Instuitional Investor - Oak Wealth Advisors Llc
Fund Profile
Filing Period:
| Fund Name: | Oak Wealth Advisors Llc |
| Portfolio Value | $129,998,607 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | American Centy Etf Tr | 197,202 | $19,114,820 | 14.7% | |
| 2. | IEF | 27,322 | $16,084,185 | 12.37% | |
| 3. | American Centy Etf Tr | 260,539 | $15,989,305 | 12.29% | |
| 4. | Dimensional Etf Trust | 377,791 | $11,031,500 | 8.48% | |
| 5. | American Centy Etf Tr | 80,452 | $7,766,003 | 5.97% |
