Bull Oak Capital

Bull Oak Capital as of March 31, 2024

Portfolio Holdings for Bull Oak Capital

Bull Oak Capital holds 39 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Core S&p 500 Etf Etf (IVV) 20.8 $31M 59k 525.73
American Century Etf Trust Avantis U S Equity Etf Etf (AVUS) 13.3 $20M 221k 89.50
Ishares Trust Ishares Short Treasury Bond Etf Etf (SHV) 11.7 $17M 158k 110.54
Ishares Tr Core Msci Eafe Etf Etf (IEFA) 11.7 $17M 234k 74.22
Spdr Series Trust Spdr Portfolio Aggregate Bond Etf Etf (SPAB) 8.9 $13M 528k 25.28
Spdr Series Trust Spdr Portfolio S&p 500 Etf Etf (SPLG) 7.3 $11M 177k 61.53
American Century Etf Trust Avantis U S Small Cap Value Etf Etf (AVUV) 6.4 $9.6M 102k 93.71
Ishares Trust Ishares U S Treasury Bond Etf Etf (GOVT) 5.6 $8.4M 370k 22.77
Vanguard Index Funds Vanguard Mid-cap Etf Etf (VO) 3.5 $5.2M 21k 249.86
Alpha Architect Etf Tr Freedom 100 Emerging Markets Etf Etf (FRDM) 3.5 $5.1M 153k 33.73
Vanguard Short Term Bond Etf Etf (BSV) 2.7 $4.0M 53k 76.67
American Century Etf Trust Avantis International Small Cap Value Etf Etf (AVDV) 2.1 $3.1M 47k 65.86
Proshares Trust Proshares Bitcoin Strategy Etf Etf (BITO) 0.7 $998k 31k 32.30
Intuit Equity (INTU) 0.4 $653k 1.0k 649.68
Microsoft Corp Equity (MSFT) 0.3 $439k 1.0k 420.92
Dimensional Etf Trust Dimensional Us Marketwide Value Etf Etf (DFUV) 0.2 $259k 6.3k 40.90
Dimensional Etf Trust Dimensional U S Equity Etf Etf (DFUS) 0.2 $254k 4.4k 56.99
Spdr S&p 500 Etf Trust Etf (SPY) 0.1 $202k 386.00 523.25
Vanguard Index Funds Vanguard Total Stock Market Etf Etf (VTI) 0.1 $170k 655.00 259.90
Deckers Outdoor Corporation Equity (DECK) 0.1 $130k 138.00 941.26
Vanguard Index Tr Vanguard Total Stk Mkt Admiral Admiral Mutual (VTSAX) 0.1 $89k 700.00 126.63
Dimensional Etf Trust Dimensional U S Targeted Value Etf Etf (DFAT) 0.1 $81k 1.5k 54.44
Nvidia Corp Equity (NVDA) 0.1 $76k 84.00 903.65
Tesla Equity (TSLA) 0.0 $59k 335.00 175.79
Apple Equity (AAPL) 0.0 $56k 328.00 171.41
Harbor International Fund Institutional Mutual (HAINX) 0.0 $49k 1.0k 46.85
Amazon.com Equity (AMZN) 0.0 $43k 240.00 180.38
Meta Platforms Inc Class A Equity (META) 0.0 $36k 73.00 486.05
Vanguard S&p 500 Etf Etf (VOO) 0.0 $33k 69.00 477.41
Alphabet Inc Class A Equity (GOOGL) 0.0 $32k 211.00 150.93
Netflix Equity (NFLX) 0.0 $28k 46.00 607.33
Experian Equity (EXPGY) 0.0 $26k 605.00 43.54
Carnival Corp Common Paired Equity (CCL) 0.0 $20k 1.2k 16.34
Taiwan Semiconductor Mfg Co Ltd-sponsored Adr Repstg 5 Equity (TSM) 0.0 $17k 123.00 136.05
Alphabet Inc Class C Capital Equity (GOOG) 0.0 $15k 100.00 152.26
Tal Education Group American Depositary Shrs Ech Rprsntng Two Clss A Cmmn Shrs Equity (TAL) 0.0 $11k 1.0k 11.35
Walmart Equity (WMT) 0.0 $10k 166.00 60.02
First Solar Equity (FSLR) 0.0 $8.6k 51.00 168.80
Vanguard Cash Reserves Federal Money Market Fd Admrl Mutual (VMRXX) 0.0 $0 0 0.00