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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 Q2 2023 · Filed April 10, 2023 · Accession 0001871734-23-000002

Total Value
$166.6M
Positions
245
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (245)

#IssuerTicker / CUSIPSharesValue% of Filing
1VANGUARD INDEX FDS92290836394,571$35.6M21.35%
2VANGUARD SCOTTSDALE FDS92206C102325,264$19.0M11.43%
3VANGUARD TAX-MANAGED FDS921943858278,611$12.6M7.55%
4VANGUARD BD INDEX FDS921937827154,501$11.8M7.09%
5VANGUARD SCOTTSDALE FDS92206C409112,037$8.5M5.13%
6DIMENSIONAL ETF TRUST25434V724217,174$7.3M4.36%
7VANGUARD SCOTTSDALE FDS92206C771120,882$5.6M3.38%
8AMERICAN CENTY ETF TR02507235696,565$4.0M2.40%
9ISHARES TR46434V40790,947$3.8M2.28%
10VANGUARD INDEX FDS92290876918,264$3.7M2.24%
11DIMENSIONAL ETF TRUST25434V60979,394$3.5M2.12%
12DIMENSIONAL ETF TRUST25434V831124,272$3.1M1.88%
13DIMENSIONAL ETF TRUST25434V302135,157$3.1M1.87%
14VANGUARD INDEX FDS92290874421,691$3.0M1.80%
15VANGUARD CHARLOTTE FDS92203J40755,470$2.7M1.63%
16VANGUARD INTL EQUITY INDEX F92204271824,222$2.6M1.59%
17AMERICAN CENTY ETF TR02507287728,500$2.1M1.27%
18VANGUARD MALVERN FDS92202080543,389$2.1M1.25%
19VANGUARD INTL EQUITY INDEX F92204285847,031$1.9M1.14%
20AMERICAN CENTY ETF TR02507260434,493$1.8M1.10%
21EXXON MOBIL CORPXOM16,489$1.8M1.09%
22APPLE INCAAPL10,049$1.7M0.99%
23ISHARES TR46428886914,234$1.5M0.89%
24ISHARES TR46432F33911,936$1.5M0.89%
25ISHARES TR46434V64764,406$1.5M0.89%
26ISHARES TR46428832323,200$1.2M0.75%
27VANGUARD INDEX FDS9229086117,465$1.2M0.71%
28ISHARES TR46435G24348,585$1.2M0.70%
29ALPHABET INCGOOG7,581$786,3770.47%
30DIMENSIONAL ETF TRUST25434V80721,331$687,4980.41%
31VANGUARD INDEX FDS9229087362,555$637,4190.38%
32ISHARES TR46435G5168,731$627,2370.38%
33NEXTERA ENERGY INCNEE-PW7,742$596,7210.36%
34ISHARES TR46435G19325,732$592,2220.36%
35BERKSHIRE HATHAWAY INC DELBRK-A1,905$588,2070.35%
36VANGUARD WORLD FD9219106917,870$493,4490.30%
37AMERICAN CENTY ETF TR0250727038,648$493,1880.30%
38ISHARES TR46435G4255,210$471,2450.28%
39NETFLIX INCNFLX1,352$467,0890.28%
40AMERICAN CENTY ETF TR0250728027,710$450,8990.27%
41DIMENSIONAL ETF TRUST25434V65817,940$440,4270.26%
42MICROSOFT CORPMSFT1,456$419,7650.25%
43VANGUARD MUN BD FDS9229077467,587$384,3570.23%
44VANGUARD WORLD FD9219107335,193$372,4000.22%
45AMAZON COM INCAMZN3,440$355,3180.21%
46AMERICAN CENTY ETF TR0250723237,228$318,7870.19%
47ISHARES TR46429B3336,818$303,1280.18%
48JPMORGAN CHASE & COVYLD2,105$274,3030.16%
49VANGUARD WORLD FD9219107254,929$258,0570.15%
50ISHARES TR4642871502,733$247,4730.15%
51AMERICAN CENTY ETF TR0250723154,827$216,1640.13%
52SPDR S&P 500 ETF TRSPY522$213,7020.13%
