Oakwell Private Wealth Management, LLC holdings history

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106 is the total number of securities Oakwell Private Wealth Management, LLC has owned. The longest Oakwell Private Wealth Management, LLC has owned a single stock is 15 quarters.

Oakwell Private Wealth Management, LLC historical holdings. Includes current and past holdings.
Period Weighting Quarter
TickerNameLongestShortestMin.Avg.Max.FirstLatest↓ Count
VTI VANGUARD INDEX FDS151515.16%26.39%32.07%Q4 2020Q2 202415
VEA VANGUARD TAX-MANAGED I...15157.11%9.97%11.36%Q4 2020Q2 202415
IJR ISHARES TR15154.96%6.63%11.50%Q4 2020Q2 202415
VWO VANGUARD INTL EQUITY I...15151.48%6.39%10.55%Q4 2020Q2 202415
ITOT ISHARES TR15151.50%3.56%5.59%Q4 2020Q2 202415
SCHX SCHWAB STRATEGIC TR15152.09%3.09%4.74%Q4 2020Q2 202415
MUB ISHARES TR15151.46%3.07%5.90%Q4 2020Q2 202415
SCHR SCHWAB STRATEGIC TR15152.09%2.86%3.68%Q4 2020Q2 202415
QQQ INVESCO QQQ TR15151.33%2.26%5.77%Q4 2020Q2 202415
IVV ISHARES TR15151.08%1.74%3.03%Q4 2020Q2 202415
IEFA ISHARES TR15150.14%1.44%2.89%Q4 2020Q2 202415
IWM ISHARES TR15150.56%1.09%2.04%Q4 2020Q2 202415
SPTM SPDR SER TR15150.51%1.06%2.18%Q4 2020Q2 202415
SCHE SCHWAB STRATEGIC TR15150.16%0.80%1.74%Q4 2020Q2 202415
EFA ISHARES TR15150.46%0.68%0.90%Q4 2020Q2 202415
SCHC SCHWAB STRATEGIC TR15150.30%0.66%1.57%Q4 2020Q2 202415
SCHA SCHWAB STRATEGIC TR15150.46%0.65%0.90%Q4 2020Q2 202415
MTUM ISHARES TR15150.34%0.64%1.15%Q4 2020Q2 202415
AAPL APPLE INC15150.47%0.63%0.76%Q4 2020Q2 202415
NVDA NVIDIA CORPORATION15150.28%0.59%1.36%Q4 2020Q2 202415
PLD PROLOGIS INC.15150.27%0.55%0.85%Q4 2020Q2 202415
SCHB SCHWAB STRATEGIC TR15150.31%0.52%0.99%Q4 2020Q2 202415
BRKB BERKSHIRE HATHAWAY INC...15150.32%0.41%0.50%Q4 2020Q2 202415
IJH ISHARES TR15150.19%0.35%0.58%Q4 2020Q2 202415
IEMG ISHARES INC15150.08%0.32%0.74%Q4 2020Q2 202415
SCHM SCHWAB STRATEGIC TR15150.15%0.28%0.49%Q4 2020Q2 202415
COP CONOCOPHILLIPS15150.20%0.26%0.40%Q4 2020Q2 202415
AMZN AMAZON COM INC15150.12%0.20%0.29%Q4 2020Q2 202415
IVW ISHARES TR15150.15%0.20%0.27%Q4 2020Q2 202415
IJK ISHARES TR15150.11%0.18%0.28%Q4 2020Q2 202415
WMT WALMART INC15150.11%0.15%0.21%Q4 2020Q2 202415
CSCO CISCO SYS INC15150.09%0.15%0.20%Q4 2020Q2 202415
AVUV AMERICAN CENTY ETF TR13130.40%3.81%4.62%Q2 2021Q2 202413
