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Biggest New Positions
EntityShares/Amount
Change		Position Value
Change
SMCI +305+$308
FSK +11,556+$220
DFAS +3,353+$209
TSN +3,541+$208
DFAX +7,981+$203
Biggest Exited Positions
EntityShares/Amount
Change		Position Value
Change
ARCC -11,129-$223
Biggest Position Increases
EntityShares/Amount
Change		Position Value
Change
DFEM +145,975+$4,223
VEA +79,108+$5,480
VTI +32,707+$16,865
SCHR +17,817+$792
VCIT +15,232+$1,129
VCSH +14,274+$1,099
AVDV +13,441+$1,284
IJR +11,215+$1,567
AVUV +10,681+$1,576
IJH +9,236+$60
Biggest Position Decreases
EntityShares/Amount
Change		Position Value
Change
ITOT -3,591+$965
SCHE -1,767+$5
VWO -1,018+$40
IEFA -745+$309
SCHC -447+$13
SPTM -371+$135
SCHX -311+$636
SCHA -182+$61
SLYV -128-$17
Oakwell Private Wealth Management LLC Info
Size ($ in 1000's)
At 03/31/2024: $328,958
At 12/31/2023: $286,138

Oakwell Private Wealth Management LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Oakwell Private Wealth Management LLC 13F filings. Link to 13F filings: SEC filings

All Stocks Held By Oakwell Private Wealth Management LLC
As of  03/31/2024, we find all stocks held by Oakwell Private Wealth Management LLC to be as follows, presented in the table below with each row detailing each Oakwell Private Wealth Management LLC position, ordered by largest to smallest position size. The all-stocks-held-by-Oakwell Private Wealth Management LLC table shows the entity held in the first column (click any entity to explore other funds holding positions), the share amount held, the share count change between the last two reporting periods, and finally the position size for all stocks held by Oakwell Private Wealth Management LLC as of the latest filing.

