Next Level Wealth Planning, LLC
13F Portfolio Filings
- Most recent 13FQ4 2024
- Locationmeridian, ID
- CIK0002044208
- All SEC filings
Quater | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
43 | $127.11M | VOO, VO, VTI, SCHG | 13F-HR | Jan 30, 2025 | 000166773125000183 |