Oakwell Private Wealth Management, LLC Portfolio Holdings
Oakwell Private Wealth Management, LLC
- $348 Million
- Q3 2024
Oakwell Private Wealth Management, LLC has filed its 13F form on November 04, 2024 for Q3 2024 where it was disclosed a total value porftolio of $348 Million distributed in 61 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 $111M, Vanguard Ftse Developed Market with a value of $40.2M, Dimensional ETF Tr Emerging Mk with a value of $31.8M, Ishares Core S&P Sm Cap ETF with a value of $18.1M, and Ishares Core S&P Total U.S. St with a value of $16M.
Examining the 13F form we can see an decrease of $6.51M in the current position value, from $354M to 348M.
Below you can find more details about Oakwell Private Wealth Management, LLC portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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