Instuitional Investor - Oak Wealth Advisors Llc
Fund Profile
Filing Period:
| Fund Name: | Oak Wealth Advisors Llc |
| Portfolio Value | $172,091,106 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | American Centy Etf Tr - INTL EQT ETF | 308,843 | $24,367,730 | 14.16% | |
| 2. | American Centy Etf Tr - US EQT ETF | 210,282 | $22,857,631 | 13.28% | |
| 3. | IEF | 31,111 | $20,822,704 | 12.1% | |
| 4. | Dimensional Etf Trust | 408,841 | $14,861,356 | 8.64% | |
| 5. | Dimensional Etf Trust | 226,615 | $10,369,887 | 6.03% |