Leading Edge Financial Planning LLC Portfolio Holdings by Sector
Leading Edge Financial Planning LLC
- $360 Billion
- Q2 2025
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
SPLG DFIC DUHP SCHB DFSV DFEM SPAB DFCF 46 stocks |
$326 Million
99.44% of portfolio
|
  29  
|
  10  
|
  4  
|
- |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$608,437
0.19% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Oil & Gas Midstream | Energy
EPD 1 stocks |
$490,490
0.15% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$393,470
0.12% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$338,738
0.1% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|