Q1 2025 · 13F-HR
Leading Edge Financial Planning LLCholdings as filed
Filed 2025-04-23 · accession 0001951757-25-000431
$320.1M
Reported value
58
Positions
2025-03-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 78464A854 | SPYM | SPDR SER TR | $46.2M | 14.4% | 702,763 | Common | NONE |
| 25434V799 | DFIC | DIMENSIONAL ETF TRUST | $44.6M | 13.9% | 1,607,348 | Common | NONE |
| 25434V831 | DUHP | DIMENSIONAL ETF TRUST | $28.1M | 8.78% | 847,714 | Common | NONE |
| 808524102 | SCHB | SCHWAB STRATEGIC TR | $27.6M | 8.64% | 1,283,864 | Common | NONE |
| 25434V815 | DFSV | DIMENSIONAL ETF TRUST | $21.0M | 6.57% | 746,711 | Common | NONE |
| 78464A649 | SPAB | SPDR SER TR | $20.7M | 6.46% | 810,132 | Common | NONE |
| 25434V872 | DFCF | DIMENSIONAL ETF TRUST | $19.9M | 6.20% | 472,136 | Common | NONE |
| 25434V732 | DFEM | DIMENSIONAL ETF TRUST | $18.7M | 5.85% | 707,720 | Common | NONE |
| 025072349 | AVLV | AMERICAN CENTY ETF TR | $16.8M | 5.26% | 258,280 | Common | NONE |
| 25434V856 | DFIP | DIMENSIONAL ETF TRUST | $15.0M | 4.70% | 357,263 | Common | NONE |
| 46434V647 | REET | ISHARES TR | $7.7M | 2.42% | 318,877 | Common | NONE |
| 92203J407 | BNDX | VANGUARD CHARLOTTE FDS | $7.3M | 2.27% | 148,527 | Common | NONE |
| 92206C409 | VCSH | VANGUARD SCOTTSDALE FDS | $7.2M | 2.25% | 91,211 | Common | NONE |
| 25434V591 | DUSB | DIMENSIONAL ETF TRUST | $4.8M | 1.50% | 94,592 | Common | NONE |
| 025072356 | AVRE | AMERICAN CENTY ETF TR | $4.5M | 1.40% | 104,118 | Common | NONE |
| 78468R663 | BIL | SPDR SER TR | $4.4M | 1.37% | 47,723 | Common | NONE |
| 46429B267 | GOVT | ISHARES TR | $1.8M | 0.56% | 77,964 | Common | NONE |
| 97717Y790 | NTSX | WISDOMTREE TR | $1.6M | 0.51% | 35,934 | Common | NONE |
| 98149E303 | GLDM | WORLD GOLD TR | $1.5M | 0.47% | 24,202 | Common | NONE |
| 25434V203 | DFAI | DIMENSIONAL ETF TRUST | $1.4M | 0.44% | 45,335 | Common | NONE |
| 025072877 | AVUV | AMERICAN CENTY ETF TR | $1.3M | 0.42% | 15,386 | Common | NONE |
| 025072604 | AVEM | AMERICAN CENTY ETF TR | $1.3M | 0.42% | 22,207 | Common | NONE |
| 46090E103 | QQQ | INVESCO QQQ TR | $1.2M | 0.37% | 2,536 | Common | NONE |
| 808524201 | SCHX | SCHWAB STRATEGIC TR | $912,434 | 0.29% | 41,324 | Common | NONE |
| 97717Y634 | NTSI | WISDOMTREE TR | $881,883 | 0.28% | 23,192 | Common | NONE |
| 78464A656 | SPIP | SPDR SER TR | $880,881 | 0.28% | 33,392 | Common | NONE |
| 25434V880 | DFAX | DIMENSIONAL ETF TRUST | $853,859 | 0.27% | 32,590 | Common | NONE |
| 025072703 | AVDE | AMERICAN CENTY ETF TR | $838,183 | 0.26% | 12,648 | Common | NONE |
