Instuitional Investor - Sageoak Financial, Llc
Fund Profile
Filing Period:
| Fund Name: | Sageoak Financial, Llc |
| Portfolio Value | $112,798,498 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Dimensional Etf Trust | 700,076 | $23,095,517 | 20.48% | |
| 2. | Dimensional Etf Trust | 377,959 | $17,960,612 | 15.92% | |
| 3. | Dimensional Etf Trust | 228,322 | $14,002,988 | 12.41% | |
| 4. | Dimensional Etf Trust | 211,526 | $11,052,234 | 9.8% | |
| 5. | Dimensional Etf Trust | 249,403 | $10,489,890 | 9.3% |
