Long-term investor
Leading Edge Financial Planning LLC @leadingedgefinancialplan
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001967205).
Record
- Tracked since 2025-12-31 (261 days), 20 trades recorded
- Returns: week n/a · month n/a · 90 days +9.0% · 6 months n/a · 1 year n/a · all +9.2%
- Max drawdown n/a · win rate 10% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- SPYM · 15.4% · long · since 2025-12-31
- DFIC · 14.3% · long · since 2025-12-31
- DUHP · 9.6% · long · since 2025-12-31
- SCHB · 9.0% · long · since 2025-12-31
- DFSV · 7.1% · long · since 2025-12-31
- DFEM · 6.6% · long · since 2025-12-31
- AVLV · 6.0% · long · since 2025-12-31
- DFCF · 5.4% · long · since 2025-12-31
- SPAB · 5.3% · long · since 2025-12-31
- DFIP · 4.3% · long · since 2025-12-31
- AVRE · 2.2% · long · since 2025-12-31
- VCSH · 1.9% · long · since 2025-12-31