StockDriftsStockDriftsTop 50 Leading Edge Financial Planning LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPYM | SPDR SERIES TRUST | 14.73% | 914.7K | $70.0M | +9.98%(+83.03K) | $56.83(+54.93%) | 2026-03-31 | |
| DFIC | DIMENSIONAL ETF TRUST | 14.63% | 1.96M | $69.5M | +5.79%(+107.04K) | $26.72(+42.25%) | 2026-03-31 | |
| DUHP | DIMENSIONAL ETF TRUST | 9.28% | 1.20M | $44.1M | +14.06%(+147.93K) | $29.68(+35.56%) | 2026-03-31 | |
| SCHB | SCHWAB STRATEGIC TR | 8.67% | 1.64M | $41.2M | +8.08%(+122.61K) | $19.41(+48.29%) | 2026-03-31 | |
| DFSV | DIMENSIONAL ETF TRUST | 7.15% | 969.3K | $34.0M | +4.90%(+45.31K) | $27.79(+32.98%) | 2026-03-31 | |
| DFEM | DIMENSIONAL ETF TRUST | 6.32% | 868.7K | $30.0M | +4.56%(+37.88K) | $26.09(+55.17%) | 2026-03-31 | |
| AVLV | AMERICAN CENTY ETF TR | 5.89% | 347.4K | $28.0M | +8.23%(+26.40K) | $62.00(+43.05%) | 2026-03-31 | |
| SPAB | SPDR SERIES TRUST | 5.69% | 1.05M | $27.0M | +4.95%(+49.76K) | $25.33(+0.38%) | 2026-03-31 | |
| DFCF | DIMENSIONAL ETF TRUST | 5.65% | 636.1K | $26.9M | +5.53%(+33.34K) | $42.24(-0.09%) | 2026-03-31 | |
| DFIP | DIMENSIONAL ETF TRUST | 4.52% | 515.0K | $21.5M | +8.28%(+39.37K) | $41.51(+1.44%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +12.03% | +40.59% |
| Top 20 Holdings Unweighted | +10.49% | +34.89% |
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