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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Level Financial Advisors, Inc.

Quarter ended Q1 2023 · Filed January 23, 2023 · Accession 0001871734-23-000001

Total Value
$152.7M
Positions
288
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (288)

#IssuerTicker / CUSIPSharesValue% of Filing
1VANGUARD INDEX FDS92290836391,717$32.2M21.11%
2VANGUARD SCOTTSDALE FDS92206C102331,793$19.2M12.57%
3VANGUARD BD INDEX FDS921937827153,507$11.6M7.57%
4VANGUARD TAX-MANAGED FDS921943858262,401$11.0M7.21%
5VANGUARD SCOTTSDALE FDS92206C409100,740$7.6M4.96%
6DIMENSIONAL ETF TRUST25434V724218,468$7.3M4.79%
7VANGUARD SCOTTSDALE FDS92206C771100,771$4.6M3.00%
8DIMENSIONAL ETF TRUST25434V60979,433$3.5M2.29%
9ISHARES TR46434V40781,695$3.3M2.19%
10VANGUARD INDEX FDS92290876917,214$3.3M2.16%
11AMERICAN CENTY ETF TR02507235677,981$3.2M2.10%
12VANGUARD CHARLOTTE FDS92203J40755,817$2.6M1.73%
13VANGUARD INDEX FDS92290874418,674$2.6M1.72%
14DIMENSIONAL ETF TRUST25434V302109,603$2.4M1.58%
15VANGUARD INTL EQUITY INDEX F92204271821,823$2.2M1.47%
16DIMENSIONAL ETF TRUST25434V83182,230$2.0M1.29%
17VANGUARD INTL EQUITY INDEX F92204285848,196$1.9M1.23%
18EXXON MOBIL CORPXOM16,579$1.8M1.20%
19AMERICAN CENTY ETF TR02507260433,508$1.7M1.11%
20ISHARES TR46434V64771,153$1.6M1.06%
21ISHARES TR46432F33913,794$1.6M1.03%
22ISHARES TR46428886914,282$1.5M1.01%
23VANGUARD MALVERN FDS92202080532,926$1.5M1.01%
24VANGUARD INDEX FDS9229086119,219$1.5M0.96%
25AMERICAN CENTY ETF TR02507287719,247$1.4M0.94%
26APPLE INCAAPL10,105$1.3M0.86%
27ISHARES TR46428832324,019$1.3M0.82%
28ISHARES TR46435G24349,232$1.2M0.77%
29ISHARES TR46435G19331,359$699,0000.46%
30DIMENSIONAL ETF TRUST25434V80722,789$693,0000.45%
31ALPHABET INCGOOG7,629$673,0000.44%
32NEXTERA ENERGY INCNEE-PW7,800$652,0000.43%
33BERKSHIRE HATHAWAY INC DELBRK-A1,954$604,0000.40%
34VANGUARD INDEX FDS9229087362,736$583,0000.38%
35ISHARES TR46435G5168,731$574,0000.38%
36ISHARES TR46435G4255,210$442,0000.29%
37AMERICAN CENTY ETF TR0250727038,299$441,0000.29%
38AMERICAN CENTY ETF TR0250728027,829$433,0000.28%
39VANGUARD MUN BD FDS9229077468,604$426,0000.28%
40NETFLIX INCNFLX1,352$399,0000.26%
41MICROSOFT CORPMSFT1,498$359,0000.24%
42VANGUARD WORLD FD9219107335,192$342,0000.22%
43VANGUARD WORLD FD9219106915,483$333,0000.22%
44JPMORGAN CHASE & COVYLD2,132$286,0000.19%
45AMAZON COM INCAMZN3,278$275,0000.18%
46AMERICAN CENTY ETF TR0250723236,217$270,0000.18%
