Leading Edge Financial Planning LLC
- SEC CIK
- 0001967205
- 最新申報
- 2026/8/6
2023 年第 4 季持倉
持倉截至 2023/12/31，2024/2/13 申報。只含多頭部位，變化是跟 2023 年第 3 季比股數。
- 持股檔數
- 60
- 較 2023 年第 3 季 −7
- 總值
- $1.93 億
- 較 2023 年第 3 季 +$3,659 萬 (+23.4%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 487,462 | $2,725 萬 | 14.1% | +9,328+2.0% | 加碼 | – |
| State Street SPDR Portfolio Aggregate Bond ETF78464A649 | ETF | 899,715 | $2,307 萬 | 12.0% | +287,148+46.9% | 加碼 | – |
| Dimensional ETF Trust25434V799 | INTL CORE EQUITY | 895,247 | $2,286 萬 | 11.9% | +636,323+245.8% | 加碼 | – |
| Schwab U.S. Broad Market ETF808524102 | ETF | 297,097 | $1,654 萬 | 8.6% | +138,115+86.9% | 加碼 | – |
| Dimensional ETF Trust25434V831 | US HIGH PROF ETF | 543,964 | $1,556 萬 | 8.1% | +21,947+4.2% | 加碼 | – |
| Dimensional ETF Trust25434V815 | US SMALL CAP ETF | 411,586 | $1,199 萬 | 6.2% | +62,851+18.0% | 加碼 | – |
| Dimensional ETF Trust25434V732 | EMERGING MKTS CO | 421,746 | $1,053 萬 | 5.5% | +287,932+215.2% | 加碼 | – |
| American Centy ETF Tr025072349 | US LARGE CAP VLU | 156,732 | $905.3 萬 | 4.7% | +118,831+313.5% | 加碼 | – |
| iShares Tr46434V647 | GLOBAL REIT ETF | 286,263 | $692.2 萬 | 3.6% | +96,856+51.1% | 加碼 | – |
| Dimensional ETF Trust25434V856 | INFLATION PROTE | 155,785 | $643.1 萬 | 3.3% | −91,817−37.1% | 減碼 | – |
| State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663 | ETF | 62,857 | $574.4 萬 | 3.0% | +46,739+290.0% | 加碼 | – |
| Vanguard Total International Bond ETF92203J407 | ETF | 78,028 | $385.2 萬 | 2.0% | +54,112+226.3% | 加碼 | – |
| Dimensional World Ex U.S. Core Equity 2 ETF25434V880 | ETF | 126,303 | $308.4 萬 | 1.6% | −769,469−85.9% | 減碼 | – |
| Schwab US Aggregate Bond ETF808524839 | ETF | 60,263 | $280.9 萬 | 1.5% | −5,394−8.2% | 減碼 | – |
| SPDR Series Trust78468R606 | ST PORT HIGH ETF | 83,094 | $194.3 萬 | 1.0% | +60,621+269.8% | 加碼 | – |
| Schwab Strategic Tr808524862 | SHT TM US TRES | 39,935 | $193.5 萬 | 1.0% | −15,011−27.3% | 減碼 | – |
| Dimensional ETF Trust25434V203 | INTL CORE EQT MK | 64,810 | $185.6 萬 | 1.0% | −15,755−19.6% | 減碼 | – |
| WisdomTree Tr97717Y790 | US EFFIC CORE FD | 46,500 | $182.7 萬 | 0.9% | −3,905−7.7% | 減碼 | – |
| AAPLApple Inc. | Stock | 7,109 | $136.9 萬 | 0.7% | +62+0.9% | 加碼 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 2,901 | $118.8 萬 | 0.6% | −167−5.4% | 減碼 | – |
| American Centy ETF Tr025072877 | US SML CP VALU | 12,310 | $110.5 萬 | 0.6% | +1,209+10.9% | 加碼 | – |
| GLDMWorld Gold Trust | SPDR GLD MINIS | 24,444 | $100.0 萬 | 0.5% | −453−1.8% | 減碼 | 歷史 |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 17,250 | $97.3 萬 | 0.5% | −2,489−12.6% | 減碼 | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 5,417 | $92.3 萬 | 0.5% | −19,967−78.7% | 減碼 | – |
| Vanguard Morningstar Mid-Cap Growth ETF922908538 | ETF | 3,967 | $87.1 萬 | 0.5% | −2,467−38.3% | 減碼 | – |
| Schwab International Equity ETF808524805 | ETF | 21,056 | $77.8 萬 | 0.4% | −12,997−38.2% | 減碼 | – |
| Dimensional ETF Trust25434V872 | CORE FIXE IN ETF | 15,413 | $65.4 萬 | 0.3% | −1,780−10.4% | 減碼 | – |
| iShares Tr46434V878 | ULTRA SHORT DUR | 11,886 | $59.9 萬 | 0.3% | −3,330−21.9% | 減碼 | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 7,761 | $59.1 萬 | 0.3% | −1,727−18.2% | 減碼 | – |
| SPDR Series Trust78464A656 | ST STR TIPS ETF | 18,761 | $48.0 萬 | 0.2% | −6,847−26.7% | 減碼 | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 3,191 | $47.7 萬 | 0.2% | +460+16.8% | 加碼 | – |
| Schwab U.S. REIT ETF808524847 | ETF | 21,264 | $44.0 萬 | 0.2% | −22,453−51.4% | 減碼 | – |
| Vanguard World FD921910709 | EXTENDED DUR | 5,388 | $43.7 萬 | 0.2% | +1,112+26.0% | 加碼 | – |
