Fund Universe

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☆Leading Edge Financial Planning LLC

CIK 0001967205 · holdings for 2026Q2 (change vs 2026Q1) · in signal universe
Quality Q
0.876
AUM ($M)
562
Positions
78
Turnover
0.03
Top-10 wt
83%
Herfindahl
0.084
History (qtrs)
6
Excess Return
—

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Quarter
Activity this period
Security type

Holdings · 85 positions · portfolio value $562M

TickerNameActivitySecurity Type WeightΔ Weight Value ($M)SharesΔ Shares Qtrs HeldExcess Return
☆SPYM funds › SPDR SERIES TRUST ADD — 15.4% +0.7% 86.7 986,037 +71,335 5 —
☆DFIC funds › DIMENSIONAL ETF TRUST ADD — 14.3% -0.4% 80.1 2,149,853 +193,294 5 —
☆DUHP funds › DIMENSIONAL ETF TRUST ADD — 9.6% +0.3% 53.7 1,286,243 +86,170 5 —
☆SCHB funds › SCHWAB STRATEGIC TR ADD — 9.0% +0.4% 50.6 1,748,838 +107,956 5 —
☆DFSV funds › DIMENSIONAL ETF TRUST ADD — 7.1% -0.1% 39.8 1,027,285 +58,008 5 —
☆DFEM funds › DIMENSIONAL ETF TRUST ADD — 6.6% +0.3% 36.9 908,460 +39,760 5 —
☆AVLV funds › AMERICAN CENTY ETF TR ADD — 6.0% +0.1% 33.5 367,041 +19,682 5 —
☆DFCF funds › DIMENSIONAL ETF TRUST ADD — 5.4% -0.2% 30.5 723,730 +87,663 5 —
☆SPAB funds › SPDR SERIES TRUST ADD — 5.3% -0.4% 30.0 1,173,898 +118,927 5 —
☆DFIP funds › DIMENSIONAL ETF TRUST ADD — 4.3% -0.3% 24.0 580,584 +65,560 5 —
☆AVRE funds › AMERICAN CENTY ETF TR ADD — 2.2% +0.1% 12.5 264,621 +38,751 5 —
☆VCSH funds › VANGUARD SCOTTSDALE FDS ADD — 1.9% -0.2% 10.7 135,352 +11,643 5 —
☆BNDX funds › VANGUARD CHARLOTTE FDS ADD — 1.9% -0.1% 10.7 220,323 +23,241 5 —
☆REET funds › ISHARES TR TRIM — 1.4% -0.1% 8.1 293,457 -2,841 5 —
☆DUSB funds › DIMENSIONAL ETF TRUST ADD — 1.4% -0.1% 7.7 151,087 +11,283 5 —
☆AVUV funds › AMERICAN CENTY ETF TR ADD — 0.6% +0.1% 3.3 26,447 +3,760 5 —
☆VOT funds › VANGUARD INDEX FDS NEW — 0.5% +0.5% 2.9 9,383 +9,383 1 —
☆AVEM funds › AMERICAN CENTY ETF TR ADD — 0.5% +0.1% 2.9 29,770 +4,770 5 —
☆NTSX funds › WISDOMTREE TR ADD — 0.5% +0.0% 2.6 43,755 +3,902 5 —
☆GLDM funds › WORLD GOLD TR ADD — 0.3% -0.0% 1.9 23,442 +5,052 5 —
☆AVIG funds › AMERICAN CENTY ETF TR ADD — 0.3% +0.1% 1.8 43,086 +13,360 5 —
☆DFAI funds › DIMENSIONAL ETF TRUST TRIM — 0.3% -0.0% 1.7 42,332 -230 5 —
☆QQQ funds › INVESCO QQQ TR TRIM — 0.3% -0.0% 1.7 2,315 -310 5 —
☆SCHX funds › SCHWAB STRATEGIC TR ADD — 0.3% -0.0% 1.7 56,167 +164 5 —
