Leading Edge Financial Planning
KNOXVILLE, TNfiles as Leading Edge Financial Planning LLC
$562m in 78 US stocks at the end of 30 June 2026. The top 10 are 82.9% of the money. It changed about 3.3% of the portfolio this quarter.
Value
$562m
Stocks
78
Top 10 share
82.9%
Turnover
3.3%
What changed this quarter
New
Bought for the first time this quarter.
- Vanguard Index FDSVOT0.5% of the fund
- Vanguard Intl Equity Index FVT0.1% of the fund
- Ishares TRSGOV<0.1% of the fund
- J P Morgan Exchange Traded FJMUB<0.1% of the fund
- Dimensional ETF TrustDFNM<0.1% of the fund
- Ishares TRGOVT<0.1% of the fund
- Ishares TRSUB<0.1% of the fund
- Proshares TRTQQQ<0.1% of the fund
- Chimera InvestmentCIM<0.1% of the fund
- Rockwell AutomationROK<0.1% of the fund
- Invesco Trust for Investment Grade MunicipalsVGM<0.1% of the fund
- Horizon Technology FinanceHRZN<0.1% of the fund
- MV Oil TRMVO<0.1% of the fund
Added
Bought more of a stock they already held.
- Spdr Series TrustSPYM15.4% of the fund+8%
- Dimensional ETF TrustDFIC14.3% of the fund+10%
- Dimensional ETF TrustDUHP9.6% of the fund+7%
- Schwab Strategic TRSCHB9.0% of the fund+7%
- Dimensional ETF TrustDFSV7.1% of the fund+6%
- Dimensional ETF TrustDFEM6.6% of the fund+5%
- American Centy ETF TRAVLV6.0% of the fund+6%
- Dimensional ETF TrustDFCF5.4% of the fund+14%
- Spdr Series TrustSPAB5.3% of the fund+11%
- Dimensional ETF TrustDFIP4.3% of the fund+13%
- American Centy ETF TRAVRE2.2% of the fund+17%
- Vanguard Scottsdale FDSVCSH1.9% of the fund+9%
- Vanguard Charlotte FDSBNDX1.9% of the fund+12%
- Dimensional ETF TrustDUSB1.4% of the fund+8%
- American Centy ETF TRAVUV0.6% of the fund+17%
- American Centy ETF TRAVEM0.5% of the fund+19%
- Wisdomtree TRNTSX0.5% of the fund+10%
- World Gold TRGLDM0.3% of the fund+27%
- American Centy ETF TRAVIG0.3% of the fund+45%
- Ishares TRITOT0.2% of the fund+92%
- Wisdomtree TRNTSI0.2% of the fund+12%
- AppleAAPL0.2% of the fund+11%
- Dimensional ETF TrustDFSD0.2% of the fund+24%
- Vanguard Index FDSVTI0.1% of the fund+12%
- Dimensional ETF TrustDFGR0.1% of the fund+4%
Cut
Sold some of their stake.
- Invesco QQQ TRQQQ0.3% of the fund-12%
- Spdr Series TrustBIL0.3% of the fund-14%
- Dimensional ETF TrustDFAX0.2% of the fund-15%
- Spdr Series TrustSPIP0.2% of the fund-8%
- Ishares TRIVV<0.1% of the fund-12%
- Ishares TRQUAL<0.1% of the fund-11%
- Schwab Strategic TRSCHD<0.1% of the fund-5%
- Schwab Strategic TRSCHZ<0.1% of the fund-42%
- Amazon.comAMZN<0.1% of the fund-21%
- Vanguard Index FDSVTV<0.1% of the fund-16%
- State STR Spdr S&P 500 ETF TSPY<0.1% of the fund-2%
- Vanguard Whitehall FDSVYM<0.1% of the fund-4%
- BroadcomAVGO<0.1% of the fund-4%
- NvidiaNVDA<0.1% of the fund-20%
- Ishares TRICSH<0.1% of the fund-26%
- Neurocrine BiosciencesNBIX<0.1% of the fund-20%
- Schwab Strategic TRSCHF<0.1% of the fund-21%
Sold out
Sold their entire stake.
