Instuitional Investor - Level Wealth Management Llc
Fund Profile
Filing Period:
| Fund Name: | Level Wealth Management Llc |
| Portfolio Value | $141,542,597 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds | 158,457 | $45,922,389 | 32.44% | |
| 2. | BND | 336,857 | $24,223,377 | 17.11% | |
| 3. | Vanguard Tax-Managed Fds | 334,862 | $16,013,092 | 11.31% | |
| 4. | Vanguard Mun Bd Fds | 191,520 | $9,600,893 | 6.78% | |
| 5. | Dimensional Etf Trust | 148,689 | $6,020,410 | 4.25% |
