Leading Edge Financial Planning LLC
Q1 2025 13F Holdings
- Locationknoxville, TN
- Num holdings
58
- Value ($000)
$320,105
- Date Filed04/23/2025
- Form type13F-HR
- CIK0001967205
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
KRE SPDR SER TR | PORTFOLIO S&P500 | 78464A854 | $46.21M | 14 % | 702,763 | ||
DFIC DIMENSIONAL ETF TRUST | INTL CORE EQUITY | 25434V799 | $44.64M | 14 % | 1,607,348 | ||
DUHP DIMENSIONAL ETF TRUST | US HIGH PROFITAB | 25434V831 | $28.09M | 9 % | 847,714 | ||
SCHB SCHWAB STRATEGIC TR | US BRD MKT ETF | 808524102 | $27.64M | 9 % | 1,283,864 | ||
DFSV DIMENSIONAL ETF TRUST | US SMALL CAP VAL | 25434V815 | $21.02M | 7 % | 746,711 | ||
KRE SPDR SER TR | PORTFOLIO AGRGTE | 78464A649 | $20.69M | 7 % | 810,132 | ||
DFCF DIMENSIONAL ETF TRUST | CORE FIXED INCOM | 25434V872 | $19.86M | 6 % | 472,136 | ||
DFEM DIMENSIONAL ETF TRUST | EMERGING MKTS CO | 25434V732 | $18.73M | 6 % | 707,720 | ||
AVLV AMERICAN CENTY ETF TR | US LARGE CAP VLU | 025072349 | $16.84M | 5 % | 258,280 | ||
DFIP DIMENSIONAL ETF TRUST | INFLATION PROTE | 25434V856 | $15.04M | 5 % | 357,263 |
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