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| Name: |
Leading Edge Financial Planning LLC |
| City: |
KNOXVILLE |
| State: |
TN |
| Zip: |
37909 |
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data |
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| Holdings
Found :
28 |
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Menu
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Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
SCHZ |
Schwab Us Aggregate Bond |
13 |
- |
$45.28 |
$2,707,000 |
58,839 |
1.2% |
-102,000 |
-1,424 |
0.039 |
N/A |
|
|
DFAI |
Dfa Dimensional Internation... |
15 |
- |
$0.00 |
$1,888,000 |
62,469 |
0.84% |
32,000 |
-2,341 |
0.048 |
N/A |
|
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NTSX |
Wisdomtree 90/60 Us Balance... |
17 |
- |
$0.00 |
$1,280,000 |
30,300 |
0.57% |
-547,000 |
-16,200 |
0.028 |
N/A |
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AAPL |
Apple Inc |
18 |
- |
$193.12 |
$1,144,000 |
6,672 |
0.51% |
-225,000 |
-437 |
0 |
Personal Computers |
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QQQ |
Invesco QQQ Trust Series I |
20 |
- |
$464.83 |
$1,110,000 |
2,501 |
0.49% |
-78,000 |
-400 |
0.001 |
Closed - End Fund - Debt |
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DFAX |
Dimensional Funds plc - Wor... |
21 |
- |
$25.93 |
$1,106,000 |
43,492 |
0.49% |
-1,978,000 |
-82,811 |
0.005 |
N/A |
|
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AVUV |
Avantis Us Small Cap Value Etf |
22 |
- |
$89.91 |
$1,098,000 |
11,718 |
0.49% |
-7,000 |
-592 |
0.013 |
N/A |
|
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SCHX |
Schwab Strategic Trust |
23 |
- |
$63.33 |
$965,000 |
15,552 |
0.43% |
-8,000 |
-1,698 |
0.001 |
Closed - End Fund - Debt |
|
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SCHO |
Schwab Short-Term U.S. Tre... |
24 |
- |
$47.88 |
$954,000 |
19,778 |
0.42% |
-981,000 |
-20,157 |
0.001 |
N/A |
|
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VIG |
Vanguard Dividend Appreciat... |
26 |
- |
$181.74 |
$715,000 |
3,915 |
0.32% |
-208,000 |
-1,502 |
0.001 |
Closed - End Fund - Debt |
|
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ICSH |
Ishares Ultra Short Term Bo... |
28 |
- |
$0.00 |
$562,000 |
11,106 |
0.25% |
-37,000 |
-780 |
0.001 |
N/A |
|
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VTV |
Vanguard Value VIPERS |
29 |
- |
$160.97 |
$513,000 |
3,148 |
0.23% |
36,000 |
-43 |
0.001 |
Closed - End Fund - E... |
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SCHD |
Schwab US Dividend Equity ETF |
34 |
- |
$77.77 |
$402,000 |
4,990 |
0.18% |
-189,000 |
-2,771 |
0.002 |
N/A |
|
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AOM |
iShares Trust |
35 |
- |
$42.68 |
$318,000 |
7,433 |
0.14% |
-9,000 |
-439 |
0.023 |
Closed - End Fund - Debt |
|
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SCHF |
Schwab Strategic Trust |
37 |
- |
$39.38 |
$299,000 |
7,653 |
0.13% |
-479,000 |
-13,403 |
0.001 |
Closed - End Fund - Debt |
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NJUL |
Innovator ETFs Tr |
38 |
- |
$0.00 |
$294,000 |
5,106 |
0.13% |
-40,000 |
-957 |
0.057 |
N/A |
|
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TPYP |
Tortoise North American Pip... |
39 |
- |
$0.00 |
$288,000 |
10,284 |
0.13% |
-50,000 |
-2,747 |
0.052 |
N/A |
|
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DFAE |
Dfa Dimensional Emerging Co... |
40 |
- |
$0.00 |
$246,000 |
9,950 |
0.11% |
-57,000 |
-2,601 |
0.002 |
N/A |
|
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DFAC |
Dimensional U S Core Equity... |
41 |
- |
$31.96 |
$244,000 |
7,632 |
0.11% |
15,000 |
-203 |
0.001 |
N/A |
|
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VYM |
Vanguard High Dividend Yiel... |
42 |
- |
$119.22 |
$239,000 |
1,978 |
0.11% |
0 |
-160 |
0.001 |
Closed - End Fund - Debt |
|
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QUAL |
Ishares Msci Usa Quality Fa... |
44 |
- |
$0.00 |
$221,000 |
1,344 |
0.1% |
-68,000 |
-621 |
0 |
N/A |
|
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SCHV |
Schwab Strategic Trust |
45 |
- |
$74.66 |
$219,000 |
2,877 |
0.1% |
-38,000 |
-788 |
0.002 |
Closed - End Fund - Debt |
|
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AMZN |
Amazon.com Inc |
47 |
- |
$187.06 |
$214,000 |
1,184 |
0.09% |
-194,000 |
-1,502 |
0 |
Internet Software & S... |
|
|
SCHP |
Schwab U.S. Tips Etf |
48 |
- |
$51.60 |
$210,000 |
4,035 |
0.09% |
-143,000 |
-2,725 |
0.001 |
N/A |
|
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MLPX |
Global X Mlp And Energy Inf... |
49 |
- |
$7.73 |
$206,000 |
4,197 |
0.09% |
-18,000 |
-833 |
0.021 |
N/A |
|
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NOCT |
Innovator Nasdaq-100 Power ... |
50 |
- |
$0.00 |
$203,000 |
4,273 |
0.09% |
-24,000 |
-675 |
0.047 |
N/A |
|
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IVV |
iShares Core S&P 500 Etf |
52 |
- |
$538.33 |
$201,000 |
382 |
0.09% |
-22,000 |
-85 |
0 |
Closed - End Fund - E... |
|
|
PGX |
Invesco Preferred ETF |
53 |
- |
$11.56 |
$127,000 |
10,669 |
0.06% |
-240,000 |
-21,303 |
0.002 |
Closed - End Fund - Debt |
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