The Analysis of Leading Edge Financial Planning LLC's Holdings
Currently, Leading Edge Financial Planning LLC holds 66 types of securities in its portfolio with a total value $438.8M. In the most recent quarter, they have increased their positions in SPYM (+55.9K shares, valued at $4.5M), DFIC (+122.7K shares, valued at $4.2M), DUHP (+94.6K shares, valued at $3.6M); decreased their positions in VOT (-6.0K shares, valued at $1.7M), BIL (-13.8K shares, valued at $1.3M), GLDM (-2.1K shares, valued at $180.4K); initiated new positions in VOE (+10.5K shares, valued at $1.9M), GOVT (+13.0K shares, valued at $298.3K), JMUB (+5.8K shares, valued at $293.2K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
SPYM SPDR SERIES TRUST831.7K shares7.21%2025-12-312026-01-21
DFIC DIMENSIONAL ETF TRUST1.8M shares7.10%2025-12-312026-01-21 DUHP DIMENSIONAL ETF TRUST1.1M shares9.88%2025-12-312026-01-21 SCHB SCHWAB STRATEGIC TR1.5M shares8.88%2025-12-312026-01-21 DFSV DIMENSIONAL ETF TRUST924.0K shares8.07%2025-12-312026-01-21 DFEM DIMENSIONAL ETF TRUST830.8K shares6.66%2025-12-312026-01-21 SPAB SPDR SERIES TRUST1.0M shares10.35%2025-12-312026-01-21 DFCF DIMENSIONAL ETF TRUST602.7K shares10.83%2025-12-312026-01-21 AVLV AMERICAN CENTY ETF TR321.0K shares9.83%2025-12-312026-01-21 DFIP DIMENSIONAL ETF TRUST475.7K shares12.03%2025-12-312026-01-21 VCSH VANGUARD SCOTTSDALE FDS118.5K shares11.29%2025-12-312026-01-21 BNDX VANGUARD CHARLOTTE FDS192.8K shares10.46%2025-12-312026-01-21 AVRE AMERICAN CENTY ETF TR193.9K shares28.03%2025-12-312026-01-21 REET ISHARES TR303.5K shares-0.92%2025-12-312026-01-21 DUSB DIMENSIONAL ETF TRUST131.7K shares11.79%2025-12-312026-01-21 NTSX WISDOMTREE TR37.5K shares6.09%2025-12-312026-01-21 AVUV AMERICAN CENTY ETF TR19.7K shares2.74%2025-12-312026-01-21 VOE VANGUARD INDEX FDS10.5K sharesnew addition2025-12-312026-01-21 DFAI DIMENSIONAL ETF TRUST43.8K shares-0.27%2025-12-312026-01-21 GLDM WORLD GOLD TR19.5K shares-9.80%2025-12-312026-01-21 AVEM AMERICAN CENTY ETF TR21.5K shares3.61%2025-12-312026-01-21 AVDE AMERICAN CENTY ETF TR15.8K shares1.78%2025-12-312026-01-21 SPIP SPDR SERIES TRUST44.1K shares14.79%2025-12-312026-01-21 BIL SPDR SERIES TRUST12.0K shares-53.46%2025-12-312026-01-21 SCHX SCHWAB STRATEGIC TR39.8K shares-1.07%2025-12-312026-01-21 NTSI WISDOMTREE TR23.3K shares2.00%2025-12-312026-01-21 DFAX DIMENSIONAL ETF TRUST31.1K shares-6.78%2025-12-312026-01-21 AAPL APPLE INC3.1K shares0.79%2025-12-312026-01-21 VIG VANGUARD SPECIALIZED FUNDS3.5K shares-2.81%2025-12-312026-01-21 AVIG AMERICAN CENTY ETF TR17.0K shares10.32%2025-12-312026-01-21 DFSD DIMENSIONAL ETF TRUST14.2K shares-3.03%2025-12-312026-01-21 SCHZ SCHWAB STRATEGIC TR28.5K shares-0.88%2025-12-312026-01-21 VTV VANGUARD INDEX FDS2.9K shares-0.24%2025-12-312026-01-21 EPD ENTERPRISE PRODS PARTNERS L16.3K shares1.56%2025-12-312026-01-21 EDV VANGUARD WORLD FD7.8K shares7.90%2025-12-312026-01-21 IVV ISHARES TR695 shares13.75%2025-12-312026-01-21 DFGR DIMENSIONAL ETF TRUST16.8K shares7.11%2025-12-312026-01-21 VTI VANGUARD INDEX FDS1.3K shares0.00%2025-12-312026-01-21 DFUS DIMENSIONAL ETF TRUST5.6K shares22.91%2025-12-312026-01-21 SCHO SCHWAB STRATEGIC TR16.8K shares-21.80%2025-12-312026-01-21 AMZN AMAZON COM INC1.8K shares16.75%2025-12-312026-01-21 SCHD SCHWAB STRATEGIC TR14.8K shares-2.67%2025-12-312026-01-21 VOT VANGUARD INDEX FDS1.2K shares-82.71%2025-12-312026-01-21 SIVR ABRDN SILVER ETF TRUST5.0K shares4.73%2025-12-312026-01-21 PGF INVESCO EXCHANGE TRADED FD T23.2K shares-6.61%2025-12-312026-01-21 TPYP TORTOISE CAPITAL SERIES TRUS9.2K shares-0.01%2025-12-312026-01-21 AOM ISHARES TR6.6K shares-3.55%2025-12-312026-01-21 DFAC DIMENSIONAL ETF TRUST7.9K shares16.40%2025-12-312026-01-21 ICSH ISHARES TR6.0K shares-9.40%2025-12-312026-01-21 GOVT ISHARES TR13.0K sharesnew addition2025-12-312026-01-21 JMUB J P MORGAN EXCHANGE TRADED F5.8K sharesnew addition2025-12-312026-01-21 AVDV AMERICAN CENTY ETF TR3.1K shares14.87%2025-12-312026-01-21 VYM VANGUARD WHITEHALL FDS1.9K shares-4.17%2025-12-312026-01-21 TSLA TESLA INC602 sharesnew addition2025-12-312026-01-21 DFIV DIMENSIONAL ETF TRUST5.0K shares0.00%2025-12-312026-01-21 SPY SPDR S&P 500 ETF TR358 shares0.00%2025-12-312026-01-21 NBIX NEUROCRINE BIOSCIENCES INC1.6K shares0.12%2025-12-312026-01-21 BROADCOM INC BROADCOM INC652 shares4.15%2025-12-312026-01-21 NJUL INNOVATOR ETFS TRUST3.0K shares-5.89%2025-12-312026-01-21 MLPX GLOBAL X FDS3.5K shares0.00%2025-12-312026-01-21 JHPI JOHN HANCOCK EXCHANGE TRADED9.4K shares-16.04%2025-12-312026-01-21 SCHV SCHWAB STRATEGIC TR7.1K shares0.00%2025-12-312026-01-21 JNJ JOHNSON & JOHNSON1.0K sharesnew addition2025-12-312026-01-21 SCHF SCHWAB STRATEGIC TR8.4K sharesnew addition2025-12-312026-01-21 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available