Portfolio (Quarterly)
Guide ↗
Leading Edge Financial Planning LLC
· CIK 0001967205| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 21 | ITOT | ISHARES TR | — | 7,779.0 | $1.3M | 0.23% | +4K | +91.6% | $164.27 | +2.5% |
| 22 | NTSI | WISDOMTREE TR | — | 27,194.0 | $1.3M | 0.23% | +3K | +11.9% | $46.60 | +3.1% |
| 23 | AAPL | APPLE INC | Technology | 3,646.0 | $1.1M | 0.19% | +349.0 | +10.6% | $289.33 | +7.2% |
| 24 | DFSD | DIMENSIONAL ETF TRUST | — | 19,073.0 | $911K | 0.16% | +4K | +23.7% | $47.75 | -0.9% |
| 25 | VTI | VANGUARD INDEX FDS | — | 2,213.0 | $819K | 0.15% | +229.0 | +11.5% | $370.06 | +2.4% |
| 26 | DFGR | DIMENSIONAL ETF TRUST | — | 24,367.0 | $706K | 0.13% | +975.0 | +4.2% | $28.97 | +1.1% |
| 27 | EDV | VANGUARD WORLD FD | — | 9,509.0 | $619K | 0.11% | +1K | +16.1% | $65.08 | -9.5% |
| 28 | EPD | ENTERPRISE PRODS PARTNERS L | Energy | 16,730.0 | $615K | 0.11% | +185.0 | +1.1% | $36.76 | +5.1% |
| 29 | DFGX | DIMENSIONAL ETF TRUST | — | 10,719.0 | $574K | 0.10% | +637.0 | +6.3% | $53.59 | -3.0% |
| 30 | BOXX | EA SERIES TRUST | — | 3,115.0 | $365K | 0.07% | +195.0 | +6.7% | $117.09 | +0.7% |
| 31 | AGG | ISHARES TR | — | 3,329.0 | $330K | 0.06% | +1K | +45.2% | $98.98 | -1.6% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Financial Services
55.6%
Technology
20.0%
Energy
8.2%
Healthcare
6.2%
Consumer Cyclical
4.7%
Real Estate
2.7%
Industrials
2.6%