The Analysis of Level Financial Advisors's Holdings
Currently, Level Financial Advisors holds 95 types of securities in its portfolio with a total value $378.2M. In the most recent quarter, they have increased their positions in VGSH (+54.5K shares, valued at $3.2M), DFGR (+60.5K shares, valued at $1.6M), DFEM (+47.3K shares, valued at $1.6M); decreased their positions in SPY (-1.5K shares, valued at $1.1M), XOM (-4.5K shares, valued at $541.9K), MA (-598 shares, valued at $341.2K); initiated new positions in DFGX (+4.3K shares, valued at $225.7K), N/A (+15.2K shares, valued at $118.9K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
VGSH VANGUARD SCOTTSDALE FDS500.8K shares12.21%2025-12-312026-01-26
VEA VANGUARD TAX-MANAGED FDS434.2K shares5.61%2025-12-312026-01-26 BSV VANGUARD BD INDEX FDS209.8K shares6.38%2025-12-312026-01-26 DUHP DIMENSIONAL ETF TRUST405.4K shares5.25%2025-12-312026-01-26 VCSH VANGUARD SCOTTSDALE FDS179.5K shares6.27%2025-12-312026-01-26 DFGR DIMENSIONAL ETF TRUST529.7K shares12.90%2025-12-312026-01-26 DFIP DIMENSIONAL ETF TRUST320.1K shares12.41%2025-12-312026-01-26 DFEM DIMENSIONAL ETF TRUST361.0K shares15.07%2025-12-312026-01-26 VMBS VANGUARD SCOTTSDALE FDS237.0K shares8.89%2025-12-312026-01-26 VUG VANGUARD INDEX FDS20.9K shares13.15%2025-12-312026-01-26 DFLV DIMENSIONAL ETF TRUST274.6K shares12.71%2025-12-312026-01-26 VTV VANGUARD INDEX FDS48.5K shares4.88%2025-12-312026-01-26 DFUV DIMENSIONAL ETF TRUST194.9K shares-1.51%2025-12-312026-01-26 BNDX VANGUARD CHARLOTTE FDS180.2K shares14.89%2025-12-312026-01-26 DFIS DIMENSIONAL ETF TRUST258.3K shares11.02%2025-12-312026-01-26 AVRE AMERICAN CENTY ETF TR173.2K shares5.57%2025-12-312026-01-26 VTI VANGUARD INDEX FDS20.9K shares-0.48%2025-12-312026-01-26 AVEM AMERICAN CENTY ETF TR68.0K shares1.12%2025-12-312026-01-26 PG PROCTER AND GAMBLE CO36.5K shares-0.39%2025-12-312026-01-26 VWO VANGUARD INTL EQUITY INDEX F94.2K shares7.32%2025-12-312026-01-26 SHYG ISHARES TR117.6K shares1.94%2025-12-312026-01-26 AVSC AMERICAN CENTY ETF TR85.1K shares15.85%2025-12-312026-01-26 DFAT DIMENSIONAL ETF TRUST69.6K shares-1.55%2025-12-312026-01-26 DFSV DIMENSIONAL ETF TRUST125.8K shares16.16%2025-12-312026-01-26 BLV VANGUARD BD INDEX FDS50.1K shares-0.17%2025-12-312026-01-26 DFAE DIMENSIONAL ETF TRUST97.5K shares-2.41%2025-12-312026-01-26 AVUV AMERICAN CENTY ETF TR30.5K shares3.14%2025-12-312026-01-26 DFSU DIMENSIONAL ETF TRUST69.3K shares2.50%2025-12-312026-01-26 AVDE AMERICAN CENTY ETF TR31.3K shares5.01%2025-12-312026-01-26 BIV VANGUARD BD INDEX FDS32.9K shares25.19%2025-12-312026-01-26 VB VANGUARD INDEX FDS8.4K shares15.21%2025-12-312026-01-26 AAPL APPLE INC7.9K shares-7.77%2025-12-312026-01-26 VSS VANGUARD INTL EQUITY INDEX F14.9K shares-3.58%2025-12-312026-01-26 NYF ISHARES TR35.9K shares-0.42%2025-12-312026-01-26 QUAL ISHARES TR9.5K shares-0.53%2025-12-312026-01-26 VTIP VANGUARD MALVERN FDS36.8K shares-4.27%2025-12-312026-01-26 IWC ISHARES TR9.9K shares-0.23%2025-12-312026-01-26 VCEB VANGUARD WORLD FD24.5K shares27.90%2025-12-312026-01-26 SPY SPDR S&P 500 ETF TR2.3K shares-40.48%2025-12-312026-01-26 