$131 Million is the total value of Level Financial Advisors's 284 reported holdings in Q4 2021. The portfolio turnover from Q3 2021 to Q4 2021 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q4 2021 | ||||||||
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-01-20
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.