Bull Oak Capital

Bull Oak Capital as of March 31, 2022

Portfolio Holdings for Bull Oak Capital

Bull Oak Capital holds 25 positions in its portfolio as reported in the March 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr Ser Tr Portfolio S&p500 (SPLG) 15.0 $18M 345k 53.13
Ishares Tr Core S&p500 Etf (IVV) 14.6 $18M 39k 453.68
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 7.9 $9.6M 95k 101.29
Invesco Qqq Tr Unit Ser 1 (QQQ) 7.4 $9.1M 25k 362.56
Vanguard Index Fds Value Etf (VTV) 7.0 $8.5M 58k 147.79
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 5.7 $7.0M 203k 34.28
Spdr Ser Tr Portfolio Agrgte (SPAB) 5.4 $6.6M 239k 27.79
Ishares Tr U.s. Energy Etf (IYE) 5.2 $6.3M 155k 40.92
Ishares Tr Fltg Rate Nt Etf (FLOT) 4.4 $5.4M 107k 50.52
Ishares U S Etf Tr Gsci Cmdty Stgy (COMT) 4.1 $5.0M 126k 40.05
Ishares Tr Us Treas Bd Etf (GOVT) 3.9 $4.7M 189k 24.91
Spdr Ser Tr Portfolio S&p600 (SPSM) 3.7 $4.6M 109k 42.07
Alpha Architect Etf Tr Freedom 100 Em (FRDM) 3.4 $4.1M 121k 34.17
Proshares Tr Bitcoin Strate (BITO) 3.1 $3.8M 131k 28.56
Spdr Ser Tr Portfolio S&p400 (SPMD) 3.0 $3.7M 77k 47.16
Ishares Tr Faln Angls Usd (FALN) 2.3 $2.8M 100k 27.76
Schwab Strategic Tr Us Tips Etf (SCHP) 1.6 $2.0M 32k 60.71
Alphabet Cap Stk Cl C (GOOG) 0.5 $592k 212.00 2792.45
Vanguard Index Fds Total Stk Mkt (VTI) 0.3 $415k 1.8k 227.65
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.3 $361k 7.8k 46.11
Tesla Motors (TSLA) 0.2 $286k 265.00 1079.25
Ishares Tr Core Us Aggbd Et (AGG) 0.2 $286k 2.7k 107.12
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 0.2 $272k 5.7k 48.12
Apple (AAPL) 0.2 $262k 1.5k 174.67
Ishares Tr Core Msci Eafe (IEFA) 0.2 $253k 3.6k 69.45