Bull Oak Capital

Bull Oak Capital as of Dec. 31, 2021

Portfolio Holdings for Bull Oak Capital

Bull Oak Capital holds 19 positions in its portfolio as reported in the December 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p500 Etf (IVV) 13.9 $15M 32k 477.00
Spdr Ser Tr Portfolio S&p500 (SPLG) 13.5 $15M 267k 55.83
Vanguard Index Fds Value Etf (VTV) 10.3 $11M 77k 147.10
Invesco Qqq Tr Unit Ser 1 (QQQ) 8.3 $9.2M 23k 397.86
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 7.1 $7.9M 73k 107.42
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 6.9 $7.6M 208k 36.48
Spdr Ser Tr Portfolio S&p600 (SPSM) 5.4 $6.0M 133k 44.69
Spdr Ser Tr Portfolio Agrgte (SPAB) 5.0 $5.6M 188k 29.62
Ishares Tr Us Treas Bd Etf (GOVT) 4.8 $5.3M 199k 26.68
Schwab Strategic Tr Us Tips Etf (SCHP) 4.1 $4.5M 71k 62.88
Spdr Ser Tr Portfolio S&p400 (SPMD) 3.8 $4.2M 84k 49.74
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 3.3 $3.7M 89k 41.49
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) 3.1 $3.4M 38k 89.82
Vanguard Bd Index Fds Short Trm Bond (BSV) 3.0 $3.3M 41k 80.82
Ishares Tr Fltg Rate Nt Etf (FLOT) 2.8 $3.1M 62k 50.73
Ishares U S Etf Tr Gsci Cmdty Stgy (COMT) 2.1 $2.3M 75k 30.88
Vanguard Index Fds Real Estate Etf (VNQ) 2.0 $2.2M 19k 116.00
Ishares Tr Core Msci Eafe (IEFA) 0.2 $272k 3.6k 74.66
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.2 $242k 4.9k 49.45