Instuitional Investor - Level Financial Advisors, Inc.
Fund Profile
Filing Period:
| Fund Name: | Level Financial Advisors, Inc. |
| Portfolio Value | $321,389,870 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds - S&P 500 ETF SHS | 89,045 | $50,580,479 | 15.74% | |
| 2. | Vanguard Scottsdale Funds | 419,170 | $24,638,786 | 7.67% | |
| 3. | Vanguard Tax-Managed Fds | 402,018 | $22,919,025 | 7.13% | |
| 4. | BND | 191,992 | $15,109,736 | 4.7% | |
| 5. | Dimensional Etf Trust | 363,744 | $12,934,726 | 4.02% |
