Leading Edge Financial Planning LLC Top Holdings and 13F Report (2023) About Leading Edge Financial Planning LLCInvestment ActivityLeading Edge Financial Planning LLC has $475.24 million in total holdings as of December 31, 2022.Leading Edge Financial Planning LLC owns shares of 72 different stocks, but just 10 companies or ETFs make up 80% of its holdings.Approximately 7.86% of the portfolio was purchased this quarter.About 0.37% of the portfolio was sold this quarter.This quarter, Leading Edge Financial Planning LLC has purchased 66 new stocks and bought additional shares in 42 stocks.Leading Edge Financial Planning LLC sold shares of 16 stocks and completely divested from 3 stocks this quarter.Largest Holdings SPDR Portfolio S&P 500 ETF $70,011,329Dimensional International Core Equity 2 ETF $69,516,527Dimensional US High Profitability ETF $44,114,675Schwab US Broad Market ETF $41,186,154Dimensional US Small Cap Value ETF $33,963,461 Largest New Holdings this Quarter 464287150 - iShares Core S&P Total U.S. Stock Market ETF $578,267 Holding25434V575 - DIMENSIONAL ETF TRUST $528,806 Holding46432F339 - iShares MSCI USA Quality Factor ETF $473,819 Holding02072L565 - Alpha Architect 1-3 Month Box ETF $339,567 Holding464288414 - iShares National Muni Bond ETF $271,665 Holding Largest Purchases this Quarter SPDR Portfolio S&P 500 ETF 83,034 shares (about $6.36M)Dimensional US High Profitability ETF 147,928 shares (about $5.44M)Dimensional International Core Equity 2 ETF 107,042 shares (about $3.80M)Schwab US Broad Market ETF 122,611 shares (about $3.08M)Avantis U.S. Large Cap Value ETF 26,400 shares (about $2.13M) Largest Sales this Quarter Vanguard Value ETF 1,285 shares (about $252.12K)iShares Global REIT ETF 7,235 shares (about $181.96K)Dimensional U.S. Equity ETF 1,417 shares (about $100.48K)SPDR Gold MiniShares Trust 1,062 shares (about $98.43K)SPDR Portfolio TIPS ETF 2,947 shares (about $76.65K) 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$70,011,329$6,355,426 â–²10.0%914,70214.7%ETFDFICDimensional International Core Equity 2 ETF$69,516,527$3,803,201 â–²5.8%1,956,55914.6%ETFDUHPDimensional US High Profitability ETF$44,114,675$5,437,832 â–²14.1%1,200,0739.3%ETFSCHBSchwab US Broad Market ETF$41,186,154$3,077,537 â–²8.1%1,640,8828.7%ETFDFSVDimensional US Small Cap Value ETF$33,963,461$1,587,767 â–²4.9%969,2777.1%ETFDFEMDimensional Emerging Markets Core Equity 2 ETF$30,013,597$1,308,582 â–²4.6%868,7006.3%ETFAVLVAvantis U.S. Large Cap Value ETF$28,000,649$2,128,107 â–²8.2%347,3595.9%ETFSPABSPDR Portfolio Aggregate Bond ETF$27,028,364$1,274,800 â–²4.9%1,054,9715.7%ETFDFCFDimensional Core Fixed Income ETF$26,854,728$1,407,445 â–²5.5%636,0675.7%ETFDFIPDimensional Inflation-Protected Securities ETF$21,486,810$1,642,475 â–²8.3%515,0244.5%ETFAVREAvantis Real Estate ETF$9,942,791$1,405,910 â–²16.5%225,8702.1%ETFVCSHVanguard Short-Term Corporate Bond ETF$9,806,434$410,144 â–²4.4%123,7092.1%ETFBNDXVanguard Total International Bond ETF$9,469,759$207,287 â–²2.2%197,0822.0%ETFREETiShares Global REIT ETF$7,451,883$181,960 â–¼-2.4%296,2981.6%ETFDIMENSIONAL ETF TRUST$7,089,461$413,337 â–²6.2%139,8041.5%ULTRASHORT FIXEDAVUVAvantis U.S. Small Cap Value ETF$2,506,250$335,279 â–²15.4%22,6870.5%ETFVOEVanguard Mid-Cap Value ETF$2,443,619$515,445 â–²26.7%13,2600.5%ETFNTSXWisdomTree U.S. Efficient Core Fund$2,078,341$120,258 â–²6.1%39,8530.4%FinanceAVEMAvantis Emerging Markets Equity ETF$2,014,519$284,047 â–²16.4%25,0000.4%ETFGLDMSPDR Gold MiniShares Trust$1,704,526$98,434 â–¼-5.5%18,3900.4%FinanceBILSPDR Bloomberg 1-3 Month T-Bill ETF$1,682,194$578,509 â–²52.4%18,3570.4%ETFDFAIDimensional International Core Equity Market ETF$1,658,220$47,726 â–¼-2.8%42,5620.3%ETFQQQInvesco QQQ$1,515,087$78,496 â–²5.5%2,6250.3%FinanceSCHXSchwab