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| Name: |
Level Financial Advisors Inc. |
| City: |
AMHERST |
| State: |
NM |
| Zip: |
14228 |
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data |
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| Holdings
Found :
26 |
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Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
VGSH |
Vanguard Scottsdale Funds |
2 |
- |
$57.83 |
$21,214,000 |
365,311 |
9.62% |
1,825,000 |
32,908 |
0.041 |
Closed - End Fund - Debt |
|
|
VEA |
Vanguard Europe Pacific ETF |
3 |
- |
$49.56 |
$15,623,000 |
311,407 |
7.09% |
1,145,000 |
9,158 |
0.014 |
Closed - End Fund - F... |
|
|
BSV |
Vanguard Short-Term Bond |
4 |
- |
$76.40 |
$12,309,000 |
160,550 |
5.58% |
-49,000 |
98 |
0.031 |
Closed - End Fund - E... |
|
|
VCSH |
Vanguard Scottsdale Funds |
5 |
- |
$77.07 |
$10,976,000 |
141,975 |
4.98% |
1,361,000 |
17,706 |
0.034 |
N/A |
|
|
DUHP |
Dfa Dimensional Us High Pro... |
7 |
- |
$0.00 |
$7,530,000 |
238,211 |
3.42% |
2,611,000 |
66,270 |
0.177 |
N/A |
|
|
VMBS |
Vanguard Mortgage-Backed S |
8 |
- |
$45.15 |
$7,054,000 |
154,662 |
3.2% |
848,000 |
20,796 |
0.017 |
Closed - End Fund - Debt |
|
|
DFGR |
Dfa Dimensional Global Real... |
10 |
- |
$0.00 |
$5,010,000 |
196,237 |
2.27% |
2,057,000 |
82,571 |
0.218 |
N/A |
|
|
SHYG |
Ishares 0 5 Year High Yield... |
12 |
- |
$42.23 |
$4,710,000 |
110,688 |
2.14% |
257,000 |
5,226 |
0.01 |
N/A |
|
|
AVEM |
Avantis Emerging Markets Eq... |
16 |
- |
$0.00 |
$3,265,000 |
56,326 |
1.48% |
388,000 |
5,298 |
0.051 |
N/A |
|
|
DFIP |
Dfa Dimensional Inflation-p... |
17 |
- |
$0.00 |
$3,261,000 |
79,060 |
1.48% |
1,843,000 |
44,710 |
0.088 |
N/A |
|
|
BNDX |
Vanguard Total Internationa... |
18 |
- |
$48.73 |
$3,140,000 |
63,840 |
1.42% |
255,000 |
5,401 |
0.007 |
N/A |
|
|
DFEM |
Dfa Dimensional Emerging Ma... |
20 |
- |
$0.00 |
$2,872,000 |
112,654 |
1.3% |
1,912,000 |
74,208 |
0.109 |
N/A |
|
|
DFLV |
Dfa Dimensional Us Large Ca... |
26 |
- |
$0.00 |
$1,814,000 |
60,497 |
0.82% |
1,035,000 |
31,712 |
0.067 |
N/A |
|
|
DFIS |
Dfa Dimensional Internation... |
28 |
- |
$0.00 |
$1,648,000 |
65,753 |
0.75% |
971,000 |
37,763 |
0.073 |
N/A |
|
|
DFSU |
Dimensional Us Sustainabili... |
31 |
- |
$0.00 |
$1,373,000 |
39,913 |
0.62% |
1,282,000 |
36,976 |
0.044 |
N/A |
|
|
AVSC |
Avantis Us Small Cap Equity... |
32 |
- |
$0.00 |
$1,306,000 |
24,940 |
0.59% |
505,000 |
9,250 |
0.028 |
N/A |
|
|
VUG |
Vanguard Growth VIPERS |
36 |
- |
$350.63 |
$1,127,000 |
3,276 |
0.51% |
350,000 |
776 |
0.001 |
Closed - End Fund - E... |
|
|
DFSV |
Dfa Dimensional Us Small Ca... |
37 |
- |
$0.00 |
$1,084,000 |
36,009 |
0.49% |
792,000 |
25,966 |
0.04 |
N/A |
|
|
SUSB |
Ishares Esg 1 To 5 Year Usd... |
43 |
- |
$0.00 |
$732,000 |
29,920 |
0.33% |
30,000 |
1,232 |
0.078 |
N/A |
|
|
VTEB |
Vanguard Tax Exempt Bond Etf |
52 |
- |
$50.10 |
$397,000 |
7,839 |
0.18% |
11,000 |
275 |
0 |
N/A |
|
|
DFSI |
Dimensional Intl Sustainabi... |
54 |
- |
$0.00 |
$375,000 |
11,129 |
0.17% |
359,000 |
10,616 |
0.012 |
N/A |
|
|
NVDA |
NVIDIA Corporation |
56 |
- |
$924.79 |
$324,000 |
359 |
0.15% |
171,000 |
50 |
0 |
Semiconductor - Speci... |
|
|
DFSB |
Dfa Dimensional Glbl Sustai... |
58 |
- |
$0.00 |
$310,000 |
5,990 |
0.14% |
83,000 |
1,623 |
0.067 |
N/A |
|
|
BIV |
Vanguard Intermediate-Term ... |
65 |
- |
$74.55 |
$263,000 |
3,487 |
0.12% |
60,000 |
834 |
0.002 |
Closed - End Fund - Debt |
|
|
AVSE |
Avantis Responsible Emergin... |
67 |
- |
$0.00 |
$257,000 |
5,230 |
0.12% |
7,000 |
23 |
0.058 |
N/A |
|
|
VB |
Vanguard Small Cap VIPERS |
69 |
- |
$225.56 |
$234,000 |
1,024 |
0.11% |
73,000 |
271 |
0.001 |
Closed - End Fund - E... |
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