13F HOLDINGS REPORT
Leading Edge Financial Planning LLC
Quarter ended Q2 2025 · Filed July 16, 2025 · Accession 0001951757-25-000863
Total Value
$359.8M
Positions
58
Other Managers
0
Confidential Omitted
No
Holdings (58)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | SPDR SERIES TRUST | 78464A854 | 741,078 | $53.9M | 14.97% |
| 2 | DIMENSIONAL ETF TRUST | 25434V799 | 1,664,622 | $51.8M | 14.39% |
| 3 | DIMENSIONAL ETF TRUST | 25434V831 | 906,348 | $32.2M | 8.96% |
| 4 | SCHWAB STRATEGIC TR | 808524102 | 1,338,719 | $31.9M | 8.87% |
| 5 | DIMENSIONAL ETF TRUST | 25434V815 | 814,869 | $24.0M | 6.67% |
| 6 | DIMENSIONAL ETF TRUST | 25434V732 | 751,448 | $22.3M | 6.20% |
| 7 | SPDR SERIES TRUST | 78464A649 | 842,874 | $21.6M | 6.00% |
| 8 | DIMENSIONAL ETF TRUST | 25434V872 | 498,018 | $21.0M | 5.85% |
| 9 | AMERICAN CENTY ETF TR | 025072349 | 275,842 | $18.8M | 5.23% |
| 10 | DIMENSIONAL ETF TRUST | 25434V856 | 382,545 | $16.0M | 4.45% |
| 11 | VANGUARD CHARLOTTE FDS | 92203J407 | 156,845 | $7.8M | 2.16% |
| 12 | ISHARES TR | 46434V647 | 309,613 | $7.6M | 2.13% |
| 13 | VANGUARD SCOTTSDALE FDS | 92206C409 | 95,805 | $7.6M | 2.12% |
| 14 | AMERICAN CENTY ETF TR | 025072356 | 126,027 | $5.6M | 1.55% |
| 15 | DIMENSIONAL ETF TRUST | 25434V591 | 103,871 | $5.3M | 1.47% |
| 16 | SPDR SERIES TRUST | 78468R663 | 46,103 | $4.2M | 1.18% |
| 17 | VANGUARD INDEX FDS | 922908538 | 6,853 | $1.9M | 0.54% |
| 18 | WISDOMTREE TR | WT | 37,579 | $1.9M | 0.52% |
| 19 | AMERICAN CENTY ETF TR | 025072877 | 20,153 | $1.8M | 0.51% |
| 20 | WORLD GOLD TR | GLDW | 25,311 | $1.7M | 0.46% |
| 21 | DIMENSIONAL ETF TRUST | 25434V203 | 45,224 | $1.6M | 0.43% |
| 22 | AMERICAN CENTY ETF TR | 025072604 | 21,837 | $1.5M | 0.42% |
| 23 | INVESCO QQQ TR | IVZ | 2,498 | $1.4M | 0.38% |
| 24 | AMERICAN CENTY ETF TR | 025072703 | 14,601 | $1.1M | 0.30% |
| 25 | SPDR SERIES TRUST | 78464A656 | 39,416 | $1.0M | 0.29% |
| 26 | SCHWAB STRATEGIC TR | 808524201 | 41,501 | $1.0M | 0.28% |
| 27 | WISDOMTREE TR | WT | 24,380 | $996,983 | 0.28% |
| 28 | DIMENSIONAL ETF TRUST | 25434V880 | 31,062 | $912,291 | 0.25% |
| 29 | VANGUARD SPECIALIZED FUNDS | 921908844 | 3,600 | $736,955 | 0.20% |
| 30 | SCHWAB STRATEGIC TR | 808524839 | 28,996 | $673,858 | 0.19% |
| 31 | AMERICAN CENTY ETF TR | 025072562 | 15,466 | $643,695 | 0.18% |
| 32 | DIMENSIONAL ETF TRUST | 25434V864 | 13,132 | $630,450 | 0.18% |
| 33 | APPLE INC | AAPL | 2,966 | $608,437 | 0.17% |
| 34 | SCHWAB STRATEGIC TR | 808524862 | 21,563 | $525,700 | 0.15% |
| 35 | VANGUARD INDEX FDS | 922908744 | 2,897 | $512,016 | 0.14% |
| 36 | VANGUARD WORLD FD | 921910709 | 7,469 | $502,664 | 0.14% |
| 37 | ENTERPRISE PRODS PARTNERS L | 293792107 | 15,817 | $490,490 | 0.14% |
| 38 | SCHWAB STRATEGIC TR | 808524797 | 16,564 | $438,962 | 0.12% |
| 39 | ISHARES TR | 464287200 | 669 | $415,500 | 0.12% |
| 40 | VANGUARD INDEX FDS | 922908769 | 1,295 | $393,470 | 0.11% |
| 41 | DIMENSIONAL ETF TRUST | 25434V658 | 14,662 | $393,381 | 0.11% |
| 42 | ISHARES TR | 46434V878 | 7,692 | $390,062 | 0.11% |
| 43 | ISHARES TR | 464289875 | 7,370 | $339,315 | 0.09% |
| 44 | AMAZON COM INC | AMZN | 1,544 | $338,738 | 0.09% |
| 45 | TORTOISE CAPITAL SERIES TRUS | 890930308 | 9,273 | $331,341 | 0.09% |
| 46 | VANGUARD INDEX FDS | 922908363 | 578 | $328,320 | 0.09% |
| 47 | VANGUARD WHITEHALL FDS | 921946406 | 2,015 | $268,670 | 0.07% |
| 48 | ISHARES TR | 46432F339 | 1,460 | $266,963 | 0.07% |
| 49 | JOHN HANCOCK EXCHANGE TRADED | 47804J776 | 11,185 | $252,167 | 0.07% |
| 50 | DIMENSIONAL ETF TRUST | 25434V708 | 6,824 | $244,572 | 0.07% |
| 51 | PGIM ROCK ETF TR | 69420N759 | 8,203 | $224,926 | 0.06% |
| 52 | GLOBAL X FDS | 37954Y293 | 3,538 | $221,672 | 0.06% |
| 53 | SPDR S&P 500 ETF TR | SPY | 358 | $221,190 | 0.06% |
| 54 | INNOVATOR ETFS TRUST | INHD | 3,217 | $218,949 | 0.06% |
| 55 | DIMENSIONAL ETF TRUST | 25434V807 | 4,966 | $212,694 | 0.06% |
| 56 | AMERICAN CENTY ETF TR | 025072802 | 2,670 | $211,678 | 0.06% |
| 57 | INVESCO EXCHANGE TRADED FD T | IVZ | 14,572 | $205,608 | 0.06% |
| 58 | INVESCO EXCH TRADED FD TR II | IVZ | 13,827 | $153,894 | 0.04% |