Leading Edge Financial Planning LLC Top Holdings and 13F Report (2023) About Leading Edge Financial Planning LLCInvestment ActivityLeading Edge Financial Planning LLC has $359.75 million in total holdings as of December 31, 2022.Leading Edge Financial Planning LLC owns shares of 58 different stocks, but just 10 companies or ETFs make up 80% of its holdings.Approximately 6.14% of the portfolio was purchased this quarter.About 0.98% of the portfolio was sold this quarter.This quarter, Leading Edge Financial Planning LLC has purchased 58 new stocks and bought additional shares in 33 stocks.Leading Edge Financial Planning LLC sold shares of 13 stocks and completely divested from 5 stocks this quarter.Largest Holdings SPDR Portfolio S&P 500 ETF $53,868,985Dimensional International Core Equity 2 ETF $51,753,120Dimensional US High Profitability ETF $32,229,737Schwab US Broad Market ETF $31,901,671Dimensional US Small Cap Value ETF $23,981,594 Largest New Holdings this Quarter 922908538 - Vanguard Mid-Cap Growth ETF $1,948,925 Holding890930308 - TORTOISE CAPITAL SERIES TRUS $331,341 Holding25434V807 - Dimensional International Value ETF $212,694 Holding025072802 - Avantis International Small Cap Value ETF $211,678 Holding46138E511 - Invesco Preferred ETF $153,894 Holding Largest Purchases this Quarter SPDR Portfolio S&P 500 ETF 38,315 shares (about $2.79M)Dimensional US High Profitability ETF 58,634 shares (about $2.09M)Dimensional US Small Cap Value ETF 68,158 shares (about $2.01M)Vanguard Mid-Cap Growth ETF 6,853 shares (about $1.95M)Dimensional International Core Equity 2 ETF 57,274 shares (about $1.78M) Largest Sales this Quarter iShares Global REIT ETF 9,264 shares (about $228.82K)SPDR Bloomberg 1-3 Month T-Bill ETF 1,620 shares (about $148.60K)iShares Ultra Short-Term Bond Active ETF 1,012 shares (about $51.32K)Schwab U.S. Aggregate Bond ETF 2,033 shares (about $47.25K)Dimensional World ex U.S. Core Equity 2 ETF 1,528 shares (about $44.88K) Sector Allocation Over TimeMap of 500 Largest Holdings ofLeading Edge Financial Planning LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSPLGSPDR Portfolio S&P 500 ETF$53,868,985$2,785,119 ▲5.5%741,07815.0%ETFDFICDimensional International Core Equity 2 ETF$51,753,120$1,780,649 ▲3.6%1,664,62214.4%ETFDUHPDimensional US High Profitability ETF$32,229,737$2,085,025 ▲6.9%906,3489.0%ETFSCHBSchwab US Broad Market ETF$31,901,671$1,307,195 ▲4.3%1,338,7198.9%ETFDFSVDimensional US Small Cap Value ETF$23,981,594$2,005,890 ▲9.1%814,8696.7%ETFDFEMDimensional Emerging Markets Core Equity 2 ETF$22,302,975$1,297,847 ▲6.2%751,4486.2%ETFSPABSPDR Portfolio Aggregate Bond ETF$21,577,572$838,195 ▲4.0%842,8746.0%ETFDFCFDimensional Core Fixed Income ETF$21,046,236$1,093,773 ▲5.5%498,0185.9%ETFAVLVAvantis U.S. Large Cap Value ETF$18,815,238$1,197,908 ▲6.8%275,8425.2%ETFDFIPDimensional Inflation-Protected Securities ETF$15,994,215$1,057,041 ▲7.1%382,5454.4%ETFBNDXVanguard Total International Bond ETF$7,765,393$411,824 ▲5.6%156,8452.2%ETFREETiShares Global REIT ETF$7,647,445$228,821 ▼-2.9%309,6132.1%ETFVCSHVanguard Short-Term Corporate Bond ETF$7,616,469$365,222 ▲5.0%95,8052.1%ETFAVREAvantis Real Estate ETF$5,565,350$967,501 ▲21.0%126,0271.5%ETFDIMENSIONAL ETF TRUST$5,271,454$470,909 ▲9.8%103,8711.5%ULTRASHORT FIXEDBILSPDR Bloomberg 1-3 Month T-Bill ETF$4,228,999$148,602 ▼-3.4%46,1031.2%ETFVOTVanguard