Oak Wealth Advisors LLC
- SEC CIK
- 0002056728
- 最新申報
- 2026/7/22
2024 年第 4 季持倉
持倉截至 2024/12/31，2025/2/14 申報。只含多頭部位。
- 持股檔數
- 59
- 2024 年第 3 季沒有申報
- 總值
- $1.30 億
- 2024 年第 3 季沒有申報
Oak Wealth Advisors LLC 沒有申報 2024 年第 3 季的 13F，這一季的持倉沒辦法跟上一季比較，所以不顯示股數變化與動作。
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| American Centy ETF Tr025072885 | US EQT ETF | 197,202 | $1,911 萬 | 14.7% | – | – | – |
| iShares Core S&P 500 ETF464287200 | ETF | 27,322 | $1,608 萬 | 12.4% | – | – | – |
| American Centy ETF Tr025072703 | INTL EQT ETF | 260,539 | $1,599 萬 | 12.3% | – | – | – |
| Dimensional ETF Trust25434V203 | INTL CORE EQT MK | 377,791 | $1,103 萬 | 8.5% | – | – | – |
| American Centy ETF Tr025072877 | US SML CP VALU | 80,452 | $776.6 萬 | 6.0% | – | – | – |
| American Centy ETF Tr025072604 | AVANTIS EMGMKT | 111,955 | $658.2 萬 | 5.1% | – | – | – |
| Dimensional ETF Trust25434V104 | US CORE EQT MKT | 148,086 | $599.6 萬 | 4.6% | – | – | – |
| Dimensional ETF Trust25434V401 | US EQUI MARK ETF | 82,549 | $526.2 萬 | 4.0% | – | – | – |
| J P Morgan Exchange Traded F46654Q724 | HEDG EQU LAD ETF | 81,314 | $504.5 萬 | 3.9% | – | – | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 51,466 | $370.1 萬 | 2.8% | – | – | – |
| American Centy ETF Tr025072802 | INTL SMCP VLU | 54,749 | $356.3 萬 | 2.7% | – | – | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 24,351 | $259.5 萬 | 2.0% | – | – | – |
| Dimensional ETF Trust25434V815 | US SMALL CAP ETF | 67,984 | $209.3 萬 | 1.6% | – | – | – |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 28,219 | $141.5 萬 | 1.1% | – | – | – |
| Dimensional Emerging Core Equity Market ETF25434V302 | ETF | 45,359 | $115.1 萬 | 0.9% | – | – | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 6,275 | $106.2 萬 | 0.8% | – | – | – |
| MSFTMicrosoft Corp | Stock | 2,424 | $102.2 萬 | 0.8% | – | – | 歷史 |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 4,213 | $101.2 萬 | 0.8% | – | – | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 1,672 | $98.0 萬 | 0.8% | – | – | 歷史 |
| AAPLApple Inc. | Stock | 3,855 | $96.5 萬 | 0.7% | – | – | 歷史 |
| MCDMcDonalds Corp | Stock | 3,134 | $90.9 萬 | 0.7% | – | – | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 2,244 | $90.1 萬 | 0.7% | – | – | – |
| Dimensional ETF Trust25434V724 | US MKTWIDE VALUE | 21,375 | $87.5 萬 | 0.7% | – | – | – |
| Dimensional ETF Trust25434V849 | NATL MUN BD ETF | 16,703 | $79.8 萬 | 0.6% | – | – | – |
| SNOWSnowflake Inc. | Stock | 4,766 | $73.6 萬 | 0.6% | – | – | 歷史 |
| PIMCO ETF Tr72201R874 | SHTRM MUN BD ACT | 14,028 | $69.9 萬 | 0.5% | – | – | – |
| Dimensional U.S. Core Equity 2 ETF25434V708 | ETF | 18,866 | $65.3 萬 | 0.5% | – | – | – |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 10,568 | $60.7 萬 | 0.5% | – | – | – |
| American Centy ETF Tr025072281 | AVANTIS RESPON U | 8,958 | $59.2 萬 | 0.5% | – | – | – |
| iShares S&P 500 Growth ETF464287309 | ETF | 5,590 | $56.8 萬 | 0.4% | – | – | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 5,525 | $53.5 萬 | 0.4% | – | – | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 1,037 | $53.0 萬 | 0.4% | – | – | – |
| Dimensional World Ex U.S. Core Equity 2 ETF25434V880 | ETF | 20,974 | $52.1 萬 | 0.4% | – | – | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 10,696 | $51.1 萬 | 0.4% | – | – | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 1,734 | $50.3 萬 | 0.4% | – | – | – |
| American Centy ETF Tr025072232 | AVANTIS ALL EQT | 6,784 | $49.1 萬 | 0.4% | – | – | – |
| Dimensional ETF Trust25434V807 | INTERNATNAL VAL | 12,180 | $43.2 萬 | 0.3% | – | – | – |
| Vanguard S&P 500 ETF922908363 | ETF | 796 | $42.9 萬 | 0.3% | – | – | – |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 7,102 | $41.9 萬 | 0.3% | – | – | – |
| Vanguard Short-Term Bond ETF921937827 | ETF | 4,638 | $35.8 萬 | 0.3% | – | – | – |
| BRK.BBerkshire Hathaway Inc | Stock | 784 | $35.5 萬 | 0.3% | – | – | 歷史 |
| iShares Select U.S. REIT ETF464287564 | ETF | 5,752 | $34.7 萬 | 0.3% | – | – | – |
| State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663 | ETF | 3,785 | $34.6 萬 | 0.3% | – | – | – |
| AMZNAmazon Com Inc | Stock | 1,557 | $34.2 萬 | 0.3% | – | – | 歷史 |
| LLYEli Lilly & Co | Stock | 435 | $33.6 萬 | 0.3% | – | – | 歷史 |
| Vanguard Real Estate ETF922908553 | ETF | 3,770 | $33.6 萬 | 0.3% | – | – | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 783 | $32.1 萬 | 0.2% | – | – | – |
| iShares Tr464287457 | 1 3 YR TREAS BD | 3,850 | $31.6 萬 | 0.2% | – | – | – |
| American Centy ETF Tr025072174 | AVANTIS ALL INT | 5,583 | $30.6 萬 | 0.2% | – | – | – |
| Vanguard Mun BD FDS922907738 | INTERMEDIATE TRM | 2,965 | $29.5 萬 | 0.2% | – | – | – |
| GOOGLAlphabet Inc. | Stock | 1,521 | $28.8 萬 | 0.2% | – | – | 歷史 |
| American Centy ETF Tr025072299 | AVAN RE INTL ETF | 4,890 | $27.2 萬 | 0.2% | – | – | – |
| Schwab Fundamental U.S. Large Company ETF808524771 | ETF | 10,566 | $25.0 萬 | 0.2% | – | – | – |
| NVDANVIDIA Corp | Stock | 1,820 | $24.4 萬 | 0.2% | – | – | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 990 | $23.7 萬 | 0.2% | – | – | 歷史 |
| Dimensional U.S. Small Cap ETF25434V500 | ETF | 3,643 | $23.7 萬 | 0.2% | – | – | – |
| iShares S&P Small-Cap 600 Growth ETF464287887 | ETF | 1,750 | $23.7 萬 | 0.2% | – | – | – |
| PIMCO ETF Tr72201R585 | MULTISECTOR BD | 9,075 | $23.5 萬 | 0.2% | – | – | – |
| iShares S&P 500 Value ETF464287408 | ETF | 1,063 | $20.3 萬 | 0.2% | – | – | – |