Next Level Wealth Planning, LLC
Q1 2025 13F Holdings
- Locationmeridian, ID
- Num holdings
49
- Value ($000)
$132,023
- Date Filed05/06/2025
- 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 Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VOO VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | $41.77M | 32 % | 81,276 | ||
VO VANGUARD INDEX FDS | MID CAP ETF | 922908629 | $13.18M | 10 % | 50,953 | ||
DFAI DIMENSIONAL ETF TRUST | INTL CORE EQT MK | 25434V203 | $12.41M | 9 % | 397,289 | ||
VTI VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | $11.90M | 9 % | 43,284 | ||
SCHD SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 | $9.74M | 7 % | 348,439 | ||
SCHG SCHWAB STRATEGIC TR | US LCAP GR ETF | 808524300 | $9.69M | 7 % | 387,169 | ||
IJR ISHARES TR | CORE S&P SCP ETF | 464287804 | $8.20M | 6 % | 78,375 | ||
VEU VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | 922042775 | $5.00M | 4 % | 82,455 | ||
AAPL APPLE INC | COM | 037833100 | $1.89M | 1 % | 8,497 | ||
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $1.37M | 1 % | 2,433 |
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