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Size ($ in 1000's)
At 03/31/2024: $220,448
At 12/31/2023: $202,281
Level Financial Advisors holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Level Financial Advisors 13F filings.
Link to 13F filings: SEC filings
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As of 03/31/2024, below is a summary of the Level Financial Advisors top holdings by largest position size, as per the latest 13f filing made by Level Financial Advisors.
In the Level Financial Advisors-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Level Financial Advisors in that top holding, then the share count change between reporting periods, and finally the Level Financial Advisors top holding position size
for that row.
| Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size
($ in 1000's) |
|---|
| VANGUARD INDEX FDS (VOO) |
96,424 |
-1,538 |
$46,351 | | VOO | 96,424 | -1,538 | $46,351 | | VANGUARD SCOTTSDALE FDS (VGSH) |
365,311 |
+32,908 |
$21,214 | | VGSH | 365,311 | +32,908 | $21,214 | | VANGUARD TAX MANAGED FDS (VEA) |
311,407 |
+9,158 |
$15,623 | | VEA | 311,407 | +9,158 | $15,623 | | VANGUARD BD INDEX FDS (BSV) |
160,550 |
+98 |
$12,309 | | BSV | 160,550 | +98 | $12,309 | | VANGUARD SCOTTSDALE FDS (VCSH) |
141,975 |
+17,706 |
$10,976 | | VCSH | 141,975 | +17,706 | $10,976 | | DIMENSIONAL ETF TRUST (DFUV) |
208,713 |
-246 |
$8,536 | | DFUV | 208,713 | -246 | $8,536 | | DIMENSIONAL ETF TRUST (DUHP) |
238,211 |
+66,270 |
$7,530 | | DUHP | 238,211 | +66,270 | $7,530 | | VANGUARD SCOTTSDALE FDS (VMBS) |
154,662 |
+20,796 |
$7,054 | | VMBS | 154,662 | +20,796 | $7,054 | | AMERICAN CENTY ETF TR (AVRE) |
156,800 |
-2,123 |
$6,629 | | AVRE | 156,800 | -2,123 | $6,629 | | DIMENSIONAL ETF TRUST (DFGR) |
196,237 |
+82,571 |
$5,010 | | DFGR | 196,237 | +82,571 | $5,010 | | VANGUARD INDEX FDS (VTI) |
18,290 |
-153 |
$4,754 | | VTI | 18,290 | -153 | $4,754 | | ISHARES TR (SHYG) |
110,688 |
+5,226 |
$4,710 | | SHYG | 110,688 | +5,226 | $4,710 | | DIMENSIONAL ETF TRUST (DFAT) |
75,368 |
-1,647 |
$4,102 | | DFAT | 75,368 | -1,647 | $4,102 | | VANGUARD INDEX FDS (VTV) |
22,592 |
-1,082 |
$3,679 | | VTV | 22,592 | -1,082 | $3,679 | | DIMENSIONAL ETF TRUST (DFAE) |
138,417 |
-11,227 |
$3,422 | | DFAE | 138,417 | -11,227 | $3,422 | | AMERICAN CENTY ETF TR (AVEM) |
56,326 |
+5,298 |
$3,265 | | AVEM | 56,326 | +5,298 | $3,265 | | DIMENSIONAL ETF TRUST (DFIP) |
79,060 |
+44,710 |
$3,261 | | DFIP | 79,060 | +44,710 | $3,261 | | VANGUARD CHARLOTTE FDS (BNDX) |
63,840 |
+5,401 |
$3,140 | | BNDX | 63,840 | +5,401 | $3,140 | | AMERICAN CENTY ETF TR (AVUV) |
31,003 |
-4,468 |
$2,905 | | AVUV | 31,003 | -4,468 | $2,905 | | DIMENSIONAL ETF TRUST (DFEM) |
112,654 |
+74,208 |
$2,872 | | DFEM | 112,654 | +74,208 | $2,872 | | VANGUARD INTL EQUITY INDEX F (VSS) |
