| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q1 2017 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD INDEX FDS | 15 | Q2 2024 | 32.1% |
| VANGUARD TAX-MANAGED INTL FD | 15 | Q2 2024 | 11.4% |
| ISHARES TR | 15 | Q2 2024 | 11.5% |
| VANGUARD INTL EQUITY INDEX F | 15 | Q2 2024 | 10.5% |
| ISHARES TR | 15 | Q2 2024 | 5.6% |
| SCHWAB STRATEGIC TR | 15 | Q2 2024 | 4.7% |
| ISHARES TR | 15 | Q2 2024 | 5.9% |
| SCHWAB STRATEGIC TR | 15 | Q2 2024 | 3.7% |
| INVESCO QQQ TR | 15 | Q2 2024 | 5.8% |
| ISHARES TR | 15 | Q2 2024 | 3.0% |
View Oakwell Private Wealth Management, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-08-08 |
| N-PX | 2024-08-07 |
| 13F-HR | 2024-04-25 |
| 13F-HR | 2024-02-05 |
| 13F-HR | 2023-10-30 |
| 13F-HR | 2023-07-26 |
| 13F-HR | 2023-05-04 |
| 13F-HR | 2023-02-01 |
| 13F-HR | 2022-10-27 |
| 13F-HR | 2022-08-03 |
View Oakwell Private Wealth Management, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.