| NJUL | INNOVATOR ETFS TR | 1 | 1 | 0.21% | 0.21% | 0.21% | Q3 2023 | Q3 2023 | 1 |
| SRLN | SSGA ACTIVE ETF TR | 1 | 1 | 0.16% | 0.16% | 0.16% | Q2 2023 | Q2 2023 | 1 |
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The securities at the top of the list , including DIMENSIONAL ETF TRUST, SPDR SER TR, and SPDR SER TR, are the highest-conviction holdings of Leading Edge Financial Planning LLC.
The conviction is calculated by counting the number of quarters a security has been reported by Leading Edge Financial Planning LLC. The higher the number, the higher the conviction and longer the holding period.
This page lists all the securities that Leading Edge Financial Planning LLC owns currently or has owned in the past.