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Home > Institutional Investor > Oakwell Private Wealth Management, Llc > Profile

Instuitional Investor - Oakwell Private Wealth Management, Llc

Fund Profile
Filing Period:
Fund Name: Oakwell Private Wealth Management, Llc
Portfolio Value $603,172,310
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds
 550,435 $203,682,942 33.77%
2.
Vanguard Tax-Managed Fds
 1,062,292 $75,688,293 12.55%
3.
Dimensional Etf Trust
 DFAC 1,036,887 $42,139,071 6.99%
4.
Ishares Trust
 IEF 223,030 $33,077,592 5.48%
5.
American Centy Etf Tr
 238,894 $29,804,435 4.94%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.