Filed: 1/24/2025ACC: 0001951757-25-000126
📋 What this filing means
LEADING EDGE FINANCIAL PLANNING LLC filed this quarterly 13F‑HR report disclosing 57 equity positions with a total reported market value of $304.80M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
57
Positions
$304.80M
Total AUM (reported)
8.64M
Total Shares
Allocation by class
PORTFOLIO S&P500$46.16M15.1%
INTL CORE EQUITY$39.14M12.8%
US BRD MKT ETF$28.09M9.2%
US HIGH PROFITAB$27.02M8.9%
US SMALL CAP VAL$20.91M6.9%
PORTFOLIO AGRGTE$19.43M6.4%
CORE FIXED INCOM$18.60M6.1%
Portfolio Concentration
Top 3$113.38M37.2%
4–10$133.28M43.7%
11–25$44.42M14.6%
Rest$13.72M4.5%
Top 3 weight
37.2%
Top 10 weight
80.9%
Voting Authority Distribution
Total shares with voting rights: 8.64M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
8.64M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole57
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings57
Rows:
SPDR SER TR
SOLEShares669.52K
TypeSH
Market value$46.16M
15.14%
Sole
0.00
Shared
0.00
None
669.52K
DIMENSIONAL ETF TRUST
SOLEShares1.51M
TypeSH
Market value$39.14M
12.84%
Sole
0.00
Shared
0.00
None
1.51M
SCHWAB STRATEGIC TR
SOLEShares1.24M
TypeSH
Market value$28.09M
9.21%
Sole
0.00
Shared
0.00
None
1.24M
DIMENSIONAL ETF TRUST
SOLEShares799.79K
TypeSH
Market value$27.02M
8.87%
Sole
0.00
Shared
0.00
None
799.79K
DIMENSIONAL ETF TRUST
SOLEShares679.19K
TypeSH
Market value$20.91M
6.86%
Sole
0.00
Shared
0.00
None
679.19K
SPDR SER TR
SOLEShares777.63K
TypeSH
Market value$19.43M
6.38%
Sole
0.00
Shared
0.00
None
777.63K
DIMENSIONAL ETF TRUST
SOLEShares450.68K
TypeSH
Market value$18.60M
6.10%
Sole
0.00
Shared
0.00
None
450.68K
DIMENSIONAL ETF TRUST
SOLEShares647.55K
TypeSH
Market value$16.96M
5.56%
Sole
0.00
Shared
0.00
None
647.55K
AMERICAN CENTY ETF TR
SOLEShares244.84K
TypeSH
Market value$16.35M
5.36%
Sole
0.00
Shared
0.00
None
244.84K
DIMENSIONAL ETF TRUST
SOLEShares345.96K
TypeSH
Market value$14.01M
4.60%
Sole
0.00
Shared
0.00
None
345.96K
ISHARES TR
SOLEShares316.86K
TypeSH
Market value$7.60M
2.49%
Sole
0.00
Shared
0.00
None
316.86K
VANGUARD CHARLOTTE FDS
SOLEShares139.03K
TypeSH
Market value$6.82M
2.24%
Sole
0.00
Shared
0.00
None
139.03K
VANGUARD SCOTTSDALE FDS
SOLEShares86.60K
TypeSH
Market value$6.76M
2.22%
Sole
0.00
Shared
0.00
None
86.60K
DIMENSIONAL ETF TRUST
SOLEShares86.70K
TypeSH
Market value$4.39M
1.44%
Sole
0.00
Shared
0.00
None
86.70K
SPDR SER TR
SOLEShares44.87K
TypeSH
Market value$4.10M
1.35%
Sole
0.00
Shared
0.00
None
44.87K
AMERICAN CENTY ETF TR
SOLEShares80.34K
TypeSH
Market value$3.37M
1.10%
Sole
0.00
Shared
0.00
None
80.34K
WISDOMTREE TR
SOLEShares37.23K
TypeSH
Market value$1.74M
0.57%
Sole
0.00
Shared
0.00
None
37.23K
AMERICAN CENTY ETF TR
SOLEShares15.19K
TypeSH
Market value$1.47M
0.48%
Sole
0.00
Shared
0.00
None
15.19K
AMERICAN CENTY ETF TR
SOLEShares23.05K
TypeSH
Market value$1.36M
0.44%
Sole
0.00
Shared
0.00
None
23.05K
DIMENSIONAL ETF TRUST
SOLEShares45.51K
TypeSH
Market value$1.33M
0.44%
Sole
0.00
Shared
0.00
None
45.51K
