The Analysis of Oakwell Private Wealth Management, LLC's Holdings
Currently, Oakwell Private Wealth Management, LLC holds 78 types of securities in its portfolio with a total value $497.9M. In the most recent quarter, they have increased their positions in DFGX (+261.8K shares, valued at $14.1M), SCHO (+336.3K shares, valued at $8.2M), VTI (+21.7K shares, valued at $7.1M); decreased their positions in VCIT (-75.8K shares, valued at $6.4M), TSLA (-1.2K shares, valued at $542.1K), ITOT (-1.4K shares, valued at $209.9K); initiated new positions in DFGX (+261.8K shares, valued at $14.1M), SCHO (+336.3K shares, valued at $8.2M), MUNI (+16.7K shares, valued at $874.5K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
VTI VANGUARD INDEX FDS516.6K shares4.39%2025-09-302025-11-12
VEA VANGUARD TAX-MANAGED FDS1.0M shares4.59%2025-09-302025-11-12 DFEM DIMENSIONAL ETF TRUST1.0M shares2.37%2025-09-302025-11-12 IJR ISHARES TR211.0K shares3.12%2025-09-302025-11-12 AVUV AMERICAN CENTY ETF TR226.1K shares5.02%2025-09-302025-11-12 ITOT ISHARES TR115.4K shares-1.23%2025-09-302025-11-12 AVDV AMERICAN CENTY ETF TR175.0K shares2.83%2025-09-302025-11-12 DFGX DIMENSIONAL ETF TRUST261.8K sharesnew addition2025-09-302025-11-12 SCHR SCHWAB STRATEGIC TR375.9K shares7.72%2025-09-302025-11-12 SCHX SCHWAB STRATEGIC TR327.8K shares-0.10%2025-09-302025-11-12 VCSH VANGUARD SCOTTSDALE FDS107.2K shares-1.93%2025-09-302025-11-12 SCHO SCHWAB STRATEGIC TR336.3K sharesnew addition2025-09-302025-11-12 JMUB J P MORGAN EXCHANGE TRADED F161.0K shares7.22%2025-09-302025-11-12 NVDA NVIDIA CORPORATION42.7K shares-0.55%2025-09-302025-11-12 VCIT VANGUARD SCOTTSDALE FDS90.7K shares-45.51%2025-09-302025-11-12 IEFA ISHARES TR83.9K shares-2.28%2025-09-302025-11-12 QQQ INVESCO QQQ TR10.0K shares-0.12%2025-09-302025-11-12 VWO VANGUARD INTL EQUITY INDEX F104.8K shares-0.09%2025-09-302025-11-12 IVV ISHARES TR6.6K shares0.00%2025-09-302025-11-12 MSFT MICROSOFT CORP7.3K shares-1.29%2025-09-302025-11-12 HYMB SPDR SERIES TRUST110.7K shares10.82%2025-09-302025-11-12 AAPL APPLE INC9.9K shares-3.35%2025-09-302025-11-12 JPM JPMORGAN CHASE & CO.7.5K shares0.27%2025-09-302025-11-12 SCHE SCHWAB STRATEGIC TR70.2K shares0.00%2025-09-302025-11-12 IWM ISHARES TR9.0K shares0.00%2025-09-302025-11-12 GOOGL ALPHABET INC8.4K shares0.59%2025-09-302025-11-12 SPTM SPDR SERIES TRUST24.8K shares-0.83%2025-09-302025-11-12 SCHA SCHWAB STRATEGIC TR64.3K shares0.00%2025-09-302025-11-12 ORCL ORACLE CORP6.2K shares1.42%2025-09-302025-11-12 EFA ISHARES TR18.1K shares-0.26%2025-09-302025-11-12 V VISA INC4.7K shares1.34%2025-09-302025-11-12 MTUM ISHARES TR6.1K shares0.00%2025-09-302025-11-12 BRK.B BERKSHIRE HATHAWAY INC DEL3.1K shares0.07%2025-09-302025-11-12 JMST J P