Leading Edge Financial Planning LLC
78 holdingsFiling period: 2026-06-30Current AUM: $559.8Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | SPYM | Spdr Series Trust | 986.0K | $86.7M | $89.3M | 15.95% | +71.3K | 2026-06-30 |
| 2 | DFIC | Dimensional ETF Trust | 2.15M | $80.1M | $81.2M | 14.50% | +193.3K | 2026-06-30 |
| 3 | DUHP | Dimensional ETF Trust | 1.29M | $53.7M | $54.7M | 9.78% | +86.2K | 2026-06-30 |
| 4 | SCHB | Schwab Strategic TR | 1.75M | $50.6M | $51.6M | 9.22% | +108.0K | 2026-06-30 |
| 5 | DFSV | Dimensional ETF Trust | 1.03M | $39.8M | $39.5M | 7.05% | +58.0K | 2026-06-30 |
| 6 | DFEM | Dimensional ETF Trust | 908.5K | $36.9M | $34.6M | 6.18% | +39.8K | 2026-06-30 |
| 7 | AVLV | American Centy ETF TR | 367.0K | $33.5M | $34.3M | 6.12% | +19.7K | 2026-06-30 |
| 8 | DFCF | Dimensional ETF Trust | 723.7K | $30.5M | $29.2M | 5.22% | +87.7K | 2026-06-30 |
| 9 | SPAB | Spdr Series Trust | 1.17M | $30.0M | $28.8M | 5.15% | +118.9K | 2026-06-30 |
| 10 | DFIP | Dimensional ETF Trust | 580.6K | $24.0M | $22.9M | 4.10% | +65.6K | 2026-06-30 |
| 11 | AVRE | American Centy ETF TR | 264.6K | $12.5M | $12.0M | 2.14% | +38.8K | 2026-06-30 |
| 12 | VCSH | Vanguard Scottsdale Fds | 135.4K | $10.7M | $10.5M | 1.87% | +11.6K | 2026-06-30 |
| 13 | BNDX | Vanguard Charlotte Fds | 220.3K | $10.7M | $10.4M | 1.85% | +23.2K | 2026-06-30 |
| 14 | REET | iShares TR | 293.5K | $8.1M | $7.6M | 1.37% | -2,841 | 2026-06-30 |
| 15 | DUSB | Dimensional ETF Trust | 151.1K | $7.7M | $7.6M | 1.36% | +11.3K | 2026-06-30 |
| 16 | AVUV | American Centy ETF TR | 26.4K | $3.3M | $3.2M | 0.57% | +3.8K | 2026-06-30 |
| 17 | VOT | Vanguard Index Fds | 9.4K | $2.9M | $2.7M | 0.49% | -- | 2026-06-30 |
| 18 | AVEM | American Centy ETF TR | 29.8K | $2.9M | $2.7M | 0.48% | +4.8K | 2026-06-30 |
| 19 | NTSX | WisdomTree TR | 43.8K | $2.6M | $2.6M | 0.46% | +3.9K | 2026-06-30 |
| 20 | GLDM | World Gold TR | 23.4K | $1.9M | $1.9M | 0.34% | +5.1K | 2026-06-30 |
| 21 | AVIG | American Centy ETF TR | 43.1K | $1.8M | $1.7M | 0.31% | +13.4K | 2026-06-30 |
| 22 | DFAI | Dimensional ETF Trust | 42.3K | $1.7M | $1.8M | 0.31% | -230 | 2026-06-30 |
| 23 | QQQ | Invesco Qqq TR | 2.3K | $1.7M | $1.7M | 0.30% | -310 | 2026-06-30 |
| 24 | SCHX | Schwab Strategic TR | 56.2K | $1.7M | $1.7M | 0.30% | +164 | 2026-06-30 |
| 25 | AVDE | American Centy ETF TR | 16.5K | $1.5M | $1.5M | 0.27% | +183 | 2026-06-30 |
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