DFAC DIMENSIONAL ETF TRUST13130.37%0.59%1.23%Q2 2021Q2 202413
MSFT MICROSOFT CORP13130.24%0.56%0.77%Q2 2021Q2 202413
SLYV SPDR SER TR940.12%0.42%0.76%Q4 2020Q2 202413
GLD SPDR GOLD TR1120.07%0.12%0.17%Q1 2021Q2 202413
BSV VANGUARD BD INDEX FDS12121.82%3.21%4.46%Q4 2020Q3 202312
AVDV AMERICAN CENTY ETF TR12121.84%2.32%2.64%Q3 2021Q2 202412
IGIB ISHARES TR12121.19%1.57%2.17%Q4 2020Q3 202312
VOO VANGUARD INDEX FDS12120.22%0.27%0.34%Q3 2021Q2 202412
TFI SPDR SER TR12120.12%0.22%0.36%Q4 2020Q3 202312
TSN TYSON FOODS INC1020.06%0.14%0.21%Q4 2020Q2 202412
SUB ISHARES TR11110.50%1.00%2.55%Q4 2020Q2 202311
REET ISHARES TR10102.47%3.15%3.83%Q4 2020Q1 202310
SLY SPDR SER TR10100.15%0.34%0.68%Q4 2020Q1 202310
VNQ VANGUARD INDEX FDS10100.27%0.32%0.37%Q4 2020Q1 202310
AVUS AMERICAN CENTY ETF TR10100.18%0.28%0.87%Q1 2022Q2 202410
UNH UNITEDHEALTH GROUP INC10100.08%0.12%0.18%Q1 2022Q2 202410
BBVA BANCO BILBAO VIZCAYA A...10100.05%0.06%0.08%Q4 2020Q1 202310
V VISA INC990.20%0.23%0.26%Q2 2022Q2 20249
GOOGL ALPHABET INC990.16%0.22%0.34%Q2 2022Q2 20249
CVX CHEVRON CORP NEW990.07%0.11%0.16%Q2 2022Q2 20249
SPDW SPDR INDEX SHS FDS880.20%0.49%0.84%Q4 2020Q3 20228
SCHF SCHWAB STRATEGIC TR880.12%0.26%0.48%Q4 2020Q3 20228
TSM TAIWAN SEMICONDUCTOR M...880.21%0.26%0.30%Q3 2021Q2 20238
SHV ISHARES TR610.10%0.16%0.33%Q4 2020Q4 20227
BNDX VANGUARD CHARLOTTE FDS770.09%0.12%0.15%Q4 2022Q2 20247
ARCC ARES CAPITAL CORP770.06%0.08%0.10%Q4 2022Q2 20247
DIMENSIONAL ETF TRUST666.22%7.82%8.97%Q1 2023Q2 20246
IEF ISHARES TR660.22%0.45%0.69%Q4 2020Q1 20226
DLR DIGITAL RLTY TR INC660.12%0.41%0.67%Q4 2020Q1 20226
RWO SPDR INDEX SHS FDS330.16%0.39%0.56%Q4 2020Q1 20236
EEM ISHARES TR660.21%0.30%0.39%Q4 2020Q1 20226
AMD ADVANCED MICRO DEVICES...510.11%0.26%0.36%Q4 2021Q2 20246
SHOP SHOPIFY INC660.13%0.26%0.36%Q4 2020Q1 20226
XLK SELECT SECTOR SPDR TR510.09%0.12%0.14%Q4 2021Q2 20246
DFAS DIMENSIONAL ETF TRUST420.06%0.11%0.20%Q2 2021Q2 20246
BLACKSTONE SECD LENDIN...660.08%0.09%0.10%Q1 2023Q2 20246
LAND GLADSTONE LD CORP550.45%0.63%0.82%Q2 2021Q2 20225
XOM EXXON MOBIL CORP550.10%0.18%0.44%Q2 2023Q2 20245
SPSM SPDR SER TR550.10%0.12%0.14%Q2 2023Q2 20245
DIMENSIONAL ETF TRUST320.06%0.10%0.20%Q3 2021Q2 20245
HYMB SPDR SER TR440.67%0.72%0.81%Q3 2023Q2 20244
