Sage Oak Financial, LLC Portfolio Holdings by Sector

Sage Oak Financial, LLC

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs DFAC DFSD DFIC DFCF DFEM SPUS WWJD VOO 17 stocks	$87.7 Million 95.73% of portfolio	11	5	-	-	0 Calls 0 Puts
Oil & Gas Integrated \| Energy XOM 1 stocks	$1.06 Million 1.16% of portfolio	-	1	-	-	0 Calls 0 Puts
Oil & Gas Midstream \| Energy OKE 1 stocks	$793,981 0.87% of portfolio	1	-	-	-	0 Calls 0 Puts
Utilities—Regulated Electric \| Utilities SO 1 stocks	$743,376 0.81% of portfolio	-	-	-	-	0 Calls 0 Puts
Specialty Industrial Machinery \| Industrials DOV 1 stocks	$455,279 0.5% of portfolio	-	-	-	-	0 Calls 0 Puts
Discount Stores \| Consumer Defensive WMT 1 stocks	$446,044 0.49% of portfolio	-	-	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT 1 stocks	$412,806 0.45% of portfolio	-	-	-	-	0 Calls 0 Puts

Get notified when there are updates to the investment portfolio of Sage Oak Financial, LLC, based on Form 13F filings with the SEC.

Stay updated on Sage Oak Financial, LLC with notifications on news.