Leading Edge Financial Planning LLC Top Holdings and 13F Report (2023) About Leading Edge Financial Planning LLCInvestment ActivityLeading Edge Financial Planning LLC has $304.80 million in total holdings as of December 31, 2022.Leading Edge Financial Planning LLC owns shares of 57 different stocks, but just 10 companies or ETFs make up 80% of its holdings.Approximately 20.27% of the portfolio was purchased this quarter.About 9.23% of the portfolio was sold this quarter.This quarter, Leading Edge Financial Planning LLC has purchased 55 new stocks and bought additional shares in 25 stocks.Leading Edge Financial Planning LLC sold shares of 21 stocks and completely divested from 4 stocks this quarter.Largest Holdings SPDR Portfolio S&P 500 ETF $46,157,059Dimensional International Core Equity 2 ETF $39,137,724Schwab US Broad Market ETF $28,087,324Dimensional US High Profitability ETF $27,024,822Dimensional US Small Cap Value ETF $20,905,586 Largest New Holdings this Quarter DIMENSIONAL ETF TRUST $4,386,203 HoldingVanguard Mid-Cap Growth ETF $957,653 HoldingAvantis Core Fixed Income ETF $661,332 HoldingDimensional Short-Duration Fixed Income ETF $447,171 HoldingInnovator U.S. Equity Power Buffer ETF - December $265,674 Holding Largest Purchases this Quarter Schwab US Broad Market ETF 840,893 shares (about $19.09M)Dimensional Core Fixed Income ETF 405,202 shares (about $16.72M)Vanguard Short-Term Corporate Bond ETF 63,069 shares (about $4.92M)DIMENSIONAL ETF TRUST 86,701 shares (about $4.39M)Dimensional Inflation-Protected Securities ETF 98,395 shares (about $3.98M) Largest Sales this Quarter SPDR Portfolio Aggregate Bond ETF 679,441 shares (about $16.98M)SPDR Bloomberg Barclays 1-3 Month T-Bill ETF 55,695 shares (about $5.09M)Vanguard Mid-Cap Value ETF 5,808 shares (about $939.49K)Schwab U.S. Aggregate Bond ETF 19,223 shares (about $436.35K)Dimensional International Core Equity Market ETF 10,866 shares (about $317.29K) 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$46,157,059$921,866 ▲2.0%669,52515.1%ETFDFICDimensional International Core Equity 2 ETF$39,137,724$2,759,005 ▲7.6%1,514,32512.8%ETFSCHBSchwab US Broad Market ETF$28,087,324$19,088,256 ▲212.1%1,237,3289.2%ETFDUHPDimensional US High Profitability ETF$27,024,822$1,089,999 ▲4.2%799,7878.9%ETFDFSVDimensional US Small Cap Value ETF$20,905,586$924,077 ▲4.6%679,1946.9%ETFSPABSPDR Portfolio Aggregate Bond ETF$19,432,871$16,979,206 ▼-46.6%777,6276.4%ETFDFCFDimensional Core Fixed Income ETF$18,599,588$16,722,671 ▲891.0%450,6816.1%ETFDFEMDimensional Emerging Markets Core Equity 2 ETF$16,959,263$816,055 ▲5.1%647,5475.6%ETFAVLVAvantis U.S. Large Cap Value ETF$16,347,812$449,629 ▲2.8%244,8385.4%ETFDFIPDimensional Inflation-Protected Securities ETF$14,008,166$3,984,095 ▲39.7%345,9594.6%ETFREETiShares Global REIT ETF$7,595,077$307,847 ▼-3.9%316,8572.5%ETFBNDXVanguard Total International Bond ETF$6,819,235$426,196 ▲6.7%139,0262.2%ETFVCSHVanguard Short-Term Corporate Bond ETF$6,755,471$4,919,984 ▲268.0%86,5982.2%ETFDIMENSIONAL ETF TRUST$4,386,203$4,386,203 ▲New Holding86,7011.4%ULTRASHORT FIXEDBILSPDR Bloomberg Barclays 1-3 Month T-Bill ETF$4,102,401$5,092,229 ▼-55.4%44,8691.3%ETFAVREAvantis Real Estate ETF$3,367,671$1,017,855 ▲43.3%80,3361.1%ETFNTSXWisdomTree U.S. Efficient