Leading Edge Financial Planning LLC
72 holdingsFiling period: 2026-03-31Current AUM: $516.4Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | SPYM | SPDR SERIES TRUST | 914.7K | $70.0M | $80.4M | 15.57% | +83.0K | 2026-03-31 |
| 2 | DFIC | DIMENSIONAL ETF TRUST | 1.96M | $69.5M | $74.5M | 14.43% | +107.0K | 2026-03-31 |
| 3 | DUHP | DIMENSIONAL ETF TRUST | 1.20M | $44.1M | $49.4M | 9.57% | +147.9K | 2026-03-31 |
| 4 | SCHB | SCHWAB STRATEGIC TR | 1.64M | $41.2M | $47.3M | 9.17% | +122.6K | 2026-03-31 |
| 5 | DFSV | DIMENSIONAL ETF TRUST | 969.3K | $34.0M | $38.4M | 7.44% | +45.3K | 2026-03-31 |
| 6 | DFEM | DIMENSIONAL ETF TRUST | 868.7K | $30.0M | $32.7M | 6.34% | +37.9K | 2026-03-31 |
| 7 | AVLV | AMERICAN CENTY ETF TR | 347.4K | $28.0M | $32.0M | 6.20% | +26.4K | 2026-03-31 |
| 8 | SPAB | SPDR SERIES TRUST | 1.05M | $27.0M | $26.5M | 5.13% | +49.8K | 2026-03-31 |
| 9 | DFCF | DIMENSIONAL ETF TRUST | 636.1K | $26.9M | $26.4M | 5.11% | +33.3K | 2026-03-31 |
| 10 | DFIP | DIMENSIONAL ETF TRUST | 515.0K | $21.5M | $20.9M | 4.04% | +39.4K | 2026-03-31 |
| 11 | AVRE | AMERICAN CENTY ETF TR | 225.9K | $9.9M | $11.0M | 2.13% | +31.9K | 2026-03-31 |
| 12 | VCSH | VANGUARD SCOTTSDALE FDS | 123.7K | $9.8M | $9.7M | 1.88% | +5.2K | 2026-03-31 |
| 13 | BNDX | VANGUARD CHARLOTTE FDS | 197.1K | $9.5M | $9.4M | 1.82% | +4.3K | 2026-03-31 |
| 14 | REET | ISHARES TR | 296.3K | $7.5M | $8.4M | 1.63% | -7,235 | 2026-03-31 |
| 15 | DUSB | DIMENSIONAL ETF TRUST | 139.8K | $7.1M | $7.1M | 1.37% | +8.2K | 2026-03-31 |
| 16 | AVUV | AMERICAN CENTY ETF TR | 22.7K | $2.5M | $2.8M | 0.55% | +3.0K | 2026-03-31 |
| 17 | VOE | VANGUARD INDEX FDS | 13.3K | $2.4M | $2.7M | 0.53% | +2.8K | 2026-03-31 |
| 18 | NTSX | WISDOMTREE TR | 39.9K | $2.1M | $2.3M | 0.45% | +2.3K | 2026-03-31 |
| 19 | AVEM | AMERICAN CENTY ETF TR | 25.0K | $2.0M | $2.2M | 0.43% | +3.5K | 2026-03-31 |
| 20 | GLDM | WORLD GOLD TR | 18.4K | $1.7M | $1.5M | 0.29% | -1,062 | 2026-03-31 |
| 21 | BIL | SPDR SERIES TRUST | 18.4K | $1.7M | $1.7M | 0.33% | +6.3K | 2026-03-31 |
| 22 | DFAI | DIMENSIONAL ETF TRUST | 42.6K | $1.7M | $1.8M | 0.35% | -1,225 | 2026-03-31 |
| 23 | QQQ | INVESCO QQQ TR | 2.6K | $1.5M | $1.8M | 0.35% | +136 | 2026-03-31 |
| 24 | SCHX | SCHWAB STRATEGIC TR | 56.0K | $1.4M | $1.6M | 0.32% | +16.2K | 2026-03-31 |
| 25 | AVDE | AMERICAN CENTY ETF TR | 16.4K | $1.4M | $1.5M | 0.29% | +524 | 2026-03-31 |
← Scroll →
Page 1 of 3