53VANGUARD BD INDEX FDS9219378192,498$191,6970.12%
54VANGUARD BD INDEX FDS9219377932,170$166,3360.10%
55VANGUARD INDEX FDS9229085121,190$159,5330.10%
56ISHARES TR46434V1003,190$154,6510.09%
57SPDR SER TR78468R4086,100$151,5240.09%
58AGILON HEALTH INCAGL6,231$147,9860.09%
59DISNEY WALT CO2546871061,425$142,6850.09%
60ALPHABET INCGOOG1,360$141,4400.08%
61HOME DEPOT INCHD476$140,4770.08%
62VANGUARD INDEX FDS922908751724$137,1870.08%
63META PLATFORMS INCMETA644$136,4890.08%
64QUALCOMM INCQCOM1,037$132,3000.08%
65INVESCO QQQ TRIVZ392$125,8050.08%
66NATIONAL FUEL GAS CONFG2,157$124,5450.07%
67ABBVIE INCABBV775$123,5120.07%
68LILLY ELI & COLLY358$122,9440.07%
69WILLIS TOWERS WATSON PLC LTDWTW455$105,7330.06%
70HESS CORPHESM770$101,9420.06%
71ABBOTT LABSABLZF875$88,6030.05%
72CHEVRON CORP NEWCVX530$86,4750.05%
73MCDONALDS CORPMCD305$85,2810.05%
74TESLA INCTSLA408$84,6440.05%
75DIMENSIONAL ETF TRUST25434V7733,653$83,9820.05%
76SCHWAB STRATEGIC TR8085242011,717$83,0410.05%
77M & T BK CORP55261F104693$82,8620.05%
78LOWES COS INC548661107404$80,7880.05%
79JOHNSON & JOHNSONJNJ504$78,1200.05%
80SCHWAB STRATEGIC TR8085246071,860$77,9980.05%
81DIMENSIONAL ETF TRUST25434V7323,221$75,9830.05%
82AIR PRODS & CHEMS INCAIIR264$75,8230.05%
83SELECT SECTOR SPDR TR81369Y803470$70,9750.04%
84ISHARES TR4642873091,072$68,4900.04%
85ISHARES TR46432F8341,087$67,3400.04%
86SELECT SECTOR SPDR TR81369Y886994$67,2670.04%
87ISHARES TR46435G6721,366$66,8660.04%
88PRINCIPAL FINANCIAL GROUP INPFG867$64,4350.04%
89NVIDIA CORPORATIONNVDA231$64,1650.04%
90DIMENSIONAL ETF TRUST25434V5001,175$61,9230.04%
91PEPSICO INCPEP339$61,8000.04%
92MOOG INCMOG-B585$58,9390.04%
93LOEWS CORPL1,000$58,0200.03%
94BOEING COBA-PA264$56,0820.03%
95GENERAL MLS INC370334104630$53,8400.03%
96HUBSPOT INCHUBS125$53,5940.03%
97DIMENSIONAL ETF TRUST25434V6662,144$52,6760.03%
98RAYTHEON TECHNOLOGIES CORPRTX521$51,0430.03%
99DANAHER CORPORATION235851102200$50,4080.03%
100ISHARES TR464287507196$49,0310.03%
101COLGATE PALMOLIVE COCL612$45,9920.03%
102ISHARES TR46432F842652$43,5860.03%
103HONEYWELL INTL INC438516106226$43,1930.03%
104DELTA AIR LINES INC DELDAL1,234$43,0910.03%
105ISHARES TR464287705416$42,7520.03%
106UNITEDHEALTH GROUP INCUNH90$42,5330.03%
107VANGUARD WORLD FDS92204A504177$42,2070.03%
108INVESCO EXCHANGE TRADED FD TIVZ273$41,2610.02%
109PFIZER INCPFE997$40,6780.02%
110VANGUARD WHITEHALL FDS921946794656$40,6390.02%
111ISHARES TR46429B747393$38,9970.02%
112PROCTER AND GAMBLE CO742718109251$37,3210.02%
113VANGUARD ADMIRAL FDS INC921932505150$34,5720.02%
114CISCO SYS INCCSCO619$32,3580.02%
115AMERICAN ELEC PWR CO INC025537101350$31,8470.02%
116ISHARES TR464287804321$31,0410.02%
