Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| LEVEL FINANCIAL ADVISORS | 04-19-2024 | 03-31-2024 | 72 | 220,454,993 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | S&P 500 ETF SHS | 1 | $46,351,173 | 96,424 | 0.02 | 0.02 | 730 | 0.76 | 03-31-2024 |
| VANGUARD SCOTTSDALE FDS | SHORT TERM TREAS | 2 | $21,213,623 | 365,311 | 0.01 | 0.01 | 35,729 | 10.84 | 03-31-2024 |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 3 | $15,623,304 | 311,407 | 0.01 | 0.01 | 17,441 | 5.93 | 03-31-2024 |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | 4 | $12,309,351 | 160,550 | 0.01 | 0.01 | -70 | -0.04 | 03-31-2024 |
