Instuitional Investor - Oak Wealth Advisors Llc
Fund Profile
Filing Period:
| Fund Name: | Oak Wealth Advisors Llc |
| Portfolio Value | $174,170,686 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | American Centy Etf Tr - INTL EQT ETF | 300,172 | $24,710,151 | 14.19% | |
| 2. | American Centy Etf Tr - US EQT ETF | 211,589 | $23,651,447 | 13.58% | |
| 3. | IEF | 29,593 | $20,269,365 | 11.64% | |
| 4. | Dimensional Etf Trust | 407,982 | $15,548,205 | 8.93% | |
| 5. | Dimensional Etf Trust | 221,356 | $10,359,452 | 5.95% |