Leading Edge Financial Planning LLC Q1 2025 Filing
Filed April 23, 2025
Portfolio Value
$320.1B
Holdings
58
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (58 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | SPYMSPDR SER TR | 702,763 | $46.2B | 14.44% | |
| 2 | DFICDIMENSIONAL ETF TRUST | 1,607,348 | $44.6B | 13.94% | |
| 3 | DUHPDIMENSIONAL ETF TRUST | 847,714 | $28.1B | 8.78% | |
| 4 | SCHBSCHWAB STRATEGIC TR | 1,283,864 | $27.6B | 8.64% | |
| 5 | DFSVDIMENSIONAL ETF TRUST | 746,711 | $21.0B | 6.57% | |
| 6 | SPABSPDR SER TR | 810,132 | $20.7B | 6.46% | |
| 7 | DFCFDIMENSIONAL ETF TRUST | 472,136 | $19.9B | 6.20% | |
| 8 | DFEMDIMENSIONAL ETF TRUST | 707,720 | $18.7B | 5.85% | |
| 9 | AVLVAMERICAN CENTY ETF TR | 258,280 | $16.8B | 5.26% | |
| 10 | DFIPDIMENSIONAL ETF TRUST | 357,263 | $15.0B | 4.70% | |
| 11 | REETISHARES TR | 318,877 | $7.7B | 2.42% | |
| 12 | BNDXVANGUARD CHARLOTTE FDS | 148,527 | $7.3B | 2.27% | |
| 13 | VCSHVANGUARD SCOTTSDALE FDS | 91,211 | $7.2B | 2.25% | |
| 14 | DUSBDIMENSIONAL ETF TRUST | 94,592 | $4.8B | 1.50% | |
| 15 | AVREAMERICAN CENTY ETF TR | 104,118 | $4.5B | 1.40% | |
| 16 | BILSPDR SER TR | 47,723 | $4.4B | 1.37% | |
| 17 | AQLTISHARES TR | 77,964 | $1.8B | 0.56% | |
| 18 | NTSXWISDOMTREE TR | 35,934 | $1.6B | 0.51% | |
| 19 | GLDMWORLD GOLD TR | 24,202 | $1.5B | 0.47% | |
| 20 | DFAIDIMENSIONAL ETF TRUST | 45,335 | $1.4B | 0.44% | |
| 21 | AVUVAMERICAN CENTY ETF TR | 15,386 | $1.3B | 0.42% | |
| 22 | AVEMAMERICAN CENTY ETF TR | 22,207 | $1.3B | 0.42% | |
| 23 | NDQINVESCO QQQ TR | 2,536 | $1.2B | 0.37% | |
| 24 | SCHXSCHWAB STRATEGIC TR | 41,324 | $912.4M | 0.29% | |
| 25 | NTSIWISDOMTREE TR | 23,192 | $881.9M | 0.28% | |
| 26 | SPIPSPDR SER TR | 33,392 | $880.9M | 0.28% | |
| 27 | DFAXDIMENSIONAL ETF TRUST | 32,590 | $853.9M | 0.27% | |
| 28 | AVDEAMERICAN CENTY ETF TR | 12,648 | $838.2M | 0.26% | |
| 29 | SCHZSCHWAB STRATEGIC TR | 31,029 | $718.6M | 0.22% | |
| 30 | VIGVANGUARD SPECIALIZED FUNDS | 3,600 | $698.5M | 0.22% | |
| 31 | AAPLAPPLE INC | 2,779 | $617.4M | 0.19% | |
| 32 | VTVVANGUARD INDEX FDS | 3,133 | $541.2M | 0.17% | |
| 33 | EPDENTERPRISE PRODS PARTNERS L | 15,576 | $531.8M | 0.17% | |
| 34 | SCHOSCHWAB STRATEGIC TR | 21,613 | $526.1M | 0.16% | |
| 35 | EDVVANGUARD WORLD FD | 6,635 | $471.8M | 0.15% | |
| 36 | AVIGAMERICAN CENTY ETF TR | 10,964 | $453.8M | 0.14% | |
| 37 | DFSDDIMENSIONAL ETF TRUST | 9,474 | $450.2M | 0.14% | |
| 38 | ICSHISHARES TR | 8,704 | $441.3M | 0.14% | |
| 39 | SCHDSCHWAB STRATEGIC TR | 15,174 | $424.3M | 0.13% | |
| 40 | DFGRDIMENSIONAL ETF TRUST | 14,129 | $371.0M | 0.12% | |
| 41 | VTIVANGUARD INDEX FDS | 1,236 | $339.6M | 0.11% | |
| 42 | KAMOMANAGED PORTFOLIO SERIES | 9,280 | $337.5M | 0.11% | |
| 43 | IVVISHARES TR | 599 | $336.7M | 0.11% | |
| 44 | AOMISHARES TR | 7,370 | $323.4M | 0.10% | |
| 45 | VOOVANGUARD INDEX FDS | 578 | $297.0M | 0.09% | |
| 46 | AMZNAMAZON COM INC | 1,511 | $287.5M | 0.09% | |
| 47 | PDECINNOVATOR ETFS TRUST | 6,915 | $260.0M | 0.08% | |
| 48 | VYMVANGUARD WHITEHALL FDS | 2,015 | $259.9M | 0.08% | |
| 49 | POCTINNOVATOR ETFS TRUST | 6,669 | $259.1M | 0.08% | |
| 50 | PGFINVESCO EXCHANGE TRADED FD T | 16,796 | $239.8M | 0.07% | |
| 51 | JHPIJOHN HANCOCK EXCHANGE TRADED | 10,414 | $233.4M | 0.07% | |
| 52 | QUALISHARES TR | 1,340 | $229.0M | 0.07% | |
| 53 | MLPXGLOBAL X FDS | 3,538 | $225.7M | 0.07% | |
| 54 | DFACDIMENSIONAL ETF TRUST | 6,824 | $225.1M | 0.07% | |
| 55 | PBDEPGIM ROCK ETF TR | 8,257 | $214.6M | 0.07% | |
| 56 | BIVVANGUARD BD INDEX FDS | 2,716 | $208.0M | 0.06% | |
| 57 | NJULINNOVATOR ETFS TRUST | 3,417 | $205.1M | 0.06% | |
| 58 | SPYSPDR S&P 500 ETF TR | 358 | $200.3M | 0.06% |