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  Name: Oakwell Private Wealth Management LLC
  City: Austin
  State: TX
  Zip: 78757
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $328,958,000
  Total Value Change : $42,820,000
  Securities Held Change : 5
   
All Securities Held : 64
  New Positions : 5
  Closed Positions : 0
  Increased Positions : 29
  Unchanged Positions : 17
  Decreased Positions : 13

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 5     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
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 Ticker Company Name Position
Rank		 New/Closed
Postion
Last
Close
     Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
    % of Company    Industry
   (SMCI)1 Year Chart         SMCI Super Micro Computer Inc 53 New $769.11 $308,000 305 0.09% 308,000 305 0.001    Networking & Communic...
   (FSK)1 Year Chart         FSK Fs Kkr Capital Inc 61 New $4.20 $220,000 11,556 0.07% 220,000 11,556 0.009    N/A
   (DFAS)1 Year Chart         DFAS Dimensional U S Small Cap Etf 62 New $59.95 $209,000 3,353 0.06% 209,000 3,353 0.004    N/A
   (TSN)1 Year Chart         TSN Tyson Foods Inc 63 New $55.86 $208,000 3,541 0.06% 208,000 3,541 0.001    Meat Products
   (DFAX)1 Year Chart         DFAX Dimensional Funds plc - Wor... 64 New $25.84 $203,000 7,981 0.06% 203,000 7,981 0.001    N/A
      5 Records Found
  1    
Page 1 of 1
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