Leading Edge Financial Planning LLC Portfolio Holdings by Sector
Leading Edge Financial Planning LLC
- $305 Billion
- Q4 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
SPLG DFIC SCHB DUHP DFSV SPAB DFCF DFEM 46 stocks |
$277 Million
99.38% of portfolio
|
  26  
|
  16  
|
  4  
|
- |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$643,960
0.23% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Oil & Gas Midstream | Energy
EPD 1 stocks |
$494,711
0.18% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$358,091
0.13% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$243,742
0.09% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|