Level Financial Advisors
Q1 2025 13F Holdings
- Locationeast amherst, NY
- Num holdings
85
- Value ($000)
$294,143
- Date Filed04/10/2025
- 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 Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VOO VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | $46.45M | 16 % | 90,386 | ||
VGSH VANGUARD SCOTTSDALE FDS | SHORT TERM TREAS | 92206C102 | $24.81M | 8 % | 422,766 | ||
VEA VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | $20.24M | 7 % | 398,287 | ||
BSV VANGUARD BD INDEX FDS | SHORT TRM BOND | 921937827 | $14.12M | 5 % | 180,355 | ||
VCSH VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | 92206C409 | $12.61M | 4 % | 159,741 | ||
DUHP DIMENSIONAL ETF TRUST | US HIGH PROFITAB | 25434V831 | $11.91M | 4 % | 359,458 | ||
DFGR DIMENSIONAL ETF TRUST | GLOBAL REAL EST | 25434V658 | $10.81M | 4 % | 411,628 | ||
VANGUARD SCOTTSDALE FDS | MTG-BKD SECS ETF | 92206C771 | $9.08M | 3 % | 196,152 | ||
DFUV DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | 25434V724 | $8.25M | 3 % | 200,088 | ||
DFIP DIMENSIONAL ETF TRUST | INFLATION PROTE | 25434V856 | $7.89M | 3 % | 187,253 |
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