Instuitional Investor - Oakwell Private Wealth Management, Llc
Fund Profile
Filing Period:
| Fund Name: | Oakwell Private Wealth Management, Llc |
| Portfolio Value | $560,202,644 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds | 583,858 | $187,307,422 | 33.44% | |
| 2. | Vanguard Tax-Managed Fds | 1,127,248 | $72,234,029 | 12.89% | |
| 3. | Dimensional Etf Trust | 1,119,116 | $38,665,454 | 6.9% | |
| 4. | IEF | 235,502 | $29,275,252 | 5.23% | |
| 5. | American Centy Etf Tr | 256,892 | $28,378,861 | 5.07% |
Hedge Fund Resource Center 