47VANGUARD WORLD FD9219107254,929$242,0000.16%
48ISHARES TR4642871502,733$232,0000.15%
49SPDR S&P 500 ETF TRSPY522$200,0000.13%
50VANGUARD BD INDEX FDS9219378192,662$198,0000.13%
51GENERAL ELECTRIC CO3696043012,294$192,0000.13%
52VANGUARD BD INDEX FDS9219377932,313$168,0000.11%
53ISHARES TR46429B3333,813$166,0000.11%
54VANGUARD INDEX FDS9229085121,189$161,0000.11%
55ISHARES TR46434V1003,295$158,0000.10%
56HOME DEPOT INCHD480$152,0000.10%
57VANGUARD INDEX FDS922908751770$141,0000.09%
58AGILON HEALTH INCAGL8,562$138,0000.09%
59NATIONAL FUEL GAS CONFG2,175$138,0000.09%
60LILLY ELI & COLLY358$131,0000.09%
61ABBVIE INCABBV781$126,0000.08%
62DISNEY WALT CO2546871061,430$124,0000.08%
63ALPHABET INCGOOG1,360$121,0000.08%
64INVESCO QQQ TRIVZ449$120,0000.08%
65SPDR SER TR78468R4084,759$115,0000.08%
66QUALCOMM INCQCOM1,037$114,0000.07%
67WILLIS TOWERS WATSON PLC LTDWTW455$111,0000.07%
68HESS CORPHESM768$109,0000.07%
69AIR PRODS & CHEMS INCAIIR340$105,0000.07%
70M & T BK CORP55261F104693$101,0000.07%
71ABBOTT LABSABLZF885$97,0000.06%
72CHEVRON CORP NEWCVX530$95,0000.06%
73JOHNSON & JOHNSONJNJ536$95,0000.06%
74META PLATFORMS INCMETA759$91,0000.06%
75MCDONALDS CORPMCD307$81,0000.05%
76LOWES COS INC548661107404$80,0000.05%
77SCHWAB STRATEGIC TR8085242011,729$78,0000.05%
78SCHWAB STRATEGIC TR8085246071,860$75,0000.05%
79PRINCIPAL FINANCIAL GROUP INPFG867$73,0000.05%
80ISHARES TR46435G6721,502$71,0000.05%
81AMERICAN ELEC PWR CO INC025537101722$69,0000.05%
82ISHARES TR464287507281$68,0000.04%
83PEPSICO INCPEP351$63,0000.04%
84ISHARES TR4642873091,072$63,0000.04%
85ISHARES TR46432F8341,087$63,0000.04%
86DIMENSIONAL ETF TRUST25434V5001,175$60,0000.04%
87SELECT SECTOR SPDR TR81369Y803478$59,0000.04%
88LOEWS CORPL1,000$58,0000.04%
89DANAHER CORPORATION235851102206$55,0000.04%
90RAYTHEON TECHNOLOGIES CORPRTX545$55,0000.04%
91GENERAL MLS INC370334104630$53,0000.03%
92PFIZER INCPFE1,016$52,0000.03%
93ISHARES TR464287804539$51,0000.03%
94TESLA INCTSLA410$51,0000.03%
95MOOG INCMOG-B585$51,0000.03%
96VANGUARD SCOTTSDALE FDS92206C714771$51,0000.03%
97UNITEDHEALTH GROUP INCUNH94$50,0000.03%
98BOEING COBA-PA264$50,0000.03%
99HONEYWELL INTL INC438516106230$49,0000.03%
100COLGATE PALMOLIVE COCL612$48,0000.03%
101VANGUARD WORLD FDS92204A504177$44,0000.03%
102ISHARES TR464287705416$42,0000.03%
103INVESCO EXCHANGE TRADED FD TIVZ273$41,0000.03%
104DELTA AIR LINES INC DELDAL1,234$41,0000.03%
105ISHARES TR46432F842652$40,0000.03%
106VANGUARD WHITEHALL FDS921946794656$39,0000.03%
