13F HOLDINGS REPORT
Leading Edge Financial Planning LLC
Quarter ended Q4 2024 · Filed January 24, 2025 · Accession 0001951757-25-000126
Total Value
$304.8M
Positions
57
Other Managers
0
Confidential Omitted
No
Holdings (57)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | SPDR SER TR | 78464A854 | 669,525 | $46.2M | 15.14% |
| 2 | DIMENSIONAL ETF TRUST | 25434V799 | 1,514,325 | $39.1M | 12.84% |
| 3 | SCHWAB STRATEGIC TR | 808524102 | 1,237,328 | $28.1M | 9.21% |
| 4 | DIMENSIONAL ETF TRUST | 25434V831 | 799,787 | $27.0M | 8.87% |
| 5 | DIMENSIONAL ETF TRUST | 25434V815 | 679,194 | $20.9M | 6.86% |
| 6 | SPDR SER TR | 78464A649 | 777,627 | $19.4M | 6.38% |
| 7 | DIMENSIONAL ETF TRUST | 25434V872 | 450,681 | $18.6M | 6.10% |
| 8 | DIMENSIONAL ETF TRUST | 25434V732 | 647,547 | $17.0M | 5.56% |
| 9 | AMERICAN CENTY ETF TR | 025072349 | 244,838 | $16.3M | 5.36% |
| 10 | DIMENSIONAL ETF TRUST | 25434V856 | 345,959 | $14.0M | 4.60% |
| 11 | ISHARES TR | 46434V647 | 316,857 | $7.6M | 2.49% |
| 12 | VANGUARD CHARLOTTE FDS | 92203J407 | 139,026 | $6.8M | 2.24% |
| 13 | VANGUARD SCOTTSDALE FDS | 92206C409 | 86,598 | $6.8M | 2.22% |
| 14 | DIMENSIONAL ETF TRUST | 25434V591 | 86,701 | $4.4M | 1.44% |
| 15 | SPDR SER TR | 78468R663 | 44,869 | $4.1M | 1.35% |
| 16 | AMERICAN CENTY ETF TR | 025072356 | 80,336 | $3.4M | 1.10% |
| 17 | WISDOMTREE TR | WT | 37,230 | $1.7M | 0.57% |
| 18 | AMERICAN CENTY ETF TR | 025072877 | 15,193 | $1.5M | 0.48% |
| 19 | AMERICAN CENTY ETF TR | 025072604 | 23,053 | $1.4M | 0.44% |
| 20 | DIMENSIONAL ETF TRUST | 25434V203 | 45,513 | $1.3M | 0.44% |
| 21 | WORLD GOLD TR | GLDW | 25,102 | $1.3M | 0.43% |
| 22 | INVESCO QQQ TR | IVZ | 2,506 | $1.3M | 0.42% |
| 23 | VANGUARD INDEX FDS | 922908512 | 6,222 | $1.0M | 0.33% |
| 24 | SCHWAB STRATEGIC TR | 808524201 | 41,363 | $958,807 | 0.31% |
| 25 | VANGUARD INDEX FDS | 922908538 | 3,774 | $957,653 | 0.31% |
| 26 | SPDR SER TR | 78464A656 | 33,231 | $841,077 | 0.28% |
| 27 | DIMENSIONAL ETF TRUST | 25434V880 | 33,188 | $825,054 | 0.27% |
| 28 | WISDOMTREE TR | WT | 22,865 | $807,539 | 0.26% |
| 29 | VANGUARD SPECIALIZED FUNDS | 921908844 | 3,597 | $704,539 | 0.23% |
| 30 | SCHWAB STRATEGIC TR | 808524839 | 31,010 | $703,913 | 0.23% |
| 31 | AMERICAN CENTY ETF TR | 025072562 | 16,301 | $661,332 | 0.22% |
| 32 | AMERICAN CENTY ETF TR | 025072703 | 10,681 | $655,493 | 0.22% |
| 33 | APPLE INC | AAPL | 2,572 | $643,960 | 0.21% |
| 34 | SCHWAB STRATEGIC TR | 808524862 | 21,613 | $520,003 | 0.17% |
| 35 | VANGUARD INDEX FDS | 922908744 | 3,040 | $514,672 | 0.17% |
| 36 | ENTERPRISE PRODS PARTNERS L | 293792107 | 15,775 | $494,711 | 0.16% |
| 37 | VANGUARD WORLD FD | 921910709 | 6,670 | $451,692 | 0.15% |
| 38 | ISHARES TR | 46434V878 | 8,950 | $451,350 | 0.15% |
| 39 | DIMENSIONAL ETF TRUST | 25434V864 | 9,539 | $447,171 | 0.15% |
| 40 | SCHWAB STRATEGIC TR | 808524797 | 15,174 | $414,560 | 0.14% |
| 41 | VANGUARD INDEX FDS | 922908769 | 1,236 | $358,091 | 0.12% |
| 42 | ISHARES TR | 464287200 | 599 | $352,731 | 0.12% |
| 43 | DIMENSIONAL ETF TRUST | 25434V658 | 13,807 | $352,631 | 0.12% |
| 44 | MANAGED PORTFOLIO SERIES | 56167N720 | 9,657 | $329,223 | 0.11% |
| 45 | ISHARES TR | 464289875 | 7,370 | $320,153 | 0.11% |
| 46 | VANGUARD INDEX FDS | 922908363 | 527 | $283,952 | 0.09% |
| 47 | INNOVATOR ETFS TRUST | INHD | 6,915 | $265,674 | 0.09% |
| 48 | VANGUARD WHITEHALL FDS | 921946406 | 2,015 | $257,142 | 0.08% |
| 49 | INVESCO EXCHANGE TRADED FD T | IVZ | 16,796 | $244,379 | 0.08% |
| 50 | AMAZON COM INC | AMZN | 1,111 | $243,742 | 0.08% |
| 51 | INNOVATOR ETFS TRUST | INHD | 6,142 | $243,017 | 0.08% |
| 52 | ISHARES TR | 46432F339 | 1,340 | $238,673 | 0.08% |
| 53 | DIMENSIONAL ETF TRUST | 25434V708 | 6,824 | $236,042 | 0.08% |
| 54 | INNOVATOR ETFS TRUST | INHD | 3,642 | $228,645 | 0.08% |
| 55 | GLOBAL X FDS | 37954Y293 | 3,538 | $214,242 | 0.07% |
| 56 | SPDR S&P 500 ETF TR | SPY | 358 | $209,817 | 0.07% |
| 57 | VANGUARD BD INDEX FDS | 921937819 | 2,700 | $201,771 | 0.07% |