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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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Filing Period: |
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| Holdings
Found :
23 |
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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 |
streetTRACKS Series Trust -... |
1 |
- |
$62.27 |
$33,022,000 |
536,675 |
14.63% |
5,773,000 |
49,213 |
0.06 |
Closed - End Fund - E... |
|
|
DFIC |
Dfa Dimensional Internation... |
2 |
- |
$0.00 |
$29,075,000 |
1,086,909 |
12.88% |
6,219,000 |
191,662 |
0.121 |
N/A |
|
|
LAG |
Lagardere S.C.A |
3 |
- |
$25.00 |
$28,882,000 |
1,142,469 |
12.79% |
5,813,000 |
242,754 |
0.087 |
Closed - End Fund - E... |
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SCHB |
Schwab Strategic Trust |
4 |
- |
$61.60 |
$19,579,000 |
320,708 |
8.67% |
3,040,000 |
23,611 |
0.164 |
Closed - End Fund - Debt |
|
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DUHP |
Dfa Dimensional Us High Pro... |
5 |
- |
$0.00 |
$19,186,000 |
606,955 |
8.5% |
3,623,000 |
62,991 |
0.451 |
N/A |
|
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DFSV |
Dfa Dimensional Us Small Ca... |
6 |
- |
$0.00 |
$14,830,000 |
492,678 |
6.57% |
2,845,000 |
81,092 |
0.547 |
N/A |
|
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DFEM |
Dfa Dimensional Emerging Ma... |
7 |
- |
$0.00 |
$13,430,000 |
526,857 |
5.95% |
2,903,000 |
105,111 |
0.509 |
N/A |
|
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AVLV |
Avantis Us Large Cap Value Etf |
8 |
- |
$0.00 |
$11,975,000 |
186,356 |
5.3% |
2,922,000 |
29,624 |
0.207 |
N/A |
|
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REET |
Ishares Global Reit |
9 |
- |
$23.54 |
$8,396,000 |
354,576 |
3.72% |
1,474,000 |
68,313 |
0.357 |
N/A |
|
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DFIP |
Dfa Dimensional Inflation-p... |
10 |
- |
$0.00 |
$7,691,000 |
186,454 |
3.41% |
1,260,000 |
30,669 |
0.207 |
N/A |
|
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BIL |
Spdr Brcly Cap 1-3 Mnth Tb |
11 |
- |
$0.00 |
$6,401,000 |
69,728 |
2.84% |
657,000 |
6,871 |
0.008 |
Closed - End Fund - E... |
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BNDX |
Vanguard Total Internationa... |
12 |
- |
$48.73 |
$5,180,000 |
105,302 |
2.29% |
1,328,000 |
27,274 |
0.012 |
N/A |
|
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XOVR |
Spdr Bofa Merrill Lynch Cro... |
14 |
- |
$23.28 |
$2,662,000 |
113,479 |
1.18% |
719,000 |
30,385 |
0.11 |
N/A |
|
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VOT |
Van Kampen Municipal Opport... |
16 |
- |
$233.88 |
$1,873,000 |
7,944 |
0.83% |
1,002,000 |
3,977 |
0.017 |
Closed - End Fund - Debt |
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GLDM |
Spdr Gold Minishares Trust |
19 |
- |
$47.92 |
$1,120,000 |
25,431 |
0.5% |
120,000 |
987 |
0.013 |
N/A |
|
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NTSI |
Wisdomtree International Ef... |
25 |
- |
$0.00 |
$901,000 |
24,310 |
0.4% |
593,000 |
15,679 |
0.069 |
N/A |
|
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DFCF |
Dfa Dimensional Core Fixed ... |
27 |
- |
$0.00 |
$701,000 |
16,713 |
0.31% |
47,000 |
1,300 |
0.019 |
N/A |
|
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IPE |
Spdr Barclays Capital Tips Etf |
30 |
- |
$25.39 |
$508,000 |
19,811 |
0.23% |
28,000 |
1,050 |
0.009 |
Closed - End Fund - E... |
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EDV |
Vanguard Extended Dur Tre I... |
31 |
- |
$72.67 |
$487,000 |
6,351 |
0.22% |
50,000 |
963 |
0.046 |
Closed - End Fund - Debt |
|
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EPD |
Enterprise Products Partner... |
32 |
- |
$28.56 |
$461,000 |
15,813 |
0.2% |
50,000 |
202 |
0.001 |
Independent Oil & Gas |
|
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PGF |
Invesco Financial Preferred... |
33 |
- |
$14.81 |
$420,000 |
27,590 |
0.19% |
158,000 |
9,601 |
0.031 |
Closed - End Fund - E... |
|
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VTI |
Vanguard Total Stock Market... |
36 |
- |
$262.30 |
$311,000 |
1,195 |
0.14% |
29,000 |
8 |
0 |
Closed - End Fund - E... |
|
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CIM |
Chimera Investment Corp |
54 |
- |
$4.52 |
$68,000 |
14,669 |
0.03% |
14,000 |
3,891 |
0.006 |
Closed - End Fund - Debt |
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