Titelia

Holdings of Leading Edge Financial Planning LLC

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Net assets
-
Positions
58 in 1 countries
Top ten
87.7 % of the equity sleeve
Filed on
Mar 31, 2026
Portfolio shape

Positions

RankCompanySharesValueWeight
1State Street SPDR Portfolio S&P 500 ETF 914,70270M $
2Dimensional International Core 1,956,55969.5M $
3DIMENSIONAL ETF TRUST 1,200,07344.1M $
4Schwab US Broad Market ETF 1,640,88241.2M $
5Avantis US Large Cap Value ETF 347,35928M $
6State Street SPDR Portfolio Ag 1,054,97127M $
7DIMENSIONAL ETF TRUST 636,06726.9M $
8Dimensional Inflation-Protecte 515,02421.5M $
9Avantis Real Estate ETF 225,8709.9M $
10Vanguard Short-Term Corporate Bond ETF 123,7099.8M $
11VANGUARD CHARLOTTE FUNDS 197,0829.5M $
12ISHARES TRUST 296,2987.5M $
13AMERICAN CENTURY INVEST 22,6872.5M $
14Vanguard Mid-Cap Value ETF 13,2602.4M $
15Avantis Emerging Markets Equity ETF 25,0002M $
16SPDR Gold MiniShares Trust 18,3901.7M $
17SPDR SERIES TRUST 18,3571.7M $
18DIMENSIONAL ETF TRUST 42,5621.7M $
19Invesco QQQ Trust Series 1 2,6251.5M $
20Schwab U.S. Large-Cap ETF 56,0031.4M $
21Avantis International Equity ETF 16,3661.4M $
22Avantis Core Fixed Income ETF 29,7261.2M $
23State Street SPDR Portfolio TIPS ETF 41,1561.1M $
24Apple Inc 3,297836.6K $
25VANGUARD DIVIDEND APPRECIATION VANGUARD DIVIDEND APPREC ETF 3,471746.6K $
26Schwab U.S. Aggregate Bond ETF 28,403659.5K $
27Vanguard Total Stock Market ETF 1,984636.5K $
28ENTERPRISE PRODUCTS PARTNERS LP 16,545626.1K $
29iShares Core S&P Total U.S. Stock Market ETF 4,060578.3K $
30VANGUARD WORLD FUND 8,191532K $
31iShares Core S&P 500 ETF 735480.3K $
32iShares MSCI USA Quality Factor ETF 2,470473.8K $
33Schwab US Dividend Equity ETF 14,714451.4K $
34Amazon.com Inc 1,950406.1K $
35Schwab Short-Term U.S. Treasury ETF 16,683404.9K $
36Vanguard S&P 500 ETF 652389.6K $
37ABRDN SILVER ETF TRUST 5,023359.7K $
38Alpha Architect 1-3 Month Box 2,920339.6K $
39Vanguard Value ETF 1,598313.5K $
40Avantis International Small Cap Value ETF 3,067306.3K $
41iShares Ultra Short Duration B 5,961301.7K $
42DIMENSIONAL ETF TRUST 4,178296.3K $
43VANGUARD WHITEHALL FUNDS 1,860275.5K $
44ISHARES TRUST 2,559271.7K $
45DIMENSIONAL ETF TRUST 6,824265.2K $
46NVIDIA Corp 1,503262.2K $
47Global X MLP & Energy Infrastructure ETF 3,534261.3K $
48VANGUARD BOND INDEX FUNDS 3,375260.5K $
49SPDR S&P 500 ETF TRUST 397257.9K $
50Dimensional International Value ETF 4,886257.9K $
51Johnson & Johnson 1,046255.7K $
52Tesla Inc 628233.5K $
53Schwab International Equity ETF 9,284229.8K $
54iShares Core U.S. Aggregate Bond ETF 2,293227.6K $
55Broadcom Inc 718222.2K $
56SCHWAB STRATEGIC TRUST 7,061215.4K $
57Neurocrine Biosciences Inc 1,619213.3K $
58Innovator Growth 100 Power Buffer ETF - July 2,949210.6K $

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Sector breakdown

  • Funds 2.2 %
  • Technology 0.3 %
  • Consumer discretionary 0.2 %
  • Health care 0.1 %
  • Unattributed 97.2 %

Titelia assigns each company to a sector, one by one. The unassigned share stays visible, under "Unattributed".

Currency breakdown

  • USD 100.0 %

Each line is counted in its quoted currency, as the fund declares it.

Country breakdown

  • United States 100.0 %

Shares are computed on the fund's equities only.

RankCountryLinesValueShare
1United States58396.6M $100.00 %
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Titelia. "Holdings of Leading Edge Financial Planning LLC". https://titelia.com/en/funds/US13F1967205