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  Name: Leading Edge Financial Planning LLC
  City: KNOXVILLE
  State: TN
  Zip: 37909
   
Achive data
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $225,772,000
  Total Value Change : $33,043,000
  Securities Held Change : -6
   
All Securities Held : 54
  New Positions :
  Closed Positions :
  Increased Positions :
  Unchanged Positions :
  Decreased Positions :

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Holdings Found : 62     View All Holdings Currently Viewing:  ALL     Page 1 of 1
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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
   (ELR)1 Year Chart         ELR streetTRACKS Series Trust -... - $60.76 $33,022,000 536,675 % 5,773,000 49,213 0    N/A
   (DFIC)1 Year Chart         DFIC Dfa Dimensional Internation... - $0.00 $29,075,000 1,086,909 % 6,219,000 191,662 0    N/A
   (LAG)1 Year Chart         LAG Lagardere S.C.A - $24.85 $28,882,000 1,142,469 % 5,813,000 242,754 0    N/A
   (SCHB)1 Year Chart         SCHB Schwab Strategic Trust - $60.15 $19,579,000 320,708 % 3,040,000 23,611 0    N/A
   (DUHP)1 Year Chart         DUHP Dfa Dimensional Us High Pro... - $0.00 $19,186,000 606,955 % 3,623,000 62,991 0    N/A
   (DFSV)1 Year Chart         DFSV Dfa Dimensional Us Small Ca... - $0.00 $14,830,000 492,678 % 2,845,000 81,092 0    N/A
   (DFEM)1 Year Chart         DFEM Dfa Dimensional Emerging Ma... - $0.00 $13,430,000 526,857 % 2,903,000 105,111 0    N/A
   (AVLV)1 Year Chart         AVLV Avantis Us Large Cap Value Etf - $0.00 $11,975,000 186,356 % 2,922,000 29,624 0    N/A
   (REET)1 Year Chart         REET Ishares Global Reit - $22.79 $8,396,000 354,576 % 1,474,000 68,313 0    N/A
   (DFIP)1 Year Chart         DFIP Dfa Dimensional Inflation-p... - $0.00 $7,691,000 186,454 % 1,260,000 30,669 0    N/A
   (BIL)1 Year Chart         BIL Spdr Brcly Cap 1-3 Mnth Tb - $0.00 $6,401,000 69,728 % 657,000 6,871 0    N/A
   (BNDX)1 Year Chart         BNDX Vanguard Total Internationa... - $48.75 $5,180,000 105,302 % 1,328,000 27,274 0    N/A
   (SCHZ)1 Year Chart         SCHZ Schwab Us Aggregate Bond - $45.21 $2,707,000 58,839 % -102,000 -1,424 0    N/A
   (XOVR)1 Year Chart         XOVR Spdr Bofa Merrill Lynch Cro... - $23.24 $2,662,000 113,479 % 719,000 30,385 0    N/A
   (DFAI)1 Year Chart         DFAI Dfa Dimensional Internation... - $0.00 $1,888,000 62,469 % 32,000 -2,341 0    N/A
   (VOT)1 Year Chart         VOT Van Kampen Municipal Opport... - $230.19 $1,873,000 7,944 % 1,002,000 3,977 0    N/A
   (NTSX)1 Year Chart         NTSX Wisdomtree 90/60 Us Balance... - $0.00 $1,280,000 30,300 % -547,000 -16,200 0    N/A
   (AAPL)1 Year Chart         AAPL Apple Inc - $181.71 $1,144,000 6,672 % -225,000 -437 0    N/A
   (GLDM)1 Year Chart         GLDM Spdr Gold Minishares Trust - $46.09 $1,120,000 25,431 % 120,000 987 0    N/A
   (QQQ)1 Year Chart         QQQ Invesco QQQ Trust Series I - $440.25 $1,110,000 2,501 % -78,000 -400 0    N/A
   (DFAX)1 Year Chart         DFAX Dimensional Funds plc - Wor... - $25.70 $1,106,000 43,492 % -1,978,000 -82,811 0    N/A
   (AVUV)1 Year Chart         AVUV Avantis Us Small Cap Value Etf - $91.74 $1,098,000 11,718 % -7,000 -592 0    N/A
   (SCHX)1 Year Chart         SCHX Schwab Strategic Trust - $61.29 $965,000 15,552 % -8,000 -1,698 0    N/A
   (SCHO)1 Year Chart         SCHO Schwab Short-Term U.S. Tre... - $47.91 $954,000 19,778 % -981,000 -20,157 0    N/A
   (NTSI)1 Year Chart         NTSI Wisdomtree International Ef... - $0.00 $901,000 24,310 % 593,000 15,679 0    N/A
   (VIG)1 Year Chart         VIG Vanguard Dividend Appreciat... - $178.04 $715,000 3,915 % -208,000 -1,502 0    N/A
   (DFCF)1 Year Chart         DFCF Dfa Dimensional Core Fixed ... - $0.00 $701,000 16,713 % 47,000 1,300 0    N/A
   (ICSH)1 Year Chart         ICSH Ishares Ultra Short Term Bo... - $0.00 $562,000 11,106 % -37,000 -780 0    N/A
