Instuitional Investor - Oakwell Private Wealth Management, Llc
Fund Profile
Filing Period:
| Fund Name: | Oakwell Private Wealth Management, Llc |
| Portfolio Value | $497,920,304 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds | 516,621 | $169,539,601 | 34.05% | |
| 2. | Vanguard Tax-Managed Fds | 1,008,574 | $60,433,765 | 12.14% | |
| 3. | Dimensional Etf Trust | 1,029,459 | $33,014,758 | 6.63% | |
| 4. | IEF | 210,997 | $25,072,772 | 5.04% | |
| 5. | American Centy Etf Tr | 226,146 | $22,508,317 | 4.52% |
Hedge Fund Resource Center 
