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Leading Edge Financial Planning LLC

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13F filer, CIK 1967205, KNOXVILLE, TN

Leading Edge Financial Planning LLC reported $320,105,477 across 58 holdings for the quarter ended 2025-03-31, in a 13F-HR filed 2025-04-23. Its ten largest share positions make up 80.84% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001951757-25-000431

Period
2025-03-31
Reported value
$320M
Holdings
58
Top 10 weight
80.84%
New
3
Sold out
2

Largest buys vs the previous quarter

SecurityShares changeApprox. value
DFICadded+93,023$2.58M
SPYMadded+33,238$2.19M
DFSVadded+67,517$1.9M
GOVTnew+77,964$1.79M
DFEMadded+60,173$1.59M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
VOEexited-6,222-$1.01M
VOTexited-3,774-$958K
AVIGreduced-5,337-$221K
NTSXreduced-1,296-$58.8K
GLDMreduced-900-$55.7K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q1 2025

Share positions as resolved from 13F-HR 0001951757-25-000431, largest first. % of portfolio is the value over $320,105,477, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
SPYMSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 656,153 shares; 2024Q4: 669,525 shares; 2025Q1: 702,763 shares 702,763$46.2M14.44%+33,238Timeline
DFICDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,407,573 shares; 2024Q4: 1,514,325 shares; 2025Q1: 1,607,348 shares 1,607,348$44.6M13.94%+93,023Timeline
DUHPDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 767,529 shares; 2024Q4: 799,787 shares; 2025Q1: 847,714 shares 847,714$28.1M8.78%+47,927Timeline
SCHBSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 396,435 shares; 2024Q4: 1,237,328 shares; 2025Q1: 1,283,864 shares 1,283,864$27.6M8.64%+46,536Timeline
DFSVDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 649,172 shares; 2024Q4: 679,194 shares; 2025Q1: 746,711 shares 746,711$21M6.57%+67,517Timeline
SPABSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,457,068 shares; 2024Q4: 777,627 shares; 2025Q1: 810,132 shares 810,132$20.7M6.46%+32,505Timeline
DFCFDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,479 shares; 2024Q4: 450,681 shares; 2025Q1: 472,136 shares 472,136$19.9M6.2%+21,455Timeline
DFEMDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 616,388 shares; 2024Q4: 647,547 shares; 2025Q1: 707,720 shares 707,720$18.7M5.85%+60,173Timeline
AVLVAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 238,104 shares; 2024Q4: 244,838 shares; 2025Q1: 258,280 shares 258,280$16.8M5.26%+13,442Timeline
DFIPDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 247,564 shares; 2024Q4: 345,959 shares; 2025Q1: 357,263 shares 357,263$15M4.7%+11,304Timeline
REETISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 329,700 shares; 2024Q4: 316,857 shares; 2025Q1: 318,877 shares 318,877$7.74M2.42%+2,020Timeline
BNDXVANGUARD CHARLOTTE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 130,337 shares; 2024Q4: 139,026 shares; 2025Q1: 148,527 shares 148,527$7.25M2.27%+9,501Timeline
VCSHVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,529 shares; 2024Q4: 86,598 shares; 2025Q1: 91,211 shares 91,211$7.2M2.25%+4,613Timeline
DUSBDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 86,701 shares; 2025Q1: 94,592 shares 94,592$4.8M1.5%+7,891Timeline
AVREAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,055 shares; 2024Q4: 80,336 shares; 2025Q1: 104,118 shares 104,118$4.48M1.4%+23,782Timeline
BILSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100,564 shares; 2024Q4: 44,869 shares; 2025Q1: 47,723 shares 47,723$4.38M1.37%+2,854Timeline
GOVTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 77,964 shares 77,964$1.79M0.56%newTimeline
NTSXWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,397 shares; 2024Q4: 37,230 shares; 2025Q1: 35,934 shares 35,934$1.63M0.51%-1,296Timeline
GLDMWORLD GOLD TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,312 shares; 2024Q4: 25,102 shares; 2025Q1: 24,202 shares 24,202$1.5M0.47%-900Timeline
DFAIDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,379 shares; 2024Q4: 45,513 shares; 2025Q1: 45,335 shares 45,335$1.42M0.44%-178Timeline
AVUVAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,083 shares; 2024Q4: 15,193 shares; 2025Q1: 15,386 shares 15,386$1.34M0.42%+193Timeline
AVEMAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,831 shares; 2024Q4: 23,053 shares; 2025Q1: 22,207 shares 22,207$1.34M0.42%-846Timeline
QQQINVESCO QQQ TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,532 shares; 2024Q4: 2,506 shares; 2025Q1: 2,536 shares 2,536$1.19M0.37%+30Timeline
SCHXSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,464 shares; 2024Q4: 41,363 shares; 2025Q1: 41,324 shares 41,324$912K0.29%-39Timeline
NTSIWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,467 shares; 2024Q4: 22,865 shares; 2025Q1: 23,192 shares 23,192$882K0.28%+327Timeline
SPIPSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,941 shares; 2024Q4: 33,231 shares; 2025Q1: 33,392 shares 33,392$881K0.28%+161Timeline
DFAXDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,156 shares; 2024Q4: 33,188 shares; 2025Q1: 32,590 shares 32,590$854K0.27%-598Timeline
AVDEAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,845 shares; 2024Q4: 10,681 shares; 2025Q1: 12,648 shares 12,648$838K0.26%+1,967Timeline
SCHZSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,233 shares; 2024Q4: 31,010 shares; 2025Q1: 31,029 shares 31,029$719K0.22%+19Timeline
VIGVANGUARD SPECIALIZED FUNDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,618 shares; 2024Q4: 3,597 shares; 2025Q1: 3,600 shares 3,600$698K0.22%+3Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,640 shares; 2024Q4: 2,572 shares; 2025Q1: 2,779 shares 2,779$617K0.19%+207Timeline
VTVVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,054 shares; 2024Q4: 3,040 shares; 2025Q1: 3,133 shares 3,133$541K0.17%+93Timeline
EPDENTERPRISE PRODS PARTNERS LQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,532 shares; 2024Q4: 15,775 shares; 2025Q1: 15,576 shares 15,576$532K0.17%-199Timeline
SCHOSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,861 shares; 2024Q4: 21,613 shares; 2025Q1: 21,613 shares 21,613$526K0.16%0Timeline
EDVVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,202 shares; 2024Q4: 6,670 shares; 2025Q1: 6,635 shares 6,635$472K0.15%-35Timeline
AVIGAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 16,301 shares; 2025Q1: 10,964 shares 10,964$454K0.14%-5,337Timeline
DFSDDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,539 shares; 2025Q1: 9,474 shares 9,474$450K0.14%-65Timeline
ICSHISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,039 shares; 2024Q4: 8,950 shares; 2025Q1: 8,704 shares 8,704$441K0.14%-246Timeline
SCHDSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,753 shares; 2024Q4: 15,174 shares; 2025Q1: 15,174 shares 15,174$424K0.13%0Timeline
DFGRDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,237 shares; 2024Q4: 13,807 shares; 2025Q1: 14,129 shares 14,129$371K0.12%+322Timeline
VTIVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,270 shares; 2024Q4: 1,236 shares; 2025Q1: 1,236 shares 1,236$340K0.11%0Timeline
MANAGED PORTFOLIO SERIESMANAGED PORTFOLIO SERIESQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,284 shares; 2024Q4: 9,657 shares; 2025Q1: 9,280 shares 9,280$338K0.11%-377
IVVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 417 shares; 2024Q4: 599 shares; 2025Q1: 599 shares 599$337K0.11%0Timeline
AOMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,370 shares; 2024Q4: 7,370 shares; 2025Q1: 7,370 shares 7,370$323K0.1%0Timeline
VOOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 501 shares; 2024Q4: 527 shares; 2025Q1: 578 shares 578$297K0.09%+51Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,196 shares; 2024Q4: 1,111 shares; 2025Q1: 1,511 shares 1,511$287K0.09%+400Timeline
PDECINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,915 shares; 2025Q1: 6,915 shares 6,915$260K0.08%0Timeline
VYMVANGUARD WHITEHALL FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,118 shares; 2024Q4: 2,015 shares; 2025Q1: 2,015 shares 2,015$260K0.08%0Timeline
POCTINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,935 shares; 2024Q4: 6,142 shares; 2025Q1: 6,669 shares 6,669$259K0.08%+527Timeline
PGFINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,796 shares; 2024Q4: 16,796 shares; 2025Q1: 16,796 shares 16,796$240K0.07%0Timeline
JHPIJOHN HANCOCK EXCHANGE TRADEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,414 shares 10,414$233K0.07%newTimeline
QUALISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,340 shares; 2024Q4: 1,340 shares; 2025Q1: 1,340 shares 1,340$229K0.07%0Timeline
MLPXGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,734 shares; 2024Q4: 3,538 shares; 2025Q1: 3,538 shares 3,538$226K0.07%0Timeline
DFACDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,824 shares; 2024Q4: 6,824 shares; 2025Q1: 6,824 shares 6,824$225K0.07%0Timeline
PBDEPGIM ROCK ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,257 shares 8,257$215K0.07%newTimeline
BIVVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,700 shares; 2025Q1: 2,716 shares 2,716$208K0.06%+16Timeline
NJULINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,642 shares; 2024Q4: 3,642 shares; 2025Q1: 3,417 shares 3,417$205K0.06%-225Timeline
SPYSTATE STR SPDR S&P 500 ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 391 shares; 2024Q4: 358 shares; 2025Q1: 358 shares 358$200K0.06%0Timeline

Sold out in Q1 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
VOEVANGUARD INDEX FDS6,222$1.01Mshares
VOTVANGUARD INDEX FDS3,774$958Kshares

How Q1 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001951757-25-000431 base2025-04-23acceptance time not in the bulk data set