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Leading Edge Financial Planning LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心

Leading Edge Financial Planning LLC

报告期 2026-03-31 · CIK 0001967205

持仓数

72

前50大市值合计

$469.7M

报告期

2026-03-31

当前持仓调仓

前 50 大持仓

标的

类型

市值

股数

占比*

SPYM SPDR SERIES TRUST

STATE STREET SPD

$70.0M

914,702

14.9%

DFIC DIMENSIONAL ETF TRUST

INTL CORE EQUITY

$69.5M

1,956,559

14.8%

DUHP DIMENSIONAL ETF TRUST

US HIGH PROFITAB

$44.1M

1,200,073

9.4%

SCHB SCHWAB STRATEGIC TR

US BRD MKT ETF

$41.2M

1,640,882

8.8%

DFSV DIMENSIONAL ETF TRUST

US SMALL CAP VAL

$34.0M

969,277

7.2%

DFEM DIMENSIONAL ETF TRUST

EMERGING MKTS CO

$30.0M

868,700

6.4%

AVLV AMERICAN CENTY ETF TR

US LARGE CAP VLU

$28.0M

347,359

6.0%

SPAB SPDR SERIES TRUST

STATE STREET SPD

$27.0M

1,054,971

5.8%

DFCF DIMENSIONAL ETF TRUST

CORE FIXED INCOM

$26.9M

636,067

5.7%

DFIP DIMENSIONAL ETF TRUST

INFLATION PROTE

$21.5M

515,024

4.6%

AVRE AMERICAN CENTY ETF TR

REAL ESTATE ETF

$9.9M

225,870

2.1%

VCSH VANGUARD SCOTTSDALE FDS

SHRT TRM CORP BD

$9.8M

123,709

2.1%

BNDX VANGUARD CHARLOTTE FDS

TOTAL INT BD ETF

$9.5M

197,082

2.0%

REET ISHARES TR

GLOBAL REIT ETF

$7.5M

296,298

1.6%

DUSB DIMENSIONAL ETF TRUST

ULTRASHORT FIXED

$7.1M

139,804

1.5%

AVUV AMERICAN CENTY ETF TR

US SML CP VALU

$2.5M

22,687

0.5%

VOE VANGUARD INDEX FDS

MCAP VL IDXVIP

$2.4M

13,260

0.5%

NTSX WISDOMTREE TR

US EFFICIENT COR

$2.1M

39,853

0.4%

AVEM AMERICAN CENTY ETF TR

AVANTIS EMGMKT

$2.0M

25,000

0.4%

GLDM WORLD GOLD TR

SPDR GLD MINIS

$1.7M

18,390

0.4%

BIL SPDR SERIES TRUST

STATE STREET SPD

$1.7M

18,357

0.4%

DFAI DIMENSIONAL ETF TRUST

INTL CORE EQT MK

$1.7M

42,562

0.4%

QQQ INVESCO QQQ TR

UNIT SER 1

$1.5M

2,625

0.3%

SCHX SCHWAB STRATEGIC TR

US LRG CAP ETF

$1.4M

56,003

0.3%

AVDE AMERICAN CENTY ETF TR

INTL EQT ETF

$1.4M

16,366

0.3%

AVIG AMERICAN CENTY ETF TR

AVANTIS CORE FI

$1.2M

29,726

0.3%

SPIP SPDR SERIES TRUST

STATE STREET SPD

$1.1M

41,156

0.2%

NTSI WISDOMTREE TR

INTERNATIONL EFI

$1.1M

24,298

0.2%

DFAX DIMENSIONAL ETF TRUST

WORLD EX US CORE

$1.1M

31,066

0.2%

AAPL APPLE INC

COM

$836.6K

3,297

0.2%

VIG VANGUARD SPECIALIZED FUNDS

DIV APP ETF

$746.6K

3,471

0.2%

DFSD DIMENSIONAL ETF TRUST

SHORT DURATION F

$738.1K

15,417

0.2%

SCHZ SCHWAB STRATEGIC TR

US AGGREGATE B

$659.5K

28,403

0.1%

VTI VANGUARD INDEX FDS

TOTAL STK MKT

$636.5K

1,984

0.1%

EPD ENTERPRISE PRODS PARTNERS L

COM

$626.1K

16,545

0.1%

DFGR DIMENSIONAL ETF TRUST

GLOBAL REAL EST

$621.8K

23,392

0.1%

ITOT ISHARES TR

CORE S&P TTL STK

$578.3K

4,060

0.1%

EDV VANGUARD WORLD FD

EXTENDED DUR

$532.0K

8,191

0.1%

DFGX DIMENSIONAL ETF TRUST

DIMENSIONAL INTE

$528.8K

10,082

0.1%

IVV ISHARES TR

CORE S&P500 ETF

$480.3K

735

0.1%

QUAL ISHARES TR

MSCI USA QLT FCT

$473.8K

2,470

0.1%

SCHD SCHWAB STRATEGIC TR

US DIVIDEND EQ

$451.4K

14,714

0.1%

AMZN AMAZON COM INC

COM

$406.1K

1,950

0.1%

SCHO SCHWAB STRATEGIC TR

SHT TM US TRES

$404.9K

16,683

0.1%

TPYP TORTOISE CAPITAL SERIES TRUS

NORTH AMRCN PIPE

$390.1K

9,210

0.1%

VOO VANGUARD INDEX FDS

S&P 500 ETF SHS

$389.6K

652

0.1%

SIVR ABRDN SILVER ETF TRUST

PHYSCL SILVR SHS

$359.7K

5,023

0.1%

PGF INVESCO EXCHANGE TRADED FD T

FINL PFD ETF

$357.5K

25,982

0.1%

BOXX EA SERIES TRUST

ALPHA ARCH 1-3

$339.6K

2,920

0.1%

VTV VANGUARD INDEX FDS

VALUE ETF

$313.5K

1,598

0.1%

* 占比按本页前 50 大持仓市值合计计算

持仓集中度按前 50 大市值

61%前 6 大占比

SPYM14.9%DFIC14.8%DUHP9.4%SCHB8.8%DFSV7.2%DFEM6.4%