Instuitional Investor - Level Financial Advisors, Inc.
Fund Profile
Filing Period:
| Fund Name: | Level Financial Advisors, Inc. |
| Portfolio Value | $378,244,912 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds - S&P 500 ETF SHS | 90,688 | $56,872,895 | 15.04% | |
| 2. | Vanguard Scottsdale Funds | 500,842 | $29,414,466 | 7.78% | |
| 3. | Vanguard Tax-Managed Fds | 434,155 | $27,121,667 | 7.17% | |
| 4. | BND | 209,820 | $16,535,909 | 4.37% | |
| 5. | Dimensional Etf Trust | 405,407 | $15,417,644 | 4.08% |