Oakwell Private Wealth Management, LLC
13F Portfolio Filings
- Most recent 13FQ1 2025
- Locationaustin, TX
- CIK0001844024
- All SEC filings
Quater | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
68 | $362.21M | VTI, VEA, DFEM, IJR | 13F-HR | May 6, 2025 | 000194104025000260 | ||
60 | $356.69M | VTI, VEA, DFEM, IJR | 13F-HR | Feb 4, 2025 | 000194104025000064 | ||
61 | $347.66M | VTI, VEA, DFEM, IJR | 13F-HR | Nov 4, 2024 | 000194104024000462 | ||
65 | $354.15M | VTI, VEA, DFEM, IJR | 13F-HR | Aug 8, 2024 | 000194104024000347 | ||
64 | $328.96M | VTI, VEA, DFEM, IJR | 13F-HR | Apr 25, 2024 | 000194104024000212 | ||
59 | $286.14M | VTI, VEA, DFEM, IJR | 13F-HR | Feb 5, 2024 | 000194104024000077 | ||
59 | $235.72M | VTI, VEA, DFEM, ITOT | 13F-HR | Oct 30, 2023 | 000194104023000320 | ||
59 | $239.08M | VTI, VEA, DFEM, ITOT | 13F-HR | Jul 26, 2023 | 000194104023000177 | ||
61 | $219.55M | VTI, VEA, DFEM, ITOT | 13F-HR | May 4, 2023 | 000194104023000122 | ||
60 | $209.33M | VTI, VEA, VWO, MUB | 13F-HR | Feb 1, 2023 | 000194104023000042 | ||
60 | $180.58M | VTI, VEA, VWO, IJR | 13F-HR | Oct 27, 2022 | 000184402422000008 | ||
58 | $175.36M | VTI, VEA, VWO, IJR | 13F-HR | Aug 3, 2022 | 000184402422000006 | ||
60 | $198.87M | VTI, VEA, VWO, IJR | 13F-HR | May 3, 2022 | 000184402422000004 | ||
61 | $201.02M | VTI, VEA, VWO, IJR | 13F-HR | Jan 21, 2022 | 000184402422000002 | ||
59 | $185.02M | VTI, VEA, VWO, IJR | 13F-HR | Oct 14, 2021 | 000184402421000008 | ||
62 | $155.80M | VTI, IJR, VWO, VEA | 13F-HR | Jul 29, 2021 | 000184402421000006 | ||
60 | $141.17M | VTI, IJR, VWO, VEA | 13F-HR | Apr 21, 2021 | 000184402421000004 | ||
62 | $127.18M | VTI, IJR, VWO, VEA | 13F-HR | Feb 10, 2021 | 000184402421000002 |