24,195 |
-2,630 |
$2,827 | | VSS | 24,195 | -2,630 | $2,827 | | VANGUARD MALVERN FDS (VTIP) |
46,742 |
-3,542 |
$2,238 | | VTIP | 46,742 | -3,542 | $2,238 | | ISHARES TR (NYF) |
39,745 |
-8,072 |
$2,139 | | NYF | 39,745 | -8,072 | $2,139 | | EXXON MOBIL CORP |
16,489 |
UNCH |
$1,917 | | XOM | 16,489 | UNCH | $1,917 | | ISHARES TR (QUAL) |
11,048 |
-139 |
$1,816 | | QUAL | 11,048 | -139 | $1,816 | | DIMENSIONAL ETF TRUST (DFLV) |
60,497 |
+31,712 |
$1,814 | | DFLV | 60,497 | +31,712 | $1,814 | | VANGUARD INTL EQUITY INDEX F (VWO) |
39,877 |
-1,625 |
$1,666 | | VWO | 39,877 | -1,625 | $1,666 | | DIMENSIONAL ETF TRUST (DFIS) |
65,753 |
+37,763 |
$1,648 | | DFIS | 65,753 | +37,763 | $1,648 | | APPLE INC |
8,837 |
-200 |
$1,515 | | AAPL | 8,837 | -200 | $1,515 | | ISHARES TR (IWC) |
12,067 |
-389 |
$1,462 | | IWC | 12,067 | -389 | $1,462 | | DIMENSIONAL ETF TRUST (DFSU) |
39,913 |
+36,976 |
$1,373 | | DFSU | 39,913 | +36,976 | $1,373 | | AMERICAN CENTY ETF TR (AVSC) |
24,940 |
+9,250 |
$1,306 | | AVSC | 24,940 | +9,250 | $1,306 | | ISHARES TR (REET) |
53,551 |
-1,825 |
$1,268 | | REET | 53,551 | -1,825 | $1,268 | | VANGUARD INDEX FDS (VBR) |
6,529 |
-247 |
$1,253 | | VBR | 6,529 | -247 | $1,253 | | MICROSOFT CORP |
2,766 |
-265 |
$1,164 | | MSFT | 2,766 | -265 | $1,164 | | VANGUARD INDEX FDS (VUG) |
3,276 |
+776 |
$1,127 | | VUG | 3,276 | +776 | $1,127 | | DIMENSIONAL ETF TRUST (DFSV) |
36,009 |
+25,966 |
$1,084 | | DFSV | 36,009 | +25,966 | $1,084 | | AMERICAN CENTY ETF TR (AVDE) |
15,537 |
-261 |
$990 | | AVDE | 15,537 | -261 | $990 | | MANAGER DIRECTED PORTFOLIOS |
94,254 |
-1,221 |
$924 | | VGSR | 94,254 | -1,221 | $924 | | VANGUARD WORLD FD (VCEB) |
12,813 |
-2,229 |
$804 | | VCEB | 12,813 | -2,229 | $804 |  BERKSHIRE HATHAWAY INC DEL |
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$800 | | BRK.B | 1,903 | UNCH | $800 | | DIMENSIONAL ETF TRUST (DFIV) |
21,230 |
-25 |
$780 | | DFIV | 21,230 | -25 | $780 | | ISHARES TR (SUSB) |
29,920 |
+1,232 |
$732 | | SUSB | 29,920 | +1,232 | $732 | | ISHARES TR (ESGD) |
9,101 |
-18 |
$727 | | ESGD | 9,101 | -18 | $727 | | ALPHABET INC |
4,111 |
-276 |
$620 | | GOOGL | 4,111 | -276 | $620 | | AMERICAN CENTY ETF TR (AVDV) |
9,375 |
-38 |
$617 | | AVDV | 9,375 | -38 | $617 | | AMAZON COM INC |
3,244 |
UNCH |
$585 | | AMZN | 3,244 | UNCH | $585 | | ISHARES TR (ESGU) |
4,523 |
UNCH |
$520 | | ESGU | 4,523 | UNCH | $520 | | NEXTERA ENERGY INC |
7,080 |
+1 |
$452 | | NEE | 7,080 | +1 | $452 | | VANGUARD WORLD FD (ESGV) |
4,586 |
-551 |
$427 | | ESGV | 4,586 | -551 | $427 |
See Full List: All Stocks Held By Level Financial Advisors
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Level Financial Advisors
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