Level Financial Advisors
Q4 2024 13F Holdings
- Locationeast amherst, NY
- Num holdings
79
- Value ($000)
$272,515
- Date Filed01/22/2025
- Form type13F-HR
- CIK0001871734
- 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 |
|---|---|---|---|---|---|---|---|
VOO VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | $48.71M | 18 % | 90,409 | ||
VGSH VANGUARD SCOTTSDALE FDS | SHORT TERM TREAS | 92206C102 | $24.17M | 9 % | 415,409 | ||
VEA VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | $18.11M | 7 % | 378,711 | ||
BSV VANGUARD BD INDEX FDS | SHORT TRM BOND | 921937827 | $13.64M | 5 % | 176,557 | ||
VCSH VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | 92206C409 | $12.46M | 5 % | 159,696 | ||
DUHP DIMENSIONAL ETF TRUST | US HIGH PROFITAB | 25434V831 | $11.71M | 4 % | 346,427 | ||
DFGR DIMENSIONAL ETF TRUST | GLOBAL REAL EST | 25434V658 | $9.56M | 4 % | 374,441 | ||
VANGUARD SCOTTSDALE FDS | MTG-BKD SECS ETF | 92206C771 | $8.78M | 3 % | 193,565 | ||
DFUV DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | 25434V724 | $8.19M | 3 % | 200,208 | ||
DFIP DIMENSIONAL ETF TRUST | INFLATION PROTE | 25434V856 | $6.60M | 2 % | 163,027 |
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