Sponsored

The Analysis of Leading Edge Financial Planning LLC's Holdings & P&L

Currently, Leading Edge Financial Planning LLC holds 72 types of securities in its portfolio with a total value $475.2M. In the most recent quarter, they have increased their positions in SPYM (+83.0K shares, valued at $6.4M), DUHP (+147.9K shares, valued at $5.4M), DFIC (+107.0K shares, valued at $3.8M); decreased their positions in VTV (-1.3K shares, valued at $252.1K), REET (-7.2K shares, valued at $182.0K), DFUS (-1.4K shares, valued at $100.5K); initiated new positions in ITOT (+4.1K shares, valued at $578.3K), DFGX (+10.1K shares, valued at $528.8K), QUAL (+2.5K shares, valued at $473.8K).

1M P&L

+12.1M+2.63%

3M P&L

+12.7M+2.76%

HY P&L

+45.2M+10.59%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A434.2M

99.4%

2Consumer Electronics831.2K

0.2%

3Oil & Gas Midstream523.1K

0.1%

Top Industries by Stock Count

1N/A57 stocks

90.5%

2Internet Retail1 stocks

1.6%

3Consumer Electronics1 stocks

1.6%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SPYM SPDR SERIES TRUST914.7K shares9.98%2026-03-312026-05-12

