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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 Q4 2023 · Filed October 18, 2023 · Accession 0001871734-23-000004

Total Value
$178.9M
Positions
286
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (286)

#IssuerTicker / CUSIPSharesValue% of Filing
1VANGUARD INDEX FDS92290836395,694$37.6M21.01%
2VANGUARD SCOTTSDALE FDS92206C102329,582$19.0M10.61%
3VANGUARD TAX-MANAGED FDS921943858293,966$12.9M7.19%
4VANGUARD BD INDEX FDS921937827160,620$12.1M6.75%
5VANGUARD SCOTTSDALE FDS92206C409117,474$8.8M4.94%
6DIMENSIONAL ETF TRUST25434V724213,016$7.2M4.05%
7AMERICAN CENTY ETF TR025072356159,806$6.0M3.36%
8VANGUARD SCOTTSDALE FDS92206C771135,251$5.9M3.31%
9ISHARES TR46434V407100,823$4.1M2.31%
10VANGUARD INDEX FDS92290876918,454$3.9M2.19%
11DIMENSIONAL ETF TRUST25434V831148,485$3.8M2.13%
12DIMENSIONAL ETF TRUST25434V60978,432$3.6M2.00%
13DIMENSIONAL ETF TRUST25434V302144,924$3.3M1.83%
14VANGUARD INDEX FDS92290874423,328$3.2M1.80%
15VANGUARD CHARLOTTE FDS92203J40756,953$2.7M1.52%
16VANGUARD INTL EQUITY INDEX F92204271825,630$2.7M1.52%
17AMERICAN CENTY ETF TR02507287733,806$2.6M1.47%
18AMERICAN CENTY ETF TR02507260444,920$2.4M1.33%
19VANGUARD MALVERN FDS92202080548,059$2.3M1.27%
20EXXON MOBIL CORPXOM16,489$1.9M1.08%
21APPLE INCAAPL10,118$1.7M0.97%
22VANGUARD INTL EQUITY INDEX F92204285843,717$1.7M0.96%
23ISHARES TR46428832330,442$1.6M0.87%
24ISHARES TR46432F33911,607$1.5M0.86%
25ISHARES TR46428886912,679$1.3M0.71%
26ISHARES TR46434V64759,377$1.3M0.70%
27DIMENSIONAL ETF TRUST25434V65850,023$1.1M0.63%
28VANGUARD INDEX FDS9229086116,842$1.1M0.61%
29MICROSOFT CORPMSFT3,054$964,3800.54%
30VANGUARD WORLD FD92191069113,179$782,7010.44%
31DIMENSIONAL ETF TRUST25434V85617,738$705,4400.39%
32ISHARES TR46435G24329,622$704,1200.39%
33DIMENSIONAL ETF TRUST25434V80721,406$698,2640.39%
34VANGUARD INDEX FDS9229087362,550$694,5150.39%
35BERKSHIRE HATHAWAY INC DELBRK-A1,956$685,1870.38%
36ALPHABET INCGOOG5,170$676,5460.38%
37AMERICAN CENTY ETF TR02507270311,520$641,1120.36%
38ISHARES TR46435G5169,054$625,9290.35%
39AMERICAN CENTY ETF TR02507280210,104$584,5210.33%
40VANGUARD MUN BD FDS92290774610,342$497,4500.28%
41AMERICAN CENTY ETF TR02507232311,038$488,6710.27%
42DIMENSIONAL ETF TRUST25434V73219,881$463,4340.26%
43AMAZON COM INCAMZN3,404$432,7160.24%
44ISHARES TR46435G4254,517$424,1910.24%
45NEXTERA ENERGY INCNEE-PW7,400$423,9240.24%
46VANGUARD WORLD FD9219107335,137$386,4150.22%