☆AVDE funds › AMERICAN CENTY ETF TR ADD — 0.3% -0.0% 1.5 16,549 +183 5 —
☆BIL funds › SPDR SERIES TRUST TRIM — 0.3% -0.1% 1.4 15,703 -2,654 5 —
☆ITOT funds › ISHARES TR ADD — 0.2% +0.1% 1.3 7,779 +3,719 2 —
☆CUSIP:97717Y634 funds › WISDOMTREE TR ADD — 0.2% +0.0% 1.3 27,194 +2,896 5 —
☆AAPL funds › APPLE INC ADD — 0.2% +0.0% 1.1 3,646 +349 5 —
☆DFAX funds › DIMENSIONAL ETF TRUST TRIM — 0.2% -0.0% 1.0 26,472 -4,594 5 —
☆SPIP funds › SPDR SERIES TRUST TRIM — 0.2% -0.1% 1.0 37,849 -3,307 5 —
☆DFSD funds › DIMENSIONAL ETF TRUST ADD — 0.2% +0.0% 0.9 19,073 +3,656 5 —
☆VT funds › VANGUARD INTL EQUITY INDEX F NEW — 0.1% +0.1% 0.8 5,359 +5,359 1 —
☆VTI funds › VANGUARD INDEX FDS ADD — 0.1% +0.0% 0.8 2,213 +229 5 —
☆VIG funds › VANGUARD SPECIALIZED FUNDS TRIM — 0.1% -0.0% 0.8 3,424 -47 5 —
☆DFGR funds › DIMENSIONAL ETF TRUST ADD — 0.1% -0.0% 0.7 24,367 +975 5 —
☆EDV funds › VANGUARD WORLD FD ADD — 0.1% -0.0% 0.6 9,509 +1,318 5 —
☆EPD funds › ENTERPRISE PRODS PARTNERS L ADD — 0.1% -0.0% 0.6 16,730 +185 5 —
☆DFGX funds › DIMENSIONAL ETF TRUST ADD — 0.1% -0.0% 0.6 10,719 +637 2 —
☆IVV funds › ISHARES TR TRIM — 0.1% -0.0% 0.5 647 -88 5 —
☆QUAL funds › ISHARES TR TRIM — 0.1% -0.0% 0.5 2,197 -273 2 —
☆SGOV funds › ISHARES TR NEW — 0.1% +0.1% 0.5 4,483 +4,483 1 —
☆VOO funds › VANGUARD INDEX FDS TRIM — 0.1% -0.0% 0.4 647 -5 5 —
☆SCHD funds › SCHWAB STRATEGIC TR TRIM — 0.1% -0.0% 0.4 13,930 -784 5 —
☆TPYP funds › TORTOISE CAPITAL SERIES TRUS TRIM — 0.1% -0.0% 0.4 9,208 -2 5 —
☆SCHZ funds › SCHWAB STRATEGIC TR TRIM — 0.1% -0.1% 0.4 16,480 -11,923 5 —
☆AMZN funds › AMAZON COM INC TRIM — 0.1% -0.0% 0.4 1,540 -410 5 —
☆BOXX funds › EA SERIES TRUST ADD — 0.1% -0.0% 0.4 3,115 +195 2 —
☆PGF funds › INVESCO EXCHANGE TRADED FD T ADD — 0.1% -0.0% 0.4 26,014 +32 5 —
☆DFUS funds › DIMENSIONAL ETF TRUST TRIM — 0.1% -0.0% 0.3 4,156 -22 4 —
☆AGG funds › ISHARES TR ADD — 0.1% +0.0% 0.3 3,329 +1,036 2 —
☆AOM funds › ISHARES TR HOLD — 0.1% -0.0% 0.3 6,597 +0 5 —
☆AVDV funds › AMERICAN CENTY ETF TR HOLD — 0.1% -0.0% 0.3 3,067 +0 5 —
☆DFAC funds › DIMENSIONAL ETF TRUST HOLD — 0.1% -0.0% 0.3 6,824 +0 5 —
☆JMUB funds › J P MORGAN EXCHANGE TRADED F NEW — 0.1% +0.1% 0.3 5,921 +5,921 1 —
☆DFNM funds › DIMENSIONAL ETF TRUST NEW — 0.1% +0.1% 0.3 6,163 +6,163 1 —
☆VTV funds › VANGUARD INDEX FDS TRIM — 0.1% -0.0% 0.3 1,349 -249 5 —
☆GOVT funds › ISHARES TR NEW — 0.1% +0.1% 0.3 12,841 +12,841 1 —
