Filling information for Leading Edge Financial Planning LLC as Treemap, investor disclosed 68 total holdings based on 2023-06-30 SEC fillings. A list of the exposed holdings
Product description
| CUSIP | Symbol | Name | Title Of Class | Value in 1000's | Amount | |
|---|---|---|---|---|---|---|
| 023135106 | 023135106 | AMAZON COM INC | COM | 269063 | 2064 | |
| 78464A854 | 78464A854 | SPDR SER TR | PORTFOLIO S&P500 | 24627984 | 472615 | |
| 844741108 | 844741108 | SOUTHWEST AIRLS CO | COM | 327379 | 5109 | |
| 45782C615 | 45782C615 | INNOVATOR ETFS TR | GRWT100 PWR BUF | 327922 | 7879 | |
| 56167N720 | 56167N720 | MANAGED PORTFOLIO SERIES | TORTOISE NRAM PI | 317972 | 12898 | |
| 464289875 | 464289875 | ISHARES TR | MODERT ALLOC ETF | 257106 | 6362 | |
| 808524888 | 808524888 | SCHWAB STRATEGIC TR | INTL SCEQT ETF | 319253 | 9454 | |
| 46090E103 | 46090E103 | INVESCO QQQ TR | UNIT SER 1 | 1250037 | 3384 | |
| 025072877 | 025072877 | AMERICAN CENTY ETF TR | US SML CP VALU | 742040 | 9561 | |
| 97717Y790 | 97717Y790 | WISDOMTREE TR | US EFFICIENT COR | 1681603 | 45363 | |
| 78467V608 | 78467V608 | SSGA ACTIVE ETF TR | BLACKSTONE SENR | 241176 | 5760 | |
| 78468R663 | 78468R663 | SPDR SER TR | BLOOMBERG 1-3 MO | 1179223 | 12843 | |
| 808524607 | 808524607 | SCHWAB STRATEGIC TR | US SML CAP ETF | 201623 | 4603 | |
| 78464A664 | 78464A664 | SPDR SER TR | PORTFOLIO LN TSR | 387656 | 12965 | |
| 37954Y293 | 37954Y293 | GLOBAL X FDS | GLB X MLP ENRG I | 438855 | 10557 | |
| 46434V878 | 46434V878 | ISHARES TR | BLACKROCK ULTRA | 666476 | 13250 | |
| 921909768 | 921909768 | VANGUARD STAR FDS | VG TL INTL STK F | 314935 | 5616 | |
| 25434V856 | 25434V856 | DIMENSIONAL ETF TRUST | INFLATION PROTE | 11116494 | 269099 | |
| 808524102 | 808524102 | SCHWAB STRATEGIC TR | US BRD MKT ETF | 5526444 | 106894 | |
| 808524847 | 808524847 | SCHWAB STRATEGIC TR | US REIT ETF | 881943 | 45158 | |
| 808524862 | 808524862 | SCHWAB STRATEGIC TR | SHT TM US TRES | 2765196 | 57536 | |
| 808524805 | 808524805 | SCHWAB STRATEGIC TR | INTL EQTY ETF | 1409946 | 39550 | |
| 464286665 | 464286665 | ISHARES INC | MSCI PAC JP ETF | 280241 | 6634 | |
| 25434V203 | 25434V203 | DIMENSIONAL ETF TRUST | INTL CORE EQT MK | 2391697 | 87544 | |
| 921908844 | 921908844 | VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 5056438 | 31130 | |
| 45782C813 | 45782C813 | INNOVATOR ETFS TR | US EQTY PWR BUF | 266916 | 7800 | |
| 037833100 | 037833100 | APPLE INC | COM | 1368290 | 7054 | |
| 78464A300 | 78464A300 | SPDR SER TR | S&P 600 SMCP VAL | 417824 | 5413 | |
| 808524706 | 808524706 | SCHWAB STRATEGIC TR | EMRG MKTEQ ETF | 219359 | 8906 | |
| 58933Y105 | 58933Y105 | MERCK & CO INC | COM | 263339 | 2282 | |
| 808524201 | 808524201 | SCHWAB STRATEGIC TR | US LRG CAP ETF | 1057815 | 20199 | |
| 478160104 | 478160104 | JOHNSON & JOHNSON | COM | 239497 | 1447 | |
| 78464A763 | 78464A763 | SPDR SER TR | S&P DIVID ETF | 1543417 | 12591 | |