47ISHARES TR46435G19316,552$360,1720.20%
48DIMENSIONAL ETF TRUST25434V66613,882$344,4160.19%
49NETFLIX INCNFLX872$329,2670.18%
50JPMORGAN CHASE & COVYLD2,194$318,2460.18%
51DIMENSIONAL ETF TRUST25434V77314,375$315,3870.18%
52ISHARES TR4642871502,733$257,4210.14%
53VANGUARD WORLD FD9219107254,929$248,5940.14%
54ISHARES TR46429B3335,824$243,3270.14%
55AMERICAN CENTY ETF TR0250723154,914$220,5060.12%
56SPDR S&P 500 ETF TRSPY511$218,4420.12%
57UNITED PARCEL SERVICE INCUPS1,400$218,2180.12%
58ELI LILLY & COLLY378$203,0830.11%
59DIMENSIONAL ETF TRUST25434V6743,987$198,7780.11%
60META PLATFORMS INCMETA644$193,3350.11%
61ALPHABET INCGOOG1,460$192,5010.11%
62GENERAL ELECTRIC CO3696043011,733$191,5830.11%
63VANGUARD BD INDEX FDS9219378192,550$184,3910.10%
64VANGUARD INDEX FDS9229085121,191$155,9600.09%
65HOME DEPOT INCHD497$150,2420.08%
66VANGUARD BD INDEX FDS9219377932,206$147,9640.08%
67SPDR SER TR78468R4085,991$146,5400.08%
68ISHARES TR46434V1003,031$145,4730.08%
69VANGUARD INDEX FDS922908751731$138,2410.08%
70INVESCO QQQ TRIVZ383$137,2170.08%
71NVIDIA CORPORATIONNVDA309$134,4130.08%
72HESS CORPHESM772$118,1680.07%
73ABBVIE INCABBV775$115,5220.06%
74QUALCOMM INCQCOM1,037$115,1690.06%
75NATIONAL FUEL GAS CONFG2,157$111,9700.06%
76DIMENSIONAL ETF TRUST25434V8154,344$110,0770.06%
77TESLA INCTSLA423$105,8430.06%
78AMERICAN CENTY ETF TR0250723491,993$105,0090.06%
79DISNEY WALT CO2546871061,222$99,0430.06%
80CHEVRON CORP NEWCVX530$89,3690.05%
81M & T BK CORP55261F104677$85,6070.05%
82LOWES COS INC548661107410$85,2380.05%
83DIMENSIONAL ETF TRUST25434V4011,821$84,7680.05%
84ISHARES TR46429B747867$84,0300.05%
85ABBOTT LABSABLZF851$82,4190.05%
86VANGUARD WELLINGTON FD921935870821$81,0330.05%
87MCDONALDS CORPMCD305$80,3490.04%
88SCHWAB STRATEGIC TR8085242011,580$79,9480.04%
89AIR PRODS & CHEMS INCAIIR278$78,8090.04%
90SELECT SECTOR SPDR TR81369Y803470$77,0470.04%
91DIMENSIONAL ETF TRUST25434V5001,450$76,1110.04%
92SCHWAB STRATEGIC TR8085246071,808$74,9070.04%
93HUBSPOT INCHUBS150$73,8750.04%
94WILLIS TOWERS WATSON PLC LTDWTW343$71,6730.04%
95MOOG INCMOG-B585$66,0820.04%
96JOHNSON & JOHNSONJNJ420$65,4560.04%
97ISHARES TR46432F8341,087$65,2090.04%
98PAYCHEX INCPAYX562$64,8150.04%
99LOEWS CORPL1,000$63,3100.04%
100ISHARES TR464287309903$61,7830.03%
101UNITEDHEALTH GROUP INCUNH121$61,1140.03%
102SELECT SECTOR SPDR TR81369Y8861,002$59,0440.03%
103DANAHER CORPORATION235851102237$58,8070.03%
104PEPSICO INCPEP339$57,4400.03%
105ISHARES TR46435G6721,121$54,6820.03%
