Instuitional Investor - Sageoak Financial, Llc
Fund Profile
Filing Period:
| Fund Name: | Sageoak Financial, Llc |
| Portfolio Value | $135,977,953 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Dimensional Etf Trust | 769,280 | $29,671,129 | 21.82% | |
| 2. | Dimensional Etf Trust | 270,248 | $19,441,641 | 14.3% | |
| 3. | Dimensional Etf Trust | 383,079 | $18,460,577 | 13.58% | |
| 4. | Dimensional Etf Trust | 410,135 | $13,448,329 | 9.89% | |
| 5. | Dimensional Etf Trust | 223,036 | $12,035,023 | 8.85% |