Instuitional Investor - Sageoak Financial, Llc
Fund Profile
Filing Period:
| Fund Name: | Sageoak Financial, Llc |
| Portfolio Value | $138,177,216 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Dimensional Etf Trust | 754,119 | $29,855,571 | 21.61% | |
| 2. | Dimensional Etf Trust | 264,499 | $19,475,061 | 14.09% | |
| 3. | Dimensional Etf Trust | 397,214 | $19,046,411 | 13.78% | |
| 4. | Dimensional Etf Trust | 394,752 | $13,603,157 | 9.84% | |
| 5. | Dimensional Etf Trust | 233,602 | $12,295,642 | 8.9% |