   (VTV)1 Year Chart         VTV Vanguard Value VIPERS - $158.82 $513,000 3,148 % 36,000 -43 0    N/A
   (IPE)1 Year Chart         IPE Spdr Barclays Capital Tips Etf - $25.23 $508,000 19,811 % 28,000 1,050 0    N/A
   (EDV)1 Year Chart         EDV Vanguard Extended Dur Tre I... - $71.24 $487,000 6,351 % 50,000 963 0    N/A
   (EPD)1 Year Chart         EPD Enterprise Products Partner... - $28.37 $461,000 15,813 % 50,000 202 0    N/A
   (PGF)1 Year Chart         PGF Invesco Financial Preferred... - $14.86 $420,000 27,590 % 158,000 9,601 0    N/A
   (SCHD)1 Year Chart         SCHD Schwab US Dividend Equity ETF - $78.13 $402,000 4,990 % -189,000 -2,771 0    N/A
   (AOM)1 Year Chart         AOM iShares Trust - $42.19 $318,000 7,433 % -9,000 -439 0    N/A
   (VTI)1 Year Chart         VTI Vanguard Total Stock Market... - $256.25 $311,000 1,195 % 29,000 8 0    N/A
   (SCHF)1 Year Chart         SCHF Schwab Strategic Trust - $38.83 $299,000 7,653 % -479,000 -13,403 0    N/A
   (NJUL)1 Year Chart         NJUL Innovator ETFs Tr - $0.00 $294,000 5,106 % -40,000 -957 0    N/A
   (TPYP)1 Year Chart         TPYP Tortoise North American Pip... - $0.00 $288,000 10,284 % -50,000 -2,747 0    N/A
   (DFAE)1 Year Chart         DFAE Dfa Dimensional Emerging Co... - $0.00 $246,000 9,950 % -57,000 -2,601 0    N/A
   (DFAC)1 Year Chart         DFAC Dimensional U S Core Equity... - $31.35 $244,000 7,632 % 15,000 -203 0    N/A
   (VYM)1 Year Chart         VYM Vanguard High Dividend Yiel... - $117.84 $239,000 1,978 % 0 -160 0    N/A
   (PJAN)1 Year Chart         PJAN Innovator S&p 500 Power Buf... New $0.00 $224,000 5,716 % 224,000 5,716 0    N/A
   (QUAL)1 Year Chart         QUAL Ishares Msci Usa Quality Fa... - $0.00 $221,000 1,344 % -68,000 -621 0    N/A
   (SCHV)1 Year Chart         SCHV Schwab Strategic Trust - $73.73 $219,000 2,877 % -38,000 -788 0    N/A
   (AMZN)1 Year Chart         AMZN Amazon.com Inc - $188.70 $214,000 1,184 % -194,000 -1,502 0    N/A
   (DFGR)1 Year Chart         DFGR Dfa Dimensional Global Real... - $0.00 $214,000 8,364 % -3,000 0 0    N/A
   (SCHP)1 Year Chart         SCHP Schwab U.S. Tips Etf - $51.56 $210,000 4,035 % -143,000 -2,725 0    N/A
   (MLPX)1 Year Chart         MLPX Global X Mlp And Energy Inf... - $7.73 $206,000 4,197 % -18,000 -833 0    N/A
   (NOCT)1 Year Chart         NOCT Innovator Nasdaq-100 Power ... - $0.00 $203,000 4,273 % -24,000 -675 0    N/A
   (JHPI)1 Year Chart         JHPI John Hancock Preferred Inco... New $0.00 $202,000 8,984 % 202,000 8,984 0    N/A
   (IVV)1 Year Chart         IVV iShares Core S&P 500 Etf - $519.19 $201,000 382 % -22,000 -85 0    N/A
   (PGX)1 Year Chart         PGX Invesco Preferred ETF - $11.64 $127,000 10,669 % -240,000 -21,303 0    N/A
   (CIM)1 Year Chart         CIM Chimera Investment Corp - $4.35 $68,000 14,669 % 14,000 3,891 0    N/A
   (DFIV)1 Year Chart         DFIV Dimensional International V... Closed $37.06 $0 0 0% -218,000 -6,352 0    N/A
   (TLO)1 Year Chart         TLO Talon Metals Corp Closed $26.74 $0 0 0% -327,000 -11,265 0    Closed - End Fund - E...
   (VXUS)1 Year Chart         VXUS Vanguard Total Internationa... Closed $60.72 $0 0 0% -260,000 -4,482 0    Closed - End Fund - E...
   (ITE)1 Year Chart         ITE Spdr Brcly Cap Intrmd Trm Closed $27.74 $0 0 0% -281,000 -9,843 0    Closed - End Fund - E...
   (SCHH)1 Year Chart         SCHH Schwab Us Reit Closed $19.22 $0 0 0% -440,000 -21,264 0    N/A
   (SLYV)1 Year Chart         SLYV streetTRACKS Dow Jones US S... Closed $80.52 $0 0 0% -346,000 -4,158 0    Closed - End Fund - E...
   (CSJ)1 Year Chart         CSJ iShares Barclays 1-3 Year C... Closed $51.03 $0 0 0% -215,000 -4,203 0    Closed - End Fund - E...
   (PJUL)1 Year Chart         PJUL Innovator S&p 500 Power Buf... Closed $0.00 $0 0 0% -301,000 -8,325 0    N/A
      62 Records Found
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