Portfolio (Quarterly)
Guide ↗
Leading Edge Financial Planning LLC
· CIK 0001967205| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 21 | NBIX | NEUROCRINE BIOSCIENCES INC | Healthcare | 1,294.0 | $218K | 0.04% | -325.0 | -20.1% | $168.54 | -10.1% |
| 22 | SCHF | SCHWAB STRATEGIC TR | — | 7,370.0 | $204K | 0.04% | -2K | -20.6% | $27.70 | +1.1% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Financial Services
60.4%
Technology
21.7%
Healthcare
6.7%
Consumer Cyclical
5.1%
Real Estate
2.9%
Industrials
2.8%
Energy
0.3%