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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 61 | NJUL | INNOVATOR ETFS TRUST | — | 3,034.0 | $220K | 0.05% | NEW | — | $72.62 | +6.5% |
| 62 | MLPX | GLOBAL X FDS | — | 3,534.0 | $214K | 0.05% | NEW | — | $60.52 | +24.1% |
| 63 | JHPI | JOHN HANCOCK EXCHANGE TRADED | — | 9,361.0 | $214K | 0.05% | NEW | — | $22.84 | -0.8% |
| 64 | SCHV | SCHWAB STRATEGIC TR | — | 7,061.0 | $209K | 0.05% | NEW | — | $29.61 | +16.5% |
| 65 | JNJ | JOHNSON & JOHNSON | Healthcare | 1,002.0 | $207K | 0.05% | NEW | — | $206.95 | +23.1% |
| 66 | SCHF | SCHWAB STRATEGIC TR | — | 8,387.0 | $202K | 0.05% | NEW | — | $24.04 | +14.0% |
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%