Holdings
Mb, Levis & Associates, LLC
As of Sep 30, 2026, Mb, Levis & Associates, LLC reported 238 positions worth US$271M. Largest: Vanguard Morningstar Large-Cap ETF, Vanguard FTSE All-World ex-US Index Fund and iShares iBonds Dec 2036 Term Corporate ETF. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Vanguard Morningstar Large-Cap ETF | 69,388 | US$24.4M | new | Sep 30, 2026 |
| Vanguard FTSE All-World ex-US Index Fund | 277K | US$23M | new | Sep 30, 2026 |
| iShares iBonds Dec 2036 Term Corporate ETF | 782K | US$18.5M | new | Sep 30, 2026 |
| WisdomTree U.S. High Dividend Fund | 159K | US$17.8M | new | Sep 30, 2026 |
| WisdomTree US Quality Dividend Growth Fund | 173K | US$16.8M | new | Sep 30, 2026 |
| Vanguard Core Tax-Exempt Bond ETF | 222K | US$15.9M | new | Sep 30, 2026 |
| Capital Group Municipal Income ETF | 505K | US$13.1M | new | Sep 30, 2026 |
| iShares iBonds Dec 2035 Term Corporate ETF | 532K | US$12.8M | new | Sep 30, 2026 |
| Vanguard Morningstar Small-Cap ETF | 44,570 | US$12.7M | new | Sep 30, 2026 |
| iShares iBonds Dec 2034 Term Corporate ETF | 508K | US$12.5M | new | Sep 30, 2026 |