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CIK: 0001967205
Total reported value
$561.6M
$561.6M
50 檔
25.9%
At the close of Q2 2024, Leading Edge Financial Planning LLC disclosed equity holdings valued at approximately $561.6M, spread across 50 reported holdings.
During Q2 2024, Leading Edge Financial Planning LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 14.90% | +0.70% | +8.11% | |
| 2 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 13.09% | -0.36% | +13.82% | |
| 3 | DFIC | Dimensional International Co | ETF-Other | 12.95% | -0.37% | +12.96% | |
| 4 | SCHB | Schwab US Broad Market ETF | ETF-Other | 8.85% | +0.35% | +9.44% | |
| 5 | DUHP | Dimensional US High Profi Et | ETF-Other | 8.59% | +0.28% | +10.26% | |
| 6 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 6.42% | -0.05% | +12.82% | |
| 7 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 5.75% | +0.25% | +1.79% | |
| 8 | AVLV | Avantis US Large Cap Value | ETF-Large Cap & Growth | 5.14% | +0.07% | +9.32% | |
| 9 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 3.68% | -0.09% | +43.25% | |
| 10 | DFIP | Dimensional Inflation-protec | ETF-Other | 3.22% | -0.25% | +5.37% | |
| 11 | REET | Ishares Global Reit ETF | ETF-Other | 3.21% | -0.13% | -3.03% | |
| 12 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 2.22% | -0.09% | +8.13% | |
| 13 | SPHY | Ss Spdr P High Yield ETF | ETF-High Yield | 1.11% | — | +5.01% | |
| 14 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 0.94% | -0.07% | -12.58% | |
| 15 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 0.80% | -0.51% | EXIT | |
| 16 | DFAI | Dimensional International Co | ETF-Other | 0.72% | -0.04% | -2.66% | |
| 17 | NTSX | Wisdomtree US Efficient Core | ETF-Other | 0.69% | +0.02% | +29.04% | |
| 18 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 0.63% | -0.21% | +125.67% | |
| 19 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 0.51% | +0.09% | — | |
| 20 | GLDM | Spdr Gold Minishares Trust | ETF-Commodities | 0.50% | -0.03% | +7.09% | |
| 21 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.49% | -0.02% | +1.64% | |
| 22 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 0.48% | +0.06% | +13.97% | |
| 23 | AVRE | Avantis Real Estate ETF | ETF-Other | 0.45% | +0.14% | — | |
| 24 | DFAX | Dimensional World Ex US Core | ETF-Other | 0.44% | -0.05% | -1.33% | |
| 25 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.37% | -0.01% | -6.66% | |
| 26 | NTSI | Wisdomtree International Eff | ETF-Other | 0.34% | +0.01% | -4.18% | |
| 27 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.29% | -0.02% | +0.54% | |
| 28 | SPIP | Ss Spdr P Tips ETF | ETF-Other | 0.28% | -0.06% | +39.56% | |
| 29 | ICSH | Ishares Ultra Short Duration | ETF-Other | 0.25% | -0.02% | +9.06% | |
| 30 | SCHO | Schwab Short-term US Treas | ETF-Other | 0.23% | -0.09% | EXIT | |
| 31 | AAPL | Apple Inc | Stock-Tech | 0.21% | +0.01% | -62.17% | |
| 32 | VTV | Vanguard Value ETF | ETF-Other | 0.20% | -0.02% | -0.70% | |
| 33 | EDV | Vanguard Extended Dur Treas | ETF-Other | 0.20% | — | +5.67% | |
| 34 | EPD | Enterprise Products Partners | Stock-Energy | 0.18% | -0.02% | -2.71% | |
| 35 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.15% | -0.02% | -2.75% | |
| 36 | DFGR | Dim Global Real Estate ETF | ETF-Other | 0.15% | — | +74.29% | |
| 37 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.13% | +0.02% | +1.59% | |
| 38 | AOM | Ishares Core 40/60 Moderate | ETF-Other | 0.13% | -0.01% | -0.27% | |
| 39 | TPYP | Tortoise North American Pipeline Fund | Stock-Other | 0.12% | — | — | |
| 40 | PGF | Invesco Financial Preferred | ETF-Other | 0.10% | -0.02% | -37.64% | |
| 41 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.10% | -0.01% | +7.79% | |
| 42 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 0.10% | — | -3.41% | |
| 43 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.10% | -0.01% | +0.01% | |
| 44 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.10% | -0.01% | +3.35% | |
| 45 | PJAN | Innovator U.s. Equity Power | ETF-Other | 0.09% | — | — | |
| 46 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.09% | -0.02% | — | |
| 47 | NJUL | Innovator Growth 100 Power B | ETF-Other | 0.09% | -0.04% | EXIT | |
| 48 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.08% | -0.01% | — | |
| 49 | SCHV | Schwab US Large-cap Value | ETF-Other | 0.08% | -0.01% | -5.01% | |
| 50 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.08% | — | — |
According to official SEC Form 13F filings, Leading Edge Financial Planning LLC reported a total U.S. public equity portfolio value of $561.6M across 50 disclosed positions in Q2 2024.
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In terms of portfolio concentration, the top 5 core holdings (including SPYM, SPAB, DFIC) accounted for 25.9% of total reported equity market value during Q2 2024.
During Q2 2024, Leading Edge Financial Planning LLC's top holdings by market value included SPYM (14.9%)、SPAB (13.1%)、DFIC (12.9%). The largest single position, SPYM, represented 14.9% of total portfolio value.
In Q2 2024, Leading Edge Financial Planning LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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