Leading Edge Financial Planning LLC Q2 2025 Filing
Filed July 16, 2025
Portfolio Value
$359.8B
Holdings
58
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (58 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | SPYMSPDR SERIES TRUST | 741,078 | $53.9B | 14.97% | |
| 2 | DFICDIMENSIONAL ETF TRUST | 1,664,622 | $51.8B | 14.39% | |
| 3 | DUHPDIMENSIONAL ETF TRUST | 906,348 | $32.2B | 8.96% | |
| 4 | SCHBSCHWAB STRATEGIC TR | 1,338,719 | $31.9B | 8.87% | |
| 5 | DFSVDIMENSIONAL ETF TRUST | 814,869 | $24.0B | 6.67% | |
| 6 | DFEMDIMENSIONAL ETF TRUST | 751,448 | $22.3B | 6.20% | |
| 7 | SPABSPDR SERIES TRUST | 842,874 | $21.6B | 6.00% | |
| 8 | DFCFDIMENSIONAL ETF TRUST | 498,018 | $21.0B | 5.85% | |
| 9 | AVLVAMERICAN CENTY ETF TR | 275,842 | $18.8B | 5.23% | |
| 10 | DFIPDIMENSIONAL ETF TRUST | 382,545 | $16.0B | 4.45% | |
| 11 | BNDXVANGUARD CHARLOTTE FDS | 156,845 | $7.8B | 2.16% | |
| 12 | REETISHARES TR | 309,613 | $7.6B | 2.13% | |
| 13 | VCSHVANGUARD SCOTTSDALE FDS | 95,805 | $7.6B | 2.12% | |
| 14 | AVREAMERICAN CENTY ETF TR | 126,027 | $5.6B | 1.55% | |
| 15 | DUSBDIMENSIONAL ETF TRUST | 103,871 | $5.3B | 1.47% | |
| 16 | BILSPDR SERIES TRUST | 46,103 | $4.2B | 1.18% | |
| 17 | VOTVANGUARD INDEX FDS | 6,853 | $1.9B | 0.54% | |
| 18 | NTSXWISDOMTREE TR | 37,579 | $1.9B | 0.52% | |
| 19 | AVUVAMERICAN CENTY ETF TR | 20,153 | $1.8B | 0.51% | |
| 20 | GLDMWORLD GOLD TR | 25,311 | $1.7B | 0.46% | |
| 21 | DFAIDIMENSIONAL ETF TRUST | 45,224 | $1.6B | 0.43% | |
| 22 | AVEMAMERICAN CENTY ETF TR | 21,837 | $1.5B | 0.42% | |
| 23 | NDQINVESCO QQQ TR | 2,498 | $1.4B | 0.38% | |
| 24 | AVDEAMERICAN CENTY ETF TR | 14,601 | $1.1B | 0.30% | |
| 25 | SPIPSPDR SERIES TRUST | 39,416 | $1.0B | 0.29% | |
| 26 | SCHXSCHWAB STRATEGIC TR | 41,501 | $1.0B | 0.28% | |
| 27 | NTSIWISDOMTREE TR | 24,380 | $997.0M | 0.28% | |
| 28 | DFAXDIMENSIONAL ETF TRUST | 31,062 | $912.3M | 0.25% | |
| 29 | VIGVANGUARD SPECIALIZED FUNDS | 3,600 | $737.0M | 0.20% | |
| 30 | SCHZSCHWAB STRATEGIC TR | 28,996 | $673.9M | 0.19% | |
| 31 | AVIGAMERICAN CENTY ETF TR | 15,466 | $643.7M | 0.18% | |
| 32 | DFSDDIMENSIONAL ETF TRUST | 13,132 | $630.5M | 0.18% | |
| 33 | AAPLAPPLE INC | 2,966 | $608.4M | 0.17% | |
| 34 | SCHOSCHWAB STRATEGIC TR | 21,563 | $525.7M | 0.15% | |
| 35 | VTVVANGUARD INDEX FDS | 2,897 | $512.0M | 0.14% | |
| 36 | EDVVANGUARD WORLD FD | 7,469 | $502.7M | 0.14% | |
| 37 | EPDENTERPRISE PRODS PARTNERS L | 15,817 | $490.5M | 0.14% | |
| 38 | SCHDSCHWAB STRATEGIC TR | 16,564 | $439.0M | 0.12% | |
| 39 | IVVISHARES TR | 669 | $415.5M | 0.12% | |
| 40 | VTIVANGUARD INDEX FDS | 1,295 | $393.5M | 0.11% | |
| 41 | DFGRDIMENSIONAL ETF TRUST | 14,662 | $393.4M | 0.11% | |
| 42 | ICSHISHARES TR | 7,692 | $390.1M | 0.11% | |
| 43 | AOMISHARES TR | 7,370 | $339.3M | 0.09% | |
| 44 | AMZNAMAZON COM INC | 1,544 | $338.7M | 0.09% | |
| 45 | TPYPTORTOISE CAPITAL SERIES TRUS | 9,273 | $331.3M | 0.09% | |
| 46 | VOOVANGUARD INDEX FDS | 578 | $328.3M | 0.09% | |
| 47 | VYMVANGUARD WHITEHALL FDS | 2,015 | $268.7M | 0.07% | |
| 48 | QUALISHARES TR | 1,460 | $267.0M | 0.07% | |
| 49 | JHPIJOHN HANCOCK EXCHANGE TRADED | 11,185 | $252.2M | 0.07% | |
| 50 | DFACDIMENSIONAL ETF TRUST | 6,824 | $244.6M | 0.07% | |
| 51 | PBDEPGIM ROCK ETF TR | 8,203 | $224.9M | 0.06% | |
| 52 | MLPXGLOBAL X FDS | 3,538 | $221.7M | 0.06% | |
| 53 | SPYSPDR S&P 500 ETF TR | 358 | $221.2M | 0.06% | |
| 54 | NJULINNOVATOR ETFS TRUST | 3,217 | $218.9M | 0.06% | |
| 55 | DFIVDIMENSIONAL ETF TRUST | 4,966 | $212.7M | 0.06% | |
| 56 | AVDVAMERICAN CENTY ETF TR | 2,670 | $211.7M | 0.06% | |
| 57 | PGFINVESCO EXCHANGE TRADED FD T | 14,572 | $205.6M | 0.06% | |
| 58 | PGXINVESCO EXCH TRADED FD TR II | 13,827 | $153.9M | 0.04% |