Leading Edge Financial Planning LLC
CIK 1967205 · Lihat di SEC EDGAR ↗
- Nilai Portofolio
- $561.6M
- Posisi
- 78
- Per tanggal
- 30 Juni 2026
#3.508 dari 9.443 berdasarkan nilai 13F · top 37.1%
Nilai portofolio QoQ: +18.2% 13F tidak mengungkapkan kas
- Bobot 10 kepemilikan teratas
- 82,94%
- Bobot 25 kepemilikan teratas
- 95,68%
- Posisi di atas 1%
- 15
- Jumlah posisi efektif
- 11,9
Berdasarkan kepemilikan ekuitas jangka panjang 13F saja (kas, obligasi, posisi jual tidak diungkapkan)
Perputaran Q2 2026: 1,1% Perkiraan pembelian $49.467.077 · penjualan $5.727.844
Kepemilikan median: 7,0 kuartal Dilacak Q4 2024–Q2 2026 · 84,8% masih dipegang
- Posisi baru
- 13
- Meningkat
- 33
- Menurun
- 27
- Tertutup
- 7
Di halaman ini
- Rincian sektor Bagaimana portofolio terbagi di berbagai sektor pasar.
- Portofolio Setiap saham yang dilaporkan dimiliki oleh institusi ini, dari 13F terbarunya.
- Taruhan Bernilai Tinggi Kepemilikan yang paling terkonsentrasi pada manajer ini.
- Taruhan baru terbesar Posisi baru yang dibuka pada kuartal terakhir.
- Pergerakan Teratas Peningkatan dan penurunan posisi terbesar pada kuartal ini.
- Posisi yang keluar Posisi yang sepenuhnya dijual oleh manajer pada kuartal lalu.
Rincian sektor
Technology
0,3%
Energy
0,1%
Retail
0,1%
Healthcare
0,1%
Real Estate
0,0%
Industrials
0,0%
Financial Services
0,0%
Lainnya/Tidak terpetakan
99,4%
Portofolio lengkap 78 posisi
| Tipe | Rentetan | Tren 8 kuartal | |||||
|---|---|---|---|---|---|---|---|
| SPYM | $86.652.945 | 15,43% | 986.037 | $16.641.616 | Naik ×6 | ||
| DFIC | $80.103.532 | 14,26% | 2.149.853 | $10.587.005 | Naik ×6 | ||
| DUHP | $53.674.937 | 9,56% | 1.286.243 | $9.560.262 | Naik ×6 | ||
| SCHB | $50.646.348 | 9,02% | 1.748.838 | $9.460.194 | Naik ×6 | ||
| DFSV | $39.848.391 | 7,10% | 1.027.285 | $5.884.930 | Naik ×6 | ||
| DFEM | $36.919.835 | 6,57% | 908.460 | $6.906.238 | Naik ×6 | ||
| AVLV | $33.477.843 | 5,96% | 367.041 | $5.477.194 | Naik ×6 | ||
| DFCF | $30.548.634 | 5,44% | 723.730 | $3.693.906 | Naik ×6 | ||
| SPAB | $29.957.877 | 5,33% | 1.173.898 | $2.929.513 | Naik ×6 | ||
| DFIP | $23.952.001 | 4,27% | 580.584 | $2.465.191 | Naik ×6 | ||
| AVRE | $12.537.727 | 2,23% | 264.621 | $2.594.936 | Naik ×6 | ||
| VCSH Vanguard Short-Term Corporate Bond ETF | $10.696.840 | 1,90% | 135.352 | $890.406 | Naik ×6 | ||
| BNDX Vanguard Total International Bond ETF | $10.670.228 | 1,90% | 220.323 | $1.200.469 | Naik ×6 | ||
| REET | $8.105.283 | 1,44% | 293.457 | $653.400 | Turun ×5 | ||
| DUSB | $7.672.198 | 1,37% | 151.087 | $582.737 | Naik ×6 | ||
