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

SEC FilingSEC DataHachi Filing

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
CIK: leading-edge-financial-planning
Manager Name: Leading-Edge-Financial-Planning

Data Enrichment

38% identified

22 identified36 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

58 positions • $320.1M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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922908769

VTI|922908769

Shares:1.2K

Value:$339.6K

% of Portfolio:0.1% ($339.6K/$320.1M)

56167N720

Shares:9.3K

Value:$337.5K

% of Portfolio:0.1% ($337.5K/$320.1M)

464287200

IVV|464287200

Shares:599

Value:$336.7K

% of Portfolio:0.1% ($336.7K/$320.1M)

464289875

Shares:7.4K

Value:$323.4K

% of Portfolio:0.1% ($323.4K/$320.1M)

922908363

VOO|922908363

Shares:578

Value:$297.0K

% of Portfolio:0.1% ($297.0K/$320.1M)

AMAZON COM INC

AMZN|023135106

Shares:1.5K

Value:$287.5K

% of Portfolio:0.1% ($287.5K/$320.1M)

45782C540

Shares:6.9K

Value:$260.0K

% of Portfolio:0.1% ($260.0K/$320.1M)

921946406

VYM|921946406

Shares:2.0K

Value:$259.9K

% of Portfolio:0.1% ($259.9K/$320.1M)

45782C797

Shares:6.7K

Value:$259.1K

% of Portfolio:0.1% ($259.1K/$320.1M)

46137V621

Shares:16.8K

Value:$239.8K

% of Portfolio:0.1% ($239.8K/$320.1M)

47804J776

Shares:10.4K

Value:$233.4K

% of Portfolio:0.1% ($233.4K/$320.1M)

46432F339

QUAL|46432F339

Shares:1.3K

Value:$229.0K

% of Portfolio:0.1% ($229.0K/$320.1M)

37954Y293

Shares:3.5K

Value:$225.7K

% of Portfolio:0.1% ($225.7K/$320.1M)

25434V708

DFAC|25434V708

Shares:6.8K

Value:$225.1K

% of Portfolio:0.1% ($225.1K/$320.1M)

69420N759

Shares:8.3K

Value:$214.6K

% of Portfolio:0.1% ($214.6K/$320.1M)

921937819

BIV|921937819

Shares:2.7K

Value:$208.0K

% of Portfolio:0.1% ($208.0K/$320.1M)

45782C276

Shares:3.4K

Value:$205.1K

% of Portfolio:0.1% ($205.1K/$320.1M)

