| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q2 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 | 2024-02-13 |
| 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.