Leading Edge Financial Planning LLC
Q2 2025 13F Holdings
- Locationknoxville, TN
- Num holdings
58
- Value ($000)
$359,752
- Date Filed07/16/2025
- 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 Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
KRE SPDR SERIES TRUST | PORTFOLIO S&P500 | 78464A854 | $53.87M | 15 % | 741,078 | ||
DFIC DIMENSIONAL ETF TRUST | INTL CORE EQUITY | 25434V799 | $51.75M | 14 % | 1,664,622 | ||
DUHP DIMENSIONAL ETF TRUST | US HIGH PROFITAB | 25434V831 | $32.23M | 9 % | 906,348 | ||
SCHB SCHWAB STRATEGIC TR | US BRD MKT ETF | 808524102 | $31.90M | 9 % | 1,338,719 | ||
DFSV DIMENSIONAL ETF TRUST | US SMALL CAP VAL | 25434V815 | $23.98M | 7 % | 814,869 | ||
DFEM DIMENSIONAL ETF TRUST | EMERGING MKTS CO | 25434V732 | $22.30M | 6 % | 751,448 | ||
KRE SPDR SERIES TRUST | PORTFOLIO AGRGTE | 78464A649 | $21.58M | 6 % | 842,874 | ||
DFCF DIMENSIONAL ETF TRUST | CORE FIXED INCOM | 25434V872 | $21.05M | 6 % | 498,018 | ||
AVLV AMERICAN CENTY ETF TR | US LARGE CAP VLU | 025072349 | $18.82M | 5 % | 275,842 | ||
DFIP DIMENSIONAL ETF TRUST | INFLATION PROTE | 25434V856 | $15.99M | 4 % | 382,545 |
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