SPDR S&P 500 ETF TRUST

SPY|78462F103

Shares:358

Value:$200.3K

% of Portfolio:0.1% ($200.3K/$320.1M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(VTIcusip922908769)	1.2K	QoQ 0.00% (-0) YoY +3.43% (+41)	All Managers (Combined)	$339.6K	0.1% ($339.6K/$320.1M)	QoQ -5.16% (-$18.5K) YoY +9.31% (+$28.9K)
(cusip56167N720)✕	9.3K	QoQ -3.90% (-377) YoY -9.76% (-1.0K)	All Managers (Combined)	$337.5K	0.1% ($337.5K/$320.1M)	QoQ +2.52% (-$8.3K) YoY +17.38% (-$50.0K)
(IVVcusip464287200)	599	QoQ 0.00% (-0) YoY +56.80% (+217)	All Managers (Combined)	$336.7K	0.1% ($336.7K/$320.1M)	QoQ -4.54% (-$16.0K) YoY +67.52% (+$135.7K)
(cusip464289875)✕	7.4K	QoQ 0.00% (+0) YoY -0.84% (-63)	All Managers (Combined)	$323.4K	0.1% ($323.4K/$320.1M)	QoQ +1.01% (+$3.2K) YoY +1.70% (-$5.4K)
(VOOcusip922908363)	578	QoQ +9.67% (+51) YoY NEW(+578)	All Managers (Combined)	$297.0K	0.1% ($297.0K/$320.1M)	QoQ +4.60% (+$13.1K) YoY NEW(+$297.0K)
AMAZON COM INC(AMZNcusip023135106)	1.5K	QoQ +36.00% (+400) YoY +27.61% (+327)	All Managers (Combined)	$287.5K	0.1% ($287.5K/$320.1M)	QoQ +17.94% (+$43.7K) YoY +34.60% (+$73.9K)
(cusip45782C540)✕	6.9K	QoQ 0.00% (-0) YoY NEW(+6.9K)	All Managers (Combined)	$260.0K	0.1% ($260.0K/$320.1M)	QoQ -2.13% (-$5.7K) YoY NEW(+$260.0K)
(VYMcusip921946406)	2.0K	QoQ 0.00% (+0) YoY +1.87% (+37)	All Managers (Combined)	$259.9K	0.1% ($259.9K/$320.1M)	QoQ +1.07% (+$2.8K) YoY +8.58% (+$20.5K)
(cusip45782C797)✕	6.7K	QoQ +8.58% (+527) YoY NEW(+6.7K)	All Managers (Combined)	$259.1K	0.1% ($259.1K/$320.1M)	QoQ +6.61% (+$16.1K) YoY NEW(+$259.1K)
(cusip46137V621)✕	16.8K	QoQ 0.00% (-0) YoY -39.12% (-10.8K)	All Managers (Combined)	$239.8K	0.1% ($239.8K/$320.1M)	QoQ -1.85% (-$4.5K) YoY -42.95% (-$180.6K)
(cusip47804J776)✕	10.4K	QoQ NEW(+10.4K) YoY +15.91% (+1.4K)	All Managers (Combined)	$233.4K	0.1% ($233.4K/$320.1M)	QoQ NEW(+$233.4K) YoY +15.60% (+$31.5K)
(QUALcusip46432F339)	1.3K	QoQ 0.00% (-0) YoY -0.29% (-4)	All Managers (Combined)	$229.0K	0.1% ($229.0K/$320.1M)	QoQ -4.03% (-$9.6K) YoY +3.66% (-$8.1K)
(cusip37954Y293)✕	3.5K	QoQ 0.00% (+0) YoY -15.70% (-659)	All Managers (Combined)	$225.7K	0.1% ($225.7K/$320.1M)	QoQ +5.36% (+$11.5K) YoY +9.78% (-$20.1K)
(DFACcusip25434V708)	6.8K	QoQ 0.00% (-0) YoY -10.58% (-808)	All Managers (Combined)	$225.1K	0.1% ($225.1K/$320.1M)	QoQ -4.62% (-$10.9K) YoY -7.67% (-$18.7K)
(cusip69420N759)✕	8.3K	QoQ NEW(+8.3K) YoY NEW(+8.3K)	All Managers (Combined)	$214.6K	0.1% ($214.6K/$320.1M)	QoQ NEW(+$214.6K) YoY NEW(+$214.6K)
(BIVcusip921937819)	2.7K	QoQ +0.59% (+16) YoY NEW(+2.7K)	All Managers (Combined)	$208.0K	0.1% ($208.0K/$320.1M)	QoQ +3.06% (+$6.2K) YoY NEW(+$208.0K)
(cusip45782C276)✕	3.4K	QoQ -6.17% (-225) YoY -33.07% (-1.7K)	All Managers (Combined)	$205.1K	0.1% ($205.1K/$320.1M)	QoQ -10.29% (-$23.5K) YoY -30.31% (-$89.2K)
SPDR S&P 500 ETF TRUST(SPYcusip78462F103)	358	QoQ 0.00% (-0) YoY NEW(+358)	All Managers (Combined)	$200.3K	0.1% ($200.3K/$320.1M)	QoQ -4.55% (-$9.6K) YoY NEW(+$200.3K)