LEFP

Leading Edge Financial Planning Portfolio holdings

AUM $360M
1-Year Est. Return 10.29%
This Quarter Est. Return
1 Year Est. Return
+10.29%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$226M
AUM Growth
+$33M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
62
New
Increased
Reduced
Closed

Top Buys

1
+$6.14M
2
+$5.13M
3
+$3.03M
4
DFEM icon
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
+$2.68M
5
DFSV icon
Dimensional US Small Cap Value ETF
DFSV
+$2.44M

Top Sells

1
+$2.11M
2
+$972K
3
+$684K
4
SCHF icon
Schwab International Equity ETF
SCHF
+$523K
5
SCHH icon
Schwab US REIT ETF
SCHH
+$440K

Sector Composition

1 Technology 0.51%
2 Energy 0.2%
3 Consumer Discretionary 0.09%
4 Real Estate 0.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$715K 0.32%
3,915
-1,502
27
$701K 0.31%
16,713
+1,300
28
$562K 0.25%
11,106
-780
29
$513K 0.23%
3,148
-43
30
$508K 0.22%
19,811
+1,050
31
$487K 0.22%
6,351
+963
32
$461K 0.2%
15,813
+202
33
$420K 0.19%
27,590
+9,601
34
$402K 0.18%
14,970
-8,313
35
$318K 0.14%
7,433
-439
36
$311K 0.14%
1,195
+8
37
$299K 0.13%
15,306
-26,806
38
$294K 0.13%
5,106
-957
39
$288K 0.13%
10,284
-2,747
40
$246K 0.11%
9,950
-2,601
41
$244K 0.11%
7,632
-203
42
$239K 0.11%
1,978
-160
43
$224K 0.1%
+5,716
44
$221K 0.1%
1,344
-621
45
$219K 0.1%
8,631
-2,364
46
$214K 0.09%
1,184
-1,502
47
$214K 0.09%
8,364
48
$210K 0.09%
8,070
-5,450
49
$206K 0.09%
4,197
-833
50
$203K 0.09%
4,273
-675
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