Leading Edge Financial Planning LLC

13F Portfolio Filings

Most recent 13F
Q3 2024
Location
Knoxville, TN
CIK
0001967205
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q3 2024 55 298,563 SPLG, DFIC, SPAB, SCHB 13F-HR 10/23/2024 000195175724001104
Q2 2024 50 249,302 SPLG, SPAB, DFIC, SCHB 13F-HR 8/1/2024 000195175724000604
Q1 2024 54 225,767 SPLG, DFIC, SPAB, SCHB 13F-HR 5/3/2024 000195175724000431
Q4 2023 60 192,730 SPLG, SPAB, DFIC, SCHB 13F-HR 2/13/2024 000195175724000244
Q3 2023 67 156,138 SPLG, DFAX, SPAB, DUHP 13F-HR 10/25/2023 000195175723000616
Q2 2023 68 152,808 DFAX, SPLG, DUHP, SPAB 13F-HR 7/17/2023 000195175723000360
Q1 2023 67 138,197 DFAX, SPLG, SPAB, DUHP 13F-HR 4/20/2023 000195175723000186
Q4 2022 63 115,562 DFAX, SPLG, DUHP, SPAB 13F-HR 3/2/2023 000196720523000001