| AVUV | $3.299.547 | 0,59% | 26.447 | $793.297 | Naik ×3 | ||
| VOT | $2.874.013 | 0,51% | 9.383 | ||||
| AVEM | $2.872.530 | 0,51% | 29.770 | $858.011 | Naik ×3 | ||
| NTSX | $2.583.741 | 0,46% | 43.755 | $505.400 | Naik ×3 | ||
| GLDM | $1.861.727 | 0,33% | 23.442 | $157.201 | Naik ×1 | ||
| AVIG | $1.784.191 | 0,32% | 43.086 | $549.373 | Naik ×3 | ||
| DFAI | $1.746.176 | 0,31% | 42.332 | $87.956 | Turun ×6 | ||
| QQQ Invesco QQQ Trust, Series 1 | $1.704.607 | 0,30% | 2.315 | $189.520 | Turun ×1 | ||
| SCHX | $1.653.007 | 0,29% | 56.167 | $217.102 | Naik ×2 | ||
| AVDE | $1.476.171 | 0,26% | 16.549 | $87.680 | Naik ×6 | ||
| BIL | $1.439.028 | 0,26% | 15.703 | $-243.166 | Turun ×1 | ||
| ITOT | $1.277.857 | 0,23% | 7.779 | $699.590 | Naik ×1 | ||
| NTSI | $1.267.249 | 0,23% | 27.194 | $197.886 | Naik ×3 | ||
| AAPL Apple Inc. - Common Stock | $1.054.894 | 0,19% | 3.646 | $218.271 | Naik ×6 | ||
| DFAX | $975.228 | 0,17% | 26.472 | $-80.084 | Turun ×1 | ||
| SPIP | $971.962 | 0,17% | 37.849 | $-98.506 | Turun ×2 | ||
| DFSD | $910.736 | 0,16% | 19.073 | $172.588 | Naik ×2 | ||
| VT | $841.095 | 0,15% | 5.359 | Naik ×1 | |||
| VTI | $818.948 | 0,15% | 2.213 | $182.450 | Naik ×2 | ||
| VIG | $810.293 | 0,14% | 3.424 | $63.723 | Turun ×4 | ||
| DFGR | $705.912 | 0,13% | 24.367 | $84.153 | Naik ×6 | ||
| EDV | $618.846 | 0,11% | 9.509 | $86.841 | Naik ×3 | ||
| EPD Enterprise Products Partners L.P. Common Stock | $614.987 | 0,11% | 16.730 | $-11.086 | Naik ×5 | ||
| DFGX Dimensional Global ex US Core Fixed Income ETF | $574.482 | 0,10% | 10.719 | $45.676 | Naik ×1 | ||
| IVV | $484.787 | 0,09% | 647 | $4.526 | Turun ×1 | ||
| QUAL | $482.143 | 0,09% | 2.197 | $8.324 | Turun ×1 | ||
| SGOV iShares 0-3 Month Treasury Bond ETF | $451.303 | 0,08% | 4.483 | Naik ×1 | |||
| VOO | $444.365 | 0,08% | 647 | $54.764 | Turun ×1 | ||
| SCHD | $441.734 | 0,08% | 13.930 | $-9.681 | Turun ×4 | ||
| TPYP Tortoise North American Pipeline ETF | $386.094 | 0,07% | 9.208 | $-4.018 | Turun ×4 | ||
| SCHZ | $381.180 | 0,07% | 16.480 | $-278.329 | Turun ×5 | ||
| AMZN Amazon.com, Inc. - Common Stock | $367.044 | 0,07% | 1.540 | $-39.082 | Turun ×1 | ||
| BOXX | $364.735 | 0,06% | 3.115 | $25.168 | Naik ×1 | ||
| PGF | $356.650 | 0,06% | 26.014 | $-860 | Naik ×2 | ||
| DFUS | $340.543 | 0,06% | 4.156 | $44.281 | Turun ×2 | ||
| AGG | $329.507 | 0,06% | 3.329 | $101.911 | Naik ×1 | ||
| AOM | $329.124 | 0,06% | 6.597 | $16.624 | |||
| AVDV | $316.054 | 0,06% | 3.067 | $9.783 | |||
| DFAC | $302.713 | 0,05% | 6.824 | $37.532 | |||
| JMUB | $299.929 | 0,05% | 5.921 | ||||
