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

Currently, Leading Edge Financial Planning LLC holds 78 types of securities in its portfolio with a total value $561.6M. In the most recent quarter, they have increased their positions in DFIC (+193.3K shares, valued at $7.2M), N/A (+71.3K shares, valued at $6.3M), DFCF (+87.7K shares, valued at $3.7M); decreased their positions in SCHZ (-11.9K shares, valued at $275.8K), BIL (-2.7K shares, valued at $243.2K), QQQ (-310 shares, valued at $228.3K); initiated new positions in VOT (+9.4K shares, valued at $2.9M), VT (+5.4K shares, valued at $841.1K), SGOV (+4.5K shares, valued at $451.3K).

1M P&L

+3.5M+0.74%

3M P&L

+15.9M+3.42%

HY P&L

+34.3M+7.72%

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/A467.6M

99.3%

2Consumer Electronics1.1M

0.2%

3Oil & Gas Midstream615.0K

0.1%

Top Industries by Stock Count

1N/A61 stocks

85.9%

2Internet Retail1 stocks

1.4%

3Consumer Electronics1 stocks

1.4%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SPDR SERIES TRUST SPDR SERIES TRUST986.0K shares7.80%2026-06-302026-08-06

DFIC DIMENSIONAL ETF TRUST2.1M shares9.88%2026-06-302026-08-06

DUHP DIMENSIONAL ETF TRUST1.3M shares7.18%2026-06-302026-08-06

SCHB SCHWAB STRATEGIC TR1.7M shares6.58%2026-06-302026-08-06

DFSV DIMENSIONAL ETF TRUST1.0M shares5.98%2026-06-302026-08-06

DFEM DIMENSIONAL ETF TRUST908.5K shares4.58%2026-06-302026-08-06

AVLV AMERICAN CENTY ETF TR367.0K shares5.67%2026-06-302026-08-06

DFCF DIMENSIONAL ETF TRUST723.7K shares13.78%2026-06-302026-08-06

Sponsored

SPAB SPDR SERIES TRUST1.2M shares11.27%2026-06-302026-08-06

DFIP DIMENSIONAL ETF TRUST580.6K shares12.73%2026-06-302026-08-06

AVRE AMERICAN CENTY ETF TR264.6K shares17.16%2026-06-302026-08-06

VCSH VANGUARD SCOTTSDALE FDS135.4K shares9.41%2026-06-302026-08-06

BNDX VANGUARD CHARLOTTE FDS220.3K shares11.79%2026-06-302026-08-06

REET ISHARES TR293.5K shares-0.96%2026-06-302026-08-06

DUSB DIMENSIONAL ETF TRUST151.1K shares8.07%2026-06-302026-08-06

AVUV AMERICAN CENTY ETF TR26.4K shares16.57%2026-06-302026-08-06

Sponsored

VOT VANGUARD INDEX FDS9.4K sharesnew addition2026-06-302026-08-06

AVEM AMERICAN CENTY ETF TR29.8K shares19.08%2026-06-302026-08-06

NTSX WISDOMTREE TR43.8K shares9.79%2026-06-302026-08-06

WORLD GOLD TR WORLD GOLD TR23.4K shares27.47%2026-06-302026-08-06

AVIG AMERICAN CENTY ETF TR43.1K shares44.94%2026-06-302026-08-06

DFAI DIMENSIONAL ETF TRUST42.3K shares-0.54%2026-06-302026-08-06