- Vanguard Index FDSVOE-100%
- Schwab Strategic TRSCHO-100%
- Ishares TRMUB-100%
- Vanguard BD Index FDSBIV-100%
- TeslaTSLA-100%
- Vanguard Malvern FDSVTG-100%
- Innovator Etfs TrustNJUL-100%
Holdings
- Spdr Series TrustSPYM
- Share
- 15.4%
- Value
- $87m
- Shares
- 986,037
+8%
- Dimensional ETF TrustDFIC
- Share
- 14.3%
- Value
- $80m
- Shares
- 2,149,853
+10%
- Dimensional ETF TrustDUHP
- Share
- 9.6%
- Value
- $54m
- Shares
- 1,286,243
+7%
- Schwab Strategic TRSCHB
- Share
- 9.0%
- Value
- $51m
- Shares
- 1,748,838
+7%
- Dimensional ETF TrustDFSV
- Share
- 7.1%
- Value
- $40m
- Shares
- 1,027,285
+6%
- Dimensional ETF TrustDFEM
- Share
- 6.6%
- Value
- $37m
- Shares
- 908,460
+5%
- American Centy ETF TRAVLV
- Share
- 6.0%
- Value
- $33m
- Shares
- 367,041
+6%
- Dimensional ETF TrustDFCF
- Share
- 5.4%
- Value
- $31m
- Shares
- 723,730
+14%
- Spdr Series TrustSPAB
- Share
- 5.3%
- Value
- $30m
- Shares
- 1,173,898
+11%
- Dimensional ETF TrustDFIP
- Share
- 4.3%
- Value
- $24m
- Shares
- 580,584
+13%
- American Centy ETF TRAVRE
- Share
- 2.2%
- Value
- $13m
- Shares
- 264,621
+17%
- Vanguard Scottsdale FDSVCSH
- Share
- 1.9%
- Value
- $11m
- Shares
- 135,352
+9%
- Vanguard Charlotte FDSBNDX
- Share
- 1.9%
- Value
- $11m
- Shares
- 220,323
+12%
- Ishares TRREET
- Share
- 1.4%
- Value
- $8m
- Shares
- 293,457
Held
- Dimensional ETF TrustDUSB
- Share
- 1.4%
- Value
- $8m
- Shares
- 151,087
+8%
- American Centy ETF TRAVUV
- Share
- 0.6%
- Value
- $3m
- Shares
- 26,447
+17%
- Vanguard Index FDSVOT
- Share
- 0.5%
- Value
- $3m
- Shares
- 9,383
New
- American Centy ETF TRAVEM
- Share
- 0.5%
- Value
- $3m
- Shares
- 29,770
+19%
- Wisdomtree TRNTSX
- Share
- 0.5%
- Value
- $3m
- Shares
- 43,755
+10%
- World Gold TRGLDM
- Share
- 0.3%
- Value
- $2m
- Shares
- 23,442
+27%
- American Centy ETF TRAVIG
- Share
- 0.3%
- Value
- $2m
- Shares
- 43,086
+45%
- Dimensional ETF TrustDFAI
- Share
- 0.3%
- Value
- $2m
- Shares
- 42,332
Held
- Invesco QQQ TRQQQ
- Share
- 0.3%
- Value
- $2m
- Shares
- 2,315
-12%
- Schwab Strategic TRSCHX
- Share
- 0.3%
- Value
- $2m
- Shares
- 56,167
Held
- American Centy ETF TRAVDE
- Share
- 0.3%
- Value
- $1m
- Shares
- 16,549
Held
- Spdr Series TrustBIL
- Share
- 0.3%
- Value
- $1m
- Shares
- 15,703
-14%
- Ishares TRITOT
- Share
- 0.2%
- Value
- $1m
- Shares
- 7,779
+92%
- Wisdomtree TRNTSI
- Share
- 0.2%
- Value
- $1m
- Shares
- 27,194
+12%
- Dimensional ETF TrustDFAX
- Share
- 0.2%
- Value
- $975,228
- Shares
- 26,472
-15%
- Spdr Series TrustSPIP
- Share
- 0.2%
- Value
- $971,962
- Shares
- 37,849
-8%
- Dimensional ETF TrustDFSD
- Share
- 0.2%
- Value
- $910,736
- Shares
- 19,073
+24%