| 808524839 | SCHZ | SCHWAB STRATEGIC TR | $718,625 | 0.22% | 31,029 | Common | NONE |
| 921908844 | VIG | VANGUARD SPECIALIZED FUNDS | $698,500 | 0.22% | 3,600 | Common | NONE |
| 037833100 | AAPL | APPLE INC | $617,388 | 0.19% | 2,779 | Common | NONE |
| 922908744 | VTV | VANGUARD INDEX FDS | $541,194 | 0.17% | 3,133 | Common | NONE |
| 293792107 | EPD | ENTERPRISE PRODS PARTNERS L | $531,781 | 0.17% | 15,576 | Common | NONE |
| 808524862 | SCHO | SCHWAB STRATEGIC TR | $526,055 | 0.16% | 21,613 | Common | NONE |
| 921910709 | EDV | VANGUARD WORLD FD | $471,814 | 0.15% | 6,635 | Common | NONE |
| 025072562 | AVIG | AMERICAN CENTY ETF TR | $453,800 | 0.14% | 10,964 | Common | NONE |
| 25434V864 | DFSD | DIMENSIONAL ETF TRUST | $450,187 | 0.14% | 9,474 | Common | NONE |
| 46434V878 | ICSH | ISHARES TR | $441,293 | 0.14% | 8,704 | Common | NONE |
| 808524797 | SCHD | SCHWAB STRATEGIC TR | $424,271 | 0.13% | 15,174 | Common | NONE |
| 25434V658 | DFGR | DIMENSIONAL ETF TRUST | $371,028 | 0.12% | 14,129 | Common | NONE |
| 922908769 | VTI | VANGUARD INDEX FDS | $339,594 | 0.11% | 1,236 | Common | NONE |
| 56167N720 | — | MANAGED PORTFOLIO SERIES | $337,530 | 0.11% | 9,280 | Common | NONE |
| 464287200 | IVV | ISHARES TR | $336,685 | 0.11% | 599 | Common | NONE |
| 464289875 | AOM | ISHARES TR | $323,396 | 0.10% | 7,370 | Common | NONE |
| 922908363 | VOO | VANGUARD INDEX FDS | $297,039 | 0.09% | 578 | Common | NONE |
| 023135106 | AMZN | AMAZON COM INC | $287,483 | 0.09% | 1,511 | Common | NONE |
| 45782C540 | PDEC | INNOVATOR ETFS TRUST | $260,004 | 0.08% | 6,915 | Common | NONE |
| 921946406 | VYM | VANGUARD WHITEHALL FDS | $259,903 | 0.08% | 2,015 | Common | NONE |
| 45782C797 | POCT | INNOVATOR ETFS TRUST | $259,091 | 0.08% | 6,669 | Common | NONE |
| 46137V621 | PGF | INVESCO EXCHANGE TRADED FD T | $239,844 | 0.07% | 16,796 | Common | NONE |
| 47804J776 | JHPI | JOHN HANCOCK EXCHANGE TRADED | $233,378 | 0.07% | 10,414 | Common | NONE |
| 46432F339 | QUAL | ISHARES TR | $229,036 | 0.07% | 1,340 | Common | NONE |
| 37954Y293 | MLPX | GLOBAL X FDS | $225,740 | 0.07% | 3,538 | Common | NONE |
| 25434V708 | DFAC | DIMENSIONAL ETF TRUST | $225,124 | 0.07% | 6,824 | Common | NONE |
| 69420N759 | PBDE | PGIM ROCK ETF TR | $214,577 | 0.07% | 8,257 | Common | NONE |
| 921937819 | BIV | VANGUARD BD INDEX FDS | $207,964 | 0.06% | 2,716 | Common | NONE |
| 45782C276 | NJUL | INNOVATOR ETFS TRUST | $205,111 | 0.06% | 3,417 | Common | NONE |
| 78462F103 | SPY | SPDR S&P 500 ETF TR | $200,262 | 0.06% | 358 | Common | NONE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.