LFA
Level Financial Advisors Portfolio holdings
AUM
$355M
1-Year Est. Return
8.47%
1 Year Est. Return
+8.47%
AUM
$321M
AUM Growth
+$27.2M
(+9.3%)
Holding
91
Top Buys
| 1 | +$2M | |
| 2 | +$1.22M | |
| 3 | +$1.11M | |
| 4 |
Vanguard Short-Term Bond ETF
BSV
|
+$916K |
| 5 |
Dimensional International Small Cap ETF
DFIS
|
+$766K |
Top Sells
| 1 | +$762K | |
| 2 | +$370K | |
| 3 | +$332K | |
| 4 |
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
|
+$330K |
| 5 |
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
|
+$303K |
Sector Composition
| 1 | Consumer Staples | 1.81% |
| 2 | Technology | 1.27% |
| 3 | Industrials | 0.66% |
| 4 | Financials | 0.58% |
| 5 | Communication Services | 0.56% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
Vanguard ESG International Stock ETF
VSGX
$5.2B
| $302K | 0.09% |
4,612
|
|
||
77
iShares Core International Aggregate Bond Fund
IAGG
$11.2B
| $289K | 0.09% |
5,666
+175
|
|
||
78
Dimensional National Municipal Bond ETF
DFNM
$1.68B
| $274K | 0.09% |
+5,775
|
|
||
79
iShares GNMA Bond ETF
GNMA
$370M
| $259K | 0.08% |
5,893
+296
|
|
||
80
GE Aerospace
GE
$324B
| $253K | 0.08% |
+981
|
|
||
81
Alphabet (Google) Class C
GOOG
$3.38T
| $248K | 0.08% |
1,400
+40
|
|
||
82
Vanguard Russell 1000 Growth ETF
VONG
$33.1B
| $248K | 0.08% |
+2,274
|
|
||
83
Vanguard Short-Term Tax-Exempt Bond ETF
VTES
$1.32B
| $231K | 0.07% |
2,292
|
|
||
84
IBM
IBM
$286B
| $231K | 0.07% |
+782
|
|
||
85
Vanguard Dividend Appreciation ETF
VIG
$97.8B
| $229K | 0.07% |
1,118
|
|
||
86
Boeing
BA
$148B
| $227K | 0.07% |
+1,082
|
|
||
87
Chevron
CVX
$310B
| $226K | 0.07% |
1,577
+1
|
|
||
88
Home Depot
HD
$369B
| $220K | 0.07% |
600
+2
|
|
||
89
Vanguard Tax-Exempt Bond Index Fund
VTEB
$39.7B
| $219K | 0.07% |
4,460
-3,756
|
|
||
90
Tesla
TSLA
$1.43T
| $214K | 0.07% |
+674
|
|
||
91
Moog Inc Class B
MOG.B
$6.81B
| – | – |
-2,158
|
|