Level Wealth Management LLC
- SEC CIK
- 0002036775
- 最新申報
- 2026/7/28
2024 年第 4 季持倉
持倉截至 2024/12/31，2025/1/24 申報。只含多頭部位。
- 持股檔數
- 53
- 2024 年第 3 季沒有申報
- 總值
- $1.42 億
- 2024 年第 3 季沒有申報
Level Wealth Management LLC 沒有申報 2024 年第 3 季的 13F，這一季的持倉沒辦法跟上一季比較，所以不顯示股數變化與動作。
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 158,457 | $4,592 萬 | 32.4% | – | – | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 336,857 | $2,422 萬 | 17.1% | – | – | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 334,862 | $1,601 萬 | 11.3% | – | – | – |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 191,520 | $960.1 萬 | 6.8% | – | – | – |
| Dimensional ETF Trust25434V104 | US CORE EQT MKT | 148,689 | $602.0 萬 | 4.3% | – | – | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 129,029 | $568.2 萬 | 4.0% | – | – | – |
| Vanguard Total International Bond ETF92203J407 | ETF | 64,181 | $314.8 萬 | 2.2% | – | – | – |
| MSFTMicrosoft Corp | Stock | 5,753 | $242.5 萬 | 1.7% | – | – | 歷史 |
| Dimensional ETF Trust25434V203 | INTL CORE EQT MK | 64,114 | $187.2 萬 | 1.3% | – | – | – |
| VVisa Inc. | Stock | 5,860 | $185.2 萬 | 1.3% | – | – | 歷史 |
| Dimensional U.S. Core Equity 2 ETF25434V708 | ETF | 52,038 | $180.0 萬 | 1.3% | – | – | – |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 22,710 | $177.2 萬 | 1.3% | – | – | – |
| Vanguard Short-Term Bond ETF921937827 | ETF | 22,261 | $172.0 萬 | 1.2% | – | – | – |
| Vanguard Information Technology ETF92204A702 | ETF | 2,313 | $143.8 萬 | 1.0% | – | – | – |
| Vanguard S&P 500 ETF922908363 | ETF | 2,549 | $137.4 萬 | 1.0% | – | – | – |
| iShares Tr46432F859 | CORE 1 5 YR USD | 23,257 | $111.1 萬 | 0.8% | – | – | – |
| AAPLApple Inc. | Stock | 3,200 | $80.1 萬 | 0.6% | – | – | 歷史 |
| Schwab US Dividend Equity ETF808524797 | ETF | 27,836 | $76.0 萬 | 0.5% | – | – | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 1,789 | $73.4 萬 | 0.5% | – | – | – |
| Dimensional Emerging Core Equity Market ETF25434V302 | ETF | 27,844 | $70.6 萬 | 0.5% | – | – | – |
| iShares Tr464287150 | CORE S&P TTL STK | 5,262 | $67.7 萬 | 0.5% | – | – | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 1,077 | $63.1 萬 | 0.4% | – | – | 歷史 |
| iShares Tr464288414 | NATIONAL MUN ETF | 5,897 | $62.8 萬 | 0.4% | – | – | – |
| BMRNBiomarin Pharmaceutical Inc | COM | 9,543 | $62.7 萬 | 0.4% | – | – | 歷史 |
| Vanguard Morningstar Value ETF922908744 | ETF | 3,656 | $61.9 萬 | 0.4% | – | – | – |
| DUKDuke Energy CORP | Stock | 5,008 | $54.0 萬 | 0.4% | – | – | 歷史 |
| KOCoca Cola Co | Stock | 7,876 | $49.0 萬 | 0.3% | – | – | 歷史 |
| NICENICE Ltd. | SPONSORED ADR | 2,867 | $48.7 萬 | 0.3% | – | – | 歷史 |
| MAMastercard Inc | Stock | 900 | $47.4 萬 | 0.3% | – | – | 歷史 |
| State Street SPDR Portfolio Developed World Ex-US ETF78463X889 | ETF | 13,747 | $46.9 萬 | 0.3% | – | – | – |
| Schwab U.S. Broad Market ETF808524102 | ETF | 19,111 | $43.4 萬 | 0.3% | – | – | – |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 7,221 | $42.6 萬 | 0.3% | – | – | – |
| AMZNAmazon Com Inc | Stock | 1,859 | $40.8 萬 | 0.3% | – | – | 歷史 |
| First Tr Exchange-Traded FD33733E104 | CAP STRENGTH ETF | 4,263 | $37.4 萬 | 0.3% | – | – | – |
| BRK.BBerkshire Hathaway Inc | Stock | 825 | $37.4 萬 | 0.3% | – | – | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 1,863 | $36.5 萬 | 0.3% | – | – | – |
| KTBKontoor Brands, Inc. | Stock | 4,102 | $35.0 萬 | 0.2% | – | – | 歷史 |
| SOSouthern Co | Stock | 4,172 | $34.3 萬 | 0.2% | – | – | 歷史 |
| NVDANVIDIA Corp | Stock | 2,500 | $33.6 萬 | 0.2% | – | – | 歷史 |
| PFEPfizer Inc | Stock | 12,176 | $32.3 萬 | 0.2% | – | – | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 539 | $31.7 萬 | 0.2% | – | – | – |
| MCDMcDonalds Corp | Stock | 1,030 | $29.9 萬 | 0.2% | – | – | 歷史 |
| TSLATesla, Inc. | Stock | 707 | $28.6 萬 | 0.2% | – | – | 歷史 |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 992 | $26.2 萬 | 0.2% | – | – | – |
| IBMInternational Business Machines Corp | Stock | 1,157 | $25.4 萬 | 0.2% | – | – | 歷史 |
| Dimensional World Ex U.S. Core Equity 2 ETF25434V880 | ETF | 10,218 | $25.4 萬 | 0.2% | – | – | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 1,979 | $22.8 萬 | 0.2% | – | – | – |
| PEPPepsiCo Inc | Stock | 1,493 | $22.7 萬 | 0.2% | – | – | 歷史 |
| WEXWEX Inc. | COM | 1,250 | $21.9 萬 | 0.2% | – | – | 歷史 |
| GEGeneral Electric Co | Stock | 1,301 | $21.7 萬 | 0.2% | – | – | 歷史 |
| Fidelity High Dividend ETF316092840 | ETF | 4,230 | $21.1 萬 | 0.1% | – | – | – |
| Vanguard Malvern FDS922020805 | STRM INFPROIDX | 4,360 | $21.1 萬 | 0.1% | – | – | – |
| Vanguard World FD921910733 | ESG US STK ETF | 1,954 | $20.5 萬 | 0.1% | – | – | – |