Leading Edge Financial Planning LLC Top Holdings and 13F Report (2023) About Leading Edge Financial Planning LLCInvestment ActivityLeading Edge Financial Planning LLC has $320.11 million in total holdings as of December 31, 2022.Leading Edge Financial Planning LLC owns shares of 58 different stocks, but just 10 companies or ETFs make up 80% of its holdings.Approximately 5.97% of the portfolio was purchased this quarter.About 0.76% of the portfolio was sold this quarter.This quarter, Leading Edge Financial Planning LLC has purchased 57 new stocks and bought additional shares in 30 stocks.Leading Edge Financial Planning LLC sold shares of 13 stocks and completely divested from 2 stocks this quarter.Largest Holdings SPDR Portfolio S&P 500 ETF $46,213,665Dimensional International Core Equity 2 ETF $44,636,062Dimensional US High Profitability ETF $28,093,228Schwab US Broad Market ETF $27,641,579Dimensional US Small Cap Value ETF $21,019,916 Largest New Holdings this Quarter 46429B267 - iShares U.S. Treasury Bond ETF $1,792,003 Holding47804J776 - John Hancock Preferred Income ETF $233,378 Holding69420N759 - PGIM ROCK ETF TR $214,577 Holding Largest Purchases this Quarter Dimensional International Core Equity 2 ETF 93,023 shares (about $2.58M)SPDR Portfolio S&P 500 ETF 33,238 shares (about $2.19M)Dimensional US Small Cap Value ETF 67,517 shares (about $1.90M)iShares U.S. Treasury Bond ETF 77,964 shares (about $1.79M)Dimensional Emerging Markets Core Equity 2 ETF 60,173 shares (about $1.59M) Largest Sales this Quarter Avantis Core Fixed Income ETF 5,337 shares (about $220.90K)WisdomTree U.S. Efficient Core Fund 1,296 shares (about $58.79K)SPDR Gold MiniShares Trust 900 shares (about $55.70K)Avantis Emerging Markets Equity ETF 846 shares (about $50.90K)Dimensional World ex U.S. Core Equity 2 ETF 598 shares (about $15.67K) Sector Allocation Over TimeMap of 500 Largest Holdings ofLeading Edge Financial Planning LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSPLGSPDR Portfolio S&P 500 ETF$46,213,665$2,185,729 ▲5.0%702,76314.4%ETFDFICDimensional International Core Equity 2 ETF$44,636,062$2,583,249 ▲6.1%1,607,34813.9%ETFDUHPDimensional US High Profitability ETF$28,093,228$1,588,300 ▲6.0%847,7148.8%ETFSCHBSchwab US Broad Market ETF$27,641,579$1,001,920 ▲3.8%1,283,8648.6%ETFDFSVDimensional US Small Cap Value ETF$21,019,916$1,900,604 ▲9.9%746,7116.6%ETFSPABSPDR Portfolio Aggregate Bond ETF$20,690,747$830,177 ▲4.2%810,1326.5%ETFDFCFDimensional Core Fixed Income ETF$19,858,041$902,397 ▲4.8%472,1366.2%ETFDFEMDimensional Emerging Markets Core Equity 2 ETF$18,726,259$1,592,177 ▲9.3%707,7205.9%ETFAVLVAvantis U.S. Large Cap Value ETF$16,842,425$876,552 ▲5.5%258,2805.3%ETFDFIPDimensional Inflation-Protected Securities ETF$15,044,711$476,023 ▲3.3%357,2634.7%ETFREETiShares Global REIT ETF$7,735,955$49,005 ▲0.6%318,8772.4%ETFBNDXVanguard Total International Bond ETF$7,251,094$463,839 ▲6.8%148,5272.3%ETFVCSHVanguard Short-Term Corporate Bond ETF$7,200,247$364,153 ▲5.3%91,2112.2%ETFDIMENSIONAL ETF TRUST$4,798,652$400,310 ▲9.1%94,5921.5%ULTRASHORT FIXEDAVREAvantis Real Estate ETF$4,478,105$1,022,861 ▲29.6%104,1181.4%ETFBILSPDR Bloomberg