Instuitional Investor - Level Financial Advisors, Inc.
Fund Profile
Filing Period:
| Fund Name: | Level Financial Advisors, Inc. |
| Portfolio Value | $202,285,653 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds | 97,962 | $42,789,888 | 21.15% | |
| 2. | Vanguard Scottsdale Funds | 332,403 | $19,389,073 | 9.58% | |
| 3. | Vanguard Tax-Managed Fds | 302,249 | $14,477,720 | 7.15% | |
| 4. | BND | 160,452 | $12,357,982 | 6.1% | |
| 5. | Vanguard Scottsdale Funds | 124,269 | $9,614,687 | 4.75% |