☆SPY funds › STATE STR SPDR S&P 500 ETF T TRIM — 0.1% -0.0% 0.3 389 -8 5 —
☆SIVR funds › ABRDN SILVER ETF TRUST HOLD — 0.1% -0.0% 0.3 5,023 +0 4 —
☆VYM funds › VANGUARD WHITEHALL FDS TRIM — 0.1% -0.0% 0.3 1,780 -80 5 —
☆SUB funds › ISHARES TR NEW — 0.0% +0.0% 0.3 2,503 +2,503 1 —
☆JNJ funds › JOHNSON & JOHNSON TRIM — 0.0% -0.0% 0.3 1,045 -1 3 —
☆DFIV funds › DIMENSIONAL ETF TRUST HOLD — 0.0% -0.0% 0.3 4,886 +0 5 —
☆MLPX funds › GLOBAL X FDS TRIM — 0.0% -0.0% 0.3 3,532 -2 5 —
☆AVGO funds › BROADCOM INC TRIM — 0.0% -0.0% 0.3 688 -30 4 —
☆TQQQ funds › PROSHARES TR NEW — 0.0% +0.0% 0.3 3,145 +3,145 1 —
☆SCHV funds › SCHWAB STRATEGIC TR TRIM — 0.0% -0.0% 0.2 7,060 -1 4 —
☆NVDA funds › NVIDIA CORPORATION TRIM — 0.0% -0.0% 0.2 1,205 -298 2 —
☆ICSH funds › ISHARES TR TRIM — 0.0% -0.0% 0.2 4,409 -1,552 5 —
☆JHPI funds › JOHN HANCOCK EXCHANGE TRADED TRIM — 0.0% -0.0% 0.2 9,727 -34 5 —
☆NBIX funds › NEUROCRINE BIOSCIENCES INC TRIM — 0.0% -0.0% 0.2 1,294 -325 4 —
☆CIM funds › CHIMERA INVT CORP NEW — 0.0% +0.0% 0.2 15,601 +15,601 1 —
☆SCHF funds › SCHWAB STRATEGIC TR TRIM — 0.0% -0.0% 0.2 7,370 -1,914 3 —
☆ROK funds › ROCKWELL AUTOMATION INC NEW — 0.0% +0.0% 0.2 406 +406 1 —
☆VGM funds › INVESCO TR INVT GRADE MUNS NEW — 0.0% +0.0% 0.1 10,203 +10,203 1 —
☆HRZN funds › HORIZON TECHNOLOGY FIN CORP NEW — 0.0% +0.0% 0.1 16,732 +16,732 1 —
☆MVO funds › MV OIL TR NEW — 0.0% +0.0% 0.0 11,981 +11,981 1 —
☆VOE funds › VANGUARD INDEX FDS EXIT — 0.0% -0.5% 0.0 0 -13,260 0 —
☆MUB funds › ISHARES TR EXIT — 0.0% -0.1% 0.0 0 -2,559 0 —
☆SCHO funds › SCHWAB STRATEGIC TR EXIT — 0.0% -0.1% 0.0 0 -16,683 0 —
☆BIV funds › VANGUARD BD INDEX FDS EXIT — 0.0% -0.1% 0.0 0 -3,375 0 —
☆NJUL funds › INNOVATOR ETFS TRUST EXIT — 0.0% -0.0% 0.0 0 -2,949 0 —
☆TSLA funds › TESLA INC EXIT — 0.0% -0.0% 0.0 0 -628 0 —
☆VTG funds › VANGUARD MALVERN FDS EXIT — 0.0% -0.0% 0.0 0 -2,872 0 —

Point-in-time history

Each row is this fund as of that period, not as of today — what the scoring for that quarter actually saw.
PeriodAUM ($M)Positions TurnoverTop-10 wtHerfindahl Quality Q Skill Universe
2026Q2 562 78 0.03 83% 0.084 0.874 — in
2026Q1 475 72 0.02 83% 0.082 0.872 — in
2025Q4 439 66 0.02 83% 0.083 0.851 — in
2025Q3 398 63 0.02 82% 0.082 0.843 — in
2025Q2 360 58 0.03 82% 0.081 0.839 — entered
2025Q1 320 58 0.00 81% 0.079 0.000 — out
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status