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Home > Institutional Investor > Level Wealth Management Llc > Profile

Instuitional Investor - Level Wealth Management Llc

Profile
13F Holdings

Fund Profile

Filing Period:

Fund Name:	Level Wealth Management Llc
Portfolio Value	$195,543,445

Top 13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Vanguard Index Fds		156,530	$52,479,887	26.84%
2.	Vanguard Bond Index Funds	BND	421,702	$31,235,472	15.97%
3.	Vanguard Tax-Managed Fds		340,571	$21,275,483	10.88%
4.	Ishares Trust	IEF	80,671	$11,994,926	6.13%
5.	Vanguard Mun Bd Fds		196,542	$9,884,093	5.05%