Level Financial Advisors

13F Portfolio Filings

Most recent 13F
Q1 2024
Location
East Amherst, NY
CIK
0001871734
Alternate names
Level Financial Advisors, Inc.
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q1 2024 72 220,454 VOO, VGSH, VEA, BSV 13F-HR 4/19/2024 000187173424000004
Q4 2023 279 202,285 VOO, VGSH, VEA, BSV 13F-HR 1/22/2024 000187173424000001
Q3 2023 286 178,854 VOO, VGSH, VEA, BSV 13F-HR 10/18/2023 000187173423000004
Q2 2023 284 179,084 VOO, VGSH, VEA, BSV 13F-HR 7/14/2023 000187173423000003
Q1 2023 245 166,603 VOO, VGSH, VEA, BSV 13F-HR 4/10/2023 000187173423000002
Q4 2022 288 152,670 VOO, VGSH, BSV, VEA 13F-HR 1/23/2023 000187173423000001
Q3 2022 255 135,440 VOO, VGSH, BSV, VEA 13F-HR 10/18/2022 000187173422000005
Q2 2022 359 135,816 VOO, VGSH, BSV, VCSH RESTATEMENT 8/10/2022 000187173422000004
Q1 2022 241 129,795 VOO, VGSH, BSV, VEA 13F-HR 4/8/2022 000187173422000002
Q4 2021 284 131,122 VOO, BSV, VGSH, VEA 13F-HR 1/20/2022 000187173422000001
Additional filings from Level Financial Advisors that have since been restated