$156 Million is the total value of Leading Edge Financial Planning LLC's 67 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| New | DIMENSIONAL ETF TRUSTintl core equity | $6,045,876 | – | 258,924 | +100.0% | 3.87% | – | |
| New | AMERICAN CENTY ETF TRus large cap vlu | $1,996,625 | – | 37,901 | +100.0% | 1.28% | – | |
| VOT | New | VANGUARD INDEX FDSmcap gr idxvip | $1,253,150 | – | 6,434 | +100.0% | 0.80% | – |
| SPHY | New | SPDR SER TRportfli high yld | $503,844 | – | 22,473 | +100.0% | 0.32% | – |
| VTV | New | VANGUARD INDEX FDSvalue etf | $376,687 | – | 2,731 | +100.0% | 0.24% | – |
| NJUL | New | INNOVATOR ETFS TRgrwt100 pwr buf | $326,593 | – | 6,429 | +100.0% | 0.21% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-10-25
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.