Barclays 1-3 Month T-Bill ETF$4,377,609$261,796 ▲6.4%47,7231.4%ETFGOVTiShares U.S. Treasury Bond ETF$1,792,003$1,792,003 ▲New Holding77,9640.6%ETFNTSXWisdomTree U.S. Efficient Core Fund$1,630,029$58,789 ▼-3.5%35,9340.5%FinanceGLDMSPDR Gold MiniShares Trust$1,497,862$55,701 ▼-3.6%24,2020.5%FinanceDFAIDimensional International Core Equity Market ETF$1,415,811$5,559 ▼-0.4%45,3350.4%ETFAVUVAvantis U.S. Small Cap Value ETF$1,341,226$16,824 ▲1.3%15,3860.4%ETFAVEMAvantis Emerging Markets Equity ETF$1,336,195$50,904 ▼-3.7%22,2070.4%ETFQQQInvesco QQQ$1,189,119$14,067 ▲1.2%2,5360.4%FinanceSCHXSchwab US Large-Cap ETF$912,434$861 ▼-0.1%41,3240.3%ETFNTSIWisdomTree International Efficient Core Fund$881,883$12,434 ▲1.4%23,1920.3%FinanceSPIPSPDR Portfolio TIPS ETF$880,881$4,247 ▲0.5%33,3920.3%ETFDFAXDimensional World ex U.S. Core Equity 2 ETF$853,859$15,668 ▼-1.8%32,5900.3%ETFAVDEAvantis International Equity ETF$838,183$130,353 ▲18.4%12,6480.3%ETFSCHZSchwab U.S. Aggregate Bond ETF$718,625$440 ▲0.1%31,0290.2%ETFVIGVanguard Dividend Appreciation ETF$698,500$582 ▲0.1%3,6000.2%ETFAAPLApple$617,388$45,988 ▲8.0%2,7790.2%Computer and TechnologyVTVVanguard Value ETF$541,194$16,065 ▲3.1%3,1330.2%ETFEPDEnterprise Products Partners$531,781$6,794 ▼-1.3%15,5760.2%EnergySCHOSchwab Short-Term U.S. Treasury ETF$526,0550.0%21,6130.2%ETFEDVVanguard Extended Duration Treasury ETF$471,814$2,489 ▼-0.5%6,6350.1%ETFAVIGAvantis Core Fixed Income ETF$453,800$220,898 ▼-32.7%10,9640.1%ETFDFSDDimensional Short-Duration Fixed Income ETF$450,187$3,089 ▼-0.7%9,4740.1%ETFICSHiShares Ultra Short-Term Bond Active ETF$441,293$12,472 ▼-2.7%8,7040.1%ETFSCHDSchwab US Dividend Equity ETF$424,2710.0%15,1740.1%ETFDFGRDimensional Global Real Estate ETF$371,028$8,456 ▲2.3%14,1290.1%ETFVTIVanguard Total Stock Market ETF$339,5940.0%1,2360.1%ETFTPYPTortoise North American Pipeline Fund$337,530$13,712 ▼-3.9%9,2800.1%ETFIVViShares Core S&P 500 ETF$336,6850.0%5990.1%ETFAOMiShares Core 40/60 Moderate Allocation ETF$323,3960.0%7,3700.1%ETFVOOVanguard S&P 500 ETF$297,039$26,209 ▲9.7%5780.1%ETFAMZNAmazon.com$287,483$76,104 ▲36.0%1,5110.1%Retail/WholesalePDECInnovator U.S. Equity Power Buffer ETF - December$260,0040.0%6,9150.1%ETFVYMVanguard High Dividend Yield ETF$259,9030.0%2,0150.1%ETFPOCTInnovator U.S. Equity Power Buffer ETF - October$259,091$20,474 ▲8.6%6,6690.1%ETFPGFInvesco Financial Preferred ETF$239,8440.0%16,7960.1%ManufacturingJHPIJohn Hancock Preferred Income ETF$233,378$233,378 ▲New Holding10,4140.1%ETFQUALiShares MSCI USA Quality Factor ETF$229,0360.0%1,3400.1%ETFMLPXGlobal X MLP & Energy Infrastructure ETF$225,7400.0%3,5380.1%ETFDFACDimensional U.S. Core Equity 2 ETF$225,1240.0%6,8240.1%ETFPGIM ROCK ETF TR$214,577$214,577 ▲New Holding8,2570.1%S&P 500 BUFFERBIVVanguard Intermediate-Term Bond ETF$207,964$1,225 ▲0.6%2,7160.1%ETFNJULInnovator Growth-100 Power Buffer ETF - July$205,111$13,506 ▼-6.2%3,4170.1%ETFSPYSPDR S&P 500 ETF Trust$200,2620.0%3580.1%FinanceVOEVanguard Mid-Cap Value ETF$0$1,006,456 ▼-100.0%00.0%ETFVOTVanguard Mid-Cap Growth ETF$0$957,653 ▼-100.0%00.0%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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