Level Financial Advisors, Inc. 13F Holdings

CIK 02821465 · AMHERST, NM

As of Sep 30, 2022, Level Financial Advisors, Inc. reported 255 positions worth 35.4K in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
VANGUARD 500 INDEX FUNDVOO—88,248$29.0K21.41%
VANGUARD SHORT-TERM TREASURY INDEX FUNDVGSH—337,643 9.5K14.42%
VANGUARD SHORT-TERM BOND INDEX FUNDBSV—149,462 1.2K8.26%
VANGUARD TAX-MANAGED FUNDSVEA—229,390$8.3K6.16%
DIMENSIONAL US MARKETWIDE VALUE ETFDFUV—221,796$6.6K4.85%
VANGUARD SHORT-TERM CORPORATE BOND INDEX FUNDVCSH—86,577$6.4K4.75%
DIMENSIONAL US TARGETED VALUE ETFDFAT—80,075$3.1K2.31%
VANGUARD MORTGAGE-BACKED SECURITIES INDEX FUNDVMBS—69,068$3.1K2.30%
ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETFSHYG—77,022$3.1K2.27%
VANGUARD TOTAL STOCK MKT ETFVTI—14,832$2.7K1.97%
ISHARES MSCI USA QUALITY FACTOR ETFQUAL—24,352$2.5K1.87%
ISHARES GLOBAL REIT ETFREET—115,543$2.5K1.82%
VANGUARD SMALL-CAP VALUE INDEX FUNDVBR—16,616$2.4K1.76%
VANGUARD CHARLOTTE FUNDSBNDX—44,991$2.1K1.59%
VANGUARD VALUE INDEX FUNDVTV—16,953$2.1K1.55%
EXXON MOBIL CORPXOMEnergy22,874$2.0K1.48%
VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP INDEX FUNDVSS—20,002 .9K1.37%
VANGUARD EMERGING MARKETS STOCK INDEX FUNDVWO—50,674 .8K1.37%
DIMENSIONAL EMERGING CORE EQUITY MARKET ETFDFAE—85,075 .7K1.26%
APPLE INCAAPLTechnology11,708 .6K1.20%
ISHARES TRIWC—14,686 .5K1.12%
VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES INDEX FUNDVTIP—29,393 .4K1.04%
ISHARES ESG AWARE 1-5 YEAR USD CORPORATE BOND ETFSUSB—39,569$929.00.69%
AVANTIS EMERGING MARKETS EQUITY ETFAVEMEquity16,947$778.00.57%
ALPHABET INCGOOGLEquity7,797$746.00.55%