$116 Million is the total value of Leading Edge Financial Planning LLC's 63 reported holdings in Q4 2022. The portfolio turnover from Q3 2022 to Q4 2022 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| New | DIMENSIONAL ETF TRUSTworld ex us core | $19,992,991 | – | 925,601 | +100.0% | 17.30% | – | |
| SPLG | New | SPDR SER TRportfolio s&p500 | $14,308,316 | – | 318,104 | +100.0% | 12.38% | – |
| New | DIMENSIONAL ETF TRUSTus high profitab | $9,084,743 | – | 378,373 | +100.0% | 7.86% | – | |
| SPAB | New | SPDR SER TRportfolio agrgte | $8,676,555 | – | 345,267 | +100.0% | 7.51% | – |
| New | DIMENSIONAL ETF TRUSTinflation prote | $6,928,598 | – | 168,333 | +100.0% | 6.00% | – | |
| New | DIMENSIONAL ETF TRUSTus small cap val | $6,023,868 | – | 243,192 | +100.0% | 5.21% | – | |
| SCHB | New | SCHWAB STRATEGIC TRus brd mkt etf | $5,262,428 | – | 117,439 | +100.0% | 4.55% | – |
| SCHZ | New | SCHWAB STRATEGIC TRus aggregate b | $3,375,770 | – | 73,949 | +100.0% | 2.92% | – |
| VIG | New | VANGUARD SPECIALIZED FUNDSdiv app etf | $3,312,494 | – | 21,814 | +100.0% | 2.87% | – |
| SCHO | New | SCHWAB STRATEGIC TRsht tm us tres | $3,049,690 | – | 63,219 | +100.0% | 2.64% | – |
| DFAI | New | DIMENSIONAL ETF TRUSTintl core eqt mk | $2,710,884 | – | 108,262 | +100.0% | 2.35% | – |
| REET | New | ISHARES TRglobal reit etf | $2,623,155 | – | 115,507 | +100.0% | 2.27% | – |
| SCHF | New | SCHWAB STRATEGIC TRintl eqty etf | $1,910,307 | – | 59,308 | +100.0% | 1.65% | – |
| SDY | New | SPDR SER TRs&p divid etf | $1,779,715 | – | 14,225 | +100.0% | 1.54% | – |
| SPMB | New | SPDR SER TRport mtg bk etf | $1,411,466 | – | 65,045 | +100.0% | 1.22% | – |
| SCHD | New | SCHWAB STRATEGIC TRus dividend eq | $1,212,283 | – | 16,048 | +100.0% | 1.05% | – |
| SPSM | New | SPDR SER TRportfolio s&p600 | $1,151,188 | – | 31,138 | +100.0% | 1.00% | – |
| SCHP | New | SCHWAB STRATEGIC TRus tips etf | $1,136,567 | – | 21,946 | +100.0% | 0.98% | – |
| NTSX | New | WISDOMTREE TRus efficient cor | $1,032,450 | – | 31,817 | +100.0% | 0.89% | – |
| QQQ | New | INVESCO QQQ TRunit ser 1 | $1,022,584 | – | 3,840 | +100.0% | 0.88% | – |
| SPIP | New | SPDR SER TRportfli tips etf | $970,849 | – | 37,688 | +100.0% | 0.84% | – |
| SCHH | New | SCHWAB STRATEGIC TRus reit etf | $939,642 | – | 48,711 | +100.0% | 0.81% | – |
| New | DIMENSIONAL ETF TRUST | $890,244 | – | 21,441 | +100.0% | 0.77% | – | |
| AAPL | New | APPLE INC | $872,077 | – | 6,712 | +100.0% | 0.76% | – |
| SPTI | New | SPDR SER TRportfli intrmdit | $833,259 | – | 29,506 | +100.0% | 0.72% | – |
| SCHX | New | SCHWAB STRATEGIC TRus lrg cap etf | $790,842 | – | 17,516 | +100.0% | 0.68% | – |
| VTIP | New | VANGUARD MALVERN FDSstrm infproidx | $746,879 | – | 15,990 | +100.0% | 0.65% | – |
| QUAL | New | ISHARES TRmsci usa qlt fct | $666,207 | – | 5,846 | +100.0% | 0.58% | – |
| DFAE | New | DIMENSIONAL ETF TRUSTemgr cre eqt mng | $658,630 | – | 30,006 | +100.0% | 0.57% | – |
| New | WORLD GOLD TRspdr gld minis | $634,302 | – | 17,527 | +100.0% | 0.55% | – | |
