Oakwell Private Wealth Management, LLC Portfolio Holdings
Oakwell Private Wealth Management, LLC
- $354 Million
- Q2 2024
Oakwell Private Wealth Management, LLC has filed its 13F form on August 08, 2024 for Q2 2024 where it was disclosed a total value porftolio of $354 Million distributed in 65 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Total Stock Market Et with a value of $114M, Vanguard Ftse Developed Market with a value of $39.7M, Dimensional ETF Tr Emerging Mk with a value of $31.8M, Ishares Core S&P Sm Cap ETF with a value of $17.6M, and Ishares Core S&P Total U.S. St with a value of $15.7M.
Examining the 13F form we can see an increase of $25.2M in the current position value, from $329M to 354M.
Below you can find more details about Oakwell Private Wealth Management, LLC portfolio as well as his latest detailed transactions.