LEVEL FOUR FINANCIAL, LLC

Q3 2021 13F Holdings

  • Location
    mobile, AL
  • Num holdings

    301

  • Value ($000)

    $229,471

  • Date Filed
    10/12/2021
  • Form type
    13F-HR
  • CIK
    0000857602
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2021 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
AAPL
AAPL

APPLE INC

COM
037833100
$13.33M
6 %

94,187

MSFT
MSFT

MICROSOFT CORP

COM
594918104
$6.08M
3 %

21,550

SCHD
SCHD

SCHWAB STRATEGIC TR

US DIVIDEND EQ
808524797
$6.05M
3 %

81,522

AMZN
AMZN

AMAZON COM INC

COM
023135106
$4.95M
2 %

1,506

CFA
CFA

VICTORY PORTFOLIOS II

VCSHS US 500 VOL
92647N766
$4.58M
2 %

64,419

ISTB
ISTB

ISHARES TR

CORE 1 5 YR USD
46432F859
$3.77M
2 %

73,868

BSV
BSV

VANGUARD BD INDEX FDS

SHORT TRM BOND
921937827
$3.70M
2 %

45,129

VTI
VTI

VANGUARD INDEX FDS

TOTAL STK MKT
922908769
$3.65M
2 %

16,419

IVV
IVV

ISHARES TR

CORE S&P500 ETF
464287200
$3.57M
2 %

8,291

GOOG
GOOG

ALPHABET INC

CAP STK CL C
02079K107
$3.49M
2 %

1,311

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