Companies 0 See All

Hedge Funds 0 See All

Insiders 0 See All

Institutional Investors 0 See All

Click here to see all results for

Home > Institutional Investor > Level Financial Advisors, Inc. > Profile

Instuitional Investor - Level Financial Advisors, Inc.

Profile
13F Holdings

Fund Profile

Filing Period:

Fund Name:	Level Financial Advisors, Inc.
Portfolio Value	$447,535,251

Top 13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Vanguard Index Fds - S&P 500 ETF SHS		93,946	$64,523,357	14.42%
2.	Vanguard Tax-Managed Fds		485,706	$34,606,521	7.73%
3.	Vanguard Scottsdale Funds	VCIT	532,912	$31,015,454	6.93%
4.	Vanguard Bond Index Funds	BND	237,879	$18,533,169	4.14%
5.	Dimensional Etf Trust	DFAC	435,560	$18,175,918	4.06%