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  Name: Leading Edge Financial Planning LLC
  City: KNOXVILLE
  State: TN
  Zip: 37909
   
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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 : 2
  Closed Positions : 8
  Increased Positions : 23
  Unchanged Positions : 1
  Decreased Positions : 28

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 8     View All Holdings Currently Viewing:  Closed Positions     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
   (DFIV)1 Year Chart         DFIV Dimensional International V... 55 Closed $38.00 $0 0 0% -218,000 -6,352 0    N/A
   (VXUS)1 Year Chart         VXUS Vanguard Total Internationa... 61 Closed $62.21 $0 0 0% -260,000 -4,482 0    Closed - End Fund - E...
   (TLO)1 Year Chart         TLO Talon Metals Corp 60 Closed $27.08 $0 0 0% -327,000 -11,265 0    Closed - End Fund - E...
   (ITE)1 Year Chart         ITE Spdr Brcly Cap Intrmd Trm 59 Closed $27.86 $0 0 0% -281,000 -9,843 0    Closed - End Fund - E...
   (SCHH)1 Year Chart         SCHH Schwab Us Reit 58 Closed $20.02 $0 0 0% -440,000 -21,264 0    N/A
   (SLYV)1 Year Chart         SLYV streetTRACKS Dow Jones US S... 57 Closed $82.25 $0 0 0% -346,000 -4,158 0    Closed - End Fund - E...
   (PJUL)1 Year Chart         PJUL Innovator S&p 500 Power Buf... 56 Closed $0.00 $0 0 0% -301,000 -8,325 0    N/A
   (CSJ)1 Year Chart         CSJ iShares Barclays 1-3 Year C... 62 Closed $51.11 $0 0 0% -215,000 -4,203 0    Closed - End Fund - E...

      8 Records Found
  1    
Page 1 of 1
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