Core Fund$1,738,170$7,797 ▼-0.4%37,2300.6%FinanceAVUVAvantis U.S. Small Cap Value ETF$1,466,612$107,151 ▲7.9%15,1930.5%ETFAVEMAvantis Emerging Markets Equity ETF$1,355,287$71,841 ▲5.6%23,0530.4%ETFDFAIDimensional International Core Equity Market ETF$1,328,978$317,287 ▼-19.3%45,5130.4%ETFGLDMSPDR Gold MiniShares Trust$1,305,053$10,918 ▼-0.8%25,1020.4%FinanceQQQInvesco QQQ$1,281,075$13,291 ▼-1.0%2,5060.4%FinanceVOEVanguard Mid-Cap Value ETF$1,006,456$939,488 ▼-48.3%6,2220.3%ETFSCHXSchwab US Large-Cap ETF$958,807$646,707 ▲207.2%41,3630.3%ETFVOTVanguard Mid-Cap Growth ETF$957,653$957,653 ▲New Holding3,7740.3%ETFSPIPSPDR Portfolio TIPS ETF$841,077$108,580 ▲14.8%33,2310.3%ETFDFAXDimensional World ex U.S. Core Equity 2 ETF$825,054$48,924 ▼-5.6%33,1880.3%ETFNTSIWisdomTree International Efficient Core Fund$807,539$14,056 ▲1.8%22,8650.3%FinanceVIGVanguard Dividend Appreciation ETF$704,539$4,113 ▼-0.6%3,5970.2%ETFSCHZSchwab U.S. Aggregate Bond ETF$703,913$436,353 ▼-38.3%31,0100.2%ETFAVIGAvantis Core Fixed Income ETF$661,332$661,332 ▲New Holding16,3010.2%ETFAVDEAvantis International Equity ETF$655,493$112,675 ▲20.8%10,6810.2%ETFAAPLApple$643,960$17,025 ▼-2.6%2,5720.2%Computer and TechnologySCHOSchwab Short-Term U.S. Treasury ETF$520,003$234,631 ▲82.2%21,6130.2%ETFVTVVanguard Value ETF$514,672$2,370 ▼-0.5%3,0400.2%ETFEPDEnterprise Products Partners$494,711$7,621 ▲1.6%15,7750.2%Oils/EnergyEDVVanguard Extended Duration Treasury ETF$451,692$31,693 ▲7.5%6,6700.1%ETFICSHiShares Ultra Short-Term Bond Active ETF$451,350$206,209 ▼-31.4%8,9500.1%ETFDFSDDimensional Short-Duration Fixed Income ETF$447,171$447,171 ▲New Holding9,5390.1%ETFSCHDSchwab US Dividend Equity ETF$414,560$284,706 ▲219.3%15,1740.1%ETFVTIVanguard Total Stock Market ETF$358,091$9,850 ▼-2.7%1,2360.1%ETFIVViShares Core S&P 500 ETF$352,731$107,174 ▲43.6%5990.1%ETFDFGRDimensional Global Real Estate ETF$352,631$10,982 ▼-3.0%13,8070.1%ETFTPYPTortoise North American Pipeline Fund$329,223$21,375 ▼-6.1%9,6570.1%ETFAOMiShares Core Moderate Allocation ETF$320,1530.0%7,3700.1%ETFVOOVanguard S&P 500 ETF$283,952$14,009 ▲5.2%5270.1%ETFPDECInnovator U.S. Equity Power Buffer ETF - December$265,674$265,674 ▲New Holding6,9150.1%ETFVYMVanguard High Dividend Yield ETF$257,142$13,144 ▼-4.9%2,0150.1%ETFPGFInvesco Financial Preferred ETF$244,3790.0%16,7960.1%ManufacturingAMZNAmazon.com$243,742$18,648 ▼-7.1%1,1110.1%Retail/WholesalePOCTInnovator U.S. Equity Power Buffer ETF - October$243,017$8,190 ▲3.5%6,1420.1%ETFQUALiShares MSCI USA Quality Factor ETF$238,6730.0%1,3400.1%ETFDFACDimensional U.S. Core Equity 2 ETF$236,0420.0%6,8240.1%ETFNJULInnovator Growth-100 Power Buffer ETF - July$228,6450.0%3,6420.1%ETFMLPXGlobal X MLP & Energy Infrastructure ETF$214,242$11,869 ▼-5.2%3,5380.1%ETFSPYSPDR S&P 500 ETF Trust$209,817$19,341 ▼-8.4%3580.1%FinanceBIVVanguard Intermediate-Term Bond ETF$201,771$201,771 ▲New Holding2,7000.1%ETFSPHYSPDR Portfolio High Yield Bond ETF$0$2,934,677 ▼-100.0%00.0%ETFDFAEDimensional Emerging Core Equity Market ETF$0$245,057 ▼-100.0%00.0%ETFPJANInnovator U.S. Equity Power Buffer ETF - January$0$236,309 ▼-100.0%00.0%ETFSCHVSchwab U.S. Large-Cap Value ETF$0$219,650 ▼-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. 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.
