# EDGAR Filing Document

**Accession Number:** 0001967205
**File Stem:** 0001967205-23-000001
**Filing Date:** 2023-3
**Character Count:** 10182
**Document Hash:** 645fe324686703ecb18799c9994243e4
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001967205-23-000001.hdr.sgml**: 20230302

**ACCESSION NUMBER**: 0001967205-23-000001

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20221231

**FILED AS OF DATE**: 20230302

**DATE AS OF CHANGE**: 20230302

**EFFECTIVENESS DATE**: 20230302

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Leading Edge Financial Planning LLC
- **CENTRAL INDEX KEY:** 0001967205
- **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:** 23697046

**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

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 12-31-2022

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** Leading Edge Financial Planning LLC<br>**Address:** 6921 OFFICE PARK CIRCLE<br>KNOXVILLE, TN 37909

**Form 13F File Number:** 028-23156

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** CHARLES MATTINGLY<br>**Title:** Chief Compliance Officer<br>**Phone:** 865-240-2292

**Signature, Place, and Date of Signing:**

CHARLES MATTINGLY  KNOXVILLE, TN  03-02-2023<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 63

**Form 13F Information Table Value Total:** $115562029

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| AFLAC INC | COM | 001055102 |  | 279885 | 3891 | SH |  | SOLE |  | 0 | 0 | 3891 |
| AMERICAN CENTY ETF TR | US SML CP VALU | 025072877 |  | 464032 | 6228 | SH |  | SOLE |  | 0 | 0 | 6228 |
| APPLE INC | COM | 037833100 |  | 872077 | 6712 | SH |  | SOLE |  | 0 | 0 | 6712 |
| DIMENSIONAL ETF TRUST | INFLATION PROTE | 25434V856 |  | 6928598 | 168333 | SH |  | SOLE |  | 600 | 0 | 167733 |
| DIMENSIONAL ETF TRUST | US HIGH PROFITAB | 25434V831 |  | 9084743 | 378373 | SH |  | SOLE |  | 500 | 0 | 377873 |
| DIMENSIONAL ETF TRUST | US SMALL CAP VAL | 25434V815 |  | 6023868 | 243192 | SH |  | SOLE |  | 2200 | 0 | 240992 |
| DIMENSIONAL ETF TRUST | WORLD EX US CORE | 25434V880 |  | 19992991 | 925601 | SH |  | SOLE |  | 1096 | 0 | 924505 |
| DIMENSIONAL ETF TRUST | INTL CORE EQT MK | 25434V203 |  | 2710884 | 108262 | SH |  | SOLE |  | 0 | 0 | 108262 |
| DIMENSIONAL ETF TRUST | EMGR CRE EQT MNG | 25434V302 |  | 658630 | 30006 | SH |  | SOLE |  | 0 | 0 | 30006 |
| DIMENSIONAL ETF TRUST | CORE FIXED INCOM | 25434V872 |  | 890244 | 21441 | SH |  | SOLE |  | 5851 | 0 | 15590 |
| DIMENSIONAL ETF TRUST | EMERGING MKTS CO | 25434V732 |  | 219816 | 9787 | SH |  | SOLE |  | 0 | 0 | 9787 |
| ENTERPRISE PRODS PARTNERS L | COM | 293792107 |  | 392492 | 16272 | SH |  | SOLE |  | 0 | 0 | 16272 |
