Leading Edge Financial Planning LLC Purchases in Q4 2024

Leading Edge Financial Planning LLC

  • $305 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
405K
+ 890.97%
$41.17 - $43.34 $16.7M - $17.6M
451K $18.6B
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
63.1K
+ 268.05%
$77.86 - $79.27 $4.91M - $5M
86.6K $6.76B
Dimensional ETF Trust
86.7K
New
N/A
86.7K $4.39B
DFIP
Dimensional ETF Tr Inflation P

ETFs
98.4K
+ 39.75%
$40.31 - $42.43 $3.97M - $4.17M
346K $14B
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
13.4K
+ 2.04%
$66.77 - $71.52 $893K - $956K
670K $46.2B
SCHB
Schwab Strategic Tr Us Broad M

ETFs
841K
+ 212.11%
$22.01 - $66.82 $18.5M - $56.2M
1.24M $28.1B
VOT
Vanguard Mid Cap Growth Index

ETFs
3.77K
New
$241.48 - $274.89 $911K - $1.04M
3.77K $958M
DFSV
Dimensional ETF Tr Dimensional

ETFs
30K
+ 4.62%
$30.18 - $33.87 $906K - $1.02M
679K $20.9B
DUHP
Dimensional ETF Tr Dimensional

ETFs
32.3K
+ 4.2%
$33.62 - $35.69 $1.08M - $1.15M
800K $27B
AVRE
American Centy ETF Tr Avantis
24.3K
+ 43.32%
$41.03 - $46.91 $996K - $1.14M
80.3K $3.37B
AVIG
American Centy ETF Tr Avantis

ETFs
16.3K
New
$40.48 - $42.48 $660K - $692K
16.3K $661M
DFSD
Dimensional ETF Tr Short Durat

ETFs
9.54K
New
$46.75 - $47.8 $446K - $456K
9.54K $447M
BNDX
Vanguard Total International B

ETFs
8.69K
+ 6.67%
$48.91 - $50.61 $425K - $440K
139K $6.82B
PDEC
Innovator U.S. Equity Power Bu
6.92K
New
N/A
6.92K $266M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
2.7K
New
$74.5 - $78.37 $201K - $212K
2.7K $202M
AVUV
American Centy ETF Tr Avantis

ETFs
1.11K
+ 7.88%
$94.37 - $106.41 $105K - $118K
15.2K $1.47B
IVV
Ishares Core S&P 500 ETF

ETFs
182
+ 43.65%
$570.51 - $610.59 $104K - $111K
599 $353M
SPIP
Spdr Ser Tr Spdr Portfolio Tip

ETFs
4.29K
+ 14.82%
$25.25 - $26.34 $108K - $113K
33.2K $841M
AVDE
American Centy ETF Tr Avantis

ETFs
1.84K
+ 20.76%
$60.9 - $66.69 $112K - $122K
10.7K $655M
SCHX
Schwab Strategic Tr Us Large C

ETFs
27.9K
+ 207.21%
$22.4 - $68.28 $625K - $1.9M
41.4K $959M
EPD
Enterprise Products Partners L.P.

Energy
243
+ 1.56%
$28.66 - $34.43 $6.96K - $8.37K
15.8K $495M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
26
+ 5.19%
$521.84 - $558.82 $13.6K - $14.5K
527 $284M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
10.4K
+ 219.25%
$26.93 - $84.95 $281K - $885K
15.2K $415M
POCT
Innovator U.S. Equity Power Bu

ETFs
207
+ 3.49%
$38.63 - $40.03 $8K - $8.29K
6.14K $243M
EDV
Vanguard Extended Duration Tre

ETFs
468
+ 7.55%
$67.27 - $79.67 $31.5K - $37.3K
6.67K $452M
AVEM
American Centy ETF Tr Avantis

ETFs
1.22K
+ 5.6%
$58.59 - $66.14 $71.6K - $80.8K
23.1K $1.36B
SCHO
Schwab Short Term Us Treasury

ETFs
9.75K
+ 82.22%
$24.06 - $48.88 $235K - $477K
21.6K $520M
NTSI
Wisdomtree Tr Intl Efficient C

ETFs
398
+ 1.77%
$35.09 - $39.06 $14K - $15.5K
22.9K $808M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
31.2K
+ 5.06%
$26.16 - $28.82 $815K - $898K
648K $17B
DFIC
Dimensional ETF Tr Dimensional

ETFs
107K
+ 7.58%
$25.61 - $28.0 $2.73M - $2.99M
1.51M $39.1B
Activity Summary
Buys All Purchases 31 New Holdings 6 Increased Positions 25 Sells All Sells 21 Reductions 21 Sold out 0 Options Calls 0 Puts 0
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