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Home > Institutional Investor > Level Wealth Management Llc > Profile

Instuitional Investor - Level Wealth Management Llc

Fund Profile
Filing Period:
Fund Name: Level Wealth Management Llc
Portfolio Value $152,803,010
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds
 181,650 $49,924,620 32.67%
2.
Vanguard Bond Index Funds
 BND 363,021 $26,663,923 17.45%
3.
Vanguard Tax-Managed Fds
 379,203 $19,274,898 12.61%
4.
Vanguard Mun Bd Fds
 201,706 $10,008,648 6.55%
5.
Vanguard Intl Equity Index Funds
 VWO 145,856 $6,601,421 4.32%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)