QQQ INVESCO QQQ TR2.3K shares-11.81%2026-06-302026-08-06

SCHX SCHWAB STRATEGIC TR56.2K shares0.29%2026-06-302026-08-06

Sponsored

AVDE AMERICAN CENTY ETF TR16.5K shares1.12%2026-06-302026-08-06

BIL SPDR SERIES TRUST15.7K shares-14.46%2026-06-302026-08-06

ITOT ISHARES TR7.8K shares91.60%2026-06-302026-08-06

NTSI WISDOMTREE TR27.2K shares11.92%2026-06-302026-08-06

AAPL APPLE INC3.6K shares10.59%2026-06-302026-08-06

DFAX DIMENSIONAL ETF TRUST26.5K shares-14.79%2026-06-302026-08-06

SPIP SPDR SERIES TRUST37.8K shares-8.04%2026-06-302026-08-06

DFSD DIMENSIONAL ETF TRUST19.1K shares23.71%2026-06-302026-08-06

Sponsored

VT VANGUARD INTL EQUITY INDEX F5.4K sharesnew addition2026-06-302026-08-06

VANGUARD INDEX FDS VANGUARD INDEX FDS2.2K shares11.54%2026-06-302026-08-06

VIG VANGUARD SPECIALIZED FUNDS3.4K shares-1.35%2026-06-302026-08-06

DFGR DIMENSIONAL ETF TRUST24.4K shares4.17%2026-06-302026-08-06

EDV VANGUARD WORLD FD9.5K shares16.09%2026-06-302026-08-06

EPD ENTERPRISE PRODS PARTNERS L16.7K shares1.12%2026-06-302026-08-06

DFGX DIMENSIONAL ETF TRUST10.7K shares6.32%2026-06-302026-08-06

ISHARES TR ISHARES TR647 shares-11.97%2026-06-302026-08-06

Sponsored

QUAL ISHARES TR2.2K shares-11.05%2026-06-302026-08-06

SGOV ISHARES TR4.5K sharesnew addition2026-06-302026-08-06

VOO VANGUARD INDEX FDS647 shares-0.77%2026-06-302026-08-06

SCHD SCHWAB STRATEGIC TR13.9K shares-5.33%2026-06-302026-08-06

TPYP TORTOISE CAPITAL SERIES TRUS9.2K shares-0.02%2026-06-302026-08-06

SCHZ SCHWAB STRATEGIC TR16.5K shares-41.98%2026-06-302026-08-06

AMZN AMAZON COM INC1.5K shares-21.03%2026-06-302026-08-06

BOXX EA SERIES TRUST3.1K shares6.68%2026-06-302026-08-06

Sponsored

PGF INVESCO EXCHANGE TRADED FD T26.0K shares0.12%2026-06-302026-08-06

DFUS DIMENSIONAL ETF TRUST4.2K shares-0.53%2026-06-302026-08-06

ISHARES TR ISHARES TR3.3K shares45.18%2026-06-302026-08-06

AOM ISHARES TR6.6K shares0.00%2026-06-302026-08-06

AVDV AMERICAN CENTY ETF TR3.1K shares0.00%2026-06-302026-08-06

DFAC DIMENSIONAL ETF TRUST6.8K shares0.00%2026-06-302026-08-06

JMUB J P MORGAN EXCHANGE TRADED F5.9K sharesnew addition2026-06-302026-08-06

DFNM DIMENSIONAL ETF TRUST6.2K sharesnew addition2026-06-302026-08-06

Sponsored

VTV VANGUARD INDEX FDS1.3K shares-15.58%2026-06-302026-08-06

GOVT ISHARES TR12.8K sharesnew addition2026-06-302026-08-06

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T389 shares-2.02%2026-06-302026-08-06

