Next Level Wealth Planning, LLC
Q4 2024 13F Holdings
- Locationmeridian, ID
- Num holdings
43
- Value ($000)
$127,114
- Date Filed01/30/2025
- Form type13F-HR
- CIK0002044208
- 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 to
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VOO VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | $41.29M | 33 % | 76,639 | ||
VO VANGUARD INDEX FDS | MID CAP ETF | 922908629 | $12.59M | 10 % | 47,676 | ||
VTI VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | $12.00M | 9 % | 41,422 | ||
SCHG SCHWAB STRATEGIC TR | US LCAP GR ETF | 808524300 | $10.32M | 8 % | 370,113 | ||
DFAI DIMENSIONAL ETF TRUST | INTL CORE EQT MK | 25434V203 | $9.49M | 8 % | 325,038 | ||
SCHD SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 | $8.94M | 7 % | 327,211 | ||
IJR ISHARES TR | CORE S&P SCP ETF | 464287804 | $8.65M | 7 % | 75,103 | ||
VEU VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | 922042775 | $5.85M | 5 % | 101,818 | ||
AAPL APPLE INC | COM | 037833100 | $2.15M | 2 % | 8,597 | ||
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $1.35M | 1 % | 2,285 |
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