DFIC DIMENSIONAL ETF TRUST2.0M shares5.79%2026-03-312026-05-12

DUHP DIMENSIONAL ETF TRUST1.2M shares14.06%2026-03-312026-05-12

SCHB SCHWAB STRATEGIC TR1.6M shares8.08%2026-03-312026-05-12

DFSV DIMENSIONAL ETF TRUST969.3K shares4.90%2026-03-312026-05-12

DFEM DIMENSIONAL ETF TRUST868.7K shares4.56%2026-03-312026-05-12

AVLV AMERICAN CENTY ETF TR347.4K shares8.23%2026-03-312026-05-12

SPAB SPDR SERIES TRUST1.1M shares4.95%2026-03-312026-05-12

Sponsored

DFCF DIMENSIONAL ETF TRUST636.1K shares5.53%2026-03-312026-05-12

DFIP DIMENSIONAL ETF TRUST515.0K shares8.28%2026-03-312026-05-12

AVRE AMERICAN CENTY ETF TR225.9K shares16.47%2026-03-312026-05-12

VCSH VANGUARD SCOTTSDALE FDS123.7K shares4.36%2026-03-312026-05-12

BNDX VANGUARD CHARLOTTE FDS197.1K shares2.24%2026-03-312026-05-12

REET ISHARES TR296.3K shares-2.38%2026-03-312026-05-12

DUSB DIMENSIONAL ETF TRUST139.8K shares6.19%2026-03-312026-05-12

AVUV AMERICAN CENTY ETF TR22.7K shares15.44%2026-03-312026-05-12

Sponsored

VOE VANGUARD INDEX FDS13.3K shares26.73%2026-03-312026-05-12

NTSX WISDOMTREE TR39.9K shares6.14%2026-03-312026-05-12

AVEM AMERICAN CENTY ETF TR25.0K shares16.41%2026-03-312026-05-12

GLDM WORLD GOLD TR18.4K shares-5.46%2026-03-312026-05-12

BIL SPDR SERIES TRUST18.4K shares52.42%2026-03-312026-05-12

DFAI DIMENSIONAL ETF TRUST42.6K shares-2.80%2026-03-312026-05-12

INVESCO QQQ TR INVESCO QQQ TR2.6K shares5.46%2026-03-312026-05-12

SCHX SCHWAB STRATEGIC TR56.0K shares40.69%2026-03-312026-05-12

Sponsored

AVDE AMERICAN CENTY ETF TR16.4K shares3.31%2026-03-312026-05-12

AVIG AMERICAN CENTY ETF TR29.7K shares74.43%2026-03-312026-05-12

SPIP SPDR SERIES TRUST41.2K shares-6.68%2026-03-312026-05-12

NTSI WISDOMTREE TR24.3K shares4.50%2026-03-312026-05-12

DFAX DIMENSIONAL ETF TRUST31.1K shares0.03%2026-03-312026-05-12

AAPL APPLE INC3.3K shares7.82%2026-03-312026-05-12

VIG VANGUARD SPECIALIZED FUNDS3.5K shares-0.77%2026-03-312026-05-12

DFSD DIMENSIONAL ETF TRUST15.4K shares8.25%2026-03-312026-05-12

Sponsored

SCHZ SCHWAB STRATEGIC TR28.4K shares-0.34%2026-03-312026-05-12

VTI VANGUARD INDEX FDS2.0K shares53.20%2026-03-312026-05-12

EPD ENTERPRISE PRODS PARTNERS L16.5K shares1.39%2026-03-312026-05-12

DFGR DIMENSIONAL ETF TRUST23.4K shares39.55%2026-03-312026-05-12

ITOT ISHARES TR4.1K sharesnew addition2026-03-312026-05-12

EDV VANGUARD WORLD FD8.2K shares5.57%2026-03-312026-05-12

DFGX DIMENSIONAL ETF TRUST10.1K sharesnew addition2026-03-312026-05-12

IVV ISHARES TR735 shares5.76%2026-03-312026-05-12

Sponsored

QUAL ISHARES TR2.5K sharesnew addition2026-03-312026-05-12

SCHD SCHWAB STRATEGIC TR14.7K shares-0.31%2026-03-312026-05-12

AMZN AMAZON COM INC1.9K shares10.17%2026-03-312026-05-12

SCHO SCHWAB STRATEGIC TR16.7K shares-0.97%2026-03-312026-05-12

TPYP TORTOISE CAPITAL SERIES TRUS9.2K shares-0.16%2026-03-312026-05-12

VANGUARD INDEX FDS VANGUARD INDEX FDS652 shares11.64%2026-03-312026-05-12

SIVR ABRDN SILVER ETF TRUST5.0K shares0.00%2026-03-312026-05-12

PGF INVESCO EXCHANGE TRADED FD T26.0K shares12.09%2026-03-312026-05-12

Sponsored

BOXX EA SERIES TRUST2.9K sharesnew addition2026-03-312026-05-12

VTV VANGUARD INDEX FDS1.6K shares-44.57%2026-03-312026-05-12

AOM ISHARES TR6.6K shares0.00%2026-03-312026-05-12

AVDV AMERICAN CENTY ETF TR3.1K shares0.00%2026-03-312026-05-12

ICSH ISHARES TR6.0K shares-0.23%2026-03-312026-05-12

DFUS DIMENSIONAL ETF TRUST4.2K shares-25.33%2026-03-312026-05-12

VYM VANGUARD WHITEHALL FDS1.9K shares-3.68%2026-03-312026-05-12

