Instuitional Investor - Oakwell Private Wealth Management, Llc
Fund Profile
Filing Period:
| Fund Name: | Oakwell Private Wealth Management, Llc |
| Portfolio Value | $356,694,476 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds | 421,897 | $122,269,936 | 34.27% | |
| 2. | Vanguard Tax-Managed Fds | 845,496 | $40,431,640 | 11.33% | |
| 3. | Dimensional Etf Trust | 925,281 | $24,233,114 | 6.79% | |
| 4. | IEF | 172,589 | $19,885,699 | 5.57% | |
| 5. | American Centy Etf Tr | 177,332 | $17,117,896 | 4.79% |