107PROCTER AND GAMBLE CO742718109251$38,0000.02%
108NVIDIA CORPORATIONNVDA241$35,0000.02%
109BANK AMERICA CORP0605051041,029$34,0000.02%
110VANGUARD ADMIRAL FDS INC921932505150$32,0000.02%
111INNOVATIVE INDL PPTYS INCINHD300$30,0000.02%
112CISCO SYS INCCSCO630$30,0000.02%
113LEE ENTERPRISES INCLEE1,552$29,0000.02%
114ISHARES TR464287598184$28,0000.02%
115CONOCOPHILLIPSCOP230$27,0000.02%
116BECTON DICKINSON & COBDX103$26,0000.02%
117HP INCHPQ918$25,0000.02%
118MERCK & CO INCMRK220$24,0000.02%
119CHENIERE ENERGY PARTNERS LPLNG404$23,0000.02%
120GENERAL DYNAMICS CORPGD91$23,0000.02%
121FEDEX CORPFDX132$23,0000.02%
122SPDR SER TR78468R739492$23,0000.02%
123WELLS FARGO CO NEW949746101530$22,0000.01%
124TARGET CORPTGT146$22,0000.01%
125AT&T INCT-PC1,123$21,0000.01%
126SELECT SECTOR SPDR TR81369Y605623$21,0000.01%
127SCHLUMBERGER LTDSLB400$21,0000.01%
128AMGEN INCAMGN77$20,0000.01%
129TEKLA HEALTHCARE OPPORTUNITITHQ1,000$20,0000.01%
130INTEL CORPINTC720$19,0000.01%
131AMERICAN CENTY ETF TR025072349386$19,0000.01%
132ISHARES TR464287168140$17,0000.01%
133SNOWFLAKE INCSNOW115$17,0000.01%
134ADVANCED MICRO DEVICES INCAMD260$17,0000.01%
135DIMENSIONAL ETF TRUST25434V815654$16,0000.01%
136SELECT SECTOR SPDR TR81369Y506183$16,0000.01%
137ISHARES TR464288158152$16,0000.01%
138ISHARES TR46428720042$16,0000.01%
139AMERICAN EXPRESS COAXP105$16,0000.01%
140VANGUARD STAR FDS921909768312$16,0000.01%
141DIMENSIONAL ETF TRUST25434V203655$16,0000.01%
142HEWLETT PACKARD ENTERPRISE CHPE-PC918$15,0000.01%
143SPDR SER TR78464A755292$15,0000.01%
144SCHWAB STRATEGIC TR808524409216$14,0000.01%
145HUBSPOT INCHUBS50$14,0000.01%
146TJX COS INC NEW872540109175$14,0000.01%
147SCHWAB STRATEGIC TR808524805437$14,0000.01%
148FORD MTR CO DEL3453708601,200$14,0000.01%
149CARRIER GLOBAL CORPORATIONCARR320$13,0000.01%
150INVESCO EXCHANGE TRADED FD TIVZ93$13,0000.01%
151SELECT SECTOR SPDR TR81369Y852263$13,0000.01%
152OTIS WORLDWIDE CORPOTIS160$13,0000.01%
153COSTCO WHSL CORP NEW22160K10528$13,0000.01%
154PHILLIPS 66PSX116$12,0000.01%
155ISHARES TR46429B747122$12,0000.01%
156ISHARES INC46434G863414$12,0000.01%
157VAIL RESORTS INCMTN50$12,0000.01%
158ARK ETF TR00214Q104350$11,0000.01%
159BROWN FORMAN CORPBF-B175$11,0000.01%
160ZSCALER INCZS100$11,0000.01%
161ISHARES TR464287465168$11,0000.01%
162WABTEC929740108114$11,0000.01%
163SCHWAB STRATEGIC TR808524888327$10,0000.01%
164INVESCO EXCH TRD SLF IDX FDIVZ468$9,0000.01%
165INVESCO EXCH TRD SLF IDX FDIVZ478$9,0000.01%
