Instuitional Investor - Level Financial Advisors, Inc.
Fund Profile
Filing Period:
| Fund Name: | Level Financial Advisors, Inc. |
| Portfolio Value | $272,514,980 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds - S&P 500 ETF SHS | 90,409 | $48,713,378 | 17.87% | |
| 2. | Vanguard Scottsdale Funds | 415,409 | $24,168,484 | 8.86% | |
| 3. | Vanguard Tax-Managed Fds | 378,711 | $18,109,944 | 6.64% | |
| 4. | BND | 176,557 | $13,642,570 | 5% | |
| 5. | Vanguard Scottsdale Funds | 159,696 | $12,457,901 | 4.57% |
