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LEFP

Leading Edge Financial Planning Portfolio holdings

AUM $475M
1-Year Est. Return 15.22%
This Fund
S&P 500
This Quarter Est. Return
+2%
1 Year Est. Return
+15.22%
3 Year Est. Return
+35.79%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$439M
AUM Growth
+$40.4M
Cap. Flow
+$32.4M
Cap. Flow %
7.39%
Top 10 Hldgs %
82.9%
Holding
69
New
6
Increased
34
Reduced
21
Closed
3

Top Buys

Rank Stock Value
1
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$4.45M
2
DFIC icon
Dimensional International Core Equity 2 ETF
DFIC
+$4.1M
3
DUHP icon
Dimensional US High Profitability ETF
DUHP
+$3.58M
4
SCHB icon
Schwab US Broad Market ETF
SCHB
+$3.22M
5
DFCF icon
Dimensional Core Fixed Income ETF
DFCF
+$2.52M

Top Sells

Rank Stock Value
1
VOT icon
Vanguard Mid-Cap Growth ETF
VOT
+$1.71M
2
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$1.27M
3
BILS icon
State Street SPDR Bloomberg 3-12 Month T-Bill ETF
BILS
+$374K
4
BOXX icon
Alpha Architect 1-3 Month Box ETF
BOXX
+$243K
5
DFAU icon
Dimensional US Core Equity Market ETF
DFAU
+$210K

Sector Composition

Rank Sector Weight
1 Technology 0.24%
2 Consumer Discretionary 0.15%
3 Energy 0.12%
4 Healthcare 0.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SPYM
1
State Street SPDR Portfolio S&P 500 ETF
SPYM
$158B
$66.7M 15.2%
831,668
+55,915
+7% +$4.45M
DFIC icon
2
Dimensional International Core Equity 2 ETF
DFIC
$14.5B
$63.7M 14.52%
1,849,517
+122,678
+7% +$4.1M
DUHP icon
3
Dimensional US High Profitability ETF
DUHP
$12.3B
$40M 9.12%
1,052,145
+94,630
+10% +$3.58M
SCHB icon
4
Schwab US Broad Market ETF
SCHB
$42.8B
$39.8M 9.08%
1,518,271
+123,860
+9% +$3.22M
DFSV
5
Dimensional US Small Cap Value ETF
DFSV
$8.14B
$30.4M 6.92%
923,964
+68,983
+8% +$2.22M
DFEM icon
6
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
$8.77B
$27.5M 6.26%
830,825
+51,853
+7% +$1.69M
SPAB icon
7
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
$9.78B
$25.9M 5.9%
1,005,213
+94,276
+10% +$2.44M
DFCF icon
8
Dimensional Core Fixed Income ETF
DFCF
$10.7B
$25.7M 5.85%
602,731
+58,901
+11% +$2.52M
AVLV icon
9
Avantis US Large Cap Value ETF
AVLV
$17.3B
$24.3M 5.54%
320,959
+28,726
+10% +$2.11M
DFIP icon
10
Dimensional Inflation-Protected Securities ETF
DFIP
$1.1B
$19.8M 4.5%
475,655
+51,065
+12% +$2.15M
VCSH icon
11
Vanguard Short-Term Corporate Bond ETF
VCSH
$44.7B
$9.45M 2.15%
118,535
+12,021
+11% +$959K
BNDX icon
12
Vanguard Total International Bond ETF
BNDX
$82B
$9.31M 2.12%
192,768
+18,256
+10% +$902K
AVRE icon
13
Avantis Real Estate ETF
AVRE
$884M
$8.44M 1.92%
193,932
+42,453
+28% +$1.87M
REET icon
14
iShares Global REIT ETF
REET
$5.12B
$7.57M 1.73%
303,533
-2,809
-0.9% -$71K
DUSB icon
15
Dimensional Ultrashort Fixed Income ETF
DUSB
$2.19B
$6.67M 1.52%
131,653
+13,882
+12% +$705K
NTSX icon
16
WisdomTree US Efficient Core Fund
NTSX
$1.34B
$2.06M 0.47%
37,547
+2,156
+6% +$118K
AVUV icon
17
Avantis US Small Cap Value ETF
AVUV
$29.7B
$2M 0.46%
19,652
+524
+3% +$52.4K
VOE icon
18
Vanguard Mid-Cap Value ETF
VOE
$23.7B
$1.86M 0.42%
+10,463
New +$1.83M
DFAI
19
Dimensional International Core Equity Market ETF
DFAI
$17.1B
$1.67M 0.38%
43,787
-119
-0.3% -$4.41K
GLDM icon
20
SPDR Gold MiniShares Trust
GLDM
$27.5B
$1.66M 0.38%
19,452
-2,113
-10% -$174K
AVEM icon
21
Avantis Emerging Markets Equity ETF
AVEM
$24.9B
$1.65M 0.38%
21,475
+749
+4% +$57.3K
QQQ icon
22
Invesco QQQ Trust
QQQ
$455B
$1.53M 0.35%
2,489
-5
-0.2% -$3.07K
AVDE icon
23
Avantis International Equity ETF
AVDE
$17.7B
$1.3M 0.3%
15,842
+277
+2% +$22.2K
SPIP icon
24
State Street SPDR Portfolio TIPS ETF
SPIP
$1B
$1.14M 0.26%
44,103
+5,682
+15% +$149K
BIL icon
25
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
$46.8B
$1.1M 0.25%
12,044
-13,835
-53% -$1.27M
1
2 3

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DE
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VIA
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RCM
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ACM
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Leading Edge Financial Planning's Q4 2025 Portfolio in Review

As of Q4 2025, Leading Edge Financial Planning held 69 positions worth $439M, up 10% from $398M the previous quarter. Its ten largest holdings account for 83% of the portfolio.

Leading Edge Financial Planning deployed $32.4M of net new capital in Q4 2025, opening 6 new positions and adding to 34 existing holdings. Its largest new stake was Vanguard Mid-Cap Value ETF: 10,463 shares worth $1.86M.

By sector, the portfolio is most concentrated in Technology at 0.24% of assets, down from 0.25% a quarter earlier, followed by Consumer Discretionary and Energy.

On the sell side, the largest reduction was Vanguard Mid-Cap Growth ETF, an estimated $1.71M trimmed.

  • Leading Edge Financial Planning's largest Q4 2025 buy was Vanguard Mid-Cap Value ETF: 10,463 shares worth $1.86M.
  • Leading Edge Financial Planning added most to State Street SPDR Portfolio S&P 500 ETF in Q4 2025, an estimated $4.45M increase.
  • Leading Edge Financial Planning's biggest Q4 2025 reduction was Vanguard Mid-Cap Growth ETF, cutting an estimated $1.71M.
  • Leading Edge Financial Planning fully exited State Street SPDR Bloomberg 3-12 Month T-Bill ETF in Q4 2025, selling an estimated $374K.
  • Leading Edge Financial Planning's ten largest holdings make up 83% of its $439M portfolio in Q4 2025.
  • Leading Edge Financial Planning opened 6 new positions and closed 3 in Q4 2025.
  • Leading Edge Financial Planning's portfolio value rose 10% quarter-over-quarter to $439M.

Based on Leading Edge Financial Planning's 13F filing for Q4 2025, filed 21 Jan 2026.