| DFNM | $297.888 | 0,05% | 6.163 | Naik ×1 | |||
| VTV | $293.988 | 0,05% | 1.349 | $-19.540 | Turun ×5 | ||
| GOVT | $292.518 | 0,05% | 12.841 | ||||
| SPY SPY | $290.159 | 0,05% | 389 | $32.267 | Turun ×1 | ||
| SIVR | $282.393 | 0,05% | 5.023 | $-77.304 | |||
| VYM | $281.293 | 0,05% | 1.780 | $5.771 | Turun ×3 | ||
| SUB | $266.495 | 0,05% | 2.503 | Naik ×1 | |||
| JNJ Johnson & Johnson Common Stock | $265.398 | 0,05% | 1.045 | $9.714 | Turun ×1 | ||
| DFIV | $263.942 | 0,05% | 4.886 | $6.059 | |||
| MLPX | $260.132 | 0,05% | 3.532 | $-1.138 | Turun ×1 | ||
| AVGO Broadcom Inc. - Common Stock | $259.893 | 0,05% | 688 | $37.665 | Turun ×1 | ||
| TQQQ ProShares UltraPro QQQ | $254.745 | 0,05% | 3.145 | Naik ×1 | |||
| SCHV | $245.748 | 0,04% | 7.060 | $30.391 | Turun ×1 | ||
| NVDA NVIDIA Corporation - Common Stock | $241.110 | 0,04% | 1.205 | $-21.047 | Turun ×1 | ||
| ICSH | $223.008 | 0,04% | 4.409 | $-78.739 | Turun ×6 | ||
| JHPI | $220.801 | 0,04% | 9.727 | $397 | Turun ×1 | ||
| NBIX Neurocrine Biosciences, Inc. - Common Stock | $218.085 | 0,04% | 1.294 | $4.798 | Turun ×1 | ||
| CIM Chimera Investment Corporation Common Stock | $208.121 | 0,04% | 15.601 | Naik ×1 | |||
| SCHF | $204.152 | 0,04% | 7.370 | $-25.614 | Turun ×1 | ||
| ROK Rockwell Automation, Inc. Common Stock | $201.002 | 0,04% | 406 | Naik ×1 | |||
| VGM Invesco Trust for Investment Grade Municipals Common Stock (DE) | $108.152 | 0,02% | 10.203 | Naik ×1 | |||
| HRZN Horizon Technology Finance Corporation - Common Stock | $79.142 | 0,01% | 16.732 | Naik ×1 | |||
| MVO MV Oil Trust Units of Beneficial Interests | $21.207 | 0,00% | 11.981 | Naik ×1 | |||
| Tidak ada hasil | |||||||
Kepemilikan dengan keyakinan
Posisi meningkat selama 3+ kuartal berturut-turut.
Jumlah saham dilaporkan dalam pengajuan 13F (tidak disesuaikan split)
| Sekuritas | Nilai | % dari portofolio | Rentetan |
|---|---|---|---|
| SPYM | $86.652.945 | 15,43% | naik ×6 |
| DFIC | $80.103.532 | 14,26% | naik ×6 |
| DUHP | $53.674.937 | 9,56% | naik ×6 |
| SCHB | $50.646.348 | 9,02% | naik ×6 |
| DFSV | $39.848.391 | 7,10% | naik ×6 |
| DFEM | $36.919.835 | 6,57% | naik ×6 |
| AVLV | $33.477.843 | 5,96% | naik ×6 |
| DFCF | $30.548.634 | 5,44% | naik ×6 |
| SPAB | $29.957.877 | 5,33% | naik ×6 |
| DFIP | $23.952.001 | 4,27% | naik ×6 |
| AVRE | $12.537.727 | 2,23% | naik ×6 |
| VCSH | $10.696.840 | 1,90% | naik ×6 |
| BNDX | $10.670.228 | 1,90% | naik ×6 |
| DUSB | $7.672.198 | 1,37% | naik ×6 |
| AVUV | $3.299.547 | 0,59% | naik ×3 |
Taruhan baru terbesar
Posisi baru dibuka kuartal ini, terbesar diurutkan pertama.
