Instuitional Investor - Oak Wealth Advisors Llc
Fund Profile
Filing Period:
| Fund Name: | Oak Wealth Advisors Llc |
| Portfolio Value | $135,160,984 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | American Centy Etf Tr - US EQT ETF | 234,041 | $21,620,672 | 16% | |
| 2. | American Centy Etf Tr - INTL EQT ETF | 281,321 | $18,643,171 | 13.79% | |
| 3. | IEF | 28,417 | $15,967,402 | 11.81% | |
| 4. | Dimensional Etf Trust | 379,989 | $11,867,045 | 8.78% | |
| 5. | American Centy Etf Tr | 124,259 | $7,476,679 | 5.53% |
