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Sanchez Levi Garrett

Portfolio Manager
Sanchez Levi Garrett
Performance
0% (N/A)
AUM (13F)
$159.48M
# of Holdings
74
Performance Rank
N/A
Allocation (Top 20)
81.11%

Sanchez Levi Garrett Holdings Map

Top 50 Sanchez Levi Garrett Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
VOO
VANGUARD INDEX FDS
16.81%44.9K$26.8Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 44.9K shares
$612.34(+11.84%)
2026-03-31
VEA
VANGUARD TAX-MANAGED FDS
11.73%291.9K$18.7Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 291.9K shares
$63.28(+11.91%)
2026-03-31
ESGV
VANGUARD WORLD FD
6.4%90.9K$10.2Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 90.9K shares
$116.61(+13.11%)
2026-03-31
AVUV
AMERICAN CENTY ETF TR
4.95%71.4K$7.9Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 71.4K shares
$106.23(+16.27%)
2026-03-31
DUHP
DIMENSIONAL ETF TRUST
4.71%204.2K$7.5Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 204.2K shares
$37.39(+11.22%)
2026-03-31
VSGX
VANGUARD WORLD FD
3.92%87.1K$6.2Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 87.1K shares
$71.68(+13.19%)
2026-03-31
VXF
VANGUARD INDEX FDS
3.36%26.1K$5.4Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 26.1K shares
$207.46(+17.25%)
2026-03-31
DFAU
DIMENSIONAL ETF TRUST
3.28%116.0K$5.2Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 116.0K shares
$45.96(+12.14%)
2026-03-31
VTEB
VANGUARD MUN BD FDS
3.2%102.4K$5.1Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 102.4K shares
$50.09(+0.88%)
2026-03-31
VWO
VANGUARD INTL EQUITY INDEX F
3.13%92.4K$5.0Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 92.4K shares
$53.90(+9.53%)
2026-03-31

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