Instuitional Investor - Sageoak Financial, Llc
Fund Profile
Filing Period:
| Fund Name: | Sageoak Financial, Llc |
| Portfolio Value | $125,017,058 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Dimensional Etf Trust | 762,261 | $27,319,428 | 21.85% | |
| 2. | Dimensional Etf Trust | 262,918 | $17,576,043 | 14.06% | |
| 3. | Dimensional Etf Trust | 353,618 | $16,977,200 | 13.58% | |
| 4. | Dimensional Etf Trust | 395,146 | $12,285,076 | 9.83% | |
| 5. | Dimensional Etf Trust | 210,523 | $11,233,507 | 8.99% |