106ISHARES TR464287481575$52,5260.03%
107SELECT SECTOR SPDR TR81369Y506568$51,3670.03%
108BOEING COBA-PA264$50,6040.03%
109ISHARES TR464287507196$48,8730.03%
110GE HEALTHCARE TECHNOLOGIES IGEHC718$48,8530.03%
111ISHARES TR464287465694$47,8020.03%
112AMGEN INCAMGN174$46,7640.03%
113COLGATE PALMOLIVE COCL612$43,5190.02%
114ISHARES TR464287705416$41,9870.02%
115ISHARES TR46432F842652$41,9560.02%
116HONEYWELL INTL INC438516106226$41,7510.02%
117VANGUARD WORLD FDS92204A504177$41,6130.02%
118QUANTUMSCAPE CORPQS6,210$41,5450.02%
119INVESCO EXCHANGE TRADED FD TIVZ1,365$41,1550.02%
120VANGUARD WHITEHALL FDS921946794656$40,6000.02%
121GENERAL MLS INC370334104630$40,3140.02%
122RTX CORPORATIONRTX538$38,7320.02%
123DELTA AIR LINES INC DELDAL1,036$38,3430.02%
124VANGUARD ADMIRAL FDS INC921932505150$37,0260.02%
125PROCTER AND GAMBLE CO742718109251$36,6110.02%
126ISHARES TR464287630260$35,2430.02%
127SCHWAB STRATEGIC TR808524300480$34,9060.02%
128AIRBNB INCABNB250$34,3030.02%
129CISCO SYS INCCSCO619$33,2770.02%
130MERCK & CO INCMRK321$33,0030.02%
131ISHARES TR464288257350$32,3300.02%
132ZSCALER INCZS200$31,1180.02%
133FEDEX CORPFDX117$31,0230.02%
134INNOVATIVE INDL PPTYS INCINHD370$27,9940.02%
135BANK AMERICA CORP0605051041,004$27,4900.02%
136AMERICAN ELEC PWR CO INC025537101356$26,8060.01%
137BECTON DICKINSON & COBDX103$26,6290.01%
138INTEL CORPINTC740$26,3070.01%
139CONSOLIDATED EDISON INCED300$25,6590.01%
140ISHARES TR464287598164$24,8980.01%
141CONOCOPHILLIPSCOP202$24,2000.01%
142ISHARES TR464287804254$23,9600.01%
143HP INCHPQ918$23,5930.01%
144THE TRADE DESK INC88339J105300$23,4450.01%
145SCHLUMBERGER LTDSLB400$23,3200.01%
146DIMENSIONAL ETF TRUST25434V716825$22,8900.01%
147ADVANCED MICRO DEVICES INCAMD216$22,2090.01%
148WELLS FARGO CO NEW949746101542$22,1560.01%
149CHENIERE ENERGY PARTNERS LPLNG404$21,8930.01%
150SELECT SECTOR SPDR TR81369Y605623$20,6650.01%
151GENERAL DYNAMICS CORPGD91$20,1080.01%
152SYSCO CORPSYY290$19,1550.01%
153VANGUARD STAR FDS921909768348$18,6250.01%
154ISHARES INC46434G863597$18,0770.01%
155ISHARES TR46428720042$18,0360.01%
156CARRIER GLOBAL CORPORATIONCARR320$17,6640.01%
157SELECT SECTOR SPDR TR81369Y852263$17,2450.01%
158TEKLA HEALTHCARE OPPORTUNITITHQ1,000$16,9800.01%
159AT&T INCT-PC1,123$16,8670.01%
160LEE ENTERPRISES INCLEE1,552$16,6220.01%
161TARGET CORPTGT147$16,2920.01%
162ISHARES TR464287473153$15,9640.01%
163HEWLETT PACKARD ENTERPRISE CHPE-PC918$15,9460.01%