Mid-Cap Growth ETF$1,948,925$1,948,925 ▲New Holding6,8530.5%ETFNTSXWisdomTree U.S. Efficient Core Fund$1,876,324$82,135 ▲4.6%37,5790.5%FinanceAVUVAvantis U.S. Small Cap Value ETF$1,835,969$434,281 ▲31.0%20,1530.5%ETFGLDMSPDR Gold MiniShares Trust$1,658,377$72,662 ▲4.6%25,3110.5%FinanceDFAIDimensional International Core Equity Market ETF$1,563,393$3,837 ▼-0.2%45,2240.4%ETFAVEMAvantis Emerging Markets Equity ETF$1,496,708$25,360 ▼-1.7%21,8370.4%ETFQQQInvesco QQQ$1,378,171$20,965 ▼-1.5%2,4980.4%FinanceAVDEAvantis International Equity ETF$1,080,620$144,542 ▲15.4%14,6010.3%ETFSPIPSPDR Portfolio TIPS ETF$1,027,181$156,985 ▲18.0%39,4160.3%ETFSCHXSchwab US Large-Cap ETF$1,014,270$4,326 ▲0.4%41,5010.3%ETFNTSIWisdomTree International Efficient Core Fund$996,983$48,581 ▲5.1%24,3800.3%FinanceDFAXDimensional World ex U.S. Core Equity 2 ETF$912,291$44,877 ▼-4.7%31,0620.3%ETFVIGVanguard Dividend Appreciation ETF$736,9550.0%3,6000.2%ETFSCHZSchwab U.S. Aggregate Bond ETF$673,858$47,246 ▼-6.6%28,9960.2%ETFAVIGAvantis Core Fixed Income ETF$643,695$187,373 ▲41.1%15,4660.2%ETFDFSDDimensional Short-Duration Fixed Income ETF$630,450$175,616 ▲38.6%13,1320.2%ETFAAPLApple$608,437$38,361 ▲6.7%2,9660.2%Computer and TechnologySCHOSchwab Short-Term U.S. Treasury ETF$525,700$1,219 ▼-0.2%21,5630.1%ETFVTVVanguard Value ETF$512,016$41,711 ▼-7.5%2,8970.1%ETFEDVVanguard Extended Duration Treasury ETF$502,664$56,128 ▲12.6%7,4690.1%ETFEPDEnterprise Products Partners$490,490$7,473 ▲1.5%15,8170.1%EnergySCHDSchwab US Dividend Equity ETF$438,962$36,836 ▲9.2%16,5640.1%ETFIVViShares Core S&P 500 ETF$415,500$43,475 ▲11.7%6690.1%ETFVTIVanguard Total Stock Market ETF$393,470$17,926 ▲4.8%1,2950.1%ETFDFGRDimensional Global Real Estate ETF$393,381$14,300 ▲3.8%14,6620.1%ETFICSHiShares Ultra Short-Term Bond Active ETF$390,062$51,319 ▼-11.6%7,6920.1%ETFAOMiShares Core 40/60 Moderate Allocation ETF$339,3150.0%7,3700.1%ETFAMZNAmazon.com$338,738$7,240 ▲2.2%1,5440.1%Retail/WholesaleTORTOISE CAPITAL SERIES TRUS$331,341$331,341 ▲New Holding9,2730.1%NORTH AMERN PIPEVOOVanguard S&P 500 ETF$328,3200.0%5780.1%ETFVYMVanguard High Dividend Yield ETF$268,6700.0%2,0150.1%ETFQUALiShares MSCI USA Quality Factor ETF$266,963$21,942 ▲9.0%1,4600.1%ETFJHPIJohn Hancock Preferred Income ETF$252,167$17,382 ▲7.4%11,1850.1%ETFDFACDimensional U.S. Core Equity 2 ETF$244,5720.0%6,8240.1%ETFPGIM ROCK ETF TR$224,926$1,481 ▼-0.7%8,2030.1%S&P 500 BUFFERMLPXGlobal X MLP & Energy Infrastructure ETF$221,6720.0%3,5380.1%ETFSPYSPDR S&P 500 ETF Trust$221,1900.0%3580.1%FinanceNJULInnovator Growth-100 Power Buffer ETF - July$218,949$13,612 ▼-5.9%3,2170.1%ETFDFIVDimensional International Value ETF$212,694$212,694 ▲New Holding4,9660.1%ETFAVDVAvantis International Small Cap Value ETF$211,678$211,678 ▲New Holding2,6700.1%ETFPGFInvesco Financial Preferred ETF$205,608$31,380 ▼-13.2%14,5720.1%ManufacturingPGXInvesco Preferred ETF$153,894$153,894 ▲New Holding13,8270.0%ETFGOVTiShares U.S. Treasury Bond ETF$0$1,792,003 ▼-100.0%00.0%ETFTPYPTortoise North American Pipeline Fund$0$337,530 ▼-100.0%00.0%ETFPDECInnovator U.S. Equity Power Buffer ETF - December$0$260,004 ▼-100.0%00.0%ETFPOCTInnovator U.S. Equity Power Buffer ETF - October$0$259,091 ▼-100.0%00.0%ETFBIVVanguard Intermediate-Term Bond ETF$0$207,964 ▼-100.0%00.0%ETFShowing largest 100 holdings. 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