StockDriftsStockDriftsTop 50 Oakwell Private Wealth Management, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VTI | VANGUARD INDEX FDS | 33.44% | 583.9K | $187.3M | +7.99%(+43.20K) | $243.70(+49.65%) | 2026-03-31 | |
| VEA | VANGUARD TAX-MANAGED FDS | 12.89% | 1.13M | $72.2M | +7.37%(+77.36K) | $50.05(+41.12%) | 2026-03-31 | |
| DFEM | DIMENSIONAL ETF TRUST | 6.9% | 1.12M | $38.7M | +5.38%(+57.11K) | $25.05(+61.29%) | 2026-03-31 | |
| IJR | ISHARES TR | 5.23% | 235.5K | $29.3M | +6.55%(+14.48K) | $98.01(+38.03%) | 2026-03-31 | |
| AVUV | AMERICAN CENTY ETF TR | 5.07% | 256.9K | $28.4M | +7.73%(+18.43K) | $85.13(+38.39%) | 2026-03-31 | |
| AVDV | AMERICAN CENTY ETF TR | 3.39% | 189.9K | $19.0M | +7.32%(+12.96K) | $66.76(+64.87%) | 2026-03-31 | |
| ITOT | ISHARES TR | 2.93% | 115.4K | $16.4M | +0.06%(+69) | $83.09(+94.96%) | 2026-03-31 | |
| DFGX | DIMENSIONAL ETF TRUST | 2.86% | 305.0K | $16.0M | +4.11%(+12.04K) | $53.58(-1.83%) | 2026-03-31 | |
| SCHR | SCHWAB STRATEGIC TR | 1.93% | 433.2K | $10.8M | +4.14%(+17.22K) | $26.51(-6.92%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 1.87% | 60.1K | $10.5M | +0.97%(+576) | $76.75(+194.23%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +12.90% | +43.91% |
| Top 20 Holdings Unweighted | +10.76% | +35.86% |
Sign up free to track Oakwell Private Wealth Management, LLC, compare funds side by side, and get alerts the moment positions change.