JPM JPMORGAN CHASE & CO.440.28%0.33%0.36%Q3 2023Q2 20244
SHM SPDR SER TR440.12%0.13%0.15%Q3 2022Q2 20234
VCIT VANGUARD SCOTTSDALE FDS333.46%3.51%3.59%Q4 2023Q2 20243
VCSH VANGUARD SCOTTSDALE FDS331.80%1.93%2.09%Q4 2023Q2 20243
IDEV ISHARES TR330.53%0.59%0.66%Q4 2020Q2 20213
LUV SOUTHWEST AIRLS CO330.38%0.42%0.48%Q4 2020Q2 20213
SHY ISHARES TR330.18%0.25%0.30%Q4 2020Q2 20213
GWX SPDR INDEX SHS FDS330.16%0.20%0.22%Q4 2020Q2 20213
NOC NORTHROP GRUMMAN CORP330.16%0.17%0.18%Q4 2020Q2 20213
SCZ ISHARES TR330.15%0.16%0.17%Q4 2020Q2 20213
NVO NOVO-NORDISK A S330.13%0.16%0.20%Q4 2023Q2 20243
LLY ELI LILLY & CO330.09%0.10%0.12%Q4 2023Q2 20243
DEO DIAGEO PLC220.45%0.47%0.49%Q3 2022Q4 20222
MMM 3M CO220.30%0.30%0.31%Q4 2020Q1 20212
KRE SPDR SER TR220.24%0.25%0.26%Q1 2021Q2 20212
VBR VANGUARD INDEX FDS220.15%0.15%0.16%Q4 2020Q1 20212
BHP BHP GROUP LTD220.11%0.11%0.11%Q2 2023Q3 20232
SMCI SUPER MICRO COMPUTER INC220.08%0.08%0.09%Q1 2024Q2 20242
RUSHA RUSH ENTERPRISES INC220.07%0.08%0.08%Q4 2023Q1 20242
TTD THE TRADE DESK INC110.79%0.79%0.79%Q4 2020Q4 20201
MGM MGM RESORTS INTERNATIONAL110.76%0.76%0.76%Q1 2021Q1 20211
OKTA OKTA INC110.28%0.28%0.28%Q4 2020Q4 20201
DVA DAVITA INC110.21%0.21%0.21%Q3 2021Q3 20211
SE SEA LTD110.17%0.17%0.17%Q4 2021Q4 20211
GL GLOBE LIFE INC110.16%0.16%0.16%Q2 2024Q2 20241
ATVI ACTIVISION BLIZZARD INC110.15%0.15%0.15%Q3 2023Q3 20231
TSLA TESLA INC110.14%0.14%0.14%Q1 2023Q1 20231
AVGO BROADCOM INC110.08%0.08%0.08%Q2 2024Q2 20241
AM ANTERO MIDSTREAM CORP110.07%0.07%0.07%Q4 2020Q4 20201
FSK FS KKR CAP CORP110.07%0.07%0.07%Q1 2024Q1 20241
SMH VANECK ETF TRUST110.06%0.06%0.06%Q2 2024Q2 20241
AR ANTERO RESOURCES CORP110.04%0.04%0.04%Q4 2020Q4 20201
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The securities at the top of the list , including VANGUARD INDEX FDS, VANGUARD TAX-MANAGED INTL FD, and ISHARES TR, are the highest-conviction holdings of Oakwell Private Wealth Management, LLC.

The conviction is calculated by counting the number of quarters a security has been reported by Oakwell Private Wealth Management, LLC. The higher the number, the higher the conviction and longer the holding period.

This page lists all the securities that Oakwell Private Wealth Management, LLC owns currently or has owned in the past.