13F Filings for Oakwell Private Wealth Management, LLC (CIK: 1844024)
View the most recent portfolio holdings disclosed by Oakwell Private Wealth Management, LLC in their 13F filing.
| Holding | Shares | Value | Portfolio Percent | Change Status | Change Amount |
|---|---|---|---|---|---|
| VTI - VANGUARD INDEX FDS(Class: TOTAL STK MKT) | 494.91K | $150.42M | 34.64% | Increased | 53.18K (12.0%, $29.01M) |
| VEA - VANGUARD TAX-MANAGED FDS(Class: VAN FTSE DEV MKT) | 964.29K | $54.97M | 12.66% | Increased | 83.50K (9.0%, $10.20M) |
| DFEM - DIMENSIONAL ETF TRUST(Class: EMERGING MKTS CO) | 1.01M | $29.85M | 6.87% | Increased | 83.49K (9.0%, $5.45M) |
| IJR - ISHARES TR(Class: CORE SP SCP ETF) | 204.62K | $22.36M | 5.15% | Increased | 22.78K (12.0%, $3.35M) |
| AVUV - AMERICAN CENTY ETF TR(Class: US SML CP VALU) | 215.33K | $19.62M | 4.52% | Increased | 28.08K (14.0%, $3.29M) |
| ITOT - ISHARES TR(Class: CORE SP TTL STK) | 116.88K | $15.78M | 3.63% | Decreased | 244 (0.0%, $1.49M) |
| VCIT - VANGUARD SCOTTSDALE FDS(Class: INT-TERM CORP) | 166.50K | $13.81M | 3.18% | Increased | 14K (9.0%, $1.34M) |
| AVDV - AMERICAN CENTY ETF TR(Class: INTL SMCP VLU) | 170.19K | $13.49M | 3.11% | Increased | 15.90K (10.0%, $2.73M) |
| SCHR - SCHWAB STRATEGIC TR(Class: INT-TRM U.S TRES) | 348.99K | $8.74M | 2.01% | Increased | 30.60K (9.0%, $819.99K) |
| VCSH - VANGUARD SCOTTSDALE FDS(Class: SHRT TRM CORP BD) | 109.29K | $8.69M | 2.00% | Increased | 9.82K (9.0%, $836.43K) |
| SCHX - SCHWAB STRATEGIC TR(Class: US LRG CAP ETF) | 328.19K | $8.02M | 1.85% | Decreased | 876 (0.0%, $755.19K) |
| N/A - J P MORGAN EXCHANGE TRADED F(Class: MUNICIPAL ETF) | 150.17K | $7.45M | 1.72% | Increased | 6.89K (4.0%, $290.64K) |
| N/A - ISHARES TR(Class: CORE MSCI EAFE) | 85.85K | $7.17M | 1.65% | Decreased | 76 (0.0%, $666.46K) |
| NVDA - NVIDIA CORPORATION(Class: COM) | 42.90K | $6.78M | 1.56% | Increased | 863 (2.0%, $2.22M) |
| QQQ - INVESCO QQQ TR(Class: UNIT SER 1) | 9.99K | $5.51M | 1.27% | Increased | 405 (4.0%, $1.02M) |
| VWO - VANGUARD INTL EQUITY INDEX F(Class: FTSE EMR MKT ETF) | 104.94K | $5.19M | 1.20% | Decreased | 2.06K (1.0%, $347.49K) |
| IVV - ISHARES TR(Class: CORE SP500 ETF) | 6.63K | $4.12M | 0.95% | Decreased | 300 (4.0%, $222.45K) |
| MSFT - MICROSOFT CORP(Class: COM) | 7.42K | $3.69M | 0.85% | Increased | 296 (4.0%, $1.02M) |
| HYMB - SPDR SERIES TRUST(Class: NUVEEN ICE HIGH) | 99.92K | $2.48M | 0.57% | Increased | 7.26K (7.0%, $139.07K) |
| JPM - JPMORGAN CHASE CO.(Class: COM) | 7.46K | $2.16M | 0.50% | Increased | 466 (6.0%, $446.95K) |
| SCHE - SCHWAB STRATEGIC TR(Class: EMRG MKTEQ ETF) | 70.15K | $2.11M | 0.49% | Unchanged | |
| AAPL - APPLE INC(Class: COM) | 10.21K | $2.09M | 0.48% | Decreased | 590 (5.0%, $304.07K) |
| IWM - ISHARES TR(Class: RUSSELL 2000 ETF) | 8.99K | $1.94M | 0.45% | Increased | 200 (2.0%, $186.37K) |
| SPTM - SPDR SERIES TRUST(Class: PORTFOLI SP1500) | 24.97K | $1.87M | 0.43% | Decreased | 116 (0.0%, $163.93K) |
| V - VISA INC(Class: COM CL A) | 4.62K | $1.64M | 0.38% | Increased | 293 (6.0%, $123.89K) |