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Bull Oak Capital

Latest statistics and disclosures from Bull Oak Capital's latest quarterly 13F-HR filing:

Top 5 stock holdings are IVV, IEFA, SHV, SPMO, VTI, and represent 67.99% of Bull Oak Capital's stock portfolio.
Added to shares of these 10 stocks: SPMO, IVV, VTI, CTAS, GOOGL, IEFA, BSV, GOVT, IBIT, SPAB.
Started 2 new stock positions in GOOGL, CTAS.
Reduced shares in these 10 stocks: AVUV, SGOV, VO, AVUS, AVDV, SHV, SCHD, SCHG, SPLG, CRM.
Sold out of its positions in SCHG, SCHD.
Bull Oak Capital was a net buyer of stock by $2.9M.
Bull Oak Capital has $235M in assets under management (AUM), dropping by 7.27%.
Central Index Key (CIK): 0001824263

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Portfolio Holdings for Bull Oak Capital

Bull Oak Capital holds 32 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core S&p500 Etf (IVV)	30.7	$72M	+3%	108k	669.30	View chart
Ishares Tr Core Msci Eafe (IEFA)	13.2	$31M		357k	87.31	View chart
Ishares Tr Short Treas Bd (SHV)	10.0	$24M		214k	110.49	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	7.6	$18M	+30%	148k	121.06	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	6.4	$15M	+12%	46k	328.17	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	4.8	$11M	-8%	104k	108.70	View chart
Spdr Series Trust Portfolio S&p500 (SPLG)	4.0	$9.5M		121k	78.34	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	3.6	$8.4M	-14%	83k	100.70	View chart
Ishares Gold Tr Ishares New (IAU)	3.0	$7.0M		96k	72.77	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	2.8	$6.6M	-4%	74k	89.03	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	2.2	$5.2M	+3%	66k	78.91	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	1.9	$4.5M		70k	65.00	View chart
Spdr Series Trust Portfolio Agrgte (SPAB)	1.5	$3.6M		139k	25.85	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	1.5	$3.5M	+2%	150k	23.12	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	1.4	$3.3M	-33%	33k	99.53	View chart
Vanguard Index Fds Mid Cap Etf (VO)	1.3	$3.1M	-26%	11k	293.74	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.9	$2.2M		85k	26.34	View chart
Vanguard Index Fds Growth Etf (VUG)	0.6	$1.4M		3.0k	479.61	View chart
Vanguard Index Fds Value Etf (VTV)	0.4	$1.0M		5.6k	186.49	View chart
Microsoft Corporation (MSFT)	0.3	$774k		1.5k	517.95	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.3	$683k		1.0k	666.15	View chart
Intuit (INTU)	0.2	$584k	-2%	855.00	682.91	View chart
Adobe Systems Incorporated (ADBE)	0.1	$338k		959.00	352.75	View chart
Apple (AAPL)	0.1	$323k	+18%	1.3k	254.63	View chart
Cintas Corporation (CTAS)	0.1	$296k	NEW	1.4k	205.26	View chart
NVIDIA Corporation (NVDA)	0.1	$296k		1.6k	186.58	View chart
salesforce (CRM)	0.1	$286k	-11%	1.2k	237.00	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.1	$261k		5.8k	44.69	View chart
Bank of America Corporation (BAC)	0.1	$260k		5.0k	51.59	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.1	$247k		411.00	600.37	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.1	$236k	NEW	969.00	243.10	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	0.1	$223k		3.1k	72.44	View chart

Past Filings by Bull Oak Capital

SEC 13F filings are viewable for Bull Oak Capital going back to 2021

Bull Oak Capital 2025 Q3 filed Nov. 10, 2025
Bull Oak Capital 2025 Q2 filed Aug. 1, 2025
Bull Oak Capital 2025 Q1 filed April 30, 2025
Bull Oak Capital 2024 Q4 filed Feb. 5, 2025
Bull Oak Capital 2024 Q3 filed Oct. 23, 2024
Bull Oak Capital 2024 Q2 filed July 18, 2024
Bull Oak Capital 2024 Q1 filed April 11, 2024
Bull Oak Capital 2023 Q4 filed Jan. 29, 2024
Bull Oak Capital 2023 Q3 filed Nov. 1, 2023
Bull Oak Capital 2023 Q2 filed July 27, 2023
Bull Oak Capital 2023 Q1 filed April 25, 2023
Bull Oak Capital 2022 Q4 filed Jan. 13, 2023
Bull Oak Capital 2022 Q3 filed Oct. 18, 2022
Bull Oak Capital 2022 Q1 filed Oct. 4, 2022
Bull Oak Capital 2022 Q2 filed Oct. 4, 2022
Bull Oak Capital 2021 Q4 filed Sept. 28, 2022

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