Bull Oak Capital

Bull Oak Capital as of Sept. 30, 2022

Portfolio Holdings for Bull Oak Capital

Bull Oak Capital holds 20 positions in its portfolio as reported in the September 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p500 Etf (IVV) 17.9 $18M 51k 358.65
Spdr Ser Tr Portfolio S&p500 (SPLG) 17.5 $18M 427k 41.99
Ishares Tr Core High Dv Etf (HDV) 12.0 $12M 135k 91.29
Kraneshares Tr Kfa Mount Lucas (KMLM) 10.9 $11M 290k 38.36
American Centy Etf Tr Us Sml Cp Valu (AVUV) 7.7 $7.9M 120k 66.14
Ishares Tr Msci Eafe Etf (EFA) 5.0 $5.1M 92k 56.01
Vanguard Bd Index Fds Short Trm Bond (BSV) 4.6 $4.8M 64k 74.82
Ishares Tr Us Treas Bd Etf (GOVT) 4.1 $4.2M 185k 22.76
Ishares Tr Short Treas Bd (SHV) 4.1 $4.2M 38k 110.01
Ea Series Trust Freedom 100 Em (FRDM) 3.5 $3.6M 142k 24.99
Select Sector Spdr Tr Sbi Healthcare (XLV) 2.3 $2.4M 20k 121.13
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 2.2 $2.3M 34k 66.74
Ishares Tr Fltg Rate Nt Etf (FLOT) 2.1 $2.2M 43k 50.27
Select Sector Spdr Tr Sbi Int-utils (XLU) 2.1 $2.1M 33k 65.51
Proshares Tr Bitcoin Strate (BITO) 2.1 $2.1M 177k 11.99
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.6 $617k 6.0k 102.49
Ishares Tr Faln Angls Usd (FALN) 0.5 $482k 20k 23.89
Alphabet Cap Stk Cl C (GOOG) 0.4 $379k 3.9k 96.19
Vanguard Index Fds Total Stk Mkt (VTI) 0.3 $262k 1.5k 179.58
Tesla Motors (TSLA) 0.2 $204k 768.00 265.62