13F HOLDINGS REPORT

Leading Edge Financial Planning LLC

Quarter ended Q2 2023 · Filed April 20, 2023 · Accession 0001951757-23-000186

Total Value

$138.2M

Positions

Other Managers

Confidential Omitted

View on SEC.gov

Holdings (67)

#	Issuer	Ticker / CUSIP	Shares	Value	% of Filing
1	DIMENSIONAL ETF TRUST	25434V880	1,049,719	$24.2M	17.52%
2	SPDR SER TR	78464A854	408,536	$19.7M	14.23%
3	SPDR SER TR	78464A649	442,128	$11.4M	8.25%
4	DIMENSIONAL ETF TRUST	25434V831	442,279	$11.1M	8.05%
5	DIMENSIONAL ETF TRUST	25434V856	219,529	$9.4M	6.80%
6	DIMENSIONAL ETF TRUST	25434V815	279,712	$7.0M	5.05%
7	SCHWAB STRATEGIC TR	808524102	108,438	$5.2M	3.75%
8	VANGUARD SPECIALIZED FUNDS	921908844	24,971	$3.8M	2.78%
9	SCHWAB STRATEGIC TR	808524839	71,508	$3.4M	2.43%
10	DIMENSIONAL ETF TRUST	25434V203	120,966	$3.3M	2.36%
11	SCHWAB STRATEGIC TR	808524862	62,112	$3.0M	2.19%
12	ISHARES TR	46434V647	131,799	$3.0M	2.19%
13	SPDR SER TR	78464A763	14,109	$1.7M	1.26%
14	SCHWAB STRATEGIC TR	808524805	49,387	$1.7M	1.24%
15	SPDR SER TR	78464A383	74,629	$1.7M	1.20%
16	WISDOMTREE TR	WT	45,569	$1.6M	1.16%
17	INVESCO QQQ TR	IVZ	3,805	$1.2M	0.88%
18	SPDR SER TR	78468R853	30,761	$1.2M	0.84%
19	SCHWAB STRATEGIC TR	808524797	15,818	$1.2M	0.84%
20	APPLE INC	AAPL	6,676	$1.1M	0.80%
21	SPDR SER TR	78468R663	11,786	$1.1M	0.78%
22	SPDR SER TR	78464A656	37,804	$1.0M	0.73%
23	SCHWAB STRATEGIC TR	808524847	50,813	$990,852	0.72%
24	SCHWAB STRATEGIC TR	808524201	19,327	$934,841	0.68%
25	SCHWAB STRATEGIC TR	808524870	16,815	$901,434	0.65%
26	SPDR SER TR	78464A672	29,184	$844,595	0.61%
27	DIMENSIONAL ETF TRUST	25434V872	19,756	$839,633	0.61%
28	ISHARES TR	46432F339	6,615	$820,679	0.59%
29	WORLD GOLD TR	GLDW	20,980	$820,528	0.59%
30	DIMENSIONAL ETF TRUST	25434V302	34,573	$795,865	0.58%
31	AMERICAN CENTY ETF TR	025072877	9,449	$699,806	0.51%
32	VANGUARD MALVERN FDS	922020805	13,396	$640,583	0.46%
33	ISHARES TR	46434V878	12,408	$623,515	0.45%
34	GLOBAL X FDS	37954Y293	14,886	$594,697	0.43%
35	VANGUARD INDEX FDS	922908769	2,699	$550,801	0.40%
36	SPDR SER TR	78464A664	15,803	$487,990	0.35%
37	SCHWAB STRATEGIC TR	808524409	7,367	$483,117	0.35%
38	SPDR SER TR	78464A300	6,168	$469,883	0.34%
39	ISHARES TR	464288646	8,988	$454,240	0.33%
40	INVESCO EXCHANGE TRADED FD T	IVZ	31,193	$452,929	0.33%
41	SCHWAB STRATEGIC TR	808524888	12,983	$437,661	0.32%
42	ENTERPRISE PRODS PARTNERS L	293792107	16,453	$426,144	0.31%
43	DIMENSIONAL ETF TRUST	25434V732	17,140	$404,333	0.29%
44	INNOVATOR ETFS TR	INHD	9,849	$385,490	0.28%
45	ISHARES INC	464286665	8,628	$377,811	0.27%
46	MANAGED PORTFOLIO SERIES	56167N720	15,211	$369,942	0.27%
47	INNOVATOR ETFS TR	INHD	9,513	$360,638	0.26%
48	ISHARES TR	464287804	3,631	$351,112	0.25%
49	VANGUARD STAR FDS	921909768	5,614	$309,939	0.22%
50	VANECK ETF TRUST	92189F106	9,162	$296,405	0.21%
51	SCHWAB STRATEGIC TR	808524706	11,598	$284,391	0.21%
52	SOUTHWEST AIRLS CO	844741108	4,990	$281,908	0.20%
53	INVESCO EXCH TRADED FD TR II	IVZ	24,469	$280,908	0.20%
54	VANGUARD WHITEHALL FDS	921946406	2,615	$275,873	0.20%
55	INNOVATOR ETFS TR	INHD	8,550	$270,522	0.20%
56	ISHARES TR	464289875	6,670	$265,864	0.19%
57	VANGUARD WORLD FD	921910709	2,826	$255,866	0.19%
58	INVESCO EXCH TRADED FD TR II	AFL	3,913	$252,482	0.18%
59	JOHNSON & JOHNSON	JNJ	1,563	$242,269	0.18%
60	VANGUARD CHARLOTTE FDS	92203J407	4,838	$236,681	0.17%
61	SCHWAB STRATEGIC TR	808524854	4,671	$235,545	0.17%
62	SCHWAB STRATEGIC TR	808524607	5,455	$228,719	0.17%
63	MERCK & CO INC	MRK	2,031	$216,108	0.16%
64	AMAZON COM INC	AMZN	2,051	$211,848	0.15%
65	GSK PLC	GLAXF	5,762	$205,012	0.15%
66	DIMENSIONAL ETF TRUST	25434V807	6,336	$204,206	0.15%
67	DIMENSIONAL ETF TRUST	25434V708	7,854	$200,116	0.14%