Mb, Levis & Associates, LLC
Annual return '25
+18.1%
SPY '25
+17.7%
Alpha
+0.3ptsvs SPY
Invested
$239.7M
Holdings
233
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 80%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$VEU
VANGUARD INTL EQUITY INDEX F
Held since at least Q1 2024
8.3%
02
$VV
VANGUARD INDEX FDS
Held since at least Q1 2024
8.2%
03
$DHS
WISDOMTREE TR
Held since at least Q1 2024
7.2%
04
$DGRW
WISDOMTREE TR
Held since at least Q1 2024
6.4%
05
$IBDW
ISHARES TR
Held since at least Q1 2024
5.7%
06
$IBCA
ISHARES TR
Held since at least Q1 2024
5.7%
07
$VCRM
VANGUARD MUN BD FDS
Held since at least Q1 2024
5.7%
08
$IBDZ
ISHARES TR
Held since at least Q1 2024
5.6%
09
$IBDX
ISHARES TR
Held since at least Q1 2024
5.5%
10
$IBDY
ISHARES TR
Held since at least Q1 2024
5.3%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 14:27 UTC.