SIVR ABRDN SILVER ETF TRUST5.0K shares0.00%2026-06-302026-08-06

VYM VANGUARD WHITEHALL FDS1.8K shares-4.30%2026-06-302026-08-06

SUB ISHARES TR2.5K sharesnew addition2026-06-302026-08-06

JNJ JOHNSON & JOHNSON1.0K shares-0.10%2026-06-302026-08-06

DFIV DIMENSIONAL ETF TRUST4.9K shares0.00%2026-06-302026-08-06

Sponsored

MLPX GLOBAL X FDS3.5K shares-0.06%2026-06-302026-08-06

BROADCOM INC BROADCOM INC688 shares-4.18%2026-06-302026-08-06

TQQQ PROSHARES TR3.1K sharesnew addition2026-06-302026-08-06

SCHV SCHWAB STRATEGIC TR7.1K shares-0.01%2026-06-302026-08-06

NVDA NVIDIA CORPORATION1.2K shares-19.83%2026-06-302026-08-06

ICSH ISHARES TR4.4K shares-26.04%2026-06-302026-08-06

JHPI JOHN HANCOCK EXCHANGE TRADED9.7K shares-0.35%2026-06-302026-08-06

NBIX NEUROCRINE BIOSCIENCES INC1.3K shares-20.07%2026-06-302026-08-06

Sponsored

CIM CHIMERA INVT CORP15.6K sharesnew addition2026-06-302026-08-06

SCHF SCHWAB STRATEGIC TR7.4K shares-20.62%2026-06-302026-08-06

ROK ROCKWELL AUTOMATION INC406 sharesnew addition2026-06-302026-08-06

VGM INVESCO TR INVT GRADE MUNS10.2K sharesnew addition2026-06-302026-08-06

HRZN HORIZON TECHNOLOGY FIN CORP16.7K sharesnew addition2026-06-302026-08-06

MVO MV OIL TR12.0K sharesnew addition2026-06-302026-08-06

SPDR SERIES TRUST

7.80%

Shares986.0K

Event2026-06-30

Filed2026-08-06

DFIC

DIMENSIONAL ETF TRUST

9.88%

Shares2.1M

Event2026-06-30

Filed2026-08-06

DUHP

DIMENSIONAL ETF TRUST

7.18%

Shares1.3M

Event2026-06-30

Filed2026-08-06

SCHB

SCHWAB STRATEGIC TR

6.58%

Shares1.7M

Event2026-06-30

Filed2026-08-06

DFSV

DIMENSIONAL ETF TRUST

5.98%

Shares1.0M

Event2026-06-30

Filed2026-08-06

DFEM

DIMENSIONAL ETF TRUST

4.58%

Shares908.5K

Event2026-06-30

Filed2026-08-06

AVLV

AMERICAN CENTY ETF TR

5.67%

Shares367.0K

Event2026-06-30

Filed2026-08-06

DFCF

DIMENSIONAL ETF TRUST

13.78%

Shares723.7K

Event2026-06-30

Filed2026-08-06

SPAB

SPDR SERIES TRUST

11.27%

Shares1.2M

Event2026-06-30

Filed2026-08-06

DFIP

DIMENSIONAL ETF TRUST

12.73%

Shares580.6K

Event2026-06-30

Filed2026-08-06

AVRE

AMERICAN CENTY ETF TR

17.16%

Shares264.6K

Event2026-06-30

Filed2026-08-06

VCSH

VANGUARD SCOTTSDALE FDS

9.41%

Shares135.4K

Event2026-06-30

Filed2026-08-06

BNDX

VANGUARD CHARLOTTE FDS

11.79%

Shares220.3K

Event2026-06-30

Filed2026-08-06

REET

ISHARES TR

-0.96%

Shares293.5K

Event2026-06-30

Filed2026-08-06

DUSB

DIMENSIONAL ETF TRUST

8.07%

Shares151.1K

Event2026-06-30

Filed2026-08-06

AVUV

AMERICAN CENTY ETF TR

16.57%

Shares26.4K

Event2026-06-30

Filed2026-08-06

VOT

VANGUARD INDEX FDS

New

Shares9.4K

Event2026-06-30

Filed2026-08-06

AVEM

AMERICAN CENTY ETF TR

19.08%

Shares29.8K

Event2026-06-30

Filed2026-08-06

NTSX

WISDOMTREE TR

9.79%

Shares43.8K

Event2026-06-30

Filed2026-08-06

WORLD GOLD TR

27.47%

Shares23.4K

Event2026-06-30

Filed2026-08-06

AVIG

AMERICAN CENTY ETF TR

44.94%

Shares43.1K

Event2026-06-30

Filed2026-08-06

DFAI

DIMENSIONAL ETF TRUST

-0.54%

Shares42.3K

Event2026-06-30

Filed2026-08-06

QQQ

INVESCO QQQ TR

-11.81%

Shares2.3K

Event2026-06-30

Filed2026-08-06

SCHX

SCHWAB STRATEGIC TR

0.29%

Shares56.2K

Event2026-06-30

Filed2026-08-06

AVDE

AMERICAN CENTY ETF TR

1.12%

Shares16.5K

Event2026-06-30

Filed2026-08-06

BIL

SPDR SERIES TRUST

-14.46%

Shares15.7K

Event2026-06-30

Filed2026-08-06

ITOT

ISHARES TR

91.60%

Shares7.8K

Event2026-06-30

Filed2026-08-06

NTSI

WISDOMTREE TR

11.92%

Shares27.2K

Event2026-06-30

Filed2026-08-06

AAPL

APPLE INC

10.59%

Shares3.6K

Event2026-06-30

Filed2026-08-06

DFAX

DIMENSIONAL ETF TRUST

-14.79%

Shares26.5K

Event2026-06-30

Filed2026-08-06

SPIP

SPDR SERIES TRUST

-8.04%

Shares37.8K

Event2026-06-30

Filed2026-08-06

DFSD

DIMENSIONAL ETF TRUST

