Sage Oak Financial, LLC New Holdings in Q4 2024

Sage Oak Financial, LLC

  • $109 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
586K
New
$33.92 - $36.6 $19.9M - $21.4M
586K $20.3B
DFSD
Dimensional ETF Tr Short Durat

ETFs
297K
New
$46.75 - $47.8 $13.9M - $14.2M
297K $13.9B
Dimensional ETF Trust
202K
New
N/A
202K $13B
DFIC
Dimensional ETF Tr Dimensional

ETFs
354K
New
$25.61 - $28.0 $9.06M - $9.9M
354K $9.14B
Dimensional ETF Trust
153K
New
N/A
153K $8.01B
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
181K
New
$41.17 - $43.34 $7.44M - $7.83M
181K $7.46B
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
177K
New
$26.16 - $28.82 $4.64M - $5.11M
177K $4.64B
Dimensional ETF Trust
60.2K
New
N/A
60.2K $3.17B
SHW
Sherwin Williams CO

Basic Materials
7.31K
New
$338.75 - $399.71 $2.47M - $2.92M
7.31K $2.48B
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
32.5K
New
$74.5 - $78.37 $2.42M - $2.54M
32.5K $2.43B
OKE
Oneok Inc

Energy
15.5K
New
$92.28 - $117.05 $1.43M - $1.81M
15.5K $1.56B
XOM
Exxon Mobil Corp

Energy
12.7K
New
$105.51 - $125.37 $1.35M - $1.6M
12.7K $1.37B
SPUS
Tidal ETF Tr Sp Fds S&P 500 Sh

ETFs
30.6K
New
$41.02 - $44.55 $1.25M - $1.36M
30.6K $1.31B
Northern Lts Fd Tr Iv
6.01K
New
N/A
6.01K $1.28B
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
15.7K
New
$77.86 - $79.27 $1.22M - $1.25M
15.7K $1.23B
VGSH
Vanguard

ETFs
20.2K
New
$58.02 - $58.88 $1.17M - $1.19M
20.2K $1.17B
Dimensional ETF Trust
40K
New
N/A
40K $1.02B
FDVV
Fidelity High Dividend ETF

ETFs
19.9K
New
$49.66 - $52.63 $986K - $1.05M
19.9K $992M
FDL
First Tr Morningstar Dividend

ETFs
23.4K
New
$39.59 - $43.95 $927K - $1.03M
23.4K $943M
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
14.5K
New
$59.74 - $60.03 $867K - $871K
14.5K $868M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
24K
New
$35.45 - $40.33 $852K - $969K
24K $861M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
16.2K
New
$49.79 - $51.14 $806K - $828K
16.2K $812M
PEY
Invesco Exchange Traded Fd Tr

ETFs
37.3K
New
$21.1 - $23.08 $787K - $861K
37.3K $793M
WWJD
Northern Lts Fd Tr Iv Inspire

ETFs
24.2K
New
$28.76 - $32.28 $695K - $780K
24.2K $701M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1.27K
New
$521.84 - $558.82 $665K - $712K
1.27K $686M
SO
Southern CO

Utilities
7.84K
New
$81.5 - $94.15 $639K - $739K
7.84K $646M
DOV
Dover Corp

Industrials
3.38K
New
$184.72 - $206.51 $624K - $698K
3.38K $634M
TPHD
Timothy Plan High Divid Stk Et

ETFs
15.4K
New
$35.89 - $39.51 $554K - $610K
15.4K $561M
SCHP
Schwab Strategic Us Tips ETF

ETFs
20.5K
New
$25.74 - $53.78 $528K - $1.1M
20.5K $530M
UMMA
Listed Fds Tr Wahed Dow Jones

ETFs
21.4K
New
$23.55 - $25.79 $505K - $553K
21.4K $507M
BLES
Northern Lts Fd Tr Iv Inspire

ETFs
13.2K
New
$36.95 - $39.5 $488K - $522K
13.2K $489M
UPS
United Parcel Service Inc

Industrials
3.52K
New
$122.65 - $138.35 $432K - $487K
3.52K $444M
DFIP
Dimensional ETF Tr Inflation P

ETFs
9.94K
New
$40.31 - $42.43 $401K - $422K
9.94K $403M
WMT
Walmart Inc.

Consumer Defensive
4.39K
New
$79.1 - $95.7 $347K - $420K
4.39K $396M
First Tr Exchng Traded Fd Vi
16K
New
N/A
16K $382M
TPSC
Timothy Plan U S Sm Cap Core E

ETFs
9.07K
New
$38.17 - $42.95 $346K - $389K
9.07K $354M
AVDV
American Centy ETF Tr Avantis

ETFs
5.33K
New
$63.85 - $70.4 $340K - $375K
5.33K $347M
DFIV
Dimensional ETF Tr

ETFs
9.74K
New
$34.86 - $37.97 $340K - $370K
9.74K $346M
MSFT
Microsoft Corp

Technology
797
New
$406.35 - $454.46 $324K - $362K
797 $336M
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
6.3K
New
$50.06 - $55.0 $315K - $347K
6.3K $316M
DFUS
Dimensional ETF Tr U S Equity

ETFs
3.66K
New
$61.52 - $66.5 $225K - $243K
3.66K $233M
VRIG
Invesco Actively Managed ETF F

ETFs
8.86K
New
$25.06 - $25.2 $222K - $223K
8.86K $222M
FLTR
Vaneck ETF Tr Investment Grade

ETFs
8.58K
New
$25.35 - $25.53 $217K - $219K
8.58K $218M
SPSK
Tidal ETF Tr Sp Fds Dow Jones

ETFs
11.5K
New
$17.65 - $18.4 $203K - $211K
11.5K $205M
Activity Summary
Buys All Purchases 45 New Holdings 45 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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