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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 61 | SPY | STATE STR SPDR S&P 500 ETF T | Financial Services | 397.0 | $258K | 0.05% | +39.0 | +10.9% | $649.60 | +17.4% |
| 62 | DFIV | DIMENSIONAL ETF TRUST | — | 4,886.0 | $258K | 0.05% | -80.0 | -1.6% | $52.78 | +10.3% |
| 63 | JNJ | JOHNSON & JOHNSON | Healthcare | 1,046.0 | $256K | 0.05% | +44.0 | +4.4% | $244.44 | +10.5% |
| 64 | TSLA | TESLA INC | Consumer Cyclical | 628.0 | $233K | 0.05% | +26.0 | +4.3% | $371.75 | -1.5% |
| 65 | SCHF | SCHWAB STRATEGIC TR | — | 9,284.0 | $230K | 0.05% | +897.0 | +10.7% | $24.75 | +13.0% |
| 66 | AGG | ISHARES TR | — | 2,293.0 | $228K | 0.05% | NEW | — | $99.26 | -2.9% |
| 67 | AVGO | BROADCOM INC | Technology | 718.0 | $222K | 0.05% | +66.0 | +10.1% | $309.51 | +12.2% |
| 68 | JHPI | JOHN HANCOCK EXCHANGE TRADED | — | 9,761.0 | $220K | 0.05% | +400.0 | +4.3% | $22.58 | -1.4% |
| 69 | VTG | VANGUARD MALVERN FDS | — | 2,872.0 | $218K | 0.05% | NEW | — | $75.74 | -3.1% |
| 70 | SCHV | SCHWAB STRATEGIC TR | — | 7,061.0 | $215K | 0.04% | — | — | $30.50 | +11.6% |
| 71 | NBIX | NEUROCRINE BIOSCIENCES INC | Healthcare | 1,619.0 | $213K | 0.04% | — | — | $131.74 | +15.2% |
| 72 | NJUL | INNOVATOR ETFS TRUST | — | 2,949.0 | $211K | 0.04% | -85.0 | -2.8% | $71.41 | +8.0% |
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
61.2%
Technology
21.1%
Consumer Cyclical
10.2%
Healthcare
7.5%