0001951757-24-000431.txt : 20240503 0001951757-24-000431.hdr.sgml : 20240503 20240503100923 ACCESSION NUMBER: 0001951757-24-000431 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240331 FILED AS OF DATE: 20240503 DATE AS OF CHANGE: 20240503 EFFECTIVENESS DATE: 20240503 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: 24911216 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 03-31-2024 03-31-2024 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 05-03-2024 0 54 225767988 false INFORMATION TABLE 2 F_13F_LEFP_Q12024.xml AMAZON COM INC COM 023135106 213570 1184 SH SOLE 0 0 1184 AMERICAN CENTY ETF TR US LARGE CAP VLU 025072349 11975213 186356 SH SOLE 0 0 186356 AMERICAN CENTY ETF TR US SML CP VALU 025072877 1098133 11718 SH SOLE 0 0 11718 APPLE INC COM 037833100 1144189 6672 SH SOLE 0 0 6672 CHIMERA INVT CORP COM NEW 16934Q208 67624 14669 SH SOLE 0 0 14669 DIMENSIONAL ETF TRUST INTL CORE EQT MK 25434V203 1887800 62469 SH SOLE 0 0 62469 DIMENSIONAL ETF TRUST EMGR CRE EQT MNG 25434V302 245961 9950 SH SOLE 0 0 9950 DIMENSIONAL ETF TRUST GLOBAL REAL EST 25434V658 213533 8364 SH SOLE 0 0 8364 DIMENSIONAL ETF TRUST US CORE EQUITY 2 25434V708 243837 7632 SH SOLE 0 0 7632 DIMENSIONAL ETF TRUST EMERGING MKTS CO 25434V732 13429592 526857 SH SOLE 0 0 526857 DIMENSIONAL ETF TRUST INTL CORE EQUITY 25434V799 29074806 1086909 SH SOLE 0 0 1086909 DIMENSIONAL ETF TRUST US SMALL CAP VAL 25434V815 14829604 492678 SH SOLE 0 0 492678 DIMENSIONAL ETF TRUST US HIGH PROFITAB 25434V831 19185865 606955 SH SOLE 0 0 606955 DIMENSIONAL ETF TRUST INFLATION PROTE 25434V856 7691236 186454 SH SOLE 0 0 186454 DIMENSIONAL ETF TRUST CORE FIXED INCOM 25434V872 701103 16713 SH SOLE 0 0 16713 DIMENSIONAL ETF TRUST WORLD EX US CORE 25434V880 1106432 43492 SH SOLE 0 0 43492 ENTERPRISE PRODS PARTNERS L COM 293792107 461418 15813 SH SOLE 0 0 15813 GLOBAL X FDS GLB X MLP ENRG I 37954Y293 205614 4197 SH SOLE 0 0 4197 INNOVATOR ETFS TRUST GRWT100 PWR BUF 45782C276 294356 5106 SH SOLE 0 0 5106 INNOVATOR ETFS TRUST US EQTY PWR BUF 45782C508 223553 5716 SH SOLE 0 0 5716 INNOVATOR ETFS TRUST GRWT100 PWR BUF 45782C615 203282 4273 SH SOLE 0 0 4273 INVESCO QQQ TR UNIT SER 1 46090E103 1110410 2501 SH SOLE 0 0 2501 INVESCO EXCHANGE TRADED FD T FINL PFD ETF 46137V621 420471 27590 SH SOLE 0 0 27590 INVESCO EXCH TRADED FD TR II PFD ETF 46138E511 126758 10669 SH SOLE 0 0 10669 ISHARES TR CORE S&P500 ETF 464287200 200975 382 SH SOLE 0 0 382 ISHARES TR MODERT ALLOC ETF 464289875 317983 7433 SH SOLE 0 0 7433 ISHARES TR MSCI USA QLT FCT 46432F339 220928 1344 SH SOLE 0 0 1344 ISHARES TR GLOBAL REIT ETF 46434V647 8396365 354576 SH SOLE 0 0 354576 ISHARES TR BLACKROCK ULTRA 46434V878 561520 11106 SH SOLE 0 0 11106 JOHN HANCOCK EXCHANGE TRADED PREFERRED INCOME 47804J776 201874 8984 SH SOLE 0 0 8984 MANAGED PORTFOLIO SERIES TORTOISE NRAM PI 56167N720 287553 10284 SH SOLE 0 0 10284 SPDR SER TR PORTFOLIO AGRGTE 78464A649 28881618 1142469 SH SOLE 0 0 1142469 SPDR SER TR PORTFLI TIPS ETF 78464A656 507558 19811 SH SOLE 0 0 19811 SPDR SER TR PORTFOLIO S&P500 78464A854 33021662 536675 SH SOLE 0 0 536675 SPDR SER TR PORTFLI HIGH YLD 78468R606 2662217 113479 SH SOLE 0 0 113479 SPDR SER TR BLOOMBERG 1-3 MO 78468R663 6401024 69728 SH SOLE 0 0 69728 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 19579177 320708 SH SOLE 0 0 320708 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 965134 15552 SH SOLE 0 0 15552 SCHWAB STRATEGIC TR US LCAP VA ETF 808524409 218630 2877 SH SOLE 0 0 2877 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 402362 4990 SH SOLE 0 0 4990 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 298619 7653 SH SOLE 0 0 7653 SCHWAB STRATEGIC TR US AGGREGATE B 808524839 2706599 58839 SH SOLE 0 0 58839 SCHWAB STRATEGIC TR SHT TM US TRES 808524862 953515 19778 SH SOLE 0 0 19778 SCHWAB STRATEGIC TR US TIPS ETF 808524870 210481 4035 SH SOLE 0 0 4035 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 714981 3915 SH SOLE 0 0 3915 VANGUARD WORLD FD EXTENDED DUR 921910709 486507 6351 SH SOLE 0 0 6351 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 239364 1978 SH SOLE 0 0 1978 VANGUARD CHARLOTTE FDS TOTAL INT BD ETF 92203J407 5179799 105302 SH SOLE 0 0 105302 VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 1873116 7944 SH SOLE 0 0 7944 VANGUARD INDEX FDS VALUE ETF 922908744 512683 3148 SH SOLE 0 0 3148 VANGUARD INDEX FDS TOTAL STK MKT 922908769 310652 1195 SH SOLE 0 0 1195 WISDOMTREE TR INTERNATIONL EFI 97717Y634 900928 24310 SH SOLE 0 0 24310 WISDOMTREE TR US EFFICIENT COR 97717Y790 1279569 30300 SH SOLE 0 0 30300 WORLD GOLD TR SPDR GLD MINIS 98149E303 1120235 25431 SH SOLE 0 0 25431