OAK HILL WEALTH ADVISORS, LLC
Q1 2025 13F Holdings
- Locationlansdowne, VA
- Num holdings
138
- Value ($000)
$431,122
- Date Filed04/23/2025
- 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 Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VTV VANGUARD INDEX FDS | VALUE ETF | 922908744 | $35.47M | 8 % | 205,326 | ||
VEA VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | $32.65M | 8 % | 642,417 | ||
VIG VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 | $30.62M | 7 % | 157,833 | ||
VV VANGUARD INDEX FDS | LARGE CAP ETF | 922908637 | $25.32M | 6 % | 98,521 | ||
VUG VANGUARD INDEX FDS | GROWTH ETF | 922908736 | $24.07M | 6 % | 64,911 | ||
VO VANGUARD INDEX FDS | MID CAP ETF | 922908629 | $20.86M | 5 % | 80,666 | ||
BNDX VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | 92203J407 | $19.56M | 5 % | 400,593 | ||
VB VANGUARD INDEX FDS | SMALL CP ETF | 922908751 | $16.84M | 4 % | 75,928 | ||
VYM VANGUARD WHITEHALL FDS | HIGH DIV YLD | 921946406 | $16.54M | 4 % | 128,264 | ||
VWO VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 | $15.32M | 4 % | 338,384 |
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