117FEDEX CORPFDX132$30,1300.02%
118BANK AMERICA CORP0605051041,004$28,7140.02%
119HP INCHPQ918$26,9430.02%
120BECTON DICKINSON & COBDX103$25,4970.02%
121ISHARES TR464287598164$24,9710.01%
122AIRBNB INCABNB200$24,8800.01%
123TARGET CORPTGT147$24,2840.01%
124INTEL CORPINTC740$24,1760.01%
125ADVANCED MICRO DEVICES INCAMD246$24,1100.01%
126MERCK & CO INCMRK220$23,4060.01%
127INNOVATIVE INDL PPTYS INCINHD300$22,7970.01%
128AMERICAN CENTY ETF TR025072349443$22,6250.01%
129AT&T INCT-PC1,123$21,6180.01%
130GENERAL ELECTRIC CO369604301226$21,5840.01%
131GENERAL DYNAMICS CORPGD91$20,7670.01%
132CONOCOPHILLIPSCOP202$20,0400.01%
133SELECT SECTOR SPDR TR81369Y605623$20,0290.01%
134WELLS FARGO CO NEW949746101534$19,9530.01%
135SCHLUMBERGER LTDSLB400$19,6400.01%
136LEE ENTERPRISES INCLEE1,552$19,3220.01%
137CHENIERE ENERGY PARTNERS LPLNG404$19,1170.01%
138ISHARES INC46434G863597$18,7940.01%
139TEKLA HEALTHCARE OPPORTUNITITHQ1,000$18,7600.01%
140DIMENSIONAL ETF TRUST25434V203695$18,7300.01%
141THE TRADE DESK INC88339J105300$18,2730.01%
142AMGEN INCAMGN74$17,8900.01%
143SPDR SER TR78468R739375$17,8310.01%
144ZSCALER INCZS150$17,5250.01%
145AMERICAN EXPRESS COAXP105$17,3200.01%
146ISHARES TR46428720042$17,2650.01%
147VANGUARD STAR FDS921909768312$17,2260.01%
148ISHARES TR464287168140$16,4050.01%
149DIMENSIONAL ETF TRUST25434V815654$16,3040.01%
150SPDR SER TR78464A755292$15,5230.01%
151SELECT SECTOR SPDR TR81369Y852263$15,2460.01%
152SCHWAB STRATEGIC TR808524805437$15,2090.01%
153SELECT SECTOR SPDR TR81369Y506183$15,1580.01%
154FORD MTR CO DEL3453708601,200$15,1200.01%
155CARRIER GLOBAL CORPORATIONCARR320$14,6400.01%
156HEWLETT PACKARD ENTERPRISE CHPE-PC918$14,6240.01%
157SCHWAB STRATEGIC TR808524409214$14,0640.01%
158DIMENSIONAL ETF TRUST25434V856328$14,0480.01%
159COSTCO WHSL CORP NEW22160K10528$13,9120.01%
160OTIS WORLDWIDE CORPOTIS160$13,5040.01%
161INVESCO EXCHANGE TRADED FD TIVZ93$13,4500.01%
162VAIL RESORTS INCMTN50$11,6840.01%
163BROWN FORMAN CORPBF-B175$11,2470.01%
164SNOWFLAKE INCSNOW70$10,8000.01%
165PHILLIPS 66PSX101$10,2390.01%
166ISHARES TR46428815896$10,0490.01%
167REPUBLIC SVCS INC76075910072$9,7360.01%
168ORACLE CORPORCL-PD104$9,6640.01%
169SCHWAB STRATEGIC TR808524888274$9,2430.01%
170ISHARES INC46434G103188$9,1730.01%
171FORTIVE CORPFTV125$8,5210.01%
172ARK ETF TR00214Q104200$8,0680.00%
173INTERNATIONAL BUSINESS MACHSINTR59$7,7630.00%
174ACV AUCTIONS INCACVA600$7,7460.00%
175SCHWAB STRATEGIC TR808524847388$7,5710.00%
176PAYCHEX INCPAYX62$7,1050.00%
177BOSTON OMAHA CORPBOC300$7,1010.00%
178VERIZON COMMUNICATIONS INCVZ179$6,9610.00%
179WYNDHAM HOTELS & RESORTS INCWH100$6,7850.00%
180NATIONAL GRID PLCNMPWP95$6,4590.00%
