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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

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Holdings Found : 13     View All Holdings Currently Viewing:  Decreased 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
   (ITOT)1 Year Chart         ITOT iShares Core S&P Total US 5 - $116.17 $15,367,000 133,275 4.67% 965,000 -3,591 0.037    Closed - End Fund - E...
   (SCHX)1 Year Chart         SCHX Schwab Strategic Trust 10 - $62.73 $7,172,000 115,567 2.18% 636,000 -311 0.004    Closed - End Fund - Debt
   (IEFA)1 Year Chart         IEFA Ishares Core Msci Eafe 11 - $0.00 $6,926,000 93,315 2.11% 309,000 -745 0.001    N/A
   (VWO)1 Year Chart         VWO Vanguard Emerging Markets S... 14 - $44.20 $5,093,000 121,932 1.55% 40,000 -1,018 0.001    Closed - End Fund - E...
   (QQQ)1 Year Chart         QQQ Invesco QQQ Trust Series I 15 - $457.95 $4,432,000 9,982 1.35% 312,000 -79 0.002    Closed - End Fund - Debt
   (SCHE)1 Year Chart         SCHE Schwab Emerging Markets Equ... 18 - $26.76 $2,684,000 106,307 0.82% 5,000 -1,767 0.039    N/A
   (TMW)1 Year Chart         TMW SPDR Dow Jones Wilshire TOT... 23 - $64.80 $1,761,000 27,455 0.54% 135,000 -371 0.029    Closed - End Fund - E...
   (SCHA)1 Year Chart         SCHA Schwab Strategic Trust 24 - $48.10 $1,702,000 34,566 0.52% 61,000 -182 0.002    Closed - End Fund - Debt
   (SLYV)1 Year Chart         SLYV streetTRACKS Dow Jones US S... 27 - $80.36 $1,434,000 17,284 0.44% -17,000 -128 0.043    Closed - End Fund - E...
   (SCHC)1 Year Chart         SCHC Schwab International Small-... 33 - $36.45 $1,122,000 31,351 0.34% 13,000 -447 0.03    Closed - End Fund - E...
   (SCHB)1 Year Chart         SCHB Schwab Strategic Trust 34 - $61.47 $1,075,000 17,601 0.33% 92,000 -56 0.009    Closed - End Fund - Debt
   (SCHM)1 Year Chart         SCHM Schwab U.S. Mid-Cap Etf 42 - $79.59 $554,000 6,798 0.17% 42,000 -3 0.005    N/A
   (UNH)1 Year Chart         UNH Unitedhealth Group Inc 55 - $508.17 $273,000 551 0.08% -20,000 -5 0    Health Care Plans
      13 Records Found
  1    
Page 1 of 1
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