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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
2024-09-30 $1.0M 94k 11.11
2024-06-30 $961k 99k 9.67
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 High Profitab (DUHP)
Dimensional Etf Trust Global Real Est (DFGR)
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)
Dimensional Etf Trust Us Mktwide Value (DFUV)
American Centy Etf Tr Real Estate Etf (AVRE)
Dimensional Etf Trust Inflation Prote (DFIP)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr 0-5yr Hi Yl Cp (SHYG)
Dimensional Etf Trust Us Large Cap Val (DFLV)
Dimensional Etf Trust Emerging Mkts Co (DFEM)

View all positions for Level Financial Advisors

Top funds holding Manager Directed Portfolios

Abacus Wealth Partners
Brighton Jones
Merriman Wealth Management
First Pacific Financial
Vista Wealth Management Group
WCG Wealth Advisors
Mission Wealth Management
PFG Investments
HighTower Advisors
Colorado Capital Management
Balanced Rock Investment Advisors
SOA Wealth Advisors
Koss-Olinger Consulting
Colony
Red Lighthouse Investment Management

View all funds holding Manager Directed Portfolios