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Home > Institutional Investor > Next Level Wealth Planning, Llc > Profile

Instuitional Investor - Next Level Wealth Planning, Llc

Profile
13F Holdings

Fund Profile

Filing Period:

Fund Name:	Next Level Wealth Planning, Llc
Portfolio Value	$227,162,869

Top 13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Vanguard Index Fds - S&P 500 ETF SHS		97,407	$66,900,185	29.45%
2.	Dimensional Etf Trust	DFAC	554,859	$22,887,922	10.08%
3.	Vanguard Index Fds - MID CAP ETF		266,078	$21,437,908	9.44%
4.	Vanguard Index Fds		46,534	$17,219,821	7.58%
5.	Schwab Strategic Trust	SCHD	480,417	$16,257,320	7.16%