Instuitional Investor - Level Financial Advisors, Inc.
Fund Profile
Filing Period:
| Fund Name: | Level Financial Advisors, Inc. |
| Portfolio Value | $294,142,893 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds - S&P 500 ETF SHS | 90,386 | $46,450,493 | 15.79% | |
| 2. | Vanguard Scottsdale Funds | 422,766 | $24,812,134 | 8.44% | |
| 3. | Vanguard Tax-Managed Fds | 398,287 | $20,244,950 | 6.88% | |
| 4. | BND | 180,355 | $14,118,180 | 4.8% | |
| 5. | Vanguard Scottsdale Funds | 159,741 | $12,609,958 | 4.29% |
