Instuitional Investor - Oakwell Private Wealth Management, Llc
Fund Profile
Filing Period:
| Fund Name: | Oakwell Private Wealth Management, Llc |
| Portfolio Value | $362,209,398 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds | 441,731 | $121,405,246 | 33.52% | |
| 2. | Vanguard Tax-Managed Fds | 880,800 | $44,771,063 | 12.36% | |
| 3. | Dimensional Etf Trust | 922,083 | $24,398,327 | 6.74% | |
| 4. | IEF | 181,837 | $19,014,687 | 5.25% | |
| 5. | American Centy Etf Tr | 187,251 | $16,322,661 | 4.51% |