US Large-Cap ETF$1,435,905$415,288 â–²40.7%56,0030.3%ETFAVDEAvantis International Equity ETF$1,388,491$44,456 â–²3.3%16,3660.3%ETFAVIGAvantis Core Fixed Income ETF$1,234,818$526,893 â–²74.4%29,7260.3%ETFSPIPSPDR Portfolio TIPS ETF$1,070,468$76,652 â–¼-6.7%41,1560.2%ETFNTSIWisdomTree International Efficient Core Fund$1,069,363$46,079 â–²4.5%24,2980.2%FinanceDFAXDimensional World ex U.S. Core Equity 2 ETF$1,055,312$306 â–²0.0%31,0660.2%ETFAAPLApple$836,623$60,647 â–²7.8%3,2970.2%Computer and TechnologyVIGVanguard Dividend Appreciation ETF$746,570$5,807 â–¼-0.8%3,4710.2%ETFDFSDDimensional Short-Duration Fixed Income ETF$738,148$56,258 â–²8.3%15,4170.2%ETFSCHZSchwab U.S. Aggregate Bond ETF$659,509$2,276 â–¼-0.3%28,4030.1%ETFVTIVanguard Total Stock Market ETF$636,498$221,042 â–²53.2%1,9840.1%ETFEPDEnterprise Products Partners$626,073$8,590 â–²1.4%16,5450.1%EnergyDFGRDimensional Global Real Estate ETF$621,759$176,199 â–²39.5%23,3920.1%ETFITOTiShares Core S&P Total U.S. Stock Market ETF$578,267$578,267 â–²New Holding4,0600.1%ETFEDVVanguard Extended Duration Treasury ETF$532,005$28,058 â–²5.6%8,1910.1%ETFDIMENSIONAL ETF TRUST$528,806$528,806 â–²New Holding10,0820.1%DIMENSIONAL INTEIVViShares Core S&P 500 ETF$480,261$26,137 â–²5.8%7350.1%ETFQUALiShares MSCI USA Quality Factor ETF$473,819$473,819 â–²New Holding2,4700.1%ETFSCHDSchwab US Dividend Equity ETF$451,415$1,411 â–¼-0.3%14,7140.1%ETFAMZNAmazon.com$406,126$37,489 â–²10.2%1,9500.1%Retail/WholesaleSCHOSchwab Short-Term U.S. Treasury ETF$404,907$3,956 â–¼-1.0%16,6830.1%ETFTORTOISE CAPITAL SERIES TRUS$390,112$635 â–¼-0.2%9,2100.1%NORTH AMRCN PIPEVOOVanguard S&P 500 ETF$389,601$40,633 â–²11.6%6520.1%ETFSIVRabrdn Physical Silver Shares ETF$359,6970.0%5,0230.1%ETFPGFInvesco Financial Preferred ETF$357,510$38,555 â–²12.1%25,9820.1%ManufacturingBOXXAlpha Architect 1-3 Month Box ETF$339,567$339,567 â–²New Holding2,9200.1%ETFVTVVanguard Value ETF$313,528$252,117 â–¼-44.6%1,5980.1%ETFAOMiShares Core 40/60 Moderate Allocation ETF$312,5000.0%6,5970.1%ETFAVDVAvantis International Small Cap Value ETF$306,2710.0%3,0670.1%ETFICSHiShares Ultra Short-Term Bond Active ETF$301,747$709 â–¼-0.2%5,9610.1%ETFDFUSDimensional U.S. Equity ETF$296,262$100,479 â–¼-25.3%4,1780.1%ETFVYMVanguard High Dividend Yield ETF$275,522$10,517 â–¼-3.7%1,8600.1%Financial ServicesMUBiShares National Muni Bond ETF$271,665$271,665 â–²New Holding2,5590.1%ETFDFACDimensional U.S. Core Equity 2 ETF$265,181$43,484 â–¼-14.1%6,8240.1%ETFNVDANVIDIA$262,157$262,157 â–²New Holding1,5030.1%Computer and TechnologyMLPXGlobal X MLP & Energy Infrastructure ETF$261,2700.0%3,5340.1%ETFBIVVanguard Intermediate-Term Bond ETF$260,483$260,483 â–²New Holding3,3750.1%ETFSPYSPDR S&P 500 ETF Trust$257,892$25,334 â–²10.9%3970.1%FinanceDFIVDimensional International Value ETF$257,883$4,222 â–¼-1.6%4,8860.1%ETFJNJJohnson & Johnson$255,684$10,755 â–²4.4%1,0460.1%MedicalTSLATesla$233,460$9,666 â–²4.3%6280.0%Auto/Tires/TrucksSCHFSchwab International Equity ETF$229,766$22,199 â–²10.7%9,2840.0%ETFAGGiShares Core U.S. Aggregate Bond ETF$227,596$227,596 â–²New Holding2,2930.0%FinanceAVGOBroadcom$222,228$20,428 â–²10.1%7180.0%Computer and TechnologyJHPIJohn Hancock Preferred Income ETF$220,404$9,032 â–²4.3%9,7610.0%ETFVANGUARD MALVERN FDS$217,525$217,525 â–²New Holding2,8720.0%TOTAL TREASURYSCHVSchwab U.S. Large-Cap Value ETF$215,3570.0%7,0610.0%ETFNBIXNeurocrine Biosciences$213,287$263 â–²0.1%1,6190.0%MedicalNJULInnovator Growth-100 Power Buffer ETF - July$210,602$6,070 â–¼-2.8%2,9490.0%ETFVOTVanguard Mid-Cap Growth ETF$0$348,564 â–¼-100.0%00.0%ETFGOVTiShares U.S. Treasury Bond ETF$0$298,289 â–¼-100.0%00.0%ETFJMUBJPMorgan Municipal ETF$0$293,153 â–¼-100.0%00.0%ETFShowing largest 100 holdings. 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