| GLOBAL X FDS | GLB X MLP ENRG I | 37954Y293 |  | 608542 | 14930 | SH |  | SOLE |  | 0 | 0 | 14930 |
| GSK PLC | SPONSORED ADR | 37733W204 |  | 202477 | 5762 | SH |  | SOLE |  | 0 | 0 | 5762 |
| INNOVATOR ETFS TR | GRWT100 PWR BF | 45782C466 |  | 279648 | 8113 | SH |  | SOLE |  | 0 | 0 | 8113 |
| INNOVATOR ETFS TR | GRWT100 PWR BUF | 45782C615 |  | 369749 | 10549 | SH |  | SOLE |  | 0 | 0 | 10549 |
| INNOVATOR ETFS TR | US EQTY PWR BUF | 45782C813 |  | 258125 | 8550 | SH |  | SOLE |  | 0 | 0 | 8550 |
| INVESCO EXCH TRADED FD TR II | PFD ETF | 46138E511 |  | 272079 | 24336 | SH |  | SOLE |  | 0 | 0 | 24336 |
| INVESCO EXCHANGE TRADED FD T | FINL PFD ETF | 46137V621 |  | 444487 | 30867 | SH |  | SOLE |  | 0 | 0 | 30867 |
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 |  | 1022584 | 3840 | SH |  | SOLE |  | 0 | 0 | 3840 |
| ISHARES INC | MSCI PAC JP ETF | 464286665 |  | 369184 | 8628 | SH |  | SOLE |  | 0 | 0 | 8628 |
| ISHARES TR | GLOBAL REIT ETF | 46434V647 |  | 2623155 | 115507 | SH |  | SOLE |  | 0 | 0 | 115507 |
| ISHARES TR | MSCI USA QLT FCT | 46432F339 |  | 666207 | 5846 | SH |  | SOLE |  | 0 | 0 | 5846 |
| ISHARES TR | ISHS 1-5YR INVS | 464288646 |  | 477474 | 9584 | SH |  | SOLE |  | 0 | 0 | 9584 |
| ISHARES TR | CORE S SCP ETF | 464287804 |  | 297067 | 3139 | SH |  | SOLE |  | 0 | 0 | 3139 |
| ISHARES TR | BLACKROCK ULTRA | 46434V878 |  | 418898 | 8371 | SH |  | SOLE |  | 0 | 0 | 8371 |
| ISHARES TR | CORE S ETF | 464287200 |  | 346490 | 902 | SH |  | SOLE |  | 0 | 0 | 902 |
| JOHNSON  JOHNSON | COM | 478160104 |  | 274401 | 1553 | SH |  | SOLE |  | 0 | 0 | 1553 |
| MANAGED PORTFOLIO SERIES | TORTOISE NRAM PI | 56167N720 |  | 374437 | 15166 | SH |  | SOLE |  | 0 | 0 | 15166 |
| MERCK  CO INC | COM | 58933Y105 |  | 224402 | 2023 | SH |  | SOLE |  | 0 | 0 | 2023 |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | 808524805 |  | 1910307 | 59308 | SH |  | SOLE |  | 0 | 0 | 59308 |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | 808524102 |  | 5262428 | 117439 | SH |  | SOLE |  | 0 | 0 | 117439 |
| SCHWAB STRATEGIC TR | EMRG MKTEQ ETF | 808524706 |  | 276081 | 11664 | SH |  | SOLE |  | 0 | 0 | 11664 |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | 808524201 |  | 790842 | 17516 | SH |  | SOLE |  | 3289 | 0 | 14227 |
| SCHWAB STRATEGIC TR | US LCAP VA ETF | 808524409 |  | 497026 | 7528 | SH |  | SOLE |  | 0 | 0 | 7528 |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 |  | 1212283 | 16048 | SH |  | SOLE |  | 0 | 0 | 16048 |
| SCHWAB STRATEGIC TR | SHT TM US TRES | 808524862 |  | 3049690 | 63219 | SH |  | SOLE |  | 0 | 0 | 63219 |
| SCHWAB STRATEGIC TR | INT-TRM U.S TRES | 808524854 |  | 228656 | 4645 | SH |  | SOLE |  | 0 | 0 | 4645 |
