Instuitional Investor - Level Financial Advisors, Inc.
13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds - S&P 500 ETF SHS | 91,816 | $54,864,947 | 13.99% | |
| 2. | Vanguard Scottsdale Funds | 511,047 | $29,916,689 | 7.63% | |
| 3. | Vanguard Tax-Managed Fds | 451,513 | $28,932,962 | 7.38% | |
| 4. | BND | 226,780 | $17,781,799 | 4.54% | |
| 5. | Dimensional Etf Trust | 582,284 | $15,477,120 | 3.95% |