Leading Edge Financial Planning LLC Portfolio Holdings
Leading Edge Financial Planning LLC
- $226 Billion
- Q1 2024
Leading Edge Financial Planning LLC has filed its 13F form on May 03, 2024 for Q1 2024 where it was disclosed a total value porftolio of $226 Billion distributed in 54 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio S&P 500 ETF (Ma with a value of $33B, Dimensional ETF Tr Dimensional with a value of $29.1B, Spdr Portfolio Aggregate Bond with a value of $28.9B, Schwab Strategic Tr Us Broad M with a value of $19.6B, and Dimensional ETF Tr Dimensional with a value of $19.2B.
Examining the 13F form we can see an increase of $33B in the current position value, from $193B to 226B.
Leading Edge Financial Planning LLC is based out at Knoxville, TN
Below you can find more details about Leading Edge Financial Planning LLC portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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