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Next Level Wealth Planning, LLC13F | |
| Next Level Wealth Planning, LLC | |
| Last update 2025-05-06 | 49 Stocks (10 new) |
| Value $132.00 Mil | Turnover 9 % |
Next Level Wealth Planning, LL... Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VOO | Vanguard S&P 500 ETF | 81,276 | 41,768.6 | +6.05% | 31.640 | +1.81% | 0.010 | +19.64% | +7.82% | 661,132.0 | ||
VO | Vanguard Mid-Cap ETF | 50,953 | 13,177.6 | +6.87% | 9.980 | +0.64% | 0.020 | +15.78% | +8.20% | 80,175.4 | ||
DFAI |
Dimensional International Core Equity Market ETF
Dimensional International Core Equity Market ETF
| 397,289 | 12,407.3 | +22.23% | 9.400 | +1.71% | 0.140 | +11.93% | +19.61% | 10,486.3 | ||
VTI | Vanguard Total Stock Market ETF | 43,284 | 11,896.4 | +4.50% | 9.010 | +0.39% | 0.000 | +19.88% | +7.41% | 476,877.3 | ||
SCHD | Schwab US Dividend Equity ETF | 348,439 | 9,742.4 | +6.49% | 7.380 | +0.45% | 0.010 | +7.81% | +1.22% | 70,782.5 | ||
SCHG | Schwab U.S. Large-Cap Growth ETF | 387,169 | 9,694.7 | +4.61% | 7.340 | +0.32% | 0.030 | +25.62% | +6.89% | 45,290.7 | ||
IJR | iShares Core S&P Small-Cap ETF | 78,375 | 8,195.7 | +4.36% | 6.210 | +0.26% | 0.010 | +17.64% | -1.38% | 82,064.6 | ||
VEU | Vanguard FTSE All-World ex-US ETF | 82,455 | 5,001.7 | -19.02% | 3.790 | -0.87% | 0.010 | +13.38% | +18.46% | 44,307.0 | ||
AAPL | Apple Inc | 8,497 | 1,887.5 | -1.16% | 1.430 | -0.02% | 0.000 | +6.76% | -15.93% | 3,136,822.2 | Hardware | |
IVV | iShares Core S&P 500 ETF | 2,433 | 1,367.3 | +6.48% | 1.040 | +0.06% | 0.000 | +19.72% | +7.85% | 634,780.5 |
Next Level Wealth Planning, LLC's Historical Top Holdings Breakdowns
Next Level Wealth Planning, LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
VOO | Vanguard S&P 500 ETF | 2025-03-31 | Add Add | +1.81% | 507.05 ($540.58) 563.67 | $577.18 | 6.77% | Add 6.05% | 81,276 | 4,637 | |
DFAI |
Dimensional International Core Equity Market ETF
Dimensional International Core Equity Market ETF
| 2025-03-31 | Add Add | +1.71% | 28.88 ($30.87) 32.4 | $34.37 | 11.34% | Add 22.23% | 397,289 | 72,251 | |
VEU | Vanguard FTSE All-World ex-US ETF | 2025-03-31 | Reduce Reduce | -0.87% | 56.51 ($60.25) 62.98 | $67.32 | 11.73% | Reduce -19.02% | 82,455 | -19,363 | |
VO | Vanguard Mid-Cap ETF | 2025-03-31 | Add Add | +0.64% | 251.87 ($268.43) 277.95 | $283.42 | 5.58% | Add 6.87% | 50,953 | 3,277 | |
SPY | SPDR S&P 500 ETF Trust | 2025-03-31 | New Buy New Buy | +0.51% | 551.42 ($587.78) 612.93 | $628.04 | 6.85% | New holding | 1,203 | 1,203 | |
XOM | Exxon Mobil Corp | 2025-03-31 | New Buy New Buy | +0.50% | 105.44 ($110.59) 118.93 | $111.66 | 0.97% | New holding | 5,586 | 5,586 | |
SCHD | Schwab US Dividend Equity ETF | 2025-03-31 | Add Add | +0.45% | 27.01 ($27.88) 28.54 | $27.14 | -2.65% | Add 6.49% | 348,439 | 21,228 | |
VTI | Vanguard Total Stock Market ETF | 2025-03-31 | Add Add | +0.39% | 271.18 ($290.53) 303.12 | $309.26 | 6.45% | Add 4.5% | 43,284 | 1,862 | |
JMUB | JPMorgan Municipal ETF | 2025-03-31 | New Buy New Buy | +0.35% | 49.69 ($50.25) 50.78 | $49.14 | -2.21% | New holding | 9,249 | 9,249 | |
SCHG | Schwab U.S. Large-Cap Growth ETF | 2025-03-31 | Add Add | +0.32% | 24.91 ($27.39) 29.02 | $29.73 | 8.54% | Add 4.61% | 387,169 | 17,056 |
Next Level Wealth Planning, LLC Total Holding History ($B)
Next Level Wealth Planning, LLC's Asset Allocation
Next Level Wealth Planning, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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Next Level Wealth Planning, LLC's Hypothetical Growth since 2025-03-31
Next Level Wealth Planning, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Next Level Wealth Planning, LLC's Holdings Heat Map
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Next Level Wealth Planning, LLC's Holdings Bubble Chart
Next Level Wealth Planning, LLC News
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