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 | QUAL | ISHARES TR | — | 2,470.0 | $474K | 0.10% | NEW | — | $191.83 | +11.4% |
| 42 | SCHD | SCHWAB STRATEGIC TR | — | 14,714.0 | $451K | 0.10% | — | — | $30.68 | +4.5% |
| 43 | AMZN | AMAZON COM INC | Consumer Cyclical | 1,950.0 | $406K | 0.09% | +180.0 | +10.2% | $208.27 | +11.7% |
| 44 | SCHO | SCHWAB STRATEGIC TR | — | 16,683.0 | $405K | 0.09% | -163.0 | -1.0% | $24.27 | -0.5% |
| 45 | TPYP | TORTOISE CAPITAL SERIES TRUS | — | 9,210.0 | $390K | 0.08% | — | — | $42.36 | +1.3% |
| 46 | VOO | VANGUARD INDEX FDS | — | 652.0 | $390K | 0.08% | +68.0 | +11.6% | $597.55 | +12.1% |
| 47 | SIVR | ABRDN SILVER ETF TRUST | Financial Services | 5,023.0 | $360K | 0.08% | — | — | $71.61 | -21.8% |
| 48 | PGF | INVESCO EXCHANGE TRADED FD T | — | 25,982.0 | $358K | 0.07% | +3K | +12.1% | $13.76 | -0.7% |
| 49 | BOXX | EA SERIES TRUST | — | 2,920.0 | $340K | 0.07% | NEW | — | $116.29 | +0.7% |
| 50 | VTV | VANGUARD INDEX FDS | — | 1,598.0 | $314K | 0.07% | -1K | -44.6% | $196.20 | +11.3% |
| 51 | AOM | ISHARES TR | — | 6,597.0 | $312K | 0.07% | — | — | $47.37 | +4.7% |
| 52 | AVDV | AMERICAN CENTY ETF TR | — | 3,067.0 | $306K | 0.06% | — | — | $99.86 | +3.9% |
| 53 | ICSH | ISHARES TR | — | 5,961.0 | $302K | 0.06% | — | — | $50.62 | -0.1% |
| 54 | DFUS | DIMENSIONAL ETF TRUST | — | 4,178.0 | $296K | 0.06% | -1K | -25.3% | $70.91 | +12.9% |
| 55 | VYM | VANGUARD WHITEHALL FDS | — | 1,860.0 | $276K | 0.06% | -71.0 | -3.7% | $148.13 | +6.8% |
| 56 | MUB | ISHARES TR | — | 2,559.0 | $272K | 0.06% | NEW | — | $106.16 | +1.4% |
| 57 | DFAC | DIMENSIONAL ETF TRUST | — | 6,824.0 | $265K | 0.06% | -1K | -14.1% | $38.86 | +12.7% |
| 58 | NVDA | NVIDIA CORPORATION | Technology | 1,503.0 | $262K | 0.06% | NEW | — | $174.42 | +10.4% |
| 59 | MLPX | GLOBAL X FDS | — | 3,534.0 | $261K | 0.06% | — | — | $73.93 | +1.6% |
| 60 | BIV | VANGUARD BD INDEX FDS | — | 3,375.0 | $260K | 0.06% | NEW | — | $77.18 | -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%