Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| OAKWELL PRIVATE WEALTH MANAGEMENT LLC | 04-25-2024 | 03-31-2024 | 64 | 328,956,031 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | TOTAL STK MKT | 1 | $104,353,052 | 401,512 | 0.03 | 0.03 | 32,707 | 8.87 | 03-31-2024 |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 2 | $37,368,629 | 744,840 | 0.01 | 0.01 | 79,108 | 11.88 | 03-31-2024 |
| DIMENSIONAL ETF TRUST | EMERGING MKTS CO | 3 | $27,873,027 | 1,093,489 | 0.01 | 0.01 | 145,975 | 15.41 | 03-31-2024 |
| ISHARES TR | CORE S&P SCP ETF | 4 | $17,201,441 | 155,641 | 0.01 | 0.01 | 11,215 | 7.77 | 03-31-2024 |
