Filer Name: NEXT LEVEL WEALTH PLANNING, LLC
CIK: 2044208
Period: 2024-12-31
Filed At: 2025-01-30
Number of Holdings: 43
Portfolio Value: $0.13B

Next Level Wealth Planning, Llc Top Holdings

Ticker Exchange Security Shares Value % of Portfolio Position Change Put/Call
VOO US VANGUARD S&P 500 ETF 76,639 $41M 32.49% - -
VO US VANGUARD MID-CAP ETF 47,676 $13M 9.91% - -
VTI US VANGUARD TOTAL STOCK MKT ETF 41,422 $12M 9.44% - -
SCHG US SCHWAB US LARGE-CAP GROWTH 370,113 $10M 8.11% - -
DFAI US DIMENSIONAL INTERNATIONAL CO 325,038 $9M 7.47% - -
SCHD US SCHWAB US DVD EQUITY ETF 327,211 $9M 7.03% - -
IJR US ISHARES CORE S&P SMALL-CAP E 75,103 $9M 6.81% - -
VEU US VANGUARD FTSE ALL-WORLD EX-U 101,818 $6M 4.60% - -
AAPL US APPLE INC 8,597 $2M 1.69% - -
IVV US ISHARES CORE S&P 500 ETF 2,285 $1M 1.06% - -
NVDA US NVIDIA CORP 9,302 $1M 0.98% - -
FBND US FIDELITY TOTAL BOND ETF 19,037 $1M 0.67% - -
AMZN US AMAZON.COM INC 3,787 $1M 0.65% - -
SPLG US SPDR PORTFOLIO S&P 500 ETF 11,725 $1M 0.64% - -
IJH US ISHARES CORE S&P MIDCAP ETF 10,737 $1M 0.53% - -
VYM US VANGUARD HIGH DVD YIELD ETF 4,892 $1M 0.49% - -
MSFT US MICROSOFT CORP 1,327 $1M 0.44% - -
OXY US OCCIDENTAL PETROLEUM CORP 10,912 $1M 0.42% - -
IEFA US ISHARES CORE MSCI EAFE ETF 7,435 $1M 0.41% - -
VIG US VANGUARD DIVIDEND APPREC ETF 2,579 $1M 0.40% - -
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