LF

Level Financial Advisors

13F
Level Financial Advisors
Last update 2024-10-10 75 Stocks (9 new)
Value $262.00 Mil Turnover 8 %
Countries:
Top Holdings: VOO(18.97%)VGSH(8.76%)VEA(6.92%)BSV(5.19%)VCSH(4.52%)
Portfolio Report
Summary Stock Picks Current Portfolio
Level Financial Advisors Top Holdings of 2024-09-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
VOO 		Vanguard S&P 500 ETF
94,198
49705.700
-0.86%
18.970
-0.18%
0.010
+11.55%
+21.36%
493529.541
 
VGSH 		Vanguard Short-Term Government Bond ETF
389,071
22962.950
+3.77%
8.760
+0.32%
0.110
-0.72%
-0.14%
19917.096
 
VEA 		Vanguard FTSE Developed Markets ETF
343,398
18134.830
+4.95%
6.920
+0.33%
0.010
+6.74%
+6.08%
139217.980
 
BSV 		Vanguard Short-Term Bond ETF
172,742
13593.070
+6.78%
5.190
+0.33%
0.040
-0.81%
+0.55%
33159.948
 
VCSH 		Vanguard Short-Term Corporate Bond ETF
149,174
11847.360
+2.48%
4.520
+0.11%
0.030
-0.17%
+1.14%
34292.030
 
DUHP 		Dimensional US High Profitability ETF
330,607
11263.790
+15.87%
4.300
+0.59%
0.160
+10.87%
+19.12%
7008.546
 
DFGR 		Dimensional Global Real Estate ETF
324,037
9351.720
+17.67%
3.570
+0.54%
0.430
+6.71%
+7.12%
2119.253
 
VMBS 		Vanguard Mortgage-Backed Securities ETF
181,127
8551.010
+5.40%
3.260
+0.17%
0.050
-2.18%
-1.16%
18549.791
 
DFUV 		Dimensional US Marketwide Value ETF
202,205
8429.930
-1.81%
3.220
-0.06%
0.070
+8.70%
+12.47%
11359.933
 
AVRE 		Avantis Real E state ETF
158,915
7491.240
-0.58%
2.860
-0.02%
1.370
+5.06%
+4.55%
527.059
 

Level Financial Advisors's Historical Top Holdings Breakdowns

Level Financial Advisors's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
DFLV 		Dimensional US Large Cap Value ETF2024-09-30Add
+0.89%
●
28.48 ($29.79) 30.81
$30.95
3.89%
Add 80.26%
170,862
76,073
AAPL 		Apple Inc2024-09-30New Buy
+0.82%
●
207.23 ($223.32) 234.82
$223.45
0.06%
New holding
9,263
9,263
DUHP 		Dimensional US High Profitability ETF2024-09-30Add
+0.59%
●
30.74 ($32.75) 34.07
$34.08
4.06%
Add 15.87%
330,607
45,272
DFGR 		Dimensional Global Real Estate ETF2024-09-30Add
+0.54%
●
24.81 ($27.24) 29.34
$27.83
2.17%
Add 17.67%
324,037
48,654
DFEM 		Dimensional Emerging Markets Core Equity 2 ETF2024-09-30Add
+0.36%
●
25.21 ($26.85) 28.46
$27.61
2.83%
Add 22.59%
181,576
33,454
DFIP 		Dimensional Inflation-Protected Securities ETF2024-09-30Add
+0.34%
●
40.69 ($41.66) 42.46
$41.18
-1.15%
Add 18.71%
132,750
20,922
VTV 		Vanguard Value ETF2024-09-30Reduce
-0.34%
●
159.75 ($167.43) 174.57
$173.57
3.67%
Reduce -18.85%
20,867
-4,846
BSV 		Vanguard Short-Term Bond ETF2024-09-30Add
+0.33%
●
76.38 ($77.89) 78.87
$77.44
-0.58%
Add 6.78%
172,742
10,972
VEA 		Vanguard FTSE Developed Markets ETF2024-09-30Add
+0.33%
●
47.6 ($50.85) 53.31
$50.81
-0.08%
Add 4.95%
343,398
16,207
VGSH 		Vanguard Short-Term Government Bond ETF2024-09-30Add
+0.32%
●
57.74 ($58.57) 59.13
$58.25
-0.55%
Add 3.77%
389,071
14,119

Level Financial Advisors Total Holding History ($B)

To

Level Financial Advisors's Asset Allocation

To

Level Financial Advisors Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Level Financial Advisors's Hypothetical Growth since 2024-09-30

Level Financial Advisors's Yearly Returns

Year Portfolio % % Excess Gain %

Level Financial Advisors's Holdings Heat Map

Size field:

Level Financial Advisors's Holdings Bubble Chart

Level Financial Advisors News

  • 1

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