MUB ISHARES TR2.6K sharesnew addition2026-03-312026-05-12

Sponsored

DFAC DIMENSIONAL ETF TRUST6.8K shares-14.09%2026-03-312026-05-12

NVDA NVIDIA CORPORATION1.5K sharesnew addition2026-03-312026-05-12

MLPX GLOBAL X FDS3.5K shares0.00%2026-03-312026-05-12

BIV VANGUARD BD INDEX FDS3.4K sharesnew addition2026-03-312026-05-12

SPY STATE STR SPDR S&P 500 ETF T397 shares10.89%2026-03-312026-05-12

DFIV DIMENSIONAL ETF TRUST4.9K shares-1.61%2026-03-312026-05-12

JNJ JOHNSON & JOHNSON1.0K shares4.39%2026-03-312026-05-12

TSLA TESLA INC628 shares4.32%2026-03-312026-05-12

Sponsored

SCHF SCHWAB STRATEGIC TR9.3K shares10.70%2026-03-312026-05-12

AGG ISHARES TR2.3K sharesnew addition2026-03-312026-05-12

BROADCOM INC BROADCOM INC718 shares10.12%2026-03-312026-05-12

JHPI JOHN HANCOCK EXCHANGE TRADED9.8K shares4.27%2026-03-312026-05-12

VTG VANGUARD MALVERN FDS2.9K sharesnew addition2026-03-312026-05-12

SCHV SCHWAB STRATEGIC TR7.1K shares0.00%2026-03-312026-05-12

NBIX NEUROCRINE BIOSCIENCES INC1.6K shares0.12%2026-03-312026-05-12

NJUL INNOVATOR ETFS TRUST2.9K shares-2.80%2026-03-312026-05-12

Sponsored

SPYM

SPDR SERIES TRUST

9.98%

Shares914.7K

Event2026-03-31

Filed2026-05-12

DFIC

DIMENSIONAL ETF TRUST

5.79%

Shares2.0M

Event2026-03-31

Filed2026-05-12

DUHP

DIMENSIONAL ETF TRUST

14.06%

Shares1.2M

Event2026-03-31

Filed2026-05-12

SCHB

SCHWAB STRATEGIC TR

8.08%

Shares1.6M

Event2026-03-31

Filed2026-05-12

DFSV

DIMENSIONAL ETF TRUST

4.90%

Shares969.3K

Event2026-03-31

Filed2026-05-12

DFEM

DIMENSIONAL ETF TRUST

4.56%

Shares868.7K

Event2026-03-31

Filed2026-05-12

AVLV

AMERICAN CENTY ETF TR

8.23%

Shares347.4K

Event2026-03-31

Filed2026-05-12

SPAB

SPDR SERIES TRUST

4.95%

Shares1.1M

Event2026-03-31

Filed2026-05-12

DFCF

DIMENSIONAL ETF TRUST

5.53%

Shares636.1K

Event2026-03-31

Filed2026-05-12

DFIP

DIMENSIONAL ETF TRUST

8.28%

Shares515.0K

Event2026-03-31

Filed2026-05-12

AVRE

AMERICAN CENTY ETF TR

16.47%

Shares225.9K

Event2026-03-31

Filed2026-05-12

VCSH

VANGUARD SCOTTSDALE FDS

4.36%

Shares123.7K

Event2026-03-31

Filed2026-05-12

BNDX

VANGUARD CHARLOTTE FDS

2.24%

Shares197.1K

Event2026-03-31

Filed2026-05-12

REET

ISHARES TR

-2.38%

Shares296.3K

Event2026-03-31

Filed2026-05-12

DUSB

DIMENSIONAL ETF TRUST

6.19%

Shares139.8K

Event2026-03-31

Filed2026-05-12

AVUV

AMERICAN CENTY ETF TR

15.44%

Shares22.7K

Event2026-03-31

Filed2026-05-12

VOE

VANGUARD INDEX FDS

26.73%

Shares13.3K

Event2026-03-31

Filed2026-05-12

NTSX

WISDOMTREE TR

6.14%

Shares39.9K

Event2026-03-31

Filed2026-05-12

AVEM

AMERICAN CENTY ETF TR

16.41%

Shares25.0K

Event2026-03-31

Filed2026-05-12

GLDM

WORLD GOLD TR

-5.46%

Shares18.4K

Event2026-03-31

Filed2026-05-12

BIL

SPDR SERIES TRUST

52.42%

Shares18.4K

Event2026-03-31

Filed2026-05-12

DFAI

DIMENSIONAL ETF TRUST

-2.80%

Shares42.6K

Event2026-03-31

Filed2026-05-12

INVESCO QQQ TR

5.46%

Shares2.6K

Event2026-03-31

Filed2026-05-12

SCHX

SCHWAB STRATEGIC TR

40.69%

Shares56.0K

Event2026-03-31

Filed2026-05-12

AVDE

AMERICAN CENTY ETF TR

3.31%

Shares16.4K

Event2026-03-31

Filed2026-05-12

AVIG

AMERICAN CENTY ETF TR

74.43%

Shares29.7K

Event2026-03-31

Filed2026-05-12

SPIP

SPDR SERIES TRUST

-6.68%

Shares41.2K

Event2026-03-31

Filed2026-05-12

NTSI

WISDOMTREE TR

4.50%

Shares24.3K

Event2026-03-31

Filed2026-05-12

DFAX

DIMENSIONAL ETF TRUST

0.03%

Shares31.1K

Event2026-03-31

