OAK HILL WEALTH ADVISORS, LLC
Q4 2024 13F Holdings
- Locationlansdowne, VA
- Num holdings
133
- Value ($000)
$419,574
- Date Filed02/06/2025
- Form type13F-HR
- CIK0001964849
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VTV VANGUARD INDEX FDS | VALUE ETF | 922908744 | $33.55M | 8 % | 198,180 | ||
VIG VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 | $29.56M | 7 % | 150,932 | ||
VV VANGUARD INDEX FDS | LARGE CAP ETF | 922908637 | $27.19M | 7 % | 100,811 | ||
VEA VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | $26.44M | 6 % | 552,959 | ||
VUG VANGUARD INDEX FDS | GROWTH ETF | 922908736 | $26.15M | 6 % | 63,720 | ||
VO VANGUARD INDEX FDS | MID CAP ETF | 922908629 | $21.41M | 5 % | 81,051 | ||
BNDX VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | 92203J407 | $18.55M | 4 % | 378,145 | ||
VWO VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 | $18.16M | 4 % | 412,337 | ||
VB VANGUARD INDEX FDS | SMALL CP ETF | 922908751 | $17.75M | 4 % | 73,867 | ||
VYM VANGUARD WHITEHALL FDS | HIGH DIV YLD | 921946406 | $16.02M | 4 % | 125,550 |
Rows Per Page
10
- 10
- 50
- 100