| SCHWAB STRATEGIC TR | INTL SCEQT ETF | 808524888 |  | 403131 | 12810 | SH |  | SOLE |  | 0 | 0 | 12810 |
| SCHWAB STRATEGIC TR | US AGGREGATE B | 808524839 |  | 3375770 | 73949 | SH |  | SOLE |  | 0 | 0 | 73949 |
| SCHWAB STRATEGIC TR | US REIT ETF | 808524847 |  | 939642 | 48711 | SH |  | SOLE |  | 0 | 0 | 48711 |
| SCHWAB STRATEGIC TR | US SML CAP ETF | 808524607 |  | 221568 | 5469 | SH |  | SOLE |  | 0 | 0 | 5469 |
| SCHWAB STRATEGIC TR | US TIPS ETF | 808524870 |  | 1136567 | 21946 | SH |  | SOLE |  | 0 | 0 | 21946 |
| SOUTHWEST AIRLS CO | COM | 844741108 |  | 398453 | 6804 | SH |  | SOLE |  | 0 | 0 | 6804 |
| SPDR SER TR | PORTFOLIO AGRGTE | 78464A649 |  | 8676555 | 345267 | SH |  | SOLE |  | 0 | 0 | 345267 |
| SPDR SER TR | PORTFOLIO S | 78464A854 |  | 14308316 | 318104 | SH |  | SOLE |  | 850 | 0 | 317254 |
| SPDR SER TR | PORTFLI TIPS ETF | 78464A656 |  | 970849 | 37688 | SH |  | SOLE |  | 7183 | 0 | 30505 |
| SPDR SER TR | S 600 SMCP VAL | 78464A300 |  | 454731 | 6127 | SH |  | SOLE |  | 0 | 0 | 6127 |
| SPDR SER TR | S DIVID ETF | 78464A763 |  | 1779715 | 14225 | SH |  | SOLE |  | 0 | 0 | 14225 |
| SPDR SER TR | PORT MTG BK ETF | 78464A383 |  | 1411466 | 65045 | SH |  | SOLE |  | 0 | 0 | 65045 |
| SPDR SER TR | PORTFLI INTRMDIT | 78464A672 |  | 833259 | 29506 | SH |  | SOLE |  | 0 | 0 | 29506 |
| SPDR SER TR | PORTFOLIO S | 78468R853 |  | 1151188 | 31138 | SH |  | SOLE |  | 0 | 0 | 31138 |
| SPDR SER TR | PORTFOLIO LN TSR | 78464A664 |  | 458361 | 15789 | SH |  | SOLE |  | 791 | 0 | 14998 |
| SPDR SER TR | BLOOMBERG 1-3 MO | 78468R663 |  | 333134 | 3642 | SH |  | SOLE |  | 0 | 0 | 3642 |
| VANECK ETF TRUST | GOLD MINERS ETF | 92189F106 |  | 276204 | 9637 | SH |  | SOLE |  | 0 | 0 | 9637 |
| VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | 92203J407 |  | 241569 | 5093 | SH |  | SOLE |  | 0 | 0 | 5093 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 |  | 541713 | 2833 | SH |  | SOLE |  | 0 | 0 | 2833 |
| VANGUARD MALVERN FDS | STRM INFPROIDX | 922020805 |  | 746879 | 15990 | SH |  | SOLE |  | 0 | 0 | 15990 |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 |  | 3312494 | 21814 | SH |  | SOLE |  | 0 | 0 | 21814 |
| VANGUARD STAR FDS | VG TL INTL STK F | 921909768 |  | 365775 | 7072 | SH |  | SOLE |  | 2655 | 0 | 4417 |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | 921946406 |  | 282959 | 2615 | SH |  | SOLE |  | 0 | 0 | 2615 |
| WISDOMTREE TR | US EFFICIENT COR | 97717Y790 |  | 1032450 | 31817 | SH |  | SOLE |  | 891 | 0 | 30926 |
| WORLD GOLD TR | SPDR GLD MINIS | 98149E303 |  | 634302 | 17527 | SH |  | SOLE |  | 0 | 0 | 17527 |

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