- Vanguard Intl Equity Index FVT
- Share
- 0.1%
- Value
- $841,095
- Shares
- 5,359
New
- Vanguard Index FDSVTI
- Share
- 0.1%
- Value
- $818,948
- Shares
- 2,213
+12%
- Vanguard Specialized FundsVIG
- Share
- 0.1%
- Value
- $810,293
- Shares
- 3,424
Held
- Dimensional ETF TrustDFGR
- Share
- 0.1%
- Value
- $705,912
- Shares
- 24,367
+4%
- Vanguard World FDEDV
- Share
- 0.1%
- Value
- $618,846
- Shares
- 9,509
+16%
- Dimensional ETF TrustDFGX
- Share
- 0.1%
- Value
- $574,482
- Shares
- 10,719
+6%
- Ishares TRIVV
- Share
- <0.1%
- Value
- $484,787
- Shares
- 647
-12%
- Ishares TRQUAL
- Share
- <0.1%
- Value
- $482,143
- Shares
- 2,197
-11%
- Ishares TRSGOV
- Share
- <0.1%
- Value
- $451,303
- Shares
- 4,483
New
- Vanguard Index FDSVOO
- Share
- <0.1%
- Value
- $444,365
- Shares
- 647
Held
- Schwab Strategic TRSCHD
- Share
- <0.1%
- Value
- $441,734
- Shares
- 13,930
-5%
- Tortoise Capital Series TrusTPYP
- Share
- <0.1%
- Value
- $386,094
- Shares
- 9,208
Held
- Schwab Strategic TRSCHZ
- Share
- <0.1%
- Value
- $381,180
- Shares
- 16,480
-42%
- EA Series TrustBOXX
- Share
- <0.1%
- Value
- $364,735
- Shares
- 3,115
+7%
- Invesco Exchange Traded FD TPGF
- Share
- <0.1%
- Value
- $356,650
- Shares
- 26,014
Held
- Dimensional ETF TrustDFUS
- Share
- <0.1%
- Value
- $340,543
- Shares
- 4,156
Held
- Ishares TRAGG
- Share
- <0.1%
- Value
- $329,507
- Shares
- 3,329
+45%
- Ishares TRAOM
- Share
- <0.1%
- Value
- $329,124
- Shares
- 6,597
Held
- American Centy ETF TRAVDV
- Share
- <0.1%
- Value
- $316,054
- Shares
- 3,067
Held
- Dimensional ETF TrustDFAC
- Share
- <0.1%
- Value
- $302,713
- Shares
- 6,824
Held
- J P Morgan Exchange Traded FJMUB
- Share
- <0.1%
- Value
- $299,929
- Shares
- 5,921
New
- Dimensional ETF TrustDFNM
- Share
- <0.1%
- Value
- $297,888
- Shares
- 6,163
New
- Vanguard Index FDSVTV
- Share
- <0.1%
- Value
- $293,988
- Shares
- 1,349
-16%
- Ishares TRGOVT
- Share
- <0.1%
- Value
- $292,518
- Shares
- 12,841
New
- State STR Spdr S&P 500 ETF TSPY
- Share
- <0.1%
- Value
- $290,159
- Shares
- 389
-2%
- Abrdn Silver ETF TrustSIVR
- Share
- <0.1%
- Value
- $282,393
- Shares
- 5,023
Held
- Vanguard Whitehall FDSVYM
- Share
- <0.1%
- Value
- $281,293
- Shares
- 1,780
-4%
- Ishares TRSUB
- Share
- <0.1%
- Value
- $266,495
- Shares
- 2,503
New
- Dimensional ETF TrustDFIV
- Share
- <0.1%
- Value
- $263,942
- Shares
- 4,886
Held
- Global X FDSMLPX
- Share
- <0.1%
- Value
- $260,132
- Shares
- 3,532
Held
- Proshares TRTQQQ
- Share
- <0.1%
- Value
- $254,745
- Shares
- 3,145
New
- Schwab Strategic TRSCHV
- Share
- <0.1%
- Value
- $245,748
- Shares
- 7,060
Held
- Ishares TRICSH
- Share
- <0.1%
- Value
- $223,008
- Shares