WORLD GOLD TR
SOLEShares25.10K
TypeSH
Market value$1.31M
0.43%
Sole
0.00
Shared
0.00
None
25.10K
INVESCO QQQ TR
SOLEShares2.51K
TypeSH
Market value$1.28M
0.42%
Sole
0.00
Shared
0.00
None
2.51K
VANGUARD INDEX FDS
SOLEShares6.22K
TypeSH
Market value$1.01M
0.33%
Sole
0.00
Shared
0.00
None
6.22K
SCHWAB STRATEGIC TR
SOLEShares41.36K
TypeSH
Market value$958.8K
0.31%
Sole
0.00
Shared
0.00
None
41.36K
VANGUARD INDEX FDS
SOLEShares3.77K
TypeSH
Market value$957.7K
0.31%
Sole
0.00
Shared
0.00
None
3.77K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
SPDR SER TRSOLE | PORTFOLIO S&P500 | 669.52K | SH | $46.16M 15.14% | 0.00 | 0.00 | 669.52K |
DIMENSIONAL ETF TRUSTSOLE | INTL CORE EQUITY | 1.51M | SH | $39.14M 12.84% | 0.00 | 0.00 | 1.51M |
SCHWAB STRATEGIC TRSOLE | US BRD MKT ETF | 1.24M | SH | $28.09M 9.21% | 0.00 | 0.00 | 1.24M |
DIMENSIONAL ETF TRUSTSOLE | US HIGH PROFITAB | 799.79K | SH | $27.02M 8.87% | 0.00 | 0.00 | 799.79K |
DIMENSIONAL ETF TRUSTSOLE | US SMALL CAP VAL | 679.19K | SH | $20.91M 6.86% | 0.00 | 0.00 | 679.19K |
SPDR SER TRSOLE | PORTFOLIO AGRGTE | 777.63K | SH | $19.43M 6.38% | 0.00 | 0.00 | 777.63K |
DIMENSIONAL ETF TRUSTSOLE | CORE FIXED INCOM | 450.68K | SH | $18.60M 6.10% | 0.00 | 0.00 | 450.68K |
DIMENSIONAL ETF TRUSTSOLE | EMERGING MKTS CO | 647.55K | SH | $16.96M 5.56% | 0.00 | 0.00 | 647.55K |
AMERICAN CENTY ETF TRSOLE | US LARGE CAP VLU | 244.84K | SH | $16.35M 5.36% | 0.00 | 0.00 | 244.84K |
DIMENSIONAL ETF TRUSTSOLE | INFLATION PROTE | 345.96K | SH | $14.01M 4.60% | 0.00 | 0.00 | 345.96K |
ISHARES TRSOLE | GLOBAL REIT ETF | 316.86K | SH | $7.60M 2.49% | 0.00 | 0.00 | 316.86K |
VANGUARD CHARLOTTE FDSSOLE | TOTAL INT BD ETF | 139.03K | SH | $6.82M 2.24% | 0.00 | 0.00 | 139.03K |
VANGUARD SCOTTSDALE FDSSOLE | SHRT TRM CORP BD | 86.60K | SH | $6.76M 2.22% | 0.00 | 0.00 | 86.60K |
DIMENSIONAL ETF TRUSTSOLE | ULTRASHORT FIXED | 86.70K | SH | $4.39M 1.44% | 0.00 | 0.00 | 86.70K |
SPDR SER TRSOLE | BLOOMBERG 1-3 MO | 44.87K | SH | $4.10M 1.35% | 0.00 | 0.00 | 44.87K |
AMERICAN CENTY ETF TRSOLE | REAL ESTATE ETF | 80.34K | SH | $3.37M 1.10% | 0.00 | 0.00 | 80.34K |
WISDOMTREE TRSOLE | US EFFICIENT COR | 37.23K | SH | $1.74M 0.57% | 0.00 | 0.00 | 37.23K |
AMERICAN CENTY ETF TRSOLE | US SML CP VALU | 15.19K | SH | $1.47M 0.48% | 0.00 | 0.00 | 15.19K |
AMERICAN CENTY ETF TRSOLE | AVANTIS EMGMKT | 23.05K | SH | $1.36M 0.44% | 0.00 | 0.00 | 23.05K |
DIMENSIONAL ETF TRUSTSOLE | INTL CORE EQT MK | 45.51K | SH | $1.33M 0.44% | 0.00 | 0.00 | 45.51K |
WORLD GOLD TRSOLE | SPDR GLD MINIS | 25.10K | SH | $1.31M 0.43% | 0.00 | 0.00 | 25.10K |
INVESCO QQQ TRSOLE | UNIT SER 1 | 2.51K | SH | $1.28M 0.42% | 0.00 | 0.00 | 2.51K |
VANGUARD INDEX FDSSOLE | MCAP VL IDXVIP | 6.22K | SH | $1.01M 0.33% | 0.00 | 0.00 | 6.22K |
SCHWAB STRATEGIC TRSOLE | US LRG CAP ETF | 41.36K | SH | $958.8K 0.31% | 0.00 | 0.00 | 41.36K |
VANGUARD INDEX FDSSOLE | MCAP GR IDXVIP | 3.77K | SH | $957.7K 0.31% | 0.00 | 0.00 | 3.77K |
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