Level Wealth Management LLC
Q1 2025 13F Holdings
- Locationgreensboro, NC
- Num holdings
52
- Value ($000)
$152,803
- Date Filed04/28/2025
- Form type13F-HR
- CIK0002036775
- 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 |
|---|---|---|---|---|---|---|---|
VTI VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | $49.92M | 33 % | 181,650 | ||
BND VANGUARD BD INDEX FDS | TOTAL BND MRKT | 921937835 | $26.66M | 17 % | 363,021 | ||
VEA VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | $19.27M | 13 % | 379,203 | ||
VANGUARD MUN BD FDS | TAX EXEMPT BD | 922907746 | $10.01M | 7 % | 201,706 | ||
VWO VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 | $6.60M | 4 % | 145,856 | ||
DFAU DIMENSIONAL ETF TRUST | US CORE EQT MKT | 25434V104 | $5.46M | 4 % | 142,050 | ||
BNDX VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | 92203J407 | $3.98M | 3 % | 81,608 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $2.16M | 1 % | 5,764 | ||
BSV VANGUARD BD INDEX FDS | SHORT TRM BOND | 921937827 | $2.08M | 1 % | 26,537 | ||
DFAI DIMENSIONAL ETF TRUST | INTL CORE EQT MK | 25434V203 | $1.96M | 1 % | 62,659 |
Rows Per Page
10
- 10
- 50
- 100