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
51
$202K 0.09%
+8,984
52
$201K 0.09%
382
-85
53
$127K 0.06%
10,669
-21,303
54
$67.6K 0.03%
4,890
+1,297
55
– –
-6,352
56
– –
-4,203
57
– –
-8,325
58
– –
-21,264
59
– –
-4,158
60
– –
-9,843
61
– –
-11,265
62
– –
-4,482
1 2
3