| MLPX | New | GLOBAL X FDSglb x mlp enrg i | $608,542 | – | 14,930 | +100.0% | 0.53% | – |
| VTI | New | VANGUARD INDEX FDStotal stk mkt | $541,713 | – | 2,833 | +100.0% | 0.47% | – |
| SCHV | New | SCHWAB STRATEGIC TRus lcap va etf | $497,026 | – | 7,528 | +100.0% | 0.43% | – |
| IGSB | New | ISHARES TR | $477,474 | – | 9,584 | +100.0% | 0.41% | – |
| AVUV | New | AMERICAN CENTY ETF TRus sml cp valu | $464,032 | – | 6,228 | +100.0% | 0.40% | – |
| SPTL | New | SPDR SER TRportfolio ln tsr | $458,361 | – | 15,789 | +100.0% | 0.40% | – |
| SLYV | New | SPDR SER TRs&p 600 smcp val | $454,731 | – | 6,127 | +100.0% | 0.39% | – |
| PGF | New | INVESCO EXCHANGE TRADED FD Tfinl pfd etf | $444,487 | – | 30,867 | +100.0% | 0.38% | – |
| ICSH | New | ISHARES TRblackrock ultra | $418,898 | – | 8,371 | +100.0% | 0.36% | – |
| SCHC | New | SCHWAB STRATEGIC TRintl sceqt etf | $403,131 | – | 12,810 | +100.0% | 0.35% | – |
| LUV | New | SOUTHWEST AIRLS CO | $398,453 | – | 6,804 | +100.0% | 0.34% | – |
| EPD | New | ENTERPRISE PRODS PARTNERS L | $392,492 | – | 16,272 | +100.0% | 0.34% | – |
| TPYP | New | MANAGED PORTFOLIO SERIEStortoise nram pi | $374,437 | – | 15,166 | +100.0% | 0.32% | – |
| NOCT | New | INNOVATOR ETFS TRgrwt100 pwr buf | $369,749 | – | 10,549 | +100.0% | 0.32% | – |
| EPP | New | ISHARES INCmsci pac jp etf | $369,184 | – | 8,628 | +100.0% | 0.32% | – |
| VXUS | New | VANGUARD STAR FDSvg tl intl stk f | $365,775 | – | 7,072 | +100.0% | 0.32% | – |
| IVV | New | ISHARES TRcore s&p500 etf | $346,490 | – | 902 | +100.0% | 0.30% | – |
| BIL | New | SPDR SER TRbloomberg 1-3 mo | $333,134 | – | 3,642 | +100.0% | 0.29% | – |
| IJR | New | ISHARES TRcore s&p scp etf | $297,067 | – | 3,139 | +100.0% | 0.26% | – |
| VYM | New | VANGUARD WHITEHALL FDShigh div yld | $282,959 | – | 2,615 | +100.0% | 0.24% | – |
| NJAN | New | INNOVATOR ETFS TRgrwt100 pwr bf | $279,648 | – | 8,113 | +100.0% | 0.24% | – |
| AFL | New | AFLAC INC | $279,885 | – | 3,891 | +100.0% | 0.24% | – |
| SCHE | New | SCHWAB STRATEGIC TRemrg mkteq etf | $276,081 | – | 11,664 | +100.0% | 0.24% | – |
| GDX | New | VANECK ETF TRUSTgold miners etf | $276,204 | – | 9,637 | +100.0% | 0.24% | – |
| JNJ | New | JOHNSON & JOHNSON | $274,401 | – | 1,553 | +100.0% | 0.24% | – |
| PGX | New | INVESCO EXCH TRADED FD TR IIpfd etf | $272,079 | – | 24,336 | +100.0% | 0.24% | – |
| PJUL | New | INNOVATOR ETFS TRus eqty pwr buf | $258,125 | – | 8,550 | +100.0% | 0.22% | – |
| BNDX | New | VANGUARD CHARLOTTE FDStotal int bd etf | $241,569 | – | 5,093 | +100.0% | 0.21% | – |
| SCHR | New | SCHWAB STRATEGIC TRint-trm u.s tres | $228,656 | – | 4,645 | +100.0% | 0.20% | – |
| MRK | New | MERCK & CO INC | $224,402 | – | 2,023 | +100.0% | 0.19% | – |
| SCHA | New | SCHWAB STRATEGIC TRus sml cap etf | $221,568 | – | 5,469 | +100.0% | 0.19% | – |
| New | DIMENSIONAL ETF TRUSTemerging mkts co | $219,816 | – | 9,787 | +100.0% | 0.19% | – | |
| New | GSK PLCsponsored adr | $202,477 | – | 5,762 | +100.0% | 0.18% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-03-02
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.