| EPDEnterprise Products Partners L.P. | Stock | 15,611 | $41.1 萬 | 0.2% | +195+1.3% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 2,686 | $40.8 萬 | 0.2% | −128−4.5% | 減碼 | 歷史 |
| Invesco Exch Traded FD Tr II46138E511 | PFD ETF | 31,972 | $36.7 萬 | 0.2% | +6,967+27.9% | 加碼 | – |
| Schwab US Tips ETF808524870 | ETF | 6,760 | $35.3 萬 | 0.2% | −7,144−51.4% | 減碼 | – |
| State Street SPDR S&P 600 Small Cap Value ETF78464A300 | ETF | 4,158 | $34.6 萬 | 0.2% | −1,043−20.1% | 減碼 | – |
| Managed Portfolio Series56167N720 | TORTOISE NRAM PI | 13,031 | $33.8 萬 | 0.2% | +132+1.0% | 加碼 | – |
| Innovator ETFs Trust45782C276 | GRWT100 PWR BUF | 6,063 | $33.4 萬 | 0.2% | −366−5.7% | 減碼 | – |
| SPDR Series Trust78464A664 | ST LON TREAS ETF | 11,265 | $32.7 萬 | 0.2% | −840−6.9% | 減碼 | – |
| iShares Tr464289875 | CORE 40 MODE ETF | 7,872 | $32.7 萬 | 0.2% | +2,572+48.5% | 加碼 | – |
| WisdomTree Tr97717Y634 | INTERNATIONL EFI | 8,631 | $30.8 萬 | 0.2% | +8,631 | 新進 | – |
| Dimensional Emerging Core Equity Market ETF25434V302 | ETF | 12,551 | $30.3 萬 | 0.2% | −13,996−52.7% | 減碼 | – |
| Innovator ETFs Trust45782C813 | US EQTY PWR BUF | 8,325 | $30.1 萬 | 0.2% | −400−4.6% | 減碼 | – |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 1,965 | $28.9 萬 | 0.2% | −2,916−59.7% | 減碼 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 1,187 | $28.2 萬 | 0.1% | +1,187 | 新進 | – |
| SPDR Series Trust78464A672 | ST INTER ETF | 9,843 | $28.1 萬 | 0.1% | −12,841−56.6% | 減碼 | – |
| Invesco Exchange Traded FD T46137V621 | FINL PFD ETF | 17,989 | $26.2 萬 | 0.1% | −7,421−29.2% | 減碼 | – |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 4,482 | $26.0 萬 | 0.1% | −1,133−20.2% | 減碼 | – |
| Schwab U.S. Large-Cap Value ETF808524409 | ETF | 3,665 | $25.7 萬 | 0.1% | −393−9.7% | 減碼 | – |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 2,138 | $23.9 萬 | 0.1% | 00.0% | 不變 | – |
| Dimensional U.S. Core Equity 2 ETF25434V708 | ETF | 7,835 | $22.9 萬 | 0.1% | +20.0% | 加碼 | – |
| Innovator ETFs Trust45782C615 | GRWT100 PWR BUF | 4,948 | $22.7 萬 | 0.1% | +4,948 | 新進 | – |
| Global X FDS37954Y293 | GLB X MLP ENRG I | 5,030 | $22.4 萬 | 0.1% | −2,663−34.6% | 減碼 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 467 | $22.3 萬 | 0.1% | +467 | 新進 | – |
| Dimensional ETF Trust25434V807 | INTERNATNAL VAL | 6,352 | $21.8 萬 | 0.1% | +6,352 | 新進 | – |
| Dimensional ETF Trust25434V658 | GLOBAL REAL EST | 8,364 | $21.7 萬 | 0.1% | +8,364 | 新進 | – |
| iShares Tr464288646 | ISHS 1-5YR INVS | 4,203 | $21.5 萬 | 0.1% | −4,388−51.1% | 減碼 | – |
| CIMChimera Investment Corp | COM NEW | 10,778 | $5.38 萬 | <0.1% | +271+2.6% | 加碼 | 歷史 |
2023 年第 3 季之後清倉（13 檔）
2023 年第 3 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2023 年第 3 季股數 | 2023 年第 3 季市值 | 2023 年第 3 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| SPDR Series Trust78464A383 | ST STR BACKE ETF | 64,414 | $134.0 萬 | 0.9% | – |
| SPDR Series Trust78464A763 | ST STR SP DIV | 10,466 | $120.4 萬 | 0.8% | – |
| State Street SPDR Portfolio S&P 600 Small Cap ETF78468R853 | ETF | 23,363 | $86.2 萬 | 0.6% | – |
| Vanguard Malvern FDS922020805 | STRM INFPROIDX | 8,951 | $42.3 萬 | 0.3% | – |
| AFLAflac Inc | Stock | 3,958 | $30.4 萬 | 0.2% | 歷史 |
| Innovator ETFs Trust45782C466 | GRWT100 PWR BF | 7,328 | $29.7 萬 | 0.2% | – |
| Schwab International Small-Cap Equity ETF808524888 | ETF | 8,625 | $27.8 萬 | 0.2% | – |
| iShares Inc464286665 | MSCI PAC JP ETF | 5,853 | $23.3 萬 | 0.1% | – |
| MRKMerck & Co., Inc. | Stock | 2,259 | $23.3 萬 | 0.1% | 歷史 |
| JNJJohnson & Johnson | Stock | 1,454 | $22.6 萬 | 0.1% | 歷史 |
| TSLATesla, Inc. | Stock | 860 | $21.5 萬 | 0.1% | 歷史 |
| GSKGSK plc | ADR | 5,759 | $20.9 萬 | 0.1% | 歷史 |
| LUVSouthwest Airlines Co | COM | 4,453 | $20.9 萬 | 0.1% | 歷史 |