Leading Edge Financial Planning LLC Portfolio Holdings by Sector
Leading Edge Financial Planning LLC
- $299 Billion
- Q3 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
SPLG DFIC SPAB SCHB DUHP DFSV DFEM DFIP 46 stocks |
$277 Million
99.41% of portfolio
|
  24  
|
  20  
|
  5  
|
- |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$615,240
0.22% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Oil & Gas Midstream | Energy
EPD 1 stocks |
$452,127
0.16% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$359,748
0.13% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$222,851
0.08% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|