Leading Edge Financial Planning LLC Portfolio Holdings by Sector
Leading Edge Financial Planning LLC
- $226 Billion
- Q1 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
SPLG DFIC SPAB SCHB DUHP DFSV DFEM REET 45 stocks |
$210 Million
98.96% of portfolio
|
  21  
|
  24  
|
  2  
|
- |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$1.14 Million
0.54% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Oil & Gas Midstream | Energy
EPD 1 stocks |
$461,418
0.22% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$310,652
0.15% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$213,570
0.1% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
REIT—Mortgage | Real Estate
CIM 1 stocks |
$67,624
0.03% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|