MORGAN EXCHANGE TRADED F29.6K shares0.00%2025-09-302025-11-12 AMZN AMAZON COM INC6.4K shares0.05%2025-09-302025-11-12 SLYV SPDR SERIES TRUST15.7K shares-0.69%2025-09-302025-11-12 VOO VANGUARD INDEX FDS2.2K shares4.03%2025-09-302025-11-12 SGOV ISHARES TR12.6K shares14.20%2025-09-302025-11-12 META META PLATFORMS INC1.7K shares169.18%2025-09-302025-11-12 SCHC SCHWAB STRATEGIC TR26.4K shares-0.18%2025-09-302025-11-12 SCHB SCHWAB STRATEGIC TR44.2K shares0.00%2025-09-302025-11-12 DFAC DIMENSIONAL ETF TRUST27.9K shares-0.22%2025-09-302025-11-12 GL GLOBE LIFE INC7.0K shares0.00%2025-09-302025-11-12 IESC IES HLDGS INC2.4K shares0.00%2025-09-302025-11-12 AVGO BROADCOM INC2.8K shares-0.70%2025-09-302025-11-12 MUNI PIMCO ETF TR16.7K sharesnew addition2025-09-302025-11-12 AMD ADVANCED MICRO DEVICES INC4.9K shares-10.90%2025-09-302025-11-12 AVUS AMERICAN CENTY ETF TR6.9K shares0.00%2025-09-302025-11-12 GOOG ALPHABET INC3.0K shares3.58%2025-09-302025-11-12 IJH ISHARES TR11.0K shares0.00%2025-09-302025-11-12 WMT WALMART INC6.8K shares-2.16%2025-09-302025-11-12 PLTR PALANTIR TECHNOLOGIES INC3.5K shares7.33%2025-09-302025-11-12 IVW ISHARES TR5.2K shares0.00%2025-09-302025-11-12 TSLA TESLA INC1.4K shares-46.21%2025-09-302025-11-12 XLK SELECT SECTOR SPDR TR2.2K shares20.14%2025-09-302025-11-12 SCHM SCHWAB STRATEGIC TR18.1K shares0.00%2025-09-302025-11-12 MSTR STRATEGY INC1.6K sharesnew addition2025-09-302025-11-12 QQQM INVESCO EXCH TRADED FD TR II1.8K shares29.64%2025-09-302025-11-12 LLY ELI LILLY & CO588 shares-4.55%2025-09-302025-11-12 XOM EXXON MOBIL CORP3.8K shares0.10%2025-09-302025-11-12 CVX CHEVRON CORP NEW2.7K shares-6.36%2025-09-302025-11-12 OXY OCCIDENTAL PETE CORP7.9K shares-2.46%2025-09-302025-11-12 SPSM SPDR SERIES TRUST7.9K shares0.00%2025-09-302025-11-12 KMI KINDER MORGAN INC DEL12.1K shares-13.27%2025-09-302025-11-12 BNDX VANGUARD CHARLOTTE FDS6.8K shares-2.57%2025-09-302025-11-12 UNP UNION PAC CORP1.4K shares-2.09%2025-09-302025-11-12 SMH VANECK ETF TRUST818 shares0.00%2025-09-302025-11-12 SPDW SPDR INDEX SHS FDS6.1K shares0.00%2025-09-302025-11-12 DFAX DIMENSIONAL ETF TRUST8.0K shares0.00%2025-09-302025-11-12 IEMG ISHARES INC3.7K shares0.00%2025-09-302025-11-12 MELI MERCADOLIBRE INC101 shares0.00%2025-09-302025-11-12 ABBV ABBVIE INC985 sharesnew addition2025-09-302025-11-12 ARCC ARES CAPITAL CORP11.1K shares0.00%2025-09-302025-11-12 IWF ISHARES TR474 shares0.00%2025-09-302025-11-12 MLM MARTIN MARIETTA MATLS INC350 sharesnew addition2025-09-302025-11-12 SPY SPDR S&P 500 ETF TR325 shares0.00%2025-09-302025-11-12 HD HOME DEPOT INC520 sharesnew addition2025-09-302025-11-12 TFI SPDR SERIES TRUST4.5K shares-13.85%2025-09-302025-11-12 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available