Filer Name: OAK HILL WEALTH ADVISORS, LLC
CIK: 1964849
Period: 2024-12-31
Filed At: 2025-02-07
Number of Holdings: 133
Portfolio Value: $0.42B

Oak Hill Wealth Advisors, Llc Top Holdings

Ticker Exchange Security Shares Value % of Portfolio Position Change Put/Call
VTV US VANGUARD VALUE ETF 198,180 $34M 8.00% 5.9% -
VIG US VANGUARD DIVIDEND APPREC ETF 150,932 $30M 7.04% -4.0% -
VV US VANGUARD LARGE-CAP ETF 100,811 $27M 6.48% -5.0% -
VEA US VANGUARD FTSE DEVELOPED ETF 552,959 $26M 6.30% 7.2% -
VUG US VANGUARD GROWTH ETF 63,720 $26M 6.23% 5.8% -
VO US VANGUARD MID-CAP ETF 81,051 $21M 5.10% -3.7% -
BNDX US VANGUARD TOTAL INTL BOND ETF 378,145 $19M 4.42% 6.6% -
VWO US VANGUARD FTSE EMERGING MARKE 412,337 $18M 4.33% 1.7% -
VB US VANGUARD SMALL-CAP ETF 73,867 $18M 4.23% 3.7% -
VYM US VANGUARD HIGH DVD YIELD ETF 125,550 $16M 3.82% -4.0% -
AAPL US APPLE INC 58,011 $15M 3.46% -1.0% -
MSFT US MICROSOFT CORP 25,605 $11M 2.57% 12.3% -
VCIT US VANGUARD INT-TERM CORPORATE 130,013 $10M 2.49% 4.7% -
AMZN US AMAZON.COM INC 42,799 $9M 2.24% -4.9% -
BSV US VANGUARD SHORT-TERM BOND ETF 104,353 $8M 1.92% 8.0% -
GOOGL US ALPHABET INC-CL A 36,014 $7M 1.62% -4.0% -
PG US PROCTER & GAMBLE CO/THE 35,779 $6M 1.43% 2.3% -
VIGI US VANGUARD INT DIV APP INDX FD 71,006 $6M 1.35% -2.8% -
BND US VANGUARD TOTAL BOND MARKET 76,268 $5M 1.31% 4.8% -
VXF US VANGUARD EXTENDED MARKET ETF 27,617 $5M 1.25% -6.1% -
SmartTypes

Empowering investors with intelligent data analytics and market insights.

Quick Links
Connect With Us