Oak Wealth Advisors LLC
Q4 2024 13F Holdings
- Locationnorthbrook, IL
- Num holdings
59
- Value ($000)
$129,999
- Date Filed02/14/2025
- Form type13F-HR
- CIK0002056728
- 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 |
|---|---|---|---|---|---|---|---|
AVUS AMERICAN CENTY ETF TR | US EQT ETF | 025072885 | $19.11M | 15 % | 197,202 | ||
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $16.08M | 12 % | 27,322 | ||
AVDE AMERICAN CENTY ETF TR | INTL EQT ETF | 025072703 | $15.99M | 12 % | 260,539 | ||
DFAI DIMENSIONAL ETF TRUST | INTL CORE EQT MK | 25434V203 | $11.03M | 9 % | 377,791 | ||
AVUV AMERICAN CENTY ETF TR | US SML CP VALU | 025072877 | $7.77M | 6 % | 80,452 | ||
AVEM AMERICAN CENTY ETF TR | AVANTIS EMGMKT | 025072604 | $6.58M | 5 % | 111,955 | ||
DFAU DIMENSIONAL ETF TRUST | US CORE EQT MKT | 25434V104 | $6.00M | 5 % | 148,086 | ||
DFUS DIMENSIONAL ETF TRUST | US EQUITY MARKET | 25434V401 | $5.26M | 4 % | 82,549 | ||
HELO J P MORGAN EXCHANGE TRADED F | HEDGED EQUITY LA | 46654Q724 | $5.04M | 4 % | 81,314 | ||
BND VANGUARD BD INDEX FDS | TOTAL BND MRKT | 921937835 | $3.70M | 3 % | 51,466 |
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