Oakwell Private Wealth Management, LLC
Q2 2025 13F Holdings
- Locationaustin, TX
- Num holdings
73
- Value ($000)
$434,223
- Date Filed08/05/2025
- 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 Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VTI VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | $150.42M | 35 % | 494,910 | ||
VEA VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | $54.97M | 13 % | 964,295 | ||
DFEM DIMENSIONAL ETF TRUST | EMERGING MKTS CO | 25434V732 | $29.85M | 7 % | 1,005,577 | ||
IJR ISHARES TR | CORE S&P SCP ETF | 464287804 | $22.36M | 5 % | 204,615 | ||
AVUV AMERICAN CENTY ETF TR | US SML CP VALU | 025072877 | $19.62M | 5 % | 215,334 | ||
ITOT ISHARES TR | CORE S&P TTL STK | 464287150 | $15.78M | 4 % | 116,875 | ||
VCIT VANGUARD SCOTTSDALE FDS | INT-TERM CORP | 92206C870 | $13.81M | 3 % | 166,505 | ||
AVDV AMERICAN CENTY ETF TR | INTL SMCP VLU | 025072802 | $13.49M | 3 % | 170,192 | ||
SCHR SCHWAB STRATEGIC TR | INT-TRM U.S TRES | 808524854 | $8.74M | 2 % | 348,994 | ||
VCSH VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | 92206C409 | $8.69M | 2 % | 109,293 |
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