Leading-Edge-Financial-Planning
AI_NATIVE detailed information: This accession holds the following tickers:[ null, null, "AVDE", null, "AVEM", null, null, null, null, null, null, null, null, null, null, null, "IVV", "AAPL", "SPY", "SCHX", null, null, "SPLG", "BIV", null, null, null, null, null, null, null, "VIG", null, null, "VYM", null, null, null, "AMZN", "SCHB", null, null, null, null, "BNDX", "VOO", "VTV", null, "SCHD", null, null, "DFAX", "DFAC", "QQQ", null, "EPD", "VTI", "QUAL" ]
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- Report Date
- 2025-03-31
- Filing Date
- 2025-04-23
- Total Holdings
- 58
- Total Value
- 320105477
- Accession Number
- 0001951757-25-000431
- Form Type
- 13F-HR
- Manager Name
- Leading-Edge-Financial-Planning
Data Enrichment
38% identified22 identified36 unidentified
Holdings
58 positions • $320.1M total value
Manager:
Search and click to pin securities to the top
Page 2 of 3
025072877
Shares:15.4K
Value:$1.3M
% of Portfolio:0.4% ($1.3M/$320.1M)
97717Y634
Shares:23.2K
Value:$881.9K
% of Portfolio:0.3% ($881.9K/$320.1M)
78464A656
Shares:33.4K
Value:$880.9K
% of Portfolio:0.3% ($880.9K/$320.1M)
808524839
Shares:31.0K
Value:$718.6K
% of Portfolio:0.2% ($718.6K/$320.1M)
Shares:15.6K
Value:$531.8K
% of Portfolio:0.2% ($531.8K/$320.1M)
808524862
Shares:21.6K
Value:$526.1K
% of Portfolio:0.2% ($526.1K/$320.1M)
921910709
Shares:6.6K
Value:$471.8K
% of Portfolio:0.1% ($471.8K/$320.1M)
025072562
Shares:11.0K
Value:$453.8K
% of Portfolio:0.1% ($453.8K/$320.1M)
25434V864
Shares:9.5K
Value:$450.2K
% of Portfolio:0.1% ($450.2K/$320.1M)
46434V878
Shares:8.7K
Value:$441.3K
% of Portfolio:0.1% ($441.3K/$320.1M)
25434V658
Shares:14.1K
Value:$371.0K
% of Portfolio:0.1% ($371.0K/$320.1M)
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
|---|---|---|---|---|---|---|
(cusip025072877)✕ | 15.4K | All Managers (Combined) | $1.3M | 0.4% ($1.3M/$320.1M) | ||
| 22.2K | QoQ -3.66% (-846)YoY NEW(+22.2K) | All Managers (Combined) | $1.3M | 0.4% ($1.3M/$320.1M) | YoY NEW(+$1.3M) | |
| 2.5K | QoQ +1.19% (-30)YoY +1.39% (+35) | All Managers (Combined) | $1.2M | 0.4% ($1.2M/$320.1M) | ||
| 41.3K | All Managers (Combined) | $912.4K | 0.3% ($912.4K/$320.1M) | |||
(cusip97717Y634)✕ | 23.2K | All Managers (Combined) | $881.9K | 0.3% ($881.9K/$320.1M) | ||
(cusip78464A656)✕ | 33.4K | All Managers (Combined) | $880.9K | 0.3% ($880.9K/$320.1M) | ||
| 32.6K | All Managers (Combined) | $853.9K | 0.3% ($853.9K/$320.1M) | |||
| 12.6K | YoY NEW(+12.6K) | All Managers (Combined) | $838.2K | 0.3% ($838.2K/$320.1M) | YoY NEW(+$838.2K) | |
(cusip808524839)✕ | 31.0K | All Managers (Combined) | $718.6K | 0.2% ($718.6K/$320.1M) | ||
| 3.6K | QoQ +0.08% (-3)YoY -8.04% (-315) | All Managers (Combined) | $698.5K | 0.2% ($698.5K/$320.1M) | ||
Apple Inc.(AAPLcusip037833100) | 2.8K | All Managers (Combined) | $617.4K | 0.2% ($617.4K/$320.1M) | ||
| 3.1K | QoQ +3.05% (+93)YoY -0.47% (-15) | All Managers (Combined) | $541.2K | 0.2% ($541.2K/$320.1M) | ||
| 15.6K | QoQ -1.26% (-199)YoY -1.49% (-237) | All Managers (Combined) | $531.8K | 0.2% ($531.8K/$320.1M) | ||
(cusip808524862)✕ | 21.6K | QoQ 0.00% (+0) | All Managers (Combined) | $526.1K | 0.2% ($526.1K/$320.1M) | |
(cusip921910709)✕ | 6.6K | QoQ -0.52% (-35)YoY +4.47% (-284) | All Managers (Combined) | $471.8K | 0.1% ($471.8K/$320.1M) | |
(cusip025072562)✕ | 11.0K | YoY NEW(+11.0K) | All Managers (Combined) | $453.8K | 0.1% ($453.8K/$320.1M) | YoY NEW(+$453.8K) |
(cusip25434V864)✕ | 9.5K | QoQ -0.68% (-65)YoY NEW(+9.5K) | All Managers (Combined) | $450.2K | 0.1% ($450.2K/$320.1M) | YoY NEW(+$450.2K) |
(cusip46434V878)✕ | 8.7K | All Managers (Combined) | $441.3K | 0.1% ($441.3K/$320.1M) | ||
| 15.2K | All Managers (Combined) | $424.3K | 0.1% ($424.3K/$320.1M) | |||
(cusip25434V658)✕ | 14.1K | All Managers (Combined) | $371.0K | 0.1% ($371.0K/$320.1M) |