164CANOO INC13803R10232,500$15,9250.01%
165PRINCIPAL FINANCIAL GROUP INPFG220$15,8550.01%
166DIMENSIONAL ETF TRUST25434V203601$15,6920.01%
167AMERICAN EXPRESS COAXP105$15,6650.01%
168PFIZER INCPFE472$15,6560.01%
169SPDR SER TR78464A755292$15,3300.01%
170ISHARES TR464287168140$15,0700.01%
171FORD MTR CO DEL3453708601,200$14,9040.01%
172INVESCO EXCHANGE TRADED FD TIVZ93$13,1770.01%
173PAYCOM SOFTWARE INCPAYC50$12,9640.01%
174OTIS WORLDWIDE CORPOTIS160$12,8500.01%
175PACCAR INCPCAR150$12,7530.01%
176THERMO FISHER SCIENTIFIC INCTMO25$12,6610.01%
177MATTEL INCMAT574$12,6450.01%
178KBR INCKBR210$12,3990.01%
179ISHARES TR464288877250$12,2330.01%
180PHILLIPS 66PSX101$12,1350.01%
181SPDR SER TR78468R739260$12,0200.01%
182WABTEC929740108109$11,5830.01%
183VAIL RESORTS INCMTN50$11,0950.01%
184VISA INCV48$11,0430.01%
185ORACLE CORPORCL-PD104$11,0160.01%
186SNOWFLAKE INCSNOW70$10,6940.01%
187CHUBB LIMITEDCB51$10,6570.01%
188LOCKHEED MARTIN CORPLMT25$10,3380.01%
189REPUBLIC SVCS INC76075910072$10,2610.01%
190COSTCO WHSL CORP NEW22160K10518$10,1690.01%
191AUTOMATIC DATA PROCESSING INADP42$10,1540.01%
192BROWN FORMAN CORPBF-B175$10,0960.01%
193BRANDYWINE RLTY TR1053682032,222$10,0880.01%
194SCHWAB STRATEGIC TR808524409155$9,9800.01%
195METLIFE INCMET-PF157$9,8770.01%
196CROWDSTRIKE HLDGS INCCRWD58$9,7080.01%
197FORTIVE CORPFTV125$9,2700.01%
198ACV AUCTIONS INCACVA600$9,1080.01%
199ISHARES INC46434G103188$8,9470.01%
200INTERNATIONAL BUSINESS MACHSINTR59$8,3090.00%
201CYTOKINETICS INCCYTK264$7,7770.00%
202SCHWAB STRATEGIC TR808524805216$7,3410.00%
203WYNDHAM HOTELS & RESORTS INCWH100$6,9540.00%
204NORTHROP GRUMMAN CORPNOC15$6,6590.00%
205DIMENSIONAL ETF TRUST25434V690219$6,2870.00%
206PROGRESSIVE CORP74331510343$5,9940.00%
207VERIZON COMMUNICATIONS INCVZ179$5,8010.00%
208NATIONAL GRID PLCNMPWP95$5,7600.00%
209ARISTA NETWORKS INCANET31$5,7020.00%
210VANGUARD INTL EQUITY INDEX F92204287497$5,6190.00%
211KENVUE INCKVUE272$5,4620.00%
212THE CIGNA GROUP12552310019$5,4350.00%
213CHARTER COMMUNICATIONS INC N16119P10812$5,2780.00%
214ALASKA AIR GROUP INCALK140$5,1910.00%
215COMCAST CORP NEWCCZ116$5,1430.00%
216C3 AI INCAI198$5,0530.00%
217SKYWORKS SOLUTIONS INCSWKS50$4,9300.00%
218BOSTON OMAHA CORPBOC300$4,9170.00%
219VANGUARD SCOTTSDALE FDS92206C59925$4,7680.00%
220SPDR DOW JONES INDL AVERAGE78467X10914$4,6890.00%
221NEW YORK CMNTY BANCORP INC649445103400$4,5360.00%
222SERVICENOW INCNOW8$4,4720.00%
223QUANTUM SI INCQSIAW2,500$4,1500.00%
224SEMPRASREA60$4,0980.00%