- 4,409
-26%
- John Hancock Exchange TradedJHPI
- Share
- <0.1%
- Value
- $220,801
- Shares
- 9,727
Held
- Schwab Strategic TRSCHF
- Share
- <0.1%
- Value
- $204,152
- Shares
- 7,370
-21%
- Invesco Trust for Investment Grade MunicipalsVGM
- Share
- <0.1%
- Value
- $108,152
- Shares
- 10,203
New
- MV Oil TRMVO
- Share
- <0.1%
- Value
- $21,207
- Shares
- 11,981
New
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| Spdr Series TrustSPYM | 15.4% | $87m | 986,037 | +8% |
| Dimensional ETF TrustDFIC | 14.3% | $80m | 2,149,853 | +10% |
| Dimensional ETF TrustDUHP | 9.6% | $54m | 1,286,243 | +7% |
| Schwab Strategic TRSCHB | 9.0% | $51m | 1,748,838 | +7% |
| Dimensional ETF TrustDFSV | 7.1% | $40m | 1,027,285 | +6% |
| Dimensional ETF TrustDFEM | 6.6% | $37m | 908,460 | +5% |
| American Centy ETF TRAVLV | 6.0% | $33m | 367,041 | +6% |
| Dimensional ETF TrustDFCF | 5.4% | $31m | 723,730 | +14% |
| Spdr Series TrustSPAB | 5.3% | $30m | 1,173,898 | +11% |
| Dimensional ETF TrustDFIP | 4.3% | $24m | 580,584 | +13% |
| American Centy ETF TRAVRE | 2.2% | $13m | 264,621 | +17% |
| Vanguard Scottsdale FDSVCSH | 1.9% | $11m | 135,352 | +9% |
| Vanguard Charlotte FDSBNDX | 1.9% | $11m | 220,323 | +12% |
| Ishares TRREET | 1.4% | $8m | 293,457 | Held |
| Dimensional ETF TrustDUSB | 1.4% | $8m | 151,087 | +8% |
| American Centy ETF TRAVUV | 0.6% | $3m | 26,447 | +17% |
| Vanguard Index FDSVOT | 0.5% | $3m | 9,383 | New |
| American Centy ETF TRAVEM | 0.5% | $3m | 29,770 | +19% |
| Wisdomtree TRNTSX | 0.5% | $3m | 43,755 | +10% |
| World Gold TRGLDM | 0.3% | $2m | 23,442 | +27% |
| American Centy ETF TRAVIG | 0.3% | $2m | 43,086 | +45% |
| Dimensional ETF TrustDFAI | 0.3% | $2m | 42,332 | Held |
| Invesco QQQ TRQQQ | 0.3% | $2m | 2,315 | -12% |
| Schwab Strategic TRSCHX | 0.3% | $2m | 56,167 | Held |
| American Centy ETF TRAVDE | 0.3% | $1m | 16,549 | Held |
| Spdr Series TrustBIL | 0.3% | $1m | 15,703 | -14% |
| Ishares TRITOT | 0.2% | $1m | 7,779 | +92% |
| Wisdomtree TRNTSI | 0.2% | $1m | 27,194 | +12% |
| AppleAAPL | 0.2% | $1m | 3,646 | +11% |
| Dimensional ETF TrustDFAX | 0.2% | $975,228 | 26,472 | -15% |
| Spdr Series TrustSPIP | 0.2% | $971,962 | 37,849 | -8% |
| Dimensional ETF TrustDFSD | 0.2% | $910,736 | 19,073 | +24% |
| Vanguard Intl Equity Index FVT | 0.1% | $841,095 | 5,359 | New |
| Vanguard Index FDSVTI | 0.1% | $818,948 | 2,213 | +12% |
| Vanguard Specialized FundsVIG | 0.1% | $810,293 | 3,424 | Held |
| Dimensional ETF TrustDFGR | 0.1% | $705,912 | 24,367 | +4% |
| Vanguard World FDEDV | 0.1% | $618,846 | 9,509 | +16% |
| Enterprise Products Partners L.P.EPD | 0.1% | $614,987 | 16,730 | Held |
