Oakwell Private Wealth Management, LLC
Q1 2025 13F Holdings
- Locationaustin, TX
- Num holdings
68
- Value ($000)
$362,209
- Date Filed05/06/2025
- 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 Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VTI VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | $121.41M | 34 % | 441,731 | ||
VEA VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | $44.77M | 12 % | 880,800 | ||
DFEM DIMENSIONAL ETF TRUST | EMERGING MKTS CO | 25434V732 | $24.40M | 7 % | 922,083 | ||
IJR ISHARES TR | CORE S&P SCP ETF | 464287804 | $19.01M | 5 % | 181,837 | ||
AVUV AMERICAN CENTY ETF TR | US SML CP VALU | 025072877 | $16.32M | 5 % | 187,251 | ||
ITOT ISHARES TR | CORE S&P TTL STK | 464287150 | $14.29M | 4 % | 117,119 | ||
VCIT VANGUARD SCOTTSDALE FDS | INT-TERM CORP | 92206C870 | $12.47M | 3 % | 152,505 | ||
AVDV AMERICAN CENTY ETF TR | INTL SMCP VLU | 025072802 | $10.76M | 3 % | 154,296 | ||
SCHR SCHWAB STRATEGIC TR | INT-TRM U.S TRES | 808524854 | $7.92M | 2 % | 318,396 | ||
VCSH VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | 92206C409 | $7.85M | 2 % | 99,472 |
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