Sage Oak Financial, LLC ETFs

Sage Oak Financial, LLC

$109 Billion
Q4 2024

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade
DFAC Dimensional ETF Tr U S Core Eq	$0	$20.3 Billion 18.51% of portfolio	585,726	Q4 2024 New
DFSD Dimensional ETF Tr Short Durat	$0	$13.9 Billion 12.7% of portfolio	296,521	Q4 2024 New
DFIC Dimensional ETF Tr Dimensional	$0	$9.14 Billion 8.35% of portfolio	353,646	Q4 2024 New
DFCF Dimensional ETF Tr Core Fxd In	$0	$7.46 Billion 6.81% of portfolio	180,687	Q4 2024 New
DFEM Dimensional ETF Tr Emerging Mk	$0	$4.64 Billion 4.24% of portfolio	177,213	Q4 2024 New
BIV Vanguard Bd Index Fd Inc Inter	$0	$2.43 Billion 2.22% of portfolio	32,455	Q4 2024 New
DFAU Dimensional ETF Tr	$0	$1.81 Billion 1.65% of portfolio	44,719	Q4 2024 New
SPUS Tidal ETF Tr Sp Fds S&P 500 Sh	$0	$1.31 Billion 1.2% of portfolio	30,569	Q4 2024 New
VCSH Vanguard Sht Term Corp Bd ETF	$0	$1.23 Billion 1.12% of portfolio	15,706	Q4 2024 New
VGSH Vanguard	$0	$1.17 Billion 1.07% of portfolio	20,191	Q4 2024 New
FDVV Fidelity High Dividend ETF	$0	$992 Million 0.91% of portfolio	19,860	Q4 2024 New
FDL First Tr Morningstar Dividend	$0	$943 Million 0.86% of portfolio	23,416	Q4 2024 New
FTSM First Tr Enhanced Traded Fd Iv	$0	$868 Million 0.79% of portfolio	14,517	Q4 2024 New
SDVY First Tr ETF Vi Smid Cap Risin	$0	$861 Million 0.79% of portfolio	24,024	Q4 2024 New
VTEB Vanguard Mun Bd Fds Tax Exempt	$0	$812 Million 0.74% of portfolio	16,191	Q4 2024 New
PEY Invesco Exchange Traded Fd Tr	$0	$793 Million 0.72% of portfolio	37,314	Q4 2024 New
WWJD Northern Lts Fd Tr Iv Inspire	$0	$701 Million 0.64% of portfolio	24,172	Q4 2024 New
VOO Vanguard Index Fds S&P 500 ETF	$0	$686 Million 0.63% of portfolio	1,274	Q4 2024 New
TPHD Timothy Plan High Divid Stk Et	$0	$561 Million 0.51% of portfolio	15,427	Q4 2024 New
SCHP Schwab Strategic Us Tips ETF	$0	$530 Million 0.48% of portfolio	20,529	Q4 2024 New
UMMA Listed Fds Tr Wahed Dow Jones	$0	$507 Million 0.46% of portfolio	21,434	Q4 2024 New
BLES Northern Lts Fd Tr Iv Inspire	$0	$489 Million 0.45% of portfolio	13,209	Q4 2024 New
DFIP Dimensional ETF Tr Inflation P	$0	$403 Million 0.37% of portfolio	9,944	Q4 2024 New
TPSC Timothy Plan U S Sm Cap Core E	$0	$354 Million 0.32% of portfolio	9,066	Q4 2024 New
AVDV American Centy ETF Tr Avantis	$0	$347 Million 0.32% of portfolio	5,327	Q4 2024 New
DFIV Dimensional ETF Tr	$0	$346 Million 0.32% of portfolio	9,744	Q4 2024 New
KNG Ft Cboe Vest S&P 500 Dividend	$0	$316 Million 0.29% of portfolio	6,301	Q4 2024 New
DFUS Dimensional ETF Tr U S Equity	$0	$233 Million 0.21% of portfolio	3,655	Q4 2024 New
VRIG Invesco Actively Managed ETF F	$0	$222 Million 0.2% of portfolio	8,859	Q4 2024 New
FLTR Vaneck ETF Tr Investment Grade	$0	$218 Million 0.2% of portfolio	8,578	Q4 2024 New
SPSK Tidal ETF Tr Sp Fds Dow Jones	$0	$205 Million 0.19% of portfolio	11,494	Q4 2024 New

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Sage Oak Financial, LLC ETFs

Sage Oak Financial, LLC

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