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
$305M
AUM Growth
+$6.24M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
61
New
Increased
Reduced
Closed

Top Buys

1
+$16.7M
2
+$4.92M
3
+$4.39M
4
DFIP icon
Dimensional Inflation-Protected Securities ETF
DFIP
+$3.98M
5
DFIC icon
Dimensional International Core Equity 2 ETF
DFIC
+$2.76M

Top Sells

1
+$17M
2
+$5.09M
3
+$2.93M
4
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$1.58M
5
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$939K

Sector Composition

1 Technology 0.21%
2 Energy 0.16%
3 Consumer Discretionary 0.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$841K 0.28%
33,231
+4,290
27
$825K 0.27%
33,188
-1,968
28
$808K 0.26%
22,865
+398
29
$705K 0.23%
3,597
-21
30
$704K 0.23%
31,010
-69,456
31
$661K 0.22%
+16,301
32
$655K 0.22%
10,681
+1,836
33
$644K 0.21%
2,572
-68
34
$520K 0.17%
21,613
-2,109
35
$515K 0.17%
3,040
-14
36
$495K 0.16%
15,775
+243
37
$452K 0.15%
6,670
+468
38
$451K 0.15%
8,950
-4,089
39
$447K 0.15%
+9,539
40
$415K 0.14%
15,174
+915
41
$358K 0.12%
1,236
-34
42
$353K 0.12%
599
+182
43
$353K 0.12%
13,807
-430
44
$329K 0.11%
9,657
-627
45
$320K 0.11%
7,370
46
$284K 0.09%
527
+26
47
$266K 0.09%
+6,915
48
$257K 0.08%
2,015
-103
49
$244K 0.08%
16,796
50
$244K 0.08%
1,111
-85
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