| 808524870 | 808524870 | SCHWAB STRATEGIC TR | US TIPS ETF | 859368 | 16391 | |
| 46434V647 | 46434V647 | ISHARES TR | GLOBAL REIT ETF | 3256865 | 141788 | |
| 25434V872 | 25434V872 | DIMENSIONAL ETF TRUST | CORE FIXED INCOM | 751514 | 18009 | |
| 25434V302 | 25434V302 | DIMENSIONAL ETF TRUST | EMGR CRE EQT MNG | 725530 | 30926 | |
| 78464A383 | 78464A383 | SPDR SER TR | PORT MTG BK ETF | 1699336 | 77560 | |
| 808524409 | 808524409 | SCHWAB STRATEGIC TR | US LCAP VA ETF | 299678 | 4467 | |
| 922020805 | 922020805 | VANGUARD MALVERN FDS | STRM INFPROIDX | 460475 | 9711 | |
| 921910709 | 921910709 | VANGUARD WORLD FD | EXTENDED DUR | 267653 | 3074 | |
| 808524839 | 808524839 | SCHWAB STRATEGIC TR | US AGGREGATE B | 3195621 | 69229 | |
| 464288646 | 464288646 | ISHARES TR | ISHS 1-5YR INVS | 427497 | 8521 | |
| 78464A649 | 78464A649 | SPDR SER TR | PORTFOLIO AGRGTE | 13027412 | 513497 | |
| 78464A656 | 78464A656 | SPDR SER TR | PORTFLI TIPS ETF | 949613 | 36750 | |
| 25434V880 | 25434V880 | DIMENSIONAL ETF TRUST | WORLD EX US CORE | 27985048 | 1200560 | |
| 25434V815 | 25434V815 | DIMENSIONAL ETF TRUST | US SMALL CAP VAL | 8392772 | 326567 | |
| 921946406 | 921946406 | VANGUARD WHITEHALL FDS | HIGH DIV YLD | 217201 | 2048 | |
| 25434V708 | 25434V708 | DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 220780 | 8132 | |
| 25434V831 | 25434V831 | DIMENSIONAL ETF TRUST | US HIGH PROFITAB | 13848224 | 521787 | |
| 808524854 | 808524854 | SCHWAB STRATEGIC TR | INT-TRM U.S TRES | 204361 | 4147 | |
| 45782C466 | 45782C466 | INNOVATOR ETFS TR | GRWT100 PWR BF | 316350 | 7903 | |
| 25434V807 | 25434V807 | DIMENSIONAL ETF TRUST | INTERNATNAL VAL | 208175 | 6337 | |
| 25434V732 | 25434V732 | DIMENSIONAL ETF TRUST | EMERGING MKTS CO | 422318 | 17560 | |
| 78464A672 | 78464A672 | SPDR SER TR | PORTFLI INTRMDIT | 752970 | 26616 | |
| 46137V621 | 46137V621 | INVESCO EXCHANGE TRADED FD T | FINL PFD ETF | 361818 | 25214 | |
| 88160R101 | 88160R101 | TESLA INC | COM | 224599 | 858 | |
| 98149E303 | 98149E303 | WORLD GOLD TR | SPDR GLD MINIS | 867119 | 22765 | |
| 37733W204 | 37733W204 | GSK PLC | SPONSORED ADR | 205358 | 5762 | |
| 001055102 | 001055102 | AFLAC INC | COM | 274832 | 3937 | |
| 92189F106 | 92189F106 | VANECK ETF TRUST | GOLD MINERS ETF | 217626 | 7228 | |
| 16934Q208 | 16934Q208 | CHIMERA INVT CORP | COM NEW | 58093 | 10068 | |
| 78468R853 | 78468R853 | SPDR SER TR | PORTFOLIO S&P600 | 911165 | 23459 | |
| 46432F339 | 46432F339 | ISHARES TR | MSCI USA QLT FCT | 871401 | 6461 | |
| 293792107 | 293792107 | ENTERPRISE PRODS PARTNERS L | COM | 428587 | 16265 | |
| 808524797 | 808524797 | SCHWAB STRATEGIC TR | US DIVIDEND EQ | 973679 | 13408 | |
| 92203J407 | 92203J407 | VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | 232600 | 4759 | |
| 46138E511 | 46138E511 | INVESCO EXCH TRADED FD TR II | PFD ETF | 338187 | 29744 |