Instuitional Investor - Level Wealth Management Llc

Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds
154,660 $50,754,883 26.72%
2. BND 409,877 $30,482,518 16.04%
3.
Vanguard Tax-Managed Fds
351,906 $21,086,195 11.1%
4. IEF 95,499 $13,909,410 7.32%
5.
Vanguard Mun Bd Fds
164,984 $8,260,745 4.35%