Instuitional Investor - Oakwell Private Wealth Management, Llc
Fund Profile
Filing Period:
| Fund Name: | Oakwell Private Wealth Management, Llc |
| Portfolio Value | $434,223,265 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds | 494,910 | $150,417,931 | 34.64% | |
| 2. | Vanguard Tax-Managed Fds | 964,295 | $54,974,444 | 12.66% | |
| 3. | Dimensional Etf Trust | 1,005,577 | $29,845,522 | 6.87% | |
| 4. | IEF | 204,615 | $22,362,370 | 5.15% | |
| 5. | American Centy Etf Tr | 215,334 | $19,616,932 | 4.52% |
Hedge Fund Resource Center 
