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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 $286,139,035
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds
 368,805 $87,487,908 30.57%
2.
Vanguard Tax-Managed Fds
 665,732 $31,888,572 11.14%
3.
Dimensional Etf Trust
 947,514 $23,649,946 8.26%
4.
Ishares Trust
 IEF 144,426 $15,634,118 5.46%
5.
Ishares Trust
 IEF 136,866 $14,402,387 5.03%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through Feb 16th, 2024)