13F HOLDINGS REPORT
Leading Edge Financial Planning LLC
Quarter ended Q1 2025 · Filed April 23, 2025 · Accession 0001951757-25-000431
Total Value
$320.1M
Positions
58
Other Managers
0
Confidential Omitted
No
Holdings (58)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | SPDR SER TR | 78464A854 | 702,763 | $46.2M | 14.44% |
| 2 | DIMENSIONAL ETF TRUST | 25434V799 | 1,607,348 | $44.6M | 13.94% |
| 3 | DIMENSIONAL ETF TRUST | 25434V831 | 847,714 | $28.1M | 8.78% |
| 4 | SCHWAB STRATEGIC TR | 808524102 | 1,283,864 | $27.6M | 8.64% |
| 5 | DIMENSIONAL ETF TRUST | 25434V815 | 746,711 | $21.0M | 6.57% |
| 6 | SPDR SER TR | 78464A649 | 810,132 | $20.7M | 6.46% |
| 7 | DIMENSIONAL ETF TRUST | 25434V872 | 472,136 | $19.9M | 6.20% |
| 8 | DIMENSIONAL ETF TRUST | 25434V732 | 707,720 | $18.7M | 5.85% |
| 9 | AMERICAN CENTY ETF TR | 025072349 | 258,280 | $16.8M | 5.26% |
| 10 | DIMENSIONAL ETF TRUST | 25434V856 | 357,263 | $15.0M | 4.70% |
| 11 | ISHARES TR | 46434V647 | 318,877 | $7.7M | 2.42% |
| 12 | VANGUARD CHARLOTTE FDS | 92203J407 | 148,527 | $7.3M | 2.27% |
| 13 | VANGUARD SCOTTSDALE FDS | 92206C409 | 91,211 | $7.2M | 2.25% |
| 14 | DIMENSIONAL ETF TRUST | 25434V591 | 94,592 | $4.8M | 1.50% |
| 15 | AMERICAN CENTY ETF TR | 025072356 | 104,118 | $4.5M | 1.40% |
| 16 | SPDR SER TR | 78468R663 | 47,723 | $4.4M | 1.37% |
| 17 | ISHARES TR | 46429B267 | 77,964 | $1.8M | 0.56% |
| 18 | WISDOMTREE TR | WT | 35,934 | $1.6M | 0.51% |
| 19 | WORLD GOLD TR | GLDW | 24,202 | $1.5M | 0.47% |
| 20 | DIMENSIONAL ETF TRUST | 25434V203 | 45,335 | $1.4M | 0.44% |
| 21 | AMERICAN CENTY ETF TR | 025072877 | 15,386 | $1.3M | 0.42% |
| 22 | AMERICAN CENTY ETF TR | 025072604 | 22,207 | $1.3M | 0.42% |
| 23 | INVESCO QQQ TR | IVZ | 2,536 | $1.2M | 0.37% |
| 24 | SCHWAB STRATEGIC TR | 808524201 | 41,324 | $912,434 | 0.29% |
| 25 | WISDOMTREE TR | WT | 23,192 | $881,883 | 0.28% |
| 26 | SPDR SER TR | 78464A656 | 33,392 | $880,881 | 0.28% |
| 27 | DIMENSIONAL ETF TRUST | 25434V880 | 32,590 | $853,859 | 0.27% |
| 28 | AMERICAN CENTY ETF TR | 025072703 | 12,648 | $838,183 | 0.26% |
| 29 | SCHWAB STRATEGIC TR | 808524839 | 31,029 | $718,625 | 0.22% |
| 30 | VANGUARD SPECIALIZED FUNDS | 921908844 | 3,600 | $698,500 | 0.22% |
| 31 | APPLE INC | AAPL | 2,779 | $617,388 | 0.19% |
| 32 | VANGUARD INDEX FDS | 922908744 | 3,133 | $541,194 | 0.17% |
| 33 | ENTERPRISE PRODS PARTNERS L | 293792107 | 15,576 | $531,781 | 0.17% |
| 34 | SCHWAB STRATEGIC TR | 808524862 | 21,613 | $526,055 | 0.16% |
| 35 | VANGUARD WORLD FD | 921910709 | 6,635 | $471,814 | 0.15% |
| 36 | AMERICAN CENTY ETF TR | 025072562 | 10,964 | $453,800 | 0.14% |
| 37 | DIMENSIONAL ETF TRUST | 25434V864 | 9,474 | $450,187 | 0.14% |
| 38 | ISHARES TR | 46434V878 | 8,704 | $441,293 | 0.14% |
| 39 | SCHWAB STRATEGIC TR | 808524797 | 15,174 | $424,271 | 0.13% |
| 40 | DIMENSIONAL ETF TRUST | 25434V658 | 14,129 | $371,028 | 0.12% |
| 41 | VANGUARD INDEX FDS | 922908769 | 1,236 | $339,594 | 0.11% |
| 42 | MANAGED PORTFOLIO SERIES | 56167N720 | 9,280 | $337,530 | 0.11% |
| 43 | ISHARES TR | 464287200 | 599 | $336,685 | 0.11% |
| 44 | ISHARES TR | 464289875 | 7,370 | $323,396 | 0.10% |
| 45 | VANGUARD INDEX FDS | 922908363 | 578 | $297,039 | 0.09% |
| 46 | AMAZON COM INC | AMZN | 1,511 | $287,483 | 0.09% |
| 47 | INNOVATOR ETFS TRUST | INHD | 6,915 | $260,004 | 0.08% |
| 48 | VANGUARD WHITEHALL FDS | 921946406 | 2,015 | $259,903 | 0.08% |
| 49 | INNOVATOR ETFS TRUST | INHD | 6,669 | $259,091 | 0.08% |
| 50 | INVESCO EXCHANGE TRADED FD T | IVZ | 16,796 | $239,844 | 0.07% |
| 51 | JOHN HANCOCK EXCHANGE TRADED | 47804J776 | 10,414 | $233,378 | 0.07% |
| 52 | ISHARES TR | 46432F339 | 1,340 | $229,036 | 0.07% |
| 53 | GLOBAL X FDS | 37954Y293 | 3,538 | $225,740 | 0.07% |
| 54 | DIMENSIONAL ETF TRUST | 25434V708 | 6,824 | $225,124 | 0.07% |
| 55 | PGIM ROCK ETF TR | 69420N759 | 8,257 | $214,577 | 0.07% |
| 56 | VANGUARD BD INDEX FDS | 921937819 | 2,716 | $207,964 | 0.06% |
| 57 | INNOVATOR ETFS TRUST | INHD | 3,417 | $205,111 | 0.06% |
| 58 | SPDR S&P 500 ETF TR | SPY | 358 | $200,262 | 0.06% |