Leading Edge Financial Planning LLC Reduced Holdings in Q3 2024

Leading Edge Financial Planning LLC

  • $299 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
DFAX
Dimensional ETF Tr
-7.76K
- 18.07%
$24.29 - $27.25 $188K - $211K
35.2K $950M
SCHX
Schwab Strategic Tr Us Large C

ETFs
-1.05K
- 7.25%
$61.11 - $67.85 $64.3K - $71.4K
13.5K $914M
DFAI
Dimensional ETF Tr

ETFs
-4.43K
- 7.29%
$28.69 - $32.06 $127K - $142K
56.4K $1.79B
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-809
- 10.6%
$31.05 - $34.29 $25.1K - $27.7K
6.82K $234M
DFAE
Dimensional ETF Tr

ETFs
-671
- 6.98%
$24.46 - $27.82 $16.4K - $18.7K
8.94K $245M
VIG
Vanguard Dividend Appreciation

ETFs
-318
- 8.08%
$182.15 - $182.15 $57.9K - $57.9K
3.62K $717M
NJUL
Innovator Growth 100 Power Buf

Technology
-100
- 2.67%
$56.73 - $60.88 $5.67K - $6.09K
3.64K $222M
EDV
Vanguard Extended Duration Tre

ETFs
-509
- 7.58%
$70.73 - $83.52 $36K - $42.5K
6.2K $494M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-49
- 3.53%
$162.64 - $179.3 $7.97K - $8.79K
1.34K $240M
SCHO
Schwab Short Term Us Treasury

ETFs
-101
- 0.84%
$47.93 - $49.06 $4.84K - $4.96K
11.9K $581M
AOM
Ishares Tr Core Moderate Alloc

ETFs
-43
- 0.58%
$42.66 - $45.18 $1.83K - $1.94K
7.37K $332M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-10
- 0.39%
$434.77 - $502.96 $4.35K - $5.03K
2.53K $1.24B
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-14
- 0.66%
$117.9 - $128.2 $1.65K - $1.79K
2.12K $272M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-100
- 2.06%
$77.02 - $85.06 $7.7K - $8.51K
4.75K $402M
VOE
Vanguard Mid Cap Value Index F

ETFs
-1.18K
- 8.93%
$149.02 - $167.67 $176K - $198K
12K $2.02B
VTV
Vanguard Value ETF

ETFs
-72
- 2.3%
$159.75 - $174.57 $11.5K - $12.6K
3.05K $533M
NTSI
Wisdomtree Tr Intl Efficient C

ETFs
-827
- 3.55%
$35.93 - $39.59 $29.7K - $32.7K
22.5K $881M
NTSX
Wisdomtree Tr Wisdomtree U.S.

ETFs
-1.7K
- 4.35%
$42.72 - $47.0 $72.7K - $79.9K
37.4K $1.76B
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
-1.2K
- 2.34%
$45.2 - $47.87 $54.4K - $57.6K
50.2K $2.39B
Dimensional ETF Trust
-341
- 2.34%
N/A
14.2K $411M
GLDM
World Gold Trust

ETFs
-1.92K
- 7.05%
$46.2 - $53.01 $88.8K - $102K
25.3K $1.32B
REET
Ishares Global Reit ETF

ETFs
-14.1K
- 4.11%
$23.07 - $27.17 $326K - $384K
330K $8.8B
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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