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CIK: 0001871734
Total reported value
$447.5M
$447.5M
79 檔
26.2%
At the close of Q4 2024, Level Financial Advisors disclosed equity holdings valued at approximately $447.5M, spread across 79 reported holdings.
During Q4 2024, Level Financial Advisors's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 17.88% | +0.43% | -4.02% | |
| 2 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 8.87% | -0.70% | +6.77% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 6.65% | +0.35% | +10.28% | |
| 4 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 5.01% | -0.40% | +2.21% | |
| 5 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 4.57% | -0.40% | +7.05% | |
| 6 | DUHP | Dimensional US High Profi Et | ETF-Other | 4.30% | +0.13% | +4.79% | |
| 7 | DFGR | Dim Global Real Estate ETF | ETF-Other | 3.51% | +0.05% | +15.55% | |
| 8 | VMBS | Vanguard Mortgage-backed Sec | ETF-Other | 3.22% | -0.12% | +6.87% | |
| 9 | DFUV | Dimensional US Marketwide Va | ETF-Other | 3.01% | -0.05% | -0.99% | |
| 10 | DFIP | Dimensional Inflation-protec | ETF-Other | 2.42% | -0.31% | +22.81% | |
| 11 | AVRE | Avantis Real Estate ETF | ETF-Other | 2.35% | -0.12% | -3.67% | |
| 12 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 2.18% | +0.25% | +25.14% | |
| 13 | DFLV | Dim US Large Cap Value ETF | ETF-Large Cap & Growth | 2.17% | +0.02% | +15.18% | |
| 14 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 2.02% | +0.01% | +0.46% | |
| 15 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 1.93% | +0.14% | +23.16% | |
| 16 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-Corp Bonds | 1.85% | -0.14% | -3.16% | |
| 17 | VTV | Vanguard Value ETF | ETF-Other | 1.63% | +0.31% | +25.69% | |
| 18 | VUG | Vanguard Growth ETF | ETF-Other | 1.57% | +0.70% | +51.59% | |
| 19 | DFAT | Dimensional US Target Value | ETF-Other | 1.48% | -0.02% | -1.35% | |
| 20 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 1.35% | +0.05% | +2.17% | |
| 21 | DFIS | Dimensional International Sm | ETF-Other | 1.32% | -0.08% | +23.91% | |
| 22 | AVSC | Avantis US Small Cap Equity | ETF-Small Cap | 1.16% | +0.09% | +24.93% | |
| 23 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 1.05% | -0.02% | -11.55% | |
| 24 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.00% | +0.16% | +26.80% | |
| 25 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 0.92% | +0.01% | +14.62% | |
| 26 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 0.88% | -0.02% | -14.13% | |
| 27 | AAPL | Apple Inc | Stock-Tech | 0.83% | -0.01% | -3.03% | |
| 28 | DFSU | Dimensional US Sus Core1 ETF | ETF-Other | 0.81% | -0.01% | +23.54% | |
| 29 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 0.81% | -0.05% | -10.14% | |
| 30 | NYF | Ishares New York Muni Bond E | ETF-Other | 0.74% | -0.05% | -5.95% | |
| 31 | VTIP | Vanguard Short-term Tips | ETF-Other | 0.73% | -0.06% | -10.45% | |
| 32 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.69% | — | -1.59% | |
| 33 | UPS | United Parcel Service-cl B | Stock-Industrials | 0.57% | -0.02% | — | |
| 34 | BIV | Vanguard Intermediate-term B | ETF-Other | 0.55% | -0.07% | +59.46% | |
| 35 | AVDE | Avantis International Equity | ETF-Other | 0.51% | -0.05% | +23.65% | |
| 36 | IWC | Ishares Micro-cap ETF | ETF-Other | 0.49% | +0.04% | -9.48% | |
| 37 | BLV | Vanguard Long-term Bond ETF | ETF-Other | 0.47% | -0.15% | +79.83% | |
| 38 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.45% | -0.01% | -1.71% | |
| 39 | XOM | Exxon Mobil CORP | Stock-Energy | 0.45% | -0.04% | -30.62% | |
| 40 | REET | Ishares Global Reit ETF | ETF-Other | 0.45% | -0.02% | -1.77% | |
| 41 | VCEB | Vanguard Esg US CORP Bond | ETF-Corp Bonds | 0.40% | -0.11% | +28.03% | |
| 42 | MSFT | Microsoft CORP | Stock-Tech | 0.37% | -0.02% | +1.19% | |
| 43 | VGSR | Vert Glb Sust Re ETF | ETF-Other | 0.36% | -0.01% | +2.56% | |
| 44 | VB | Vanguard Small-cap ETF | ETF-Other | 0.35% | +0.12% | +43.97% | |
| 45 | SUSB | Ishares Esg Aware 1-5 Year U | ETF-Other | 0.34% | -0.02% | +27.63% | |
| 46 | DFSI | Dimensional Int Sus Cor1 ETF | ETF-Other | 0.32% | -0.03% | +67.62% | |
| 47 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.29% | — | +23.57% | |
| 48 | DFIV | Dimensional International Va | ETF-Other | 0.28% | -0.03% | -3.91% | |
| 49 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.26% | -0.07% | +9.17% | |
| 50 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 0.25% | -0.02% | +7.89% |
According to official SEC Form 13F filings, Level Financial Advisors reported a total U.S. public equity portfolio value of $447.5M across 79 disclosed positions in Q4 2024.
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In terms of portfolio concentration, the top 5 core holdings (including VOO, VGSH, VEA) accounted for 26.2% of total reported equity market value during Q4 2024.
During Q4 2024, Level Financial Advisors's top holdings by market value included VOO (17.9%)、VGSH (8.9%)、VEA (6.7%). The largest single position, VOO, represented 17.9% of total portfolio value.
In Q4 2024, Level Financial Advisors made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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