Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q4 2018 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
VANGUARD INDEX FDS | 11 | Q2 2024 | 26.8% |
VANGUARD SCOTTSDALE FDS | 11 | Q2 2024 | 14.4% |
VANGUARD BD INDEX FDS | 11 | Q2 2024 | 11.3% |
VANGUARD TAX-MANAGED INTL FD | 11 | Q2 2024 | 7.6% |
VANGUARD SCOTTSDALE FDS | 11 | Q2 2024 | 5.8% |
VANGUARD SCOTTSDALE FDS | 11 | Q2 2024 | 3.4% |
ISHARES TR | 11 | Q2 2024 | 2.3% |
VANGUARD CHARLOTTE FDS | 11 | Q2 2024 | 3.2% |
VANGUARD INDEX FDS | 11 | Q2 2024 | 2.4% |
VANGUARD INDEX FDS | 11 | Q2 2024 | 1.8% |
View Level Financial Advisors's complete holdings history.
Latest filings
Type | Filed |
---|---|
N-PX | 2024-08-01 |
13F-HR | 2024-07-23 |
13F-HR | 2024-04-19 |
13F-HR | 2024-01-23 |
13F-HR | 2023-10-18 |
13F-HR | 2023-07-14 |
13F-HR | 2023-04-10 |
13F-HR | 2023-01-23 |
13F-HR | 2022-10-18 |
13F-HR/A | 2022-08-10 |
View Level Financial Advisors's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.