225SCHWAB STRATEGIC TR80852479757$4,0330.00%
226ARK ETF TR00214Q104100$3,9670.00%
227SPDR SER TR78468R55627$3,9500.00%
228WEYERHAEUSER CO MTN BEWY126$3,8630.00%
229CHARGEPOINT HOLDINGS INCCHPT750$3,7280.00%
230TRAVEL PLUS LEISURE CO894164102100$3,6730.00%
231VANGUARD SPECIALIZED FUNDS92190884423$3,5740.00%
232ONEOK INC NEWOKE53$3,3620.00%
233KEYSIGHT TECHNOLOGIES INCKEYS25$3,3080.00%
234BP PLCBPPFF83$3,2140.00%
235ISHARES TR46428723482$3,1190.00%
236KIMBERLY-CLARK CORPKMB25$3,0210.00%
237PLUG POWER INCPLUG392$2,9790.00%
238BUMBLE INCBMBL196$2,9240.00%
239WARNER BROS DISCOVERY INCWBD269$2,9210.00%
240ACCENTURE PLC IRELANDACN8$2,4570.00%
241ISHARES TR46428947951$2,4100.00%
242ISHARES TR46428765513$2,3210.00%
243AMERICAN INTL GROUP INC02687478438$2,3030.00%
244ISHARES TR464288224149$2,1780.00%
245MOOG INCMOG-B19$2,1420.00%
246SCHWAB STRATEGIC TR808524847120$2,1350.00%
247LIBERTY BROADBAND CORPLBRDP22$2,0090.00%
248MASTERCARD INCORPORATEDMA5$1,9820.00%
249VANGUARD INDEX FDS92290853810$1,8950.00%
250GLOBUS MARITIME LIMITED NEWGLBS1,000$1,8400.00%
251ILLUMINA INCILMN13$1,7850.00%
252PAYPAL HLDGS INCPYPL30$1,7540.00%
253EXPEDIA GROUP INCEXPE15$1,5460.00%
254ENBRIDGE INCENNPF46$1,5430.00%
255SCHWAB STRATEGIC TR80852488846$1,4800.00%
256SYNOPSYS INCSNPS3$1,3770.00%
257KEYCORP493267108122$1,3130.00%
258ISHARES TR46428986725$1,2220.00%
259AMERICAN CENTY ETF TR02507229923$1,1280.00%
260ADOBE INCADBE2$1,0200.00%
261FIVERR INTL LTDM4R82T10641$1,0030.00%
262SPORTSMANS WHSE HLDGS INC84920Y106215$9650.00%
263DIMENSIONAL ETF TRUST25434V68230$8820.00%
264BOOZ ALLEN HAMILTON HLDG CORBAH8$8740.00%
265BRIGHTHOUSE FINL INC10922N10317$8320.00%
266ISHARES TR46435U54918$8150.00%
267HSBC HLDGS PLCHBCYF20$7890.00%
268XEROX HOLDINGS CORPXRXDW50$7850.00%
269NOVAVAX INCNVAX78$5650.00%
270VANGUARD BD INDEX FDS9219378357$4880.00%
271TITAN PHARMACEUTICALS INC DEKMCM987$4680.00%
272FUELCELL ENERGY INCFCELB358$4580.00%
273BRISTOL-MYERS SQUIBB COCELG-RI7$4060.00%
274ORGANON & COOGN22$3820.00%
275AURORA CANNABIS INCACB473$2770.00%
276MYMD PHARMACEUTICALS INC62856X102400$2370.00%
277VANGUARD SCOTTSDALE FDS92206C7301$1950.00%
278WEATHERFORD INTL PLCG488331182$1810.00%
279VIATRIS INCVTRS16$1580.00%
280CONDUENT INCCNDT40$1390.00%
281SCHWAB STRATEGIC TR8085247063$660.00%
282180 LIFE SCIENCES CORP68236V203100$610.00%
283ISHARES TR4642877390$280.00%
284EXELON CORPEXC0$170.00%
285SELECT SECTOR SPDR TR81369Y7040$20.00%
286PURPLE INNOVATION INCPRPL1$20.00%