181SCHWAB STRATEGIC TR808524706260$6,3780.00%
182DIMENSIONAL ETF TRUST25434V690212$6,3710.00%
183ISHARES TR46428748167$6,1000.00%
184PAYCOM SOFTWARE INCPAYC20$6,0800.00%
185GE HEALTHCARE TECHNOLOGIES IGEHC73$5,9880.00%
186VANGUARD INTL EQUITY INDEX F92204287497$5,9120.00%
187SKYWORKS SOLUTIONS INCSWKS50$5,8990.00%
188COMPUTER TASK GROUP INC205477102803$5,8220.00%
189THE CIGNA GROUP12552310019$4,8550.00%
190PENNYMAC MTG INVT TR70931T103390$4,8090.00%
191SPDR DOW JONES INDL AVERAGE78467X10914$4,6570.00%
192PLUG POWER INCPLUG392$4,5940.00%
193VANGUARD SCOTTSDALE FDS92206C59925$4,5830.00%
194COMCAST CORP NEWCCZ116$4,3980.00%
195MANULIFE FINL CORP56501R106234$4,2960.00%
196SCHWAB STRATEGIC TR80852479757$4,1700.00%
197WARNER BROS DISCOVERY INCWBD269$4,0620.00%
198SIBANYE STILLWATER LTDSBYSF480$3,9940.00%
199TRAVEL PLUS LEISURE CO894164102100$3,9200.00%
200BUMBLE INCBMBL196$3,8320.00%
201WEYERHAEUSER CO MTN BEWY126$3,7960.00%
202NEW YORK CMNTY BANCORP INC649445103400$3,6160.00%
203VANGUARD SPECIALIZED FUNDS92190884423$3,5420.00%
204KIMBERLY-CLARK CORPKMB25$3,3560.00%
205SPOTIFY TECHNOLOGY S ASPOT24$3,2070.00%
206BP PLCBPPFF83$3,1490.00%
207ILLUMINA INCILMN13$3,0230.00%
208ISHARES TR464288224149$2,9470.00%
209PAYPAL HLDGS INCPYPL30$2,2780.00%
210CRISPR THERAPEUTICS AGCRSP47$2,1260.00%
211DXC TECHNOLOGY CODXC78$1,9940.00%
212AMERICAN INTL GROUP INC02687478438$1,9140.00%
213VANGUARD INDEX FDS92290853810$1,8960.00%
214MOOG INCMOG-B19$1,8850.00%
215METLIFE INCMET-PF32$1,8540.00%
216LIBERTY BROADBAND CORPLBRDP22$1,7970.00%
217LIFE STORAGE INC53223X10713$1,7100.00%
218KEYCORP493267108122$1,5270.00%
219EXPEDIA GROUP INCEXPE15$1,4550.00%
220FIVERR INTL LTDM4R82T10641$1,4320.00%
221BRISTOL-MYERS SQUIBB COCELG-RI17$1,1780.00%
222GLOBUS MARITIME LIMITED NEWGLBS1,000$1,1200.00%
223PROTERRA INC74374T109700$1,0640.00%
224FUELCELL ENERGY INCFCELB358$1,0200.00%
225ISHARES TR46428986716$8240.00%
226TITAN PHARMACEUTICALS INC DEKMCM987$8190.00%
227ISHARES TR46435U54917$8170.00%
228XEROX HOLDINGS CORPXRXDW50$7700.00%
229WABTEC9297401087$7070.00%
230HSBC HLDGS PLCHBCYF20$6830.00%
231NOVAVAX INCNVAX78$5410.00%
232ORGANON & COOGN22$5170.00%
233VANGUARD BD INDEX FDS9219378357$5170.00%
234QURATE RETAIL INC74915M100443$4380.00%
235MYMD PHARMACEUTICALS INC62856X102200$3440.00%
236AURORA CANNABIS INCACB473$3300.00%
237ISHARES TR46435U8618$2990.00%
238VANGUARD SCOTTSDALE FDS92206C7301$1860.00%
239180 LIFE SCIENCES CORP68236V203100$1800.00%
240VIATRIS INCVTRS16$1540.00%
241CONDUENT INCCNDT40$1370.00%
242BRIGHTHOUSE FINL INC10922N1033$1320.00%
243WEATHERFORD INTL PLCG488331182$1190.00%
244LIBERTY TRIPADVISOR HLDGS IN53146510244$380.00%
245PURPLE INNOVATION INCPRPL1$30.00%