Bull Oak Capital

Bull Oak Capital as of June 30, 2022

Portfolio Holdings for Bull Oak Capital

Bull Oak Capital holds 19 positions in its portfolio as reported in the June 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core High Dv Etf (HDV) 15.1 $16M 163k 100.43
Ishares Tr Core S&p500 Etf (IVV) 14.6 $16M 42k 379.14
Spdr Ser Tr Portfolio S&p500 (SPLG) 14.5 $16M 354k 44.34
American Centy Etf Tr Us Sml Cp Valu (AVUV) 13.9 $15M 220k 68.36
Vanguard Bd Index Fds Short Trm Bond (BSV) 8.2 $8.8M 115k 76.79
Ishares Tr Eafe Value Etf (EFV) 8.0 $8.7M 200k 43.40
Ishares Tr Us Treas Bd Etf (GOVT) 4.4 $4.8M 199k 23.90
Schwab Strategic Tr Us Tips Etf (SCHP) 3.9 $4.2M 76k 55.80
Ea Series Trust Freedom 100 Em (FRDM) 3.5 $3.8M 138k 27.56
Ishares U S Etf Tr Gsci Cmdty Stgy (COMT) 2.0 $2.2M 54k 40.94
Ishares Gold Tr Ishares New (IAU) 2.0 $2.1M 62k 34.31
Ishares Tr 20 Yr Tr Bd Etf (TLT) 2.0 $2.1M 19k 114.87
Ishares Tr Faln Angls Usd (FALN) 1.6 $1.8M 72k 24.62
Select Sector Spdr Tr Sbi Int-inds (XLI) 1.5 $1.6M 19k 87.35
Ishares Tr U.s. Energy Etf (IYE) 1.4 $1.5M 39k 38.11
Ishares Tr U.s. Bas Mtl Etf (IYM) 1.4 $1.5M 13k 117.76
Proshares Tr Bitcoin Strate (BITO) 1.3 $1.4M 122k 11.61
Alphabet Cap Stk Cl C (GOOG) 0.4 $431k 197.00 2187.82
Vanguard Index Fds Total Stk Mkt (VTI) 0.3 $275k 1.5k 188.49