Instuitional Investor - Level Wealth Management Llc

Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds
147,352 $44,784,621 26.04%
2. BND 377,840 $27,820,327 16.18%
3.
Vanguard Tax-Managed Fds
327,304 $18,659,627 10.85%
4. IEF 96,269 $13,000,225 7.56%
5.
Vanguard Mun Bd Fds
148,846 $7,297,915 4.24%