0001951757-24-000604.txt : 20240801 0001951757-24-000604.hdr.sgml : 20240801 20240801132915 ACCESSION NUMBER: 0001951757-24-000604 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240630 FILED AS OF DATE: 20240801 DATE AS OF CHANGE: 20240801 EFFECTIVENESS DATE: 20240801 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Leading Edge Financial Planning LLC CENTRAL INDEX KEY: 0001967205 ORGANIZATION NAME: IRS NUMBER: 474221739 STATE OF INCORPORATION: TN FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-23156 FILM NUMBER: 241165629 BUSINESS ADDRESS: STREET 1: 6921 OFFICE PARK CIRCLE CITY: KNOXVILLE STATE: TN ZIP: 37909 BUSINESS PHONE: 865-240-2292 MAIL ADDRESS: STREET 1: 6921 OFFICE PARK CIRCLE CITY: KNOXVILLE STATE: TN ZIP: 37909 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001967205 XXXXXXXX 06-30-2024 06-30-2024 Leading Edge Financial Planning LLC

6921 OFFICE PARK CIRCLE KNOXVILLE TN 37909

13F HOLDINGS REPORT 028-23156 N Charles Mattingly 865-240-2292 Charles Mattingly Knoxville TN 08-01-2024 0 50 249302888 false INFORMATION TABLE 2 F_13F_LEFP_Q22024.xml AMAZON COM INC COM 023135106 228808 1184 SH SOLE 0 0 1184 AMERICAN CENTY ETF TR US LARGE CAP VLU 025072349 12802389 203730 SH SOLE 0 0 203730 AMERICAN CENTY ETF TR REAL ESTATE ETF 025072356 1132340 27471 SH SOLE 0 0 27471 AMERICAN CENTY ETF TR AVANTIS EMGMKT 025072604 1272566 20831 SH SOLE 0 0 20831 AMERICAN CENTY ETF TR US SML CP VALU 025072877 1198211 13355 SH SOLE 0 0 13355 APPLE INC COM 037833100 531714 2524 SH SOLE 0 0 2524 DIMENSIONAL ETF TRUST INTL CORE EQT MK 25434V203 1804191 60809 SH SOLE 0 0 60809 DIMENSIONAL ETF TRUST EMGR CRE EQT MNG 25434V302 248633 9611 SH SOLE 0 0 9611 DIMENSIONAL ETF TRUST GLOBAL REAL EST 25434V658 364304 14578 SH SOLE 0 0 14578 DIMENSIONAL ETF TRUST US CORE EQUITY 2 25434V708 246102 7633 SH SOLE 0 0 7633 DIMENSIONAL ETF TRUST EMERGING MKTS CO 25434V732 14334560 536272 SH SOLE 0 0 536272 DIMENSIONAL ETF TRUST INTL CORE EQUITY 25434V799 32277947 1227765 SH SOLE 0 0 1227765 DIMENSIONAL ETF TRUST US SMALL CAP VAL 25434V815 15996941 555835 SH SOLE 0 0 555835 DIMENSIONAL ETF TRUST US HIGH PROFITAB 25434V831 21409077 669242 SH SOLE 0 0 669242 DIMENSIONAL ETF TRUST INFLATION PROTE 25434V856 8022617 196464 SH SOLE 0 0 196464 DIMENSIONAL ETF TRUST CORE FIXED INCOM 25434V872 1566716 37716 SH SOLE 0 0 37716 DIMENSIONAL ETF TRUST WORLD EX US CORE 25434V880 1090822 42912 SH SOLE 0 0 42912 ENTERPRISE PRODS PARTNERS L COM 293792107 445852 15385 SH SOLE 0 0 15385 INNOVATOR ETFS TRUST GRWT100 PWR BUF 45782C276 222499 3742 SH SOLE 0 0 3742 INNOVATOR ETFS TRUST US EQTY PWR BUF 45782C508 229955 5716 SH SOLE 0 0 5716 INVESCO EXCHANGE TRADED FD T FINL PFD ETF 46137V621 253429 17205 SH SOLE 0 0 17205 INVESCO QQQ TR UNIT SER 1 46090E103 1217834 2542 SH SOLE 0 0 2542 ISHARES TR CORE S&P500 ETF 464287200 209194 382 SH SOLE 0 0 382 ISHARES TR MODERT ALLOC ETF 464289875 318833 7413 SH SOLE 0 0 7413 ISHARES TR MSCI USA QLT FCT 46432F339 237228 1389 SH SOLE 0 0 1389 ISHARES TR GLOBAL REIT ETF 46434V647 7994304 343841 SH SOLE 0 0 343841 ISHARES TR BLACKROCK ULTRA 46434V878 612020 12112 SH SOLE 0 0 12112 MANAGED PORTFOLIO SERIES TORTOISE NRAM PI 56167N720 296500 10284 SH SOLE 0 0 10284 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 22065554 350971 SH SOLE 0 0 350971 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 932716 14517 SH SOLE 0 0 14517 SCHWAB STRATEGIC TR US LCAP VA ETF 808524409 202460 2733 SH SOLE 0 0 2733 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 377387 4853 SH SOLE 0 0 4853 SCHWAB STRATEGIC TR US AGGREGATE B 808524839 2344467 51437 SH SOLE 0 0 51437 SCHWAB STRATEGIC TR SHT TM US TRES 808524862 575725 11962 SH SOLE 0 0 11962 SPDR S&P 500 ETF TR TR UNIT 78462F103 201906 371 SH SOLE 0 0 371 SPDR SER TR PORTFOLIO AGRGTE 78464A649 32625289 1300330 SH SOLE 0 0 1300330 SPDR SER TR PORTFLI TIPS ETF 78464A656 702812 27648 SH SOLE 0 0 27648 SPDR SER TR PORTFOLIO S&P500 78464A854 37133996 580218 SH SOLE 0 0 580218 SPDR SER TR PORTFLI HIGH YLD 78468R606 2768296 119169 SH SOLE 0 0 119169 SPDR SER TR BLOOMBERG 1-3 MO 78468R663 9167526 99886 SH SOLE 0 0 99886 VANGUARD CHARLOTTE FDS TOTAL INT BD ETF 92203J407 5541625 113861 SH SOLE 0 0 113861 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 1987030 13209 SH SOLE 0 0 13209 VANGUARD INDEX FDS VALUE ETF 922908744 501442 3126 SH SOLE 0 0 3126 VANGUARD INDEX FDS TOTAL STK MKT 922908769 324830 1214 SH SOLE 0 0 1214 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 718646 3936 SH SOLE 0 0 3936 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 252900 2132 SH SOLE 0 0 2132 VANGUARD WORLD FD EXTENDED DUR 921910709 492640 6711 SH SOLE 0 0 6711 WISDOMTREE TR INTERNATIONL EFI 97717Y634 848093 23294 SH SOLE 0 0 23294 WISDOMTREE TR US EFFICIENT COR 97717Y790 1716793 39098 SH SOLE 0 0 39098 WORLD GOLD TR SPDR GLD MINIS 98149E303 1255169 27233 SH SOLE 0 0 27233