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Manager Directed Portfolios shares owned by Level Financial Advisors

Quarter-by-quarter ownership of Manager Directed Portfolios (VGSR) shares owned by Level Financial Advisors from 13F filings

Historical chart of Level Financial Advisors investment in Manager Directed Portfolios

Tip: Access up to 7 years of quarterly data

All positions including Manager Directed Portfolios held by Level Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Manager Directed Portfolios by Level Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $924k 94k 9.80
2023-12-31 $951k 96k 9.96

More positions owned by Level Financial Advisors

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Dimensional Etf Trust Us High Profitab (DUHP)
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)
American Centy Etf Tr Real Estate Etf (AVRE)
Dimensional Etf Trust Global Real Est (DFGR)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr 0-5yr Hi Yl Cp (SHYG)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Vanguard Index Fds Value Etf (VTV)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)

View all positions for Level Financial Advisors

Top funds holding Manager Directed Portfolios

Abacus Wealth Partners
Vista Wealth Management Group
First Pacific Financial
Mission Wealth Management
HighTower Advisors
PFG Investments
Colorado Capital Management
SOA Wealth Advisors
Colony
Buckingham Strategic Partners
Red Lighthouse Investment Management
Perigon Wealth Management
Envestnet Portfolio Solutions
Hemington Wealth Management
Savant Capital Management

View all funds holding Manager Directed Portfolios