Filer Name: LEADING EDGE FINANCIAL PLANNING LLC
CIK: 1967205
Period: 2024-12-31
Filed At: 2025-01-24
Number of Holdings: 57
Portfolio Value: $0.30B

Leading Edge Financial Planning Llc Top Holdings

Ticker Exchange Security Shares Value % of Portfolio Position Change Put/Call
SPLG US SPDR PORTFOLIO S&P 500 ETF 669,525 $46M 15.14% 2.0% -
DFIC US DIMENSIONAL INTERNATIONAL CO 1,514,325 $39M 12.84% 7.6% -
SCHB US SCHWAB US BROAD MARKET ETF 1,237,328 $28M 9.21% 212.1% -
DUHP US DIMENSIONAL US HIGH PROFI ET 799,787 $27M 8.87% 4.2% -
DFSV US DIMENSIONAL US SMALL CAP VAL 679,194 $21M 6.86% 4.6% -
SPAB US SPDR PORTFOLIO AGGREGATE BON 777,627 $19M 6.38% -46.6% -
DFCF US DIMENSIONAL CORE FIXED INC 450,681 $19M 6.10% 891.0% -
DFEM US DIMENSIONAL EMERGING MARKETS 647,547 $17M 5.56% 5.1% -
AVLV US AVANTIS US LARGE CAP VALUE 244,838 $16M 5.36% 2.8% -
DFIP US DIMENSIONAL INFLATION-PROTEC 345,959 $14M 4.60% 39.7% -
REET US ISHARES GLOBAL REIT ETF 316,857 $8M 2.49% -3.9% -
BNDX US VANGUARD TOTAL INTL BOND ETF 139,026 $7M 2.24% 6.7% -
VCSH US VANGUARD S/T CORP BOND ETF 86,598 $7M 2.22% 268.0% -
DUSB US DIMENSION ULTRASHORT FI ETF 86,701 $4M 1.44% 100.0% -
BIL US SPDR BLOOMBERG 1-3 MONTH T-B 44,869 $4M 1.35% -55.4% -
AVRE US AVANTIS REAL ESTATE ETF 80,336 $3M 1.10% 43.3% -
NTSX US WISDOMTREE US EFFICIENT CORE 37,230 $2M 0.57% -0.4% -
AVUV US AVANTIS US SMALL CAP VALUE 15,193 $1M 0.48% 7.9% -
AVEM US AVANTIS EMERGING MARKETS EQ 23,053 $1M 0.44% 5.6% -
DFAI US DIMENSIONAL INTERNATIONAL CO 45,513 $1M 0.44% -19.3% -
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