Instuitional Investor - Sageoak Financial, Llc
Fund Profile
Filing Period:
| Fund Name: | Sageoak Financial, Llc |
| Portfolio Value | $109,449,863 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Dimensional Etf Trust | 585,726 | $20,260,272 | 18.51% | |
| 2. | Dimensional Etf Trust | 296,521 | $13,900,904 | 12.7% | |
| 3. | Dimensional Etf Trust | 202,447 | $12,989,000 | 11.86% | |
| 4. | Dimensional Etf Trust | 353,646 | $9,139,983 | 8.35% | |
| 5. | Dimensional Etf Trust | 153,078 | $8,009,041 | 7.31% |