DFSI DIMENSIONAL ETF TRUST31.5K shares5.23%2025-12-312026-01-26 UPS UNITED PARCEL SERVICE INC12.4K shares0.00%2025-12-312026-01-26 VBR VANGUARD INDEX FDS5.4K shares-5.56%2025-12-312026-01-26 REET ISHARES TR44.1K shares-1.43%2025-12-312026-01-26 MSFT MICROSOFT CORP2.3K shares-15.40%2025-12-312026-01-26 VGSR MANAGER DIRECTED PORTFOLIOS105.5K shares7.43%2025-12-312026-01-26 NVDA NVIDIA CORPORATION5.6K shares17.77%2025-12-312026-01-26 DFIV DIMENSIONAL ETF TRUST20.0K shares-5.11%2025-12-312026-01-26 AVDV AMERICAN CENTY ETF TR10.2K shares2.96%2025-12-312026-01-26 JPM JPMORGAN CHASE & CO.2.8K shares-0.56%2025-12-312026-01-26 SUSB ISHARES TR34.8K shares0.86%2025-12-312026-01-26 ALPHABET INC ALPHABET INC2.5K shares-11.28%2025-12-312026-01-26 AGG ISHARES TR7.6K shares0.00%2025-12-312026-01-26 ESGD ISHARES TR7.8K shares0.00%2025-12-312026-01-26 AMZN AMAZON COM INC2.9K shares0.04%2025-12-312026-01-26 IVV ISHARES TR916 shares2.23%2025-12-312026-01-26 AVLV AMERICAN CENTY ETF TR7.2K shares1.82%2025-12-312026-01-26 NEE NEXTERA ENERGY INC6.5K shares0.00%2025-12-312026-01-26 DFSB DIMENSIONAL ETF TRUST10.0K shares16.18%2025-12-312026-01-26 ESGV VANGUARD WORLD FD4.2K shares0.00%2025-12-312026-01-26 META META PLATFORMS INC756 shares0.00%2025-12-312026-01-26 ITOT ISHARES TR3.3K shares0.06%2025-12-312026-01-26 LLY ELI LILLY & CO458 shares0.00%2025-12-312026-01-26 NOC NORTHROP GRUMMAN CORP768 shares-1.92%2025-12-312026-01-26 DFSE DIMENSIONAL ETF TRUST9.0K shares9.78%2025-12-312026-01-26 AVSE AMERICAN CENTY ETF TR5.6K shares0.05%2025-12-312026-01-26 ALPHABET INC ALPHABET INC1.1K shares-18.14%2025-12-312026-01-26 NFLX NETFLIX INC3.7K shares900.00%2025-12-312026-01-26 MA MASTERCARD INCORPORATED609 shares-49.54%2025-12-312026-01-26 MTB M & T BK CORP1.7K shares0.06%2025-12-312026-01-26 XOM EXXON MOBIL CORP2.7K shares-62.23%2025-12-312026-01-26 ESGU ISHARES TR2.2K shares0.00%2025-12-312026-01-26 VNQ VANGUARD INDEX FDS3.5K shares-43.07%2025-12-312026-01-26 IAGG ISHARES TR5.7K shares0.60%2025-12-312026-01-26 VSGX VANGUARD WORLD FD4.0K shares-14.03%2025-12-312026-01-26 DFNM DIMENSIONAL ETF TRUST5.8K shares0.00%2025-12-312026-01-26 GBTC GRAYSCALE BITCOIN TRUST ETF4.0K shares0.00%2025-12-312026-01-26 HD HOME DEPOT INC802 shares33.44%2025-12-312026-01-26 TSLA TESLA INC590 shares-12.46%2025-12-312026-01-26 GE AEROSPACE GE AEROSPACE840 shares-2.33%2025-12-312026-01-26 VONG VANGUARD SCOTTSDALE FDS2.1K shares-1.29%2025-12-312026-01-26 GNMA ISHARES TR5.6K shares0.52%2025-12-312026-01-26 IBM INTERNATIONAL BUSINESS MACHS818 shares-16.62%2025-12-312026-01-26 VIG VANGUARD SPECIALIZED FUNDS1.1K shares-1.52%2025-12-312026-01-26 VTEB VANGUARD MUN BD FDS4.8K shares0.00%2025-12-312026-01-26 BA BOEING CO1.1K shares0.00%2025-12-312026-01-26 VTES VANGUARD WELLINGTON FD2.3K shares0.00%2025-12-312026-01-26 DFGX DIMENSIONAL ETF TRUST4.3K sharesnew addition2025-12-312026-01-26 SUSC ISHARES TR9.2K shares-0.70%2025-12-312026-01-26 VOE VANGUARD INDEX FDS1.2K shares0.08%2025-12-312026-01-26 CVX CHEVRON CORP NEW1.4K shares-42.53%2025-12-312026-01-26 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available