| Dimensional ETF TrustDFGX | 0.1% | $574,482 | 10,719 | +6% |
| Ishares TRIVV | <0.1% | $484,787 | 647 | -12% |
| Ishares TRQUAL | <0.1% | $482,143 | 2,197 | -11% |
| Ishares TRSGOV | <0.1% | $451,303 | 4,483 | New |
| Vanguard Index FDSVOO | <0.1% | $444,365 | 647 | Held |
| Schwab Strategic TRSCHD | <0.1% | $441,734 | 13,930 | -5% |
| Tortoise Capital Series TrusTPYP | <0.1% | $386,094 | 9,208 | Held |
| Schwab Strategic TRSCHZ | <0.1% | $381,180 | 16,480 | -42% |
| Amazon.comAMZN | <0.1% | $367,044 | 1,540 | -21% |
| EA Series TrustBOXX | <0.1% | $364,735 | 3,115 | +7% |
| Invesco Exchange Traded FD TPGF | <0.1% | $356,650 | 26,014 | Held |
| Dimensional ETF TrustDFUS | <0.1% | $340,543 | 4,156 | Held |
| Ishares TRAGG | <0.1% | $329,507 | 3,329 | +45% |
| Ishares TRAOM | <0.1% | $329,124 | 6,597 | Held |
| American Centy ETF TRAVDV | <0.1% | $316,054 | 3,067 | Held |
| Dimensional ETF TrustDFAC | <0.1% | $302,713 | 6,824 | Held |
| J P Morgan Exchange Traded FJMUB | <0.1% | $299,929 | 5,921 | New |
| Dimensional ETF TrustDFNM | <0.1% | $297,888 | 6,163 | New |
| Vanguard Index FDSVTV | <0.1% | $293,988 | 1,349 | -16% |
| Ishares TRGOVT | <0.1% | $292,518 | 12,841 | New |
| State STR Spdr S&P 500 ETF TSPY | <0.1% | $290,159 | 389 | -2% |
| Abrdn Silver ETF TrustSIVR | <0.1% | $282,393 | 5,023 | Held |
| Vanguard Whitehall FDSVYM | <0.1% | $281,293 | 1,780 | -4% |
| Ishares TRSUB | <0.1% | $266,495 | 2,503 | New |
| Johnson & JohnsonJNJ | <0.1% | $265,398 | 1,045 | Held |
| Dimensional ETF TrustDFIV | <0.1% | $263,942 | 4,886 | Held |
| Global X FDSMLPX | <0.1% | $260,132 | 3,532 | Held |
| BroadcomAVGO | <0.1% | $259,893 | 688 | -4% |
| Proshares TRTQQQ | <0.1% | $254,745 | 3,145 | New |
| Schwab Strategic TRSCHV | <0.1% | $245,748 | 7,060 | Held |
| NvidiaNVDA | <0.1% | $241,110 | 1,205 | -20% |
| Ishares TRICSH | <0.1% | $223,008 | 4,409 | -26% |
| John Hancock Exchange TradedJHPI | <0.1% | $220,801 | 9,727 | Held |
| Neurocrine BiosciencesNBIX | <0.1% | $218,085 | 1,294 | -20% |
| Chimera InvestmentCIM | <0.1% | $208,121 | 15,601 | New |
| Schwab Strategic TRSCHF | <0.1% | $204,152 | 7,370 | -21% |
| Rockwell AutomationROK | <0.1% | $201,002 | 406 | New |
| Invesco Trust for Investment Grade MunicipalsVGM | <0.1% | $108,152 | 10,203 | New |
| Horizon Technology FinanceHRZN | <0.1% | $79,142 | 16,732 | New |
| MV Oil TRMVO | <0.1% | $21,207 | 11,981 | New |
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is up 56.1% since 30 June 2025.
Where the money is
Technology0.3%
Utilities0.1%
Health care0.1%
Retail & consumer0.1%
Real estate0.0%
Industrials0.0%
Other99.4%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.