Level Wealth Management LLC
Q4 2024 13F Holdings
- Locationgreensboro, NC
- Num holdings
53
- Value ($000)
$141,543
- Date Filed01/24/2025
- Form type13F-HR
- CIK0002036775
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VTI VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | $45.92 M | 32 % | 158,457 | ||
BND VANGUARD BD INDEX FDS | TOTAL BND MRKT | 921937835 | $24.22 M | 17 % | 336,857 | ||
VEA VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | $16.01 M | 11 % | 334,862 | ||
VANGUARD MUN BD FDS | TAX EXEMPT BD | 922907746 | $9.60 M | 7 % | 191,520 | ||
DFAU DIMENSIONAL ETF TRUST | US CORE EQT MKT | 25434V104 | $6.02 M | 4 % | 148,689 | ||
VWO VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 | $5.68 M | 4 % | 129,029 | ||
BNDX VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | 92203J407 | $3.15 M | 2 % | 64,181 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $2.42 M | 2 % | 5,753 | ||
DFAI DIMENSIONAL ETF TRUST | INTL CORE EQT MK | 25434V203 | $1.87 M | 1 % | 64,114 | ||
V VISA INC | COM CL A | 92826C839 | $1.85 M | 1 % | 5,860 |
Rows Per Page
10
- 10
- 50
- 100