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Level Wealth Management LLC

Q1 2025 Holdings

Filed 2025-04-28 | 52 holdings | $152.8M | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↑Shares% Portfolio
Vanguard BD Index FDS(BND)TOTAL BND MRKT921937835$26.7M363,02117.4%
Vanguard Index FDS(VTI)TOTAL STK MKT922908769$49.9M181,65032.7%
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