Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| LEADING EDGE FINANCIAL PLANNING LLC | 02-13-2024 | 12-31-2023 | 60 | 192,730,074 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SPDR SER TR | PORTFOLIO S&P500 | 1 | $27,249,183 | 487,462 | 0.01 | 0.02 | 9,328 | 1.95 | 12-31-2023 |
| SPDR SER TR | PORTFOLIO AGRGTE | 2 | $23,068,697 | 899,715 | 0.01 | 0.01 | 287,148 | 46.88 | 12-31-2023 |
| DIMENSIONAL ETF TRUST | INTL CORE EQUITY | 3 | $22,855,639 | 895,247 | 0.01 | 0.00 | 636,323 | 245.76 | 12-31-2023 |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | 4 | $16,539,413 | 297,097 | 0.01 | 0.01 | 138,115 | 86.87 | 12-31-2023 |