166AIRBNB INCABNB100$9,0000.01%
167INVESCO EXCH TRD SLF IDX FDIVZ458$9,0000.01%
168REPUBLIC SVCS INC76075910072$9,0000.01%
169ORACLE CORPORCL-PD104$9,0000.01%
170ISHARES INC46434G103188$9,0000.01%
171INVESCO EXCH TRD SLF IDX FDIVZ444$9,0000.01%
172FORTIVE CORPFTV125$8,0000.01%
173SCHWAB STRATEGIC TR808524847411$8,0000.01%
174SCHWAB STRATEGIC TR808524706337$8,0000.01%
175INVESCO EXCH TRD SLF IDX FDIVZ464$8,0000.01%
176INTERNATIONAL BUSINESS MACHSINTR59$8,0000.01%
177WYNDHAM HOTELS & RESORTS INCWH100$7,0000.00%
178VERIZON COMMUNICATIONS INCVZ184$7,0000.00%
179PAYCHEX INCPAYX62$7,0000.00%
180CSX CORPCSX225$7,0000.00%
181SPDR SER TR78464A375194$6,0000.00%
182ISHARES TR46428748167$6,0000.00%
183SPDR INDEX SHS FDS78463X848234$6,0000.00%
184CIGNA CORP NEW12552310019$6,0000.00%
185NATIONAL GRID PLCNMPWP95$6,0000.00%
186COMPUTER TASK GROUP INC205477102803$6,0000.00%
187PAYCOM SOFTWARE INCPAYC20$6,0000.00%
188BOSTON OMAHA CORPBOC200$5,0000.00%
189ACV AUCTIONS INCACVA600$5,0000.00%
190PENNYMAC MTG INVT TR70931T103390$5,0000.00%
191PLUG POWER INCPLUG392$5,0000.00%
192SIBANYE STILLWATER LTDSBYSF480$5,0000.00%
193SKYWORKS SOLUTIONS INCSWKS50$5,0000.00%
194SPDR DOW JONES INDL AVERAGE78467X10914$5,0000.00%
195VANGUARD INTL EQUITY INDEX F92204287497$5,0000.00%
196TRAVEL PLUS LEISURE CO894164102100$4,0000.00%
197ISHARES TR46428749952$4,0000.00%
198KEYCORP493267108244$4,0000.00%
199VANGUARD SCOTTSDALE FDS92206C59925$4,0000.00%
200WEYERHAEUSER CO MTN BEWY126$4,0000.00%
201BUMBLE INCBMBL196$4,0000.00%
202SCHWAB STRATEGIC TR80852479757$4,0000.00%
203COMCAST CORP NEWCCZ116$4,0000.00%
204MANULIFE FINL CORP56501R106234$4,0000.00%
205DIMENSIONAL ETF TRUST25434V773178$4,0000.00%
206ISHARES TR46428841427$3,0000.00%
207ISHARES TR464288224149$3,0000.00%
208VANGUARD SPECIALIZED FUNDS92190884423$3,0000.00%
209WARNER BROS DISCOVERY INCWBD325$3,0000.00%
210KIMBERLY-CLARK CORPKMB25$3,0000.00%
211ILLUMINA INCILMN13$3,0000.00%
212BP PLCBPPFF83$3,0000.00%
213SELECT SECTOR SPDR TR81369Y20920$3,0000.00%
214PAYPAL HLDGS INCPYPL30$2,0000.00%
215NORTHROP GRUMMAN CORPNOC4$2,0000.00%
216NORFOLK SOUTHN CORP6558441087$2,0000.00%
217MOTOROLA SOLUTIONS INCMSI6$2,0000.00%
218MOOG INCMOG-B19$2,0000.00%
219METLIFE INCMET-PF32$2,0000.00%
220LIBERTY BROADBAND CORPLBRDP22$2,0000.00%
221SPOTIFY TECHNOLOGY S ASPOT24$2,0000.00%
222ISHARES TR46428723454$2,0000.00%
223IQVIA HLDGS INCIQV8$2,0000.00%
224EATON CORP PLCETN10$2,0000.00%
225DXC TECHNOLOGY CODXC78$2,0000.00%
226VANGUARD INDEX FDS92290853810$2,0000.00%
