Leading Edge Financial Planning LLC Top Holdings and 13F Report (2023) About Leading Edge Financial Planning LLCInvestment ActivityLeading Edge Financial Planning LLC has $298.56 million in total holdings as of December 31, 2022.Leading Edge Financial Planning LLC owns shares of 55 different stocks, but just 10 companies or ETFs make up 80% of its holdings.Approximately 12.16% of the portfolio was purchased this quarter.About 0.50% of the portfolio was sold this quarter.This quarter, Leading Edge Financial Planning LLC has purchased 50 new stocks and bought additional shares in 25 stocks.Leading Edge Financial Planning LLC sold shares of 23 stocks and completely divested from 0 stocks this quarter.Largest Holdings SPDR Portfolio S&P 500 ETF $44,296,903Dimensional International Core Equity 2 ETF $39,609,103SPDR Portfolio Aggregate Bond ETF $38,087,772Schwab US Broad Market ETF $26,370,786Dimensional US High Profitability ETF $26,149,725 Largest New Holdings this Quarter Vanguard Short-Term Corporate Bond ETF $1,868,661 HoldingAvantis International Equity ETF $592,881 HoldingVanguard S&P 500 ETF $264,361 HoldingInnovator U.S. Equity Power Buffer ETF - October $231,168 HoldingGlobal X MLP & Energy Infrastructure ETF $203,232 Holding Largest Purchases this Quarter SPDR Portfolio S&P 500 ETF 75,935 shares (about $5.13M)Dimensional International Core Equity 2 ETF 179,808 shares (about $5.06M)SPDR Portfolio Aggregate Bond ETF 156,738 shares (about $4.10M)Dimensional US High Profitability ETF 98,287 shares (about $3.35M)Schwab US Broad Market ETF 45,464 shares (about $3.02M) Largest Sales this Quarter iShares Global REIT ETF 14,141 shares (about $377.42K)Dimensional World ex U.S. Core Equity 2 ETF 7,756 shares (about $209.49K)Vanguard Mid-Cap Value ETF 1,179 shares (about $197.68K)Dimensional International Core Equity Market ETF 4,430 shares (about $140.78K)SPDR Gold MiniShares Trust 1,921 shares (about $100.14K) 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$44,296,903$5,126,373 ▲13.1%656,15314.8%ETFDFICDimensional International Core Equity 2 ETF$39,609,103$5,059,797 ▲14.6%1,407,57313.3%ETFSPABSPDR Portfolio Aggregate Bond ETF$38,087,772$4,097,133 ▲12.1%1,457,06812.8%ETFSCHBSchwab US Broad Market ETF$26,370,786$3,024,257 ▲13.0%396,4358.8%ETFDUHPDimensional US High Profitability ETF$26,149,725$3,348,640 ▲14.7%767,5298.8%ETFDFSVDimensional US Small Cap Value ETF$19,994,495$2,874,779 ▲16.8%649,1726.7%ETFDFEMDimensional Emerging Markets Core Equity 2 ETF$17,351,309$2,255,264 ▲14.9%616,3885.8%ETFAVLVAvantis U.S. Large Cap Value ETF$15,674,413$2,262,844 ▲16.9%238,1045.2%ETFDFIPDimensional Inflation-Protected Securities ETF$10,467,015$2,160,510 ▲26.0%247,5643.5%ETFBILSPDR Bloomberg Barclays 1-3 Month T-Bill ETF$9,232,739$62,247 ▲0.7%100,5643.1%ETFREETiShares Global REIT ETF$8,799,693$377,423 ▼-4.1%329,7002.9%ETFBNDXVanguard Total International Bond ETF$6,553,332$828,412 ▲14.5%130,3372.2%ETFSPHYSPDR Portfolio High Yield Bond ETF$2,934,677$68,663 ▲2.4%122,0241.0%ETFAVREAvantis Real Estate ETF$2,642,430$1,347,448 ▲104.1%56,0550.9%ETFSCHZSchwab U.S. Aggregate Bond ETF$2,387,069$57,214 ▼-2.3%50,2330.8%ETFVOEVanguard Mid-Cap Value ETF$2,016,991$197,675 ▼-8.9%12,0300.7%ETFDFCFDimensional Core Fixed Income ETF$1,964,231$335,283 ▲20.6%45,4790.7%ETFVCSHVanguard Short-Term Corporate Bond ETF$1,868,661$1,868,661 ▲New Holding23,5290.6%ETFDFAIDimensional International Core Equity Market ETF$1,791,703$140,784 ▼-7.3%56,3790.6%ETFNTSXWisdomTree U.S. Efficient Core Fund$1,756,760$79,906 ▼-4.4%37,3970.6%FinanceAVEMAvantis Emerging Markets Equity ETF$1,410,283$64,600 ▲4.8%21,8310.5%ETFAVUVAvantis U.S. Small Cap Value ETF$1,351,264$69,852 ▲5.5%14,0830.5%ETFGLDMSPDR Gold MiniShares Trust$1,319,515$100,142 ▼-7.1%25,3120.4%FinanceQQQInvesco QQQ$1,235,729$4,880 ▼-0.4%2,5320.4%FinanceDFAXDimensional World ex U.S. Core Equity 2 ETF$949,563$209,489 ▼-18.1%35,1560.3%ETFSCHXSchwab US Large-Cap ETF$913,531$71,446 ▼-7.3%13,4640.3%ETFNTSIWisdomTree International Efficient Core Fund$881,109$32,433 ▼-3.6%22,4670.3%FinanceSPIPSPDR Portfolio TIPS ETF$760,569$33,980 ▲4.7%28,9410.3%ETFVIGVanguard Dividend Appreciation ETF$716,720$62,995 ▼-8.1%3,6180.2%ETFICSHiShares Ultra Short-Term Bond Active ETF$661,600$47,036 ▲7.7%13,0390.2%ETFAAPLApple$615,240$27,033 ▲4.6%2,6400.2%Computer and TechnologyAVDEAvantis International Equity ETF$592,881$592,881 ▲New Holding8,8450.2%ETFSCHOSchwab Short-Term U.S. Treasury ETF$580,941$4,947 ▼-0.8%11,8610.2%ETFVTVVanguard Value ETF$533,137$12,569 ▼-2.3%3,0540.2%ETFEDVVanguard Extended Duration Treasury ETF$494,175$40,557 ▼-7.6%6,2020.2%ETFEPDEnterprise Products Partners$452,127$4,279 ▲1.0%15,5320.2%Oils/EnergyDFGRDimensional Global Real Estate ETF$410,880$9,841 ▼-2.3%14,2370.1%ETFSCHDSchwab US Dividend Equity ETF$401,790$8,453 ▼-2.1%4,7530.1%ETFVTIVanguard Total Stock Market ETF$359,748$15,863 ▲4.6%1,2700.1%ETFAOMiShares Core Moderate Allocation ETF$332,461$1,940 ▼-0.6%7,3700.1%ETFTPYPTortoise North American Pipeline Fund$322,7250.0%10,2840.1%ETFVYMVanguard High Dividend Yield ETF$271,576$1,795 ▼-0.7%2,1180.1%ETFVOOVanguard S&P 500 ETF$264,361$264,361 ▲New Holding5010.1%ETFPGFInvesco Financial Preferred ETF$263,024$6,405 ▼-2.4%16,7960.1%ManufacturingDFAEDimensional Emerging Core Equity Market ETF$245,057$18,393 ▼-7.0%8,9400.1%ETFIVViShares Core S&P 500 ETF$240,694$20,202 ▲9.2%4170.1%ETFQUALiShares MSCI USA Quality Factor ETF$240,307$8,787 ▼-3.5%1,3400.1%ETFPJANInnovator U.S. Equity Power Buffer ETF - January$236,309$124 ▲0.1%5,7190.1%ETFDFACDimensional U.S. Core Equity 2 ETF$233,995$27,741 ▼-10.6%6,8240.1%ETFPOCTInnovator U.S. Equity Power Buffer ETF - October$231,168$231,168 ▲New Holding5,9350.1%ETFSPYSPDR S&P 500 ETF Trust$224,340$11,475 ▲5.4%3910.1%FinanceAMZNAmazon.com$222,851$2,236 ▲1.0%1,1960.1%Retail/WholesaleNJULInnovator Growth-100 Power Buffer ETF - July$221,506$6,082 ▼-2.7%3,6420.1%ETFSCHVSchwab U.S. Large-Cap Value ETF$219,6500.0%2,7330.1%ETFMLPXGlobal X MLP & Energy Infrastructure ETF$203,232$203,232 ▲New Holding3,7340.1%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. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