23.71%

Shares19.1K

Event2026-06-30

Filed2026-08-06

VANGUARD INTL EQUITY INDEX F

New

Shares5.4K

Event2026-06-30

Filed2026-08-06

VANGUARD INDEX FDS

11.54%

Shares2.2K

Event2026-06-30

Filed2026-08-06

VIG

VANGUARD SPECIALIZED FUNDS

-1.35%

Shares3.4K

Event2026-06-30

Filed2026-08-06

DFGR

DIMENSIONAL ETF TRUST

4.17%

Shares24.4K

Event2026-06-30

Filed2026-08-06

EDV

VANGUARD WORLD FD

16.09%

Shares9.5K

Event2026-06-30

Filed2026-08-06

EPD

ENTERPRISE PRODS PARTNERS L

1.12%

Shares16.7K

Event2026-06-30

Filed2026-08-06

DFGX

DIMENSIONAL ETF TRUST

6.32%

Shares10.7K

Event2026-06-30

Filed2026-08-06

ISHARES TR

-11.97%

Shares647

Event2026-06-30

Filed2026-08-06

QUAL

ISHARES TR

-11.05%

Shares2.2K

Event2026-06-30

Filed2026-08-06

SGOV

ISHARES TR

New

Shares4.5K

Event2026-06-30

Filed2026-08-06

VOO

VANGUARD INDEX FDS

-0.77%

Shares647

Event2026-06-30

Filed2026-08-06

SCHD

SCHWAB STRATEGIC TR

-5.33%

Shares13.9K

Event2026-06-30

Filed2026-08-06

TPYP

TORTOISE CAPITAL SERIES TRUS

-0.02%

Shares9.2K

Event2026-06-30

Filed2026-08-06

SCHZ

SCHWAB STRATEGIC TR

-41.98%

Shares16.5K

Event2026-06-30

Filed2026-08-06

AMZN

AMAZON COM INC

-21.03%

Shares1.5K

Event2026-06-30

Filed2026-08-06

BOXX

EA SERIES TRUST

6.68%

Shares3.1K

Event2026-06-30

Filed2026-08-06

PGF

INVESCO EXCHANGE TRADED FD T

0.12%

Shares26.0K

Event2026-06-30

Filed2026-08-06

DFUS

DIMENSIONAL ETF TRUST

-0.53%

Shares4.2K

Event2026-06-30

Filed2026-08-06

ISHARES TR

45.18%

Shares3.3K

Event2026-06-30

Filed2026-08-06

AOM

ISHARES TR

0.00%

Shares6.6K

Event2026-06-30

Filed2026-08-06

AVDV

AMERICAN CENTY ETF TR

0.00%

Shares3.1K

Event2026-06-30

Filed2026-08-06

DFAC

DIMENSIONAL ETF TRUST

0.00%

Shares6.8K

Event2026-06-30

Filed2026-08-06

JMUB

J P MORGAN EXCHANGE TRADED F

New

Shares5.9K

Event2026-06-30

Filed2026-08-06

DFNM

DIMENSIONAL ETF TRUST

New

Shares6.2K

Event2026-06-30

Filed2026-08-06

VTV

VANGUARD INDEX FDS

-15.58%

Shares1.3K

Event2026-06-30

Filed2026-08-06

GOVT

ISHARES TR

New

Shares12.8K

Event2026-06-30

Filed2026-08-06

STATE STR SPDR S&P 500 ETF T

-2.02%

Shares389

Event2026-06-30

Filed2026-08-06

SIVR

ABRDN SILVER ETF TRUST

0.00%

Shares5.0K

Event2026-06-30

Filed2026-08-06

VYM

VANGUARD WHITEHALL FDS

-4.30%

Shares1.8K

Event2026-06-30

Filed2026-08-06

SUB

ISHARES TR

New

Shares2.5K

Event2026-06-30

Filed2026-08-06

JNJ

JOHNSON & JOHNSON

-0.10%

Shares1.0K

Event2026-06-30

Filed2026-08-06

DFIV

DIMENSIONAL ETF TRUST

0.00%

Shares4.9K

Event2026-06-30

Filed2026-08-06

MLPX

GLOBAL X FDS

-0.06%

Shares3.5K

Event2026-06-30

Filed2026-08-06

BROADCOM INC

-4.18%

Shares688

Event2026-06-30

Filed2026-08-06

TQQQ

PROSHARES TR

New

Shares3.1K

Event2026-06-30

Filed2026-08-06

SCHV

SCHWAB STRATEGIC TR

-0.01%

Shares7.1K

Event2026-06-30

Filed2026-08-06

NVDA

NVIDIA CORPORATION

-19.83%

Shares1.2K

Event2026-06-30

Filed2026-08-06

ICSH

ISHARES TR

-26.04%

Shares4.4K

Event2026-06-30

Filed2026-08-06

JHPI

JOHN HANCOCK EXCHANGE TRADED

-0.35%

Shares9.7K

Event2026-06-30

Filed2026-08-06

NBIX

NEUROCRINE BIOSCIENCES INC

-20.07%

Shares1.3K

Event2026-06-30

Filed2026-08-06

CIM

CHIMERA INVT CORP

New

Shares15.6K

Event2026-06-30

Filed2026-08-06

SCHF

SCHWAB STRATEGIC TR

-20.62%

Shares7.4K

Event2026-06-30

Filed2026-08-06

ROK

ROCKWELL AUTOMATION INC

New

Shares406

Event2026-06-30

Filed2026-08-06

VGM

INVESCO TR INVT GRADE MUNS

New

Shares10.2K

Event2026-06-30

Filed2026-08-06

HRZN

HORIZON TECHNOLOGY FIN CORP

New

Shares16.7K

Event2026-06-30

Filed2026-08-06

MVO

MV OIL TR

New

Shares12.0K

Event2026-06-30

Filed2026-08-06

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available