Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| LEADING EDGE FINANCIAL PLANNING LLC | 05-03-2024 | 03-31-2024 | 54 | 225,767,988 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SPDR SER TR | PORTFOLIO S&P500 | 1 | $33,021,662 | 536,675 | 0.01 | 0.01 | 49,213 | 10.10 | 03-31-2024 |
| DIMENSIONAL ETF TRUST | INTL CORE EQUITY | 2 | $29,074,806 | 1,086,909 | 0.01 | 0.01 | 191,662 | 21.41 | 03-31-2024 |
| SPDR SER TR | PORTFOLIO AGRGTE | 3 | $28,881,618 | 1,142,469 | 0.01 | 0.01 | 242,754 | 26.98 | 03-31-2024 |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | 4 | $19,579,177 | 320,708 | 0.01 | 0.01 | 23,611 | 7.95 | 03-31-2024 |