Filed2026-05-12

AAPL

APPLE INC

7.82%

Shares3.3K

Event2026-03-31

Filed2026-05-12

VIG

VANGUARD SPECIALIZED FUNDS

-0.77%

Shares3.5K

Event2026-03-31

Filed2026-05-12

DFSD

DIMENSIONAL ETF TRUST

8.25%

Shares15.4K

Event2026-03-31

Filed2026-05-12

SCHZ

SCHWAB STRATEGIC TR

-0.34%

Shares28.4K

Event2026-03-31

Filed2026-05-12

VTI

VANGUARD INDEX FDS

53.20%

Shares2.0K

Event2026-03-31

Filed2026-05-12

EPD

ENTERPRISE PRODS PARTNERS L

1.39%

Shares16.5K

Event2026-03-31

Filed2026-05-12

DFGR

DIMENSIONAL ETF TRUST

39.55%

Shares23.4K

Event2026-03-31

Filed2026-05-12

ITOT

ISHARES TR

New

Shares4.1K

Event2026-03-31

Filed2026-05-12

EDV

VANGUARD WORLD FD

5.57%

Shares8.2K

Event2026-03-31

Filed2026-05-12

DFGX

DIMENSIONAL ETF TRUST

New

Shares10.1K

Event2026-03-31

Filed2026-05-12

IVV

ISHARES TR

5.76%

Shares735

Event2026-03-31

Filed2026-05-12

QUAL

ISHARES TR

New

Shares2.5K

Event2026-03-31

Filed2026-05-12

SCHD

SCHWAB STRATEGIC TR

-0.31%

Shares14.7K

Event2026-03-31

Filed2026-05-12

AMZN

AMAZON COM INC

10.17%

Shares1.9K

Event2026-03-31

Filed2026-05-12

SCHO

SCHWAB STRATEGIC TR

-0.97%

Shares16.7K

Event2026-03-31

Filed2026-05-12

TPYP

TORTOISE CAPITAL SERIES TRUS

-0.16%

Shares9.2K

Event2026-03-31

Filed2026-05-12

VANGUARD INDEX FDS

11.64%

Shares652

Event2026-03-31

Filed2026-05-12

SIVR

ABRDN SILVER ETF TRUST

0.00%

Shares5.0K

Event2026-03-31

Filed2026-05-12

PGF

INVESCO EXCHANGE TRADED FD T

12.09%

Shares26.0K

Event2026-03-31

Filed2026-05-12

BOXX

EA SERIES TRUST

New

Shares2.9K

Event2026-03-31

Filed2026-05-12

VTV

VANGUARD INDEX FDS

-44.57%

Shares1.6K

Event2026-03-31

Filed2026-05-12

AOM

ISHARES TR

0.00%

Shares6.6K

Event2026-03-31

Filed2026-05-12

AVDV

AMERICAN CENTY ETF TR

0.00%

Shares3.1K

Event2026-03-31

Filed2026-05-12

ICSH

ISHARES TR

-0.23%

Shares6.0K

Event2026-03-31

Filed2026-05-12

DFUS

DIMENSIONAL ETF TRUST

-25.33%

Shares4.2K

Event2026-03-31

Filed2026-05-12

VYM

VANGUARD WHITEHALL FDS

-3.68%

Shares1.9K

Event2026-03-31

Filed2026-05-12

MUB

ISHARES TR

New

Shares2.6K

Event2026-03-31

Filed2026-05-12

DFAC

DIMENSIONAL ETF TRUST

-14.09%

Shares6.8K

Event2026-03-31

Filed2026-05-12

NVDA

NVIDIA CORPORATION

New

Shares1.5K

Event2026-03-31

Filed2026-05-12

MLPX

GLOBAL X FDS

0.00%

Shares3.5K

Event2026-03-31

Filed2026-05-12

BIV

VANGUARD BD INDEX FDS

New

Shares3.4K

Event2026-03-31

Filed2026-05-12

SPY

STATE STR SPDR S&P 500 ETF T

10.89%

Shares397

Event2026-03-31

Filed2026-05-12

DFIV

DIMENSIONAL ETF TRUST

-1.61%

Shares4.9K

Event2026-03-31

Filed2026-05-12

JNJ

JOHNSON & JOHNSON

4.39%

Shares1.0K

Event2026-03-31

Filed2026-05-12

TSLA

TESLA INC

4.32%

Shares628

Event2026-03-31

Filed2026-05-12

SCHF

SCHWAB STRATEGIC TR

10.70%

Shares9.3K

Event2026-03-31

Filed2026-05-12

AGG

ISHARES TR

New

Shares2.3K

Event2026-03-31

Filed2026-05-12

BROADCOM INC

10.12%

Shares718

Event2026-03-31

Filed2026-05-12

JHPI

JOHN HANCOCK EXCHANGE TRADED

4.27%

Shares9.8K

Event2026-03-31

Filed2026-05-12

VTG

VANGUARD MALVERN FDS

New

Shares2.9K

Event2026-03-31

Filed2026-05-12

SCHV

SCHWAB STRATEGIC TR

0.00%

Shares7.1K

Event2026-03-31

Filed2026-05-12

NBIX

NEUROCRINE BIOSCIENCES INC

0.12%

Shares1.6K

Event2026-03-31

Filed2026-05-12

NJUL

INNOVATOR ETFS TRUST

-2.80%

Shares2.9K

Event2026-03-31

Filed2026-05-12

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available