Instuitional Investor - Oakwell Private Wealth Management, Llc
Fund Profile
Filing Period:
| Fund Name: | Oakwell Private Wealth Management, Llc |
| Portfolio Value | $535,653,797 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds | 540,662 | $181,267,899 | 33.84% | |
| 2. | Vanguard Tax-Managed Fds | 1,049,888 | $65,586,473 | 12.24% | |
| 3. | Dimensional Etf Trust | 1,062,006 | $35,131,157 | 6.56% | |
| 4. | IEF | 221,021 | $26,562,244 | 4.96% | |
| 5. | American Centy Etf Tr | 238,465 | $24,318,691 | 4.54% |
Hedge Fund Resource Center 
