StockDriftsStockDriftsTop 50 Level Wealth Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VTI | VANGUARD INDEX FDS | 25.62% | 170.5K | $54.7M | +8.90%(+13.93K) | $291.19(+25.25%) | 2026-03-31 | |
| BND | VANGUARD BD INDEX FDS | 16.9% | 490.0K | $36.1M | +16.20%(+68.30K) | $73.56(-0.52%) | 2026-03-31 | |
| VEA | VANGUARD TAX-MANAGED FDS | 11.2% | 373.0K | $23.9M | +9.51%(+32.39K) | $51.86(+36.19%) | 2026-03-31 | |
| VTEB | VANGUARD MUN BD FDS | 6.28% | 268.7K | $13.4M | +36.72%(+72.17K) | $50.34(-0.48%) | 2026-03-31 | |
| ITOT | ISHARES TR | 5.42% | 81.2K | $11.6M | +0.60%(+487) | $128.26(+26.30%) | 2026-03-31 | |
| VWO | VANGUARD INTL EQUITY INDEX F | 3.52% | 138.8K | $7.5M | +12.46%(+15.38K) | $46.97(+27.62%) | 2026-03-31 | |
| BNDX | VANGUARD CHARLOTTE FDS | 3.12% | 138.7K | $6.7M | +22.01%(+25.03K) | $49.19(-2.62%) | 2026-03-31 | |
| DFAU | DIMENSIONAL ETF TRUST | 2.74% | 129.6K | $5.8M | -1.01%(-1.32K) | $40.09(+27.11%) | 2026-03-31 | |
| MUB | ISHARES TR | 2.73% | 54.9K | $5.8M | +3.49%(+1.85K) | $105.40(+1.17%) | 2026-03-31 | |
| VBIL | VANGUARD INSTL INDEX FD | 1.92% | 54.2K | $4.1M | +5.78%(+2.96K) | $75.55(-0.00%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +8.45% | +27.56% |
| Top 20 Holdings Unweighted | +6.64% | +21.26% |
Sign up free to track Level Wealth Management LLC, compare funds side by side, and get alerts the moment positions change.