The Analysis of Leading Edge Financial Planning LLC's Holdings
Currently, Leading Edge Financial Planning LLC holds 63 types of securities in its portfolio with a total value $398.4M. In the most recent quarter, they have increased their positions in SPYM (+34.7K shares, valued at $2.7M), DFIC (+62.2K shares, valued at $2.0M), DFCF (+45.8K shares, valued at $2.0M); decreased their positions in BIL (-20.2K shares, valued at $1.9M), GLDM (-3.7K shares, valued at $286.4K), NTSX (-2.2K shares, valued at $118.0K); initiated new positions in BILS (+3.8K shares, valued at $373.6K), DFUS (+4.6K shares, valued at $329.7K), BOXX (+2.1K shares, valued at $243.4K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
SPYM SPDR SERIES TRUST775.8K shares4.68%2025-09-302025-11-12
DFIC DIMENSIONAL ETF TRUST1.7M shares3.74%2025-09-302025-11-12 DUHP DIMENSIONAL ETF TRUST957.5K shares5.65%2025-09-302025-11-12 SCHB SCHWAB STRATEGIC TR1.4M shares4.16%2025-09-302025-11-12 DFSV DIMENSIONAL ETF TRUST855.0K shares4.92%2025-09-302025-11-12 DFEM DIMENSIONAL ETF TRUST779.0K shares3.66%2025-09-302025-11-12 SPAB SPDR SERIES TRUST910.9K shares8.08%2025-09-302025-11-12 DFCF DIMENSIONAL ETF TRUST543.8K shares9.20%2025-09-302025-11-12 AVLV AMERICAN CENTY ETF TR292.2K shares5.94%2025-09-302025-11-12 DFIP DIMENSIONAL ETF TRUST424.6K shares10.99%2025-09-302025-11-12 BNDX VANGUARD CHARLOTTE FDS174.5K shares11.26%2025-09-302025-11-12 VCSH VANGUARD SCOTTSDALE FDS106.5K shares11.18%2025-09-302025-11-12 REET ISHARES TR306.3K shares-1.06%2025-09-302025-11-12 AVRE AMERICAN CENTY ETF TR151.5K shares20.20%2025-09-302025-11-12 DUSB DIMENSIONAL ETF TRUST117.8K shares13.38%2025-09-302025-11-12 BIL SPDR SERIES TRUST25.9K shares-43.87%2025-09-302025-11-12 VOT VANGUARD INDEX FDS7.2K shares5.38%2025-09-302025-11-12 NTSX WISDOMTREE TR35.4K shares-5.82%2025-09-302025-11-12 AVUV AMERICAN CENTY ETF TR19.1K shares-5.09%2025-09-302025-11-12 GLDM WORLD GOLD TR21.6K shares-14.80%2025-09-302025-11-12 DFAI DIMENSIONAL ETF TRUST43.9K shares-2.91%2025-09-302025-11-12 AVEM AMERICAN CENTY ETF TR20.7K shares-5.09%2025-09-302025-11-12 QQQ INVESCO QQQ TR2.5K shares-0.16%2025-09-302025-11-12 AVDE AMERICAN CENTY ETF TR15.6K shares6.60%2025-09-302025-11-12 SCHX SCHWAB STRATEGIC TR40.2K shares-3.04%2025-09-302025-11-12 DFAX DIMENSIONAL ETF TRUST33.3K shares7.25%2025-09-302025-11-12 SPIP SPDR SERIES TRUST38.4K shares-2.52%2025-09-302025-11-12 NTSI WISDOMTREE TR22.8K shares-6.50%2025-09-302025-11-12 VIG VANGUARD SPECIALIZED FUNDS3.6K shares-0.03%2025-09-302025-11-12 AAPL APPLE INC3.0K shares2.29%2025-09-302025-11-12 DFSD DIMENSIONAL ETF TRUST14.7K shares11.84%2025-09-302025-11-12 SCHZ SCHWAB STRATEGIC TR28.8K shares-0.83%2025-09-302025-11-12 AVIG AMERICAN CENTY ETF TR15.4K shares-0.12%2025-09-302025-11-12 VTV VANGUARD INDEX FDS2.9K shares-0.24%2025-09-302025-11-12 SCHO SCHWAB STRATEGIC TR21.5K shares-0.09%2025-09-302025-11-12 EPD ENTERPRISE PRODS PARTNERS L16.1K shares1.58%2025-09-302025-11-12 EDV VANGUARD WORLD FD7.2K shares-3.72%2025-09-302025-11-12 DFGR DIMENSIONAL ETF TRUST15.7K shares6.74%2025-09-302025-11-12 VTI VANGUARD INDEX FDS1.3K shares0.00%2025-09-302025-11-12 SCHD SCHWAB STRATEGIC TR15.2K shares-8.45%2025-09-302025-11-12 IVV ISHARES TR611 shares-8.67%2025-09-302025-11-12 BILS SPDR SERIES TRUST3.8K sharesnew addition2025-09-302025-11-12 PGF INVESCO EXCHANGE TRADED FD T24.8K shares70.33%2025-09-302025-11-12 VOO VANGUARD INDEX FDS578 shares0.00%2025-09-302025-11-12 TPYP TORTOISE CAPITAL SERIES TRUS9.2K shares-0.51%2025-09-302025-11-12 ICSH ISHARES TR6.6K shares-14.26%2025-09-302025-11-12 AMZN AMAZON COM INC1.5K shares-1.81%2025-09-302025-11-12 DFUS DIMENSIONAL ETF TRUST4.6K sharesnew addition2025-09-302025-11-12 AOM ISHARES TR6.8K shares-7.19%2025-09-302025-11-12 VYM VANGUARD WHITEHALL FDS2.0K shares0.00%2025-09-302025-11-12 DFAC DIMENSIONAL ETF TRUST6.8K shares0.00%2025-09-302025-11-12 JHPI JOHN HANCOCK EXCHANGE TRADED11.1K shares-0.32%2025-09-302025-11-12 BOXX EA SERIES TRUST2.1K sharesnew addition2025-09-302025-11-12 SPY SPDR S&P 500 ETF TR358 shares0.00%2025-09-302025-11-12 AVDV AMERICAN CENTY ETF TR2.7K shares0.00%2025-09-302025-11-12 NJUL INNOVATOR ETFS TRUST3.2K shares0.22%2025-09-302025-11-12 DFIV DIMENSIONAL ETF TRUST5.0K shares0.00%2025-09-302025-11-12 NBIX NEUROCRINE BIOSCIENCES INC1.6K sharesnew addition2025-09-302025-11-12 MLPX GLOBAL X FDS3.5K shares-0.11%2025-09-302025-11-12 SIVR ABRDN SILVER ETF TRUST4.8K sharesnew addition2025-09-302025-11-12 DFAU DIMENSIONAL ETF TRUST4.6K sharesnew addition2025-09-302025-11-12 AVGO BROADCOM INC626 sharesnew addition2025-09-302025-11-12 SCHV SCHWAB STRATEGIC TR7.1K sharesnew addition2025-09-302025-11-12 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available