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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | ITOT | ISHARES TR | — | 4,060.0 | $578K | 0.12% | NEW | — | $142.43 | +12.9% |
| 2 | DFGX | DIMENSIONAL ETF TRUST | — | 10,082.0 | $529K | 0.11% | NEW | — | $52.45 | +2.4% |
| 3 | QUAL | ISHARES TR | — | 2,470.0 | $474K | 0.10% | NEW | — | $191.83 | +11.4% |
| 4 | BOXX | EA SERIES TRUST | — | 2,920.0 | $340K | 0.07% | NEW | — | $116.29 | +0.7% |
| 5 | MUB | ISHARES TR | — | 2,559.0 | $272K | 0.06% | NEW | — | $106.16 | +1.4% |
| 6 | NVDA | NVIDIA CORPORATION | Technology | 1,503.0 | $262K | 0.06% | NEW | — | $174.42 | +10.4% |
| 7 | BIV | VANGUARD BD INDEX FDS | — | 3,375.0 | $260K | 0.06% | NEW | — | $77.18 | -0.2% |
| 8 | AGG | ISHARES TR | — | 2,293.0 | $228K | 0.05% | NEW | — | $99.26 | +0.1% |
| 9 | VTG | VANGUARD MALVERN FDS | — | 2,872.0 | $218K | 0.05% | NEW | — | $75.74 | -0.2% |
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
55.7%
Technology
19.2%
Consumer Cyclical
9.3%
Energy
9.1%
Healthcare
6.8%