Instuitional Investor - Level Financial Advisors, Inc.
Fund Profile
Filing Period:
| Fund Name: | Level Financial Advisors, Inc. |
| Portfolio Value | $354,763,448 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds - S&P 500 ETF SHS | 89,025 | $54,516,870 | 15.37% | |
| 2. | Vanguard Scottsdale Funds | 446,325 | $26,266,199 | 7.4% | |
| 3. | Vanguard Tax-Managed Fds | 411,093 | $24,632,713 | 6.94% | |
| 4. | BND | 197,233 | $15,563,688 | 4.39% | |
| 5. | Dimensional Etf Trust | 385,198 | $14,548,912 | 4.1% |
Hedge Fund Resource Center 
