Instuitional Investor - Sageoak Financial, Llc
Fund Profile
Filing Period:
| Fund Name: | Sageoak Financial, Llc |
| Portfolio Value | $142,341,796 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Dimensional Etf Trust | 771,832 | $29,993,380 | 21.07% | |
| 2. | Dimensional Etf Trust | 270,193 | $19,475,512 | 13.68% | |
| 3. | Dimensional Etf Trust | 401,283 | $19,213,416 | 13.5% | |
| 4. | Dimensional Etf Trust | 384,266 | $13,652,969 | 9.59% | |
| 5. | Dimensional Etf Trust | 294,536 | $12,435,305 | 8.74% |