| Sekuritas | Nilai | Saham | % dari portofolio |
|---|---|---|---|
| VOT | $2.874.013 | 9.383 | 0,51% |
| VT | $841.095 | 5.359 | 0,15% |
| SGOV | $451.303 | 4.483 | 0,08% |
| JMUB | $299.929 | 5.921 | 0,05% |
| DFNM | $297.888 | 6.163 | 0,05% |
| GOVT | $292.518 | 12.841 | 0,05% |
| SUB | $266.495 | 2.503 | 0,05% |
| TQQQ | $254.745 | 3.145 | 0,05% |
| CIM | $208.121 | 15.601 | 0,04% |
| ROK | $201.002 | 406 | 0,04% |
| VGM | $108.152 | 10.203 | 0,02% |
| HRZN | $79.142 | 16.732 | 0,01% |
| MVO | $21.207 | 11.981 | 0,00% |
Penggerak teratas (QoQ)
| Sekuritas | Aksi | Saham Δ | Nilai Δ |
|---|---|---|---|
| SPYM | Beli lebih banyak | +71K | +$16.6M |
| DFIC | Beli lebih banyak | +193K | +$10.6M |
| DUHP | Beli lebih banyak | +86K | +$9.6M |
| SCHB | Beli lebih banyak | +108K | +$9.5M |
| DFEM | Beli lebih banyak | +40K | +$6.9M |
| DFSV | Beli lebih banyak | +58K | +$5.9M |
| AVLV | Beli lebih banyak | +20K | +$5.5M |
| DFCF | Beli lebih banyak | +88K | +$3.7M |
| SPAB | Beli lebih banyak | +119K | +$2.9M |
| AVRE | Beli lebih banyak | +39K | +$2.6M |
Posisi yang keluar
Termasuk peristiwa perusahaan (merger, delisting) — tidak semua keluar adalah penjualan
Posisi tertutup mencerminkan perubahan pelaporan 13F; bagi manajer indeks, ini sering kali mekanis (penghapusan pencatatan, M&A, penyeimbangan ulang indeks), bukan keputusan aktif.
| Sekuritas | Kuartal | Saham sebelumnya | Nilai sebelumnya | Harga sejak keluar |
|---|---|---|---|---|
| VOE | 30 Juni 2026 | 13.260 | $2.443.619 | Tidak lagi dilacak |
| GOVT | 30 Juni 2025 | 77.964 | $1.792.003 | Tidak lagi dilacak |
| VOE | 31 Maret 2025 | 6.222 | $1.006.456 | Tidak lagi dilacak |
| VOT | 31 Maret 2025 | 3.774 | $957.653 | Tidak lagi dilacak |
| SCHO | 30 Juni 2026 | 16.683 | $404.907 | Tidak lagi dilacak |
| BILS | 31 Des. 2025 | 3.754 | $373.598 | Tidak lagi dilacak |
| VOT | 31 Maret 2026 | 1.249 | $348.564 | Tidak lagi dilacak |
| TPYPXXXX | 30 Juni 2025 | 9.280 | $337.530 | Tidak lagi dilacak |
| GOVT | 31 Maret 2026 | 12.955 | $298.289 | Tidak lagi dilacak |
| JMUB | 31 Maret 2026 | 5.805 | $293.153 | Tidak lagi dilacak |
| MUB | 30 Juni 2026 | 2.559 | $271.665 | Tidak lagi dilacak |
| QUAL | 30 Sep. 2025 | 1.460 | $266.963 | Tidak lagi dilacak |
| BIV | 30 Juni 2026 | 3.375 | $260.483 | Tidak lagi dilacak |
| PDEC | 30 Juni 2025 | 6.915 | $260.004 | Tidak lagi dilacak |
| POCT | 30 Juni 2025 | 6.669 | $259.091 | Tidak lagi dilacak |
| BOXX | 31 Des. 2025 | 2.138 | $243.433 | Tidak lagi dilacak |
| TSLA | 30 Juni 2026 | 628 | $233.460 | -17,1% |
| PBDE | 30 Sep. 2025 | 8.203 | $224.926 | Tidak lagi dilacak |
| VTG | 30 Juni 2026 | 2.872 | $217.525 | Tidak lagi dilacak |
| NJUL | 30 Juni 2026 | 2.949 | $210.602 | Tidak lagi dilacak |
| DFAU | 31 Des. 2025 | 4.592 | $210.146 | Tidak lagi dilacak |
| BIV | 30 Juni 2025 | 2.716 | $207.964 | Tidak lagi dilacak |
| PGX | 30 Sep. 2025 | 13.827 | $153.894 | Tidak lagi dilacak |