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
51
$243K 0.08%
6,142
+207
52
$239K 0.08%
1,340
53
$236K 0.08%
6,824
54
$229K 0.08%
3,642
55
$214K 0.07%
3,538
-196
56
$210K 0.07%
358
-33
57
$202K 0.07%
+2,700
58
– –
-8,940
59
– –
-5,719
60
– –
-8,199
61
– –
-122,024
1 2
3