Filer Name: LEVEL WEALTH MANAGEMENT LLC
CIK: 2036775
Period: 2024-12-31
Filed At: 2025-01-24
Number of Holdings: 53
Portfolio Value: $0.14B

Level Wealth Management Llc Top Holdings

Ticker Exchange Security Shares Value % of Portfolio Position Change Put/Call
VTI US VANGUARD TOTAL STOCK MKT ETF 158,457 $46M 32.44% - -
BND US VANGUARD TOTAL BOND MARKET 336,857 $24M 17.11% - -
VEA US VANGUARD FTSE DEVELOPED ETF 334,862 $16M 11.31% - -
VTEB US VANGUARD TAX-EXEMPT BOND ETF 191,520 $10M 6.78% - -
DFAU US DIMENSIONAL US CORE EQUITY M 148,689 $6M 4.25% - -
VWO US VANGUARD FTSE EMERGING MARKE 129,029 $6M 4.01% - -
BNDX US VANGUARD TOTAL INTL BOND ETF 64,181 $3M 2.22% - -
MSFT US MICROSOFT CORP 5,753 $2M 1.71% - -
DFAI US DIMENSIONAL INTERNATIONAL CO 64,114 $2M 1.32% - -
V US VISA INC-CLASS A SHARES 5,860 $2M 1.31% - -
DFAC US DIMENSIONAL US CORE EQUITY 2 52,038 $2M 1.27% - -
VCSH US VANGUARD S/T CORP BOND ETF 22,710 $2M 1.25% - -
BSV US VANGUARD SHORT-TERM BOND ETF 22,261 $2M 1.22% - -
VGT US VANGUARD INFO TECH ETF 2,313 $1M 1.02% - -
VOO US VANGUARD S&P 500 ETF 2,549 $1M 0.97% - -
ISTB US ISHARES CORE 1-5 YEAR USD BO 23,257 $1M 0.78% - -
AAPL US APPLE INC 3,200 $1M 0.57% - -
SCHD US SCHWAB US DVD EQUITY ETF 27,836 $1M 0.54% - -
VUG US VANGUARD GROWTH ETF 1,789 $1M 0.52% - -
DFAE US DIMENSIONAL EMERGING CORE EQ 27,844 $1M 0.50% - -
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