Leading Edge Financial Planning LLC
Q4 2024 13F Holdings
- Locationknoxville, TN
- Num holdings
57
- Value ($000)
$304,801
- Date Filed01/24/2025
- 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 Q4 2024 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
KRE SPDR SER TR | PORTFOLIO S&P500 | 78464A854 | $46.16 M | 15 % | 669,525 | ||
DFIC DIMENSIONAL ETF TRUST | INTL CORE EQUITY | 25434V799 | $39.14 M | 13 % | 1,514,325 | ||
SCHB SCHWAB STRATEGIC TR | US BRD MKT ETF | 808524102 | $28.09 M | 9 % | 1,237,328 | ||
DUHP DIMENSIONAL ETF TRUST | US HIGH PROFITAB | 25434V831 | $27.02 M | 9 % | 799,787 | ||
DFSV DIMENSIONAL ETF TRUST | US SMALL CAP VAL | 25434V815 | $20.91 M | 7 % | 679,194 | ||
KRE SPDR SER TR | PORTFOLIO AGRGTE | 78464A649 | $19.43 M | 6 % | 777,627 | ||
DFCF DIMENSIONAL ETF TRUST | CORE FIXED INCOM | 25434V872 | $18.60 M | 6 % | 450,681 | ||
DFEM DIMENSIONAL ETF TRUST | EMERGING MKTS CO | 25434V732 | $16.96 M | 6 % | 647,547 | ||
AVLV AMERICAN CENTY ETF TR | US LARGE CAP VLU | 025072349 | $16.35 M | 5 % | 244,838 | ||
DFIP DIMENSIONAL ETF TRUST | INFLATION PROTE | 25434V856 | $14.01 M | 5 % | 345,959 |
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