Leading Edge Financial Planning LLC Purchases in Q3 2024

Leading Edge Financial Planning LLC

  • $299 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
DFIC
Dimensional ETF Tr Dimensional

ETFs
180K
+ 14.65%
$25.36 - $28.37 $4.56M - $5.1M
1.41M $39.6B
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
75.9K
+ 13.09%
$60.84 - $67.51 $4.62M - $5.13M
656K $44.3B
SPAB
Spdr Portfolio Aggregate Bond

ETFs
157K
+ 12.05%
$24.86 - $26.33 $3.9M - $4.13M
1.46M $38.1B
DUHP
Dimensional ETF Tr Dimensional

ETFs
98.3K
+ 14.69%
$30.74 - $34.07 $3.02M - $3.35M
768K $26.1B
SCHB
Schwab Strategic Tr Us Broad M

ETFs
45.5K
+ 12.95%
$59.93 - $66.52 $2.72M - $3.02M
396K $26.4B
DFSV
Dimensional ETF Tr Dimensional

ETFs
93.3K
+ 16.79%
$28.25 - $31.7 $2.64M - $2.96M
649K $20B
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
80.1K
+ 14.94%
$25.21 - $28.46 $2.02M - $2.28M
616K $17.4B
AVLV
American Centy ETF Tr Avantis
34.4K
+ 16.87%
$60.05 - $65.83 $2.06M - $2.26M
238K $15.7B
DFIP
Dimensional ETF Tr Inflation P

ETFs
51.1K
+ 26.01%
$40.69 - $42.46 $2.08M - $2.17M
248K $10.5B
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
23.5K
New
$76.94 - $79.54 $1.81M - $1.87M
23.5K $1.87B
BNDX
Vanguard Total International B

ETFs
16.5K
+ 14.47%
$48.42 - $50.35 $798K - $830K
130K $6.55B
AVDE
American Centy ETF Tr Avantis

ETFs
8.85K
New
$60.09 - $67.67 $531K - $599K
8.85K $593M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
7.76K
+ 20.58%
$41.34 - $43.55 $321K - $338K
45.5K $1.96B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
501
New
$475.2 - $527.7 $238K - $264K
501 $264M
POCT
Innovator U.S. Equity Power Bu

ETFs
5.94K
New
$37.79 - $38.95 $224K - $231K
5.94K $231M
MLPX
Global X Mlp & Energy Infrastr

ETFs
3.73K
New
$50.37 - $55.21 $188K - $206K
3.73K $203M
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
2.86K
+ 2.4%
$23.04 - $24.06 $65.8K - $68.7K
122K $2.93B
AVUV
American Centy ETF Tr Avantis

ETFs
728
+ 5.45%
$88.24 - $99.7 $64.2K - $72.6K
14.1K $1.35B
AVEM
American Centy ETF Tr Avantis

ETFs
1K
+ 4.8%
$57.2 - $65.59 $57.2K - $65.6K
21.8K $1.41B
AAPL
Apple Inc.

Technology
116
+ 4.6%
$207.23 - $234.82 $24K - $27.2K
2.64K $615M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
678
+ 0.68%
$91.42 - $91.82 $62K - $62.3K
101K $9.23B
SPIP
Spdr Ser Tr Spdr Portfolio Tip

ETFs
1.29K
+ 4.68%
$25.19 - $26.39 $32.6K - $34.1K
28.9K $761M
ICSH
Blackrock Ultra Short Term Bon

ETFs
927
+ 7.65%
$50.32 - $50.75 $46.6K - $47K
13K $662M
VTI
Vanguard Total Stock Market Et

ETFs
56
+ 4.61%
$255.18 - $283.2 $14.3K - $15.9K
1.27K $360M
IVV
Ishares Core S&P 500 ETF

ETFs
35
+ 9.16%
$520.18 - $576.82 $18.2K - $20.2K
417 $241M
SPY
Spdr S&P 500 ETF Trust

ETFs
20
+ 5.39%
$517.38 - $573.86 $10.3K - $11.5K
391 $224M
PJAN
Innovator U.S. Equity Power Bu

ETFs
3
+ 0.05%
$39.31 - $41.32 $118 - $124
5.72K $236M
EPD
Enterprise Products Partners L.P.

Energy
147
+ 0.96%
$27.88 - $30.0 $4.1K - $4.41K
15.5K $452M
AMZN
Amazon Com Inc

Consumer Cyclical
12
+ 1.01%
$161.02 - $200.0 $1.93K - $2.4K
1.2K $223M
Activity Summary
Buys All Purchases 30 New Holdings 5 Increased Positions 25 Sells All Sells 23 Reductions 23 Sold out 0 Options Calls 0 Puts 0
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