Instuitional Investor - Level Wealth Management Llc

Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds
186,228 $68,911,812 27.6%
2. BND 565,823 $41,537,096 16.64%
3.
Vanguard Tax-Managed Fds
399,419 $28,458,606 11.4%
4.
Vanguard Mun Bd Fds
306,836 $15,519,761 6.22%
5. IEF 80,941 $13,296,145 5.33%