Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q1 2022 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
DIMENSIONAL ETF TRUST | 4 | Q3 2023 | 18.3% |
SPDR SER TR | 4 | Q3 2023 | 16.1% |
SPDR SER TR | 4 | Q3 2023 | 9.5% |
DIMENSIONAL ETF TRUST | 4 | Q3 2023 | 9.1% |
DIMENSIONAL ETF TRUST | 4 | Q3 2023 | 7.3% |
DIMENSIONAL ETF TRUST | 4 | Q3 2023 | 5.7% |
SCHWAB STRATEGIC TR | 4 | Q3 2023 | 5.1% |
VANGUARD SPECIALIZED FUNDS | 4 | Q3 2023 | 3.3% |
SCHWAB STRATEGIC TR | 4 | Q3 2023 | 2.9% |
ISHARES TR | 4 | Q3 2023 | 2.6% |
View Leading Edge Financial Planning LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-05-03 |
13F-HR | 2024-02-13 |
13F-HR | 2023-10-25 |
13F-HR | 2023-07-17 |
13F-HR | 2023-04-20 |
13F-HR | 2023-03-02 |
View Leading Edge Financial Planning LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.