Instuitional Investor - Level Wealth Management Llc

Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds
170,460 $54,685,159 25.62%
2. BND 490,003 $36,083,849 16.9%
3.
Vanguard Tax-Managed Fds
372,959 $23,899,242 11.2%
4.
Vanguard Mun Bd Fds
268,707 $13,405,788 6.28%
5. IEF 81,158 $11,559,373 5.42%