Oakwell Private Wealth Management, LLC
Q4 2024 13F Holdings
- Locationaustin, TX
- Num holdings
60
- Value ($000)
$356,694
- Date Filed02/04/2025
- Form type13F-HR
- CIK0001844024
- 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 |
|---|---|---|---|---|---|---|---|
VTI VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | $122.27M | 34 % | 421,897 | ||
VEA VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | $40.43M | 11 % | 845,496 | ||
DFEM DIMENSIONAL ETF TRUST | EMERGING MKTS CO | 25434V732 | $24.23M | 7 % | 925,281 | ||
IJR ISHARES TR | CORE S&P SCP ETF | 464287804 | $19.89M | 6 % | 172,589 | ||
AVUV AMERICAN CENTY ETF TR | US SML CP VALU | 025072877 | $17.12M | 5 % | 177,332 | ||
ITOT ISHARES TR | CORE S&P TTL STK | 464287150 | $16.29M | 5 % | 126,645 | ||
VCIT VANGUARD SCOTTSDALE FDS | INT-TERM CORP | 92206C870 | $11.40M | 3 % | 142,064 | ||
AVDV AMERICAN CENTY ETF TR | INTL SMCP VLU | 025072802 | $9.52M | 3 % | 146,260 | ||
SCHX SCHWAB STRATEGIC TR | US LRG CAP ETF | 808524201 | $7.71M | 2 % | 332,563 | ||
MUB ISHARES TR | NATIONAL MUN ETF | 464288414 | $7.58M | 2 % | 71,164 |
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