227CRISPR THERAPEUTICS AGCRSP47$2,0000.00%
228BROADCOM INCAVGO4$2,0000.00%
229BRISTOL-MYERS SQUIBB COCELG-RI30$2,0000.00%
230VISA INCV8$2,0000.00%
231WALMART INCWMT16$2,0000.00%
232AMERICAN INTL GROUP INC02687478438$2,0000.00%
233PNC FINL SVCS GROUP INC69347510510$2,0000.00%
234THERMO FISHER SCIENTIFIC INCTMO2$1,0000.00%
235INSULET CORPPODD4$1,0000.00%
236SERVICENOW INCNOW2$1,0000.00%
237TRAVELERS COMPANIES INCTRV3$1,0000.00%
238ULTA BEAUTY INCULTA2$1,0000.00%
239AMEREN CORPAEE14$1,0000.00%
240NOVAVAX INCNVAX78$1,0000.00%
241BLACKROCK INCBLK2$1,0000.00%
242APPLIED MATLS INC03822210510$1,0000.00%
243XEROX HOLDINGS CORPXRXDW50$1,0000.00%
244SPDR S&P MIDCAP 400 ETF TRMDY2$1,0000.00%
245ISHARES TR46435U54917$1,0000.00%
246ISHARES TR46428986716$1,0000.00%
247QURATE RETAIL INC74915M100443$1,0000.00%
248STRYKER CORPORATIONSYK4$1,0000.00%
249SYSCO CORPSYY14$1,0000.00%
250ANALOG DEVICES INCADI6$1,0000.00%
251WP CAREY INC92936U10912$1,0000.00%
252TITAN PHARMACEUTICALS INC DEKMCM987$1,0000.00%
253GLOBUS MARITIME LIMITED NEWGLBS1,000$1,0000.00%
254GLOBAL PMTS INC37940X1028$1,0000.00%
255FUELCELL ENERGY INCFCELB358$1,0000.00%
256FIVERR INTL LTDM4R82T10641$1,0000.00%
257VANGUARD BD INDEX FDS9219378357$1,0000.00%
258FIRST TR EXCHANGE TRADED FD33734X16818$1,0000.00%
259EXPEDIA GROUP INCEXPE15$1,0000.00%
260PROTERRA INC74374T109200$1,0000.00%
261EASTMAN CHEM COEMN12$1,0000.00%
262ORGANON & COOGN22$1,0000.00%
263DUKE ENERGY CORP NEWDUKB9$1,0000.00%
264DOW INCDOW19$1,0000.00%
265LIFE STORAGE INC53223X10713$1,0000.00%
266DARDEN RESTAURANTS INCDRI10$1,0000.00%
267CVS HEALTH CORPCVS8$1,0000.00%
268ADOBE SYSTEMS INCORPORATEDADBE2$1,0000.00%
269CROWN CASTLE INCCCI10$1,0000.00%
270MARRIOTT INTL INC NEW57190320210$1,0000.00%
271CAPITAL ONE FINL CORP14040H10510$1,0000.00%
272BURLINGTON STORES INCBURL6$1,0000.00%
273SCHWAB STRATEGIC TR80852430018$1,0000.00%
274OSHKOSH CORPOSK12$1,0000.00%
275LIBERTY TRIPADVISOR HLDGS IN53146510244$00.00%
276AURORA CANNABIS INCACB473$00.00%
277MYMD PHARMACEUTICALS INC62856X102200$00.00%
278SIXTH STREET SPECIALTY LENDITSLX23$00.00%
279VIATRIS INCVTRS16$00.00%
280BRIGHTHOUSE FINL INC10922N1033$00.00%
281PURPLE INNOVATION INCPRPL1$00.00%
282CONDUENT INCCNDT40$00.00%
283WALGREENS BOOTS ALLIANCE INC9314271087$00.00%
284180 LIFE SCIENCES CORP68236V203100$00.00%
285ALTRIA GROUP INCMO7$00.00%
286VANGUARD SCOTTSDALE FDS92206C7301$00.00%
287MARVELL TECHNOLOGY INCMRVL12$00.00%
288WEATHERFORD INTL PLCG488331182$00.00%