Oakwell Private Wealth Management, LLC

13F Portfolio Filings

Most recent 13F
Q4 2023
Location
Austin, TX
CIK
0001844024
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q4 2023 59 286,139 VTI, VEA, DFEM, IJR 13F-HR 2/5/2024 000194104024000077
Q3 2023 59 235,716 VTI, VEA, DFEM, ITOT 13F-HR 10/30/2023 000194104023000320
Q2 2023 59 239,076 VTI, VEA, DFEM, ITOT 13F-HR 7/26/2023 000194104023000177
Q1 2023 61 219,553 VTI, VEA, DFEM, ITOT 13F-HR 5/4/2023 000194104023000122
Q4 2022 60 209,332 VTI, VEA, VWO, MUB 13F-HR 2/1/2023 000194104023000042
Q3 2022 60 180,584 VTI, VEA, VWO, IJR 13F-HR 10/27/2022 000184402422000008
Q2 2022 58 175,356 VTI, VEA, VWO, IJR 13F-HR 8/3/2022 000184402422000006
Q1 2022 60 198,866 VTI, VEA, VWO, IJR 13F-HR 5/3/2022 000184402422000004
Q4 2021 61 201,023 VTI, VEA, VWO, IJR 13F-HR 1/21/2022 000184402422000002
Q3 2021 59 185,022 VTI, VEA, VWO, IJR 13F-HR 10/14/2021 000184402421000008
Q2 2021 62 155,797 VTI, IJR, VWO, VEA 13F-HR 7/29/2021 000184402421000006
Q1 2021 60 141,169 VTI, IJR, VWO, VEA 13F-HR 4/21/2021 000184402421000004
Q4 2020 62 127,180 VTI, IJR, VWO, VEA 13F-HR 2/10/2021 000184402421000002