   EntityAmountChange
 12/31/2023 to 03/31/2024		 Position Size
($ in 1000's)
VANGUARD INDEX FDS (VTI) 401,512 +32,707 $104,353
     VTI401,512+32,707$104,353
VANGUARD TAX MANAGED FDS (VEA) 744,840 +79,108 $37,369
     VEA744,840+79,108$37,369
DIMENSIONAL ETF TRUST (DFEM) 1,093,489 +145,975 $27,873
     DFEM1,093,489+145,975$27,873
ISHARES TR (IJR) 155,641 +11,215 $17,201
     IJR155,641+11,215$17,201
ISHARES TR (ITOT) 133,275 -3,591 $15,367
     ITOT133,275-3,591$15,367
AMERICAN CENTY ETF TR (AVUV) 157,775 +10,681 $14,785
     AVUV157,775+10,681$14,785
VANGUARD SCOTTSDALE FDS (VCIT) 141,483 +15,232 $11,391
     VCIT141,483+15,232$11,391
AMERICAN CENTY ETF TR (AVDV) 131,593 +13,441 $8,667
     AVDV131,593+13,441$8,667
ISHARES TR (MUB) 74,535 +2,081 $8,020
     MUB74,535+2,081$8,020
SCHWAB STRATEGIC TR 115,567 -311 $7,172
     SCHX115,567-311$7,172
ISHARES TR (IEFA) 93,315 -745 $6,926
     IEFA93,315-745$6,926
SCHWAB STRATEGIC TR 139,951 +17,817 $6,865
     SCHR139,951+17,817$6,865
VANGUARD SCOTTSDALE FDS (VCSH) 80,768 +14,274 $6,244
     VCSH80,768+14,274$6,244
VANGUARD INTL EQUITY INDEX F (VWO) 121,932 -1,018 $5,093
     VWO121,932-1,018$5,093
INVESCO QQQ TR 9,982 -79 $4,432
     QQQ9,982-79$4,432
ISHARES TR (IVV) 6,979 UNCH $3,669
     IVV6,979UNCH$3,669
NVIDIA CORPORATION 3,811 +135 $3,443
     NVDA3,811+135$3,443
SCHWAB STRATEGIC TR 106,307 -1,767 $2,684
     SCHE106,307-1,767$2,684
MICROSOFT CORP 5,757 +306 $2,422
     MSFT5,757+306$2,422
SPDR SER TR (HYMB) 86,992 +5,396 $2,235
     HYMB86,992+5,396$2,235
ISHARES TR (IWM) 9,746 UNCH $2,050
     IWM9,746UNCH$2,050
PROLOGIS INC. 14,931 +648 $1,944
     PLD14,931+648$1,944
SPDR SER TR (SPTM) 27,455 -371 $1,761
     SPTM27,455-371$1,761
SCHWAB STRATEGIC TR 34,566 -182 $1,702
     SCHA34,566-182$1,702
ISHARES TR (EFA) 20,965 UNCH $1,674
     EFA20,965UNCH$1,674
APPLE INC 8,966 +15 $1,538
     AAPL8,966+15$1,538
SPDR SER TR (SLYV) 17,284 -128 $1,434
     SLYV17,284-128$1,434
DIMENSIONAL ETF TRUST (DFAC) 40,714 UNCH $1,301
     DFAC40,714UNCH$1,301
BERKSHIRE HATHAWAY INC DEL      $1,190
     BRK.B2,829+122$1,190
ISHARES TR (MTUM) 6,289 UNCH $1,178
     MTUM6,289UNCH$1,178
ADVANCED MICRO DEVICES INC 6,506 +648 $1,174
     AMD6,506+648$1,174
JPMORGAN CHASE & CO 5,811 +481 $1,164
     JPM5,811+481$1,164
SCHWAB STRATEGIC TR 31,351 -447 $1,122
     SCHC31,351-447$1,122
SCHWAB STRATEGIC TR 17,601 -56 $1,075
     SCHB17,601-56$1,075
ALPHABET INC 5,962 +1,162 $900
     GOOGL5,962+1,162$900
VISA INC 2,980 +231 $832
     V2,980+231$832
VANGUARD INDEX FDS (VOO) 1,583 +32 $761
     VOO1,583+32$761
ISHARES TR (IJH) 11,551 +9,236 $702
     IJH11,551+9,236$702
CONOCOPHILLIPS 5,461 +375 $695
     COP5,461+375$695
AMERICAN CENTY ETF TR (AVUS) 7,113 UNCH $637
     AVUS7,113UNCH$637
AMAZON COM INC 3,309 +28 $597
     AMZN3,309+28$597
SCHWAB STRATEGIC TR 6,798 -3 $554
     SCHM6,798-3$554
ISHARES TR (IVW) 5,704 UNCH $482
     IVW5,704UNCH$482
NOVO NORDISK A S 3,752 +103 $482
     NVO3,752+103$482
SELECT SECTOR SPDR TR (XLK) 2,058 UNCH $429
     XLK2,058UNCH$429
ISHARES TR (IJK) 4,361 UNCH $398
     IJK4,361UNCH$398
WALMART INC 6,039 +3,897 $363
     WMT6,039+3,897$363
SPDR SER TR (SPSM) 8,137 UNCH $350
     SPSM8,137UNCH$350
ELI LILLY & CO 441 +10 $343
     LLY441+10$343
CISCO SYS INC 6,656 +569 $332
     CSCO6,656+569$332
EXXON MOBIL CORP 2,826 UNCH $328
     XOM2,826UNCH$328
VANGUARD CHARLOTTE FDS (BNDX) 6,644 UNCH $327
     BNDX6,644UNCH$327
SUPER MICRO COMPUTER INC 305 +305 $308
     SMCI305+305$308
ISHARES INC (IEMG) 5,504 UNCH $284
     IEMG5,504UNCH$284
UNITEDHEALTH GROUP INC 551 -5 $273
     UNH551-5$273
BLACKSTONE SECD LENDING FD 8,675 UNCH $270
     BXSL8,675UNCH$270
SPDR GOLD TR (GLD) 1,174 UNCH $242
     GLD1,174UNCH$242
RUSH ENTERPRISES INC 4,492 UNCH $240
     RUSHA4,492UNCH$240
CHEVRON CORP NEW 1,512 +22 $239
     CVX1,512+22$239
ARES CAPITAL CORP 11,129 UNCH $232
     ARCC11,129UNCH$232
FS KKR CAP CORP 11,556 +11,556 $220
     FSK11,556+11,556$220
DIMENSIONAL ETF TRUST (DFAS) 3,353 +3,353 $209
     DFAS3,353+3,353$209
TYSON FOODS INC 3,541 +3,541 $208
     TSN3,541+3,541$208
DIMENSIONAL ETF TRUST (DFAX) 7,981 +7,981 $203
     DFAX7,981+7,981$203

See Summary: Oakwell Private Wealth Management LLC Top Holdings
See Details: Top 10 Stocks Held By Oakwell Private Wealth Management LLC

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