Leading Edge Financial Planning LLC Incresed Positions in Q1 2025

Leading Edge Financial Planning LLC

  • $320 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
DFIC
Dimensional ETF Tr Dimensional

ETFs
93K
+ 6.14%
$25.54 - $28.79 $2.38M - $2.68M
1.61M $44.6B
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
60.2K
+ 9.29%
$25.35 - $27.46 $1.53M - $1.65M
708K $18.7B
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
21.5K
+ 4.76%
$40.79 - $42.32 $875K - $908K
472K $19.9B
SPAB
Spdr Portfolio Aggregate Bond

ETFs
32.5K
+ 4.18%
$24.73 - $25.62 $804K - $833K
810K $20.7B
AVRE
American Centy ETF Tr Avantis
23.8K
+ 29.6%
$40.62 - $44.31 $966K - $1.05M
104K $4.48B
DUHP
Dimensional ETF Tr Dimensional

ETFs
47.9K
+ 5.99%
$32.57 - $35.82 $1.56M - $1.72M
848K $28.1B
DFIP
Dimensional ETF Tr Inflation P

ETFs
11.3K
+ 3.27%
$40.27 - $42.11 $455K - $476K
357K $15B
AVLV
American Centy ETF Tr Avantis
13.4K
+ 5.49%
$63.51 - $70.42 $854K - $947K
258K $16.8B
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
4.61K
+ 5.33%
$77.7 - $78.94 $358K - $364K
91.2K $7.2B
BNDX
Vanguard Total International B

ETFs
9.5K
+ 6.83%
$48.33 - $49.5 $459K - $470K
149K $7.25B
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
2.85K
+ 6.36%
$91.45 - $91.75 $261K - $262K
47.7K $4.38B
AVDE
American Centy ETF Tr Avantis

ETFs
1.97K
+ 18.42%
$60.63 - $68.55 $119K - $135K
12.6K $838M
REET
Ishares Global Reit ETF

ETFs
2.02K
+ 0.64%
$23.24 - $25.16 $46.9K - $50.8K
319K $7.74B
DFSV
Dimensional ETF Tr Dimensional

ETFs
67.5K
+ 9.94%
$27.56 - $32.1 $1.86M - $2.17M
747K $21B
NTSI
Wisdomtree Tr Intl Efficient C

ETFs
327
+ 1.43%
$34.52 - $39.32 $11.3K - $12.9K
23.2K $882M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
33.2K
+ 4.96%
$64.88 - $72.1 $2.16M - $2.4M
703K $46.2B
AMZN
Amazon Com Inc

Consumer Cyclical
400
+ 36.0%
$190.26 - $242.06 $76.1K - $96.8K
1.51K $287M
SPIP
Spdr Ser Tr Spdr Portfolio Tip

ETFs
161
+ 0.48%
$25.21 - $26.38 $4.06K - $4.25K
33.4K $881M
VTV
Vanguard Value ETF

ETFs
93
+ 3.06%
$167.73 - $179.21 $15.6K - $16.7K
3.13K $541M
Dimensional ETF Trust
322
+ 2.33%
N/A
14.1K $371M
POCT
Innovator U.S. Equity Power Bu

ETFs
527
+ 8.58%
$38.53 - $40.49 $20.3K - $21.3K
6.67K $259M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
19
+ 0.06%
$22.46 - $23.26 $427 - $442
31K $719M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
51
+ 9.68%
$507.05 - $563.67 $25.9K - $28.7K
578 $297M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
16
+ 0.59%
$73.78 - $76.59 $1.18K - $1.23K
2.72K $208M
VIG
Vanguard Dividend Appreciation

ETFs
3
+ 0.08%
N/A
3.6K $699M
AAPL
Apple Inc.

Technology
207
+ 8.05%
$209.68 - $247.1 $43.4K - $51.1K
2.78K $617M
QQQ
Invesco Qqq Trust, Series 1

ETFs
30
+ 1.2%
$468.34 - $539.52 $14.1K - $16.2K
2.54K $1.19B
AVUV
American Centy ETF Tr Avantis

ETFs
193
+ 1.27%
$84.95 - $100.62 $16.4K - $19.4K
15.4K $1.34B
SCHB
Schwab Strategic Tr Us Broad M

ETFs
46.5K
+ 3.76%
$21.23 - $23.75 $988K - $1.11M
1.28M $27.6B
Activity Summary
Buys All Purchases 33 New Holdings 3 Increased Positions 30 Sells All Sells 13 Reductions 13 Sold out 0 Options Calls 0 Puts 0
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