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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 41 | SCHO | SCHWAB STRATEGIC TR | — | 16,846.0 | $411K | 0.09% | NEW | — | $24.37 | -0.9% |
| 42 | AMZN | AMAZON COM INC | Consumer Cyclical | 1,770.0 | $409K | 0.09% | NEW | — | $230.82 | +0.8% |
| 43 | SCHD | SCHWAB STRATEGIC TR | — | 14,760.0 | $405K | 0.09% | NEW | — | $27.43 | +16.8% |
| 44 | VOO | VANGUARD INDEX FDS | — | 584.0 | $366K | 0.08% | NEW | — | $627.13 | +6.8% |
| 45 | VOT | VANGUARD INDEX FDS | — | 1,249.0 | $349K | 0.08% | NEW | — | $279.07 | +7.0% |
| 46 | SIVR | ABRDN SILVER ETF TRUST | Financial Services | 5,023.0 | $340K | 0.08% | NEW | — | $67.64 | -17.2% |
| 47 | PGF | INVESCO EXCHANGE TRADED FD T | — | 23,180.0 | $328K | 0.07% | NEW | — | $14.14 | -3.4% |
| 48 | TPYP | TORTOISE CAPITAL SERIES TRUS | — | 9,225.0 | $326K | 0.07% | NEW | — | $35.29 | +21.5% |
| 49 | AOM | ISHARES TR | — | 6,597.0 | $315K | 0.07% | NEW | — | $47.73 | +3.9% |
| 50 | DFAC | DIMENSIONAL ETF TRUST | — | 7,943.0 | $314K | 0.07% | NEW | — | $39.59 | +10.6% |
| 51 | ICSH | ISHARES TR | — | 5,975.0 | $302K | 0.07% | NEW | — | $50.58 | -0.0% |
| 52 | GOVT | ISHARES TR | — | 12,955.0 | $298K | 0.07% | NEW | — | $23.03 | -0.7% |
| 53 | JMUB | J P MORGAN EXCHANGE TRADED F | — | 5,805.0 | $293K | 0.07% | NEW | — | $50.50 | +0.2% |
| 54 | AVDV | AMERICAN CENTY ETF TR | — | 3,067.0 | $288K | 0.07% | NEW | — | $93.97 | +10.5% |
| 55 | VYM | VANGUARD WHITEHALL FDS | — | 1,931.0 | $277K | 0.06% | NEW | — | $143.55 | +10.2% |
| 56 | TSLA | TESLA INC | Consumer Cyclical | 602.0 | $271K | 0.06% | NEW | — | $449.72 | -15.6% |
| 57 | DFIV | DIMENSIONAL ETF TRUST | — | 4,966.0 | $248K | 0.06% | NEW | — | $49.90 | +8.0% |
| 58 | SPY | SPDR S&P 500 ETF TR | Financial Services | 358.0 | $244K | 0.06% | NEW | — | $681.92 | +7.0% |
| 59 | NBIX | NEUROCRINE BIOSCIENCES INC | Healthcare | 1,617.0 | $229K | 0.05% | NEW | — | $141.83 | +18.8% |
| 60 | AVGO | BROADCOM INC | Technology | 652.0 | $226K | 0.05% | NEW | — | $346.10 | +5.5% |
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
58.3%
Technology
16.3%
Consumer Cyclical
10.5%
Energy
8.1%
Healthcare
6.8%