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CIK: 0001967205
Total reported value
$561.6M
$561.6M
57 檔
28.7%
The Q4 2024 SEC filing reveals that Leading Edge Financial Planning LLC held a total portfolio value of $561.6M, covering 57 public equity positions.
During Q4 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 | 15.14% | +0.70% | +2.04% | |
| 2 | DFIC | Dimensional International Co | ETF-Other | 12.84% | -0.37% | +7.58% | |
| 3 | SCHB | Schwab US Broad Market ETF | ETF-Other | 9.21% | +0.35% | +212.11% | |
| 4 | DUHP | Dimensional US High Profi Et | ETF-Other | 8.87% | +0.28% | +4.20% | |
| 5 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 6.86% | -0.05% | +4.62% | |
| 6 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 6.38% | -0.36% | -46.63% | |
| 7 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 6.10% | -0.21% | +890.97% | |
| 8 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 5.56% | +0.25% | +5.06% | |
| 9 | AVLV | Avantis US Large Cap Value | ETF-Large Cap & Growth | 5.36% | +0.07% | +2.83% | |
| 10 | DFIP | Dimensional Inflation-protec | ETF-Other | 4.60% | -0.25% | +39.75% | |
| 11 | REET | Ishares Global Reit ETF | ETF-Other | 2.49% | -0.13% | -3.90% | |
| 12 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 2.24% | -0.09% | +6.67% | |
| 13 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 2.22% | -0.16% | +268.05% | |
| 14 | DUSB | Dimension Ultrashort Fi ETF | ETF-Other | 1.44% | -0.12% | — | |
| 15 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 1.35% | -0.09% | -55.38% | |
| 16 | AVRE | Avantis Real Estate ETF | ETF-Other | 1.10% | +0.14% | +43.32% | |
| 17 | NTSX | Wisdomtree US Efficient Core | ETF-Other | 0.57% | +0.02% | -0.45% | |
| 18 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 0.48% | +0.06% | +7.88% | |
| 19 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 0.44% | +0.09% | +5.60% | |
| 20 | DFAI | Dimensional International Co | ETF-Other | 0.44% | -0.04% | -19.27% | |
| 21 | GLDM | Spdr Gold Minishares Trust | ETF-Commodities | 0.43% | -0.03% | -0.83% | |
| 22 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.42% | -0.02% | -1.03% | |
| 23 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 0.33% | -0.51% | EXIT | |
| 24 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.31% | -0.01% | +207.21% | |
| 25 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 0.31% | +0.51% | NEW | |
| 26 | SPIP | Ss Spdr P Tips ETF | ETF-Other | 0.28% | -0.06% | +14.82% | |
| 27 | DFAX | Dimensional World Ex US Core | ETF-Other | 0.27% | -0.05% | -5.60% | |
| 28 | NTSI | Wisdomtree International Eff | ETF-Other | 0.26% | +0.01% | +1.77% | |
| 29 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.23% | -0.02% | -0.58% | |
| 30 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 0.23% | -0.07% | -38.27% | |
| 31 | AVIG | Avantis Core Fixed Income | ETF-Other | 0.22% | +0.06% | — | |
| 32 | AVDE | Avantis International Equity | ETF-Other | 0.22% | -0.03% | +20.76% | |
| 33 | AAPL | Apple Inc | Stock-Tech | 0.21% | +0.01% | -2.58% | |
| 34 | SCHO | Schwab Short-term US Treas | ETF-Other | 0.17% | -0.09% | EXIT | |
| 35 | VTV | Vanguard Value ETF | ETF-Other | 0.17% | -0.02% | -0.46% | |
| 36 | EPD | Enterprise Products Partners | Stock-Energy | 0.16% | -0.02% | +1.56% | |
| 37 | EDV | Vanguard Extended Dur Treas | ETF-Other | 0.15% | — | +7.55% | |
| 38 | ICSH | Ishares Ultra Short Duration | ETF-Other | 0.15% | -0.02% | -31.36% | |
| 39 | DFSD | Dimensional Short Duration | ETF-Other | 0.15% | — | — | |
| 40 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.14% | -0.02% | +219.25% | |
| 41 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.12% | +0.02% | -2.68% | |
| 42 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.12% | -0.01% | +43.65% | |
| 43 | DFGR | Dim Global Real Estate ETF | ETF-Other | 0.12% | — | -3.02% | |
| 44 | TPYP | Tortoise North American Pipeline Fund | Stock-Other | 0.11% | — | -6.10% | |
| 45 | AOM | Ishares Core 40/60 Moderate | ETF-Other | 0.11% | -0.01% | — | |
| 46 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.09% | — | +5.19% | |
| 47 | PDEC | Innovator U.s. Equity Power | ETF-Other | 0.09% | — | — | |
| 48 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.08% | -0.01% | -4.86% | |
| 49 | PGF | Invesco Financial Preferred | ETF-Other | 0.08% | -0.02% | — | |
| 50 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.08% | -0.02% | -7.11% |
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 57 disclosed positions in Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
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In terms of portfolio concentration, the top 5 core holdings (including SPYM, DFIC, SCHB) accounted for 28.7% of total reported equity market value during Q4 2024.
During Q4 2024, Leading Edge Financial Planning LLC's top holdings by market value included SPYM (15.1%)、DFIC (12.8%)、SCHB (9.2%). The largest single position, SPYM, represented 15.1% of total portfolio value.
In Q4 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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