$135 Million is the total value of Level Financial Advisors's 255 reported holdings in Q3 2022. The portfolio turnover from Q2 2022 to Q3 2022 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| New | PROSHARES TRultrapro sht qqq | $86,000 | – | 1,400 | +100.0% | 0.06% | – | |
| AEP | New | AMERICAN ELEC PWR CO INC | $61,000 | – | 700 | +100.0% | 0.04% | – |
| SLQD | New | ISHARES TR0-5yr invt gr cp | $20,000 | – | 413 | +100.0% | 0.02% | – |
| MTN | New | VAIL RESORTS INC | $11,000 | – | 50 | +100.0% | 0.01% | – |
| ABNB | New | AIRBNB INC | $11,000 | – | 100 | +100.0% | 0.01% | – |
| DIA | New | SPDR DOW JONES INDL AVERAGEut ser 1 | $4,000 | – | 14 | +100.0% | 0.00% | – |
| BMY | New | BRISTOL-MYERS SQUIBB CO | $1,000 | – | 17 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-10-18
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD INDEX FDS | 8 | Q3 2023 | 26.8% |
| VANGUARD SCOTTSDALE FDS | 8 | Q3 2023 | 14.4% |
| VANGUARD BD INDEX FDS | 8 | Q3 2023 | 11.3% |
| VANGUARD TAX-MANAGED INTL FD | 8 | Q3 2023 | 7.6% |
| VANGUARD SCOTTSDALE FDS | 8 | Q3 2023 | 5.8% |
| ISHARES TR | 8 | Q3 2023 | 2.3% |
| VANGUARD CHARLOTTE FDS | 8 | Q3 2023 | 3.2% |
| VANGUARD SCOTTSDALE FDS | 8 | Q3 2023 | 3.4% |
| VANGUARD INDEX FDS | 8 | Q3 2023 | 1.8% |
| VANGUARD INDEX FDS | 8 | Q3 2023 | 2.4% |
View Level Financial Advisors's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 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 |
| 13F-HR | 2022-07-19 |
| 13F-HR | 2022-04-08 |
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.