Bull Oak Capital as of Dec. 31, 2022
Portfolio Holdings for Bull Oak Capital
Bull Oak Capital holds 15 positions in its portfolio as reported in the December 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Ishares Tr Core S&p500 Etf (IVV) | 24.4 | $29M | 75k | 384.21 | |
| Spdr Ser Tr Portfolio S&p500 (SPLG) | 24.3 | $29M | 639k | 44.98 | |
| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 11.4 | $14M | 181k | 74.51 | |
| Spdr Ser Tr Portfolio Agrgte (SPAB) | 9.4 | $11M | 445k | 25.13 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 7.1 | $8.5M | 32k | 266.28 | |
| Ishares Tr Short Treas Bd (SHV) | 5.2 | $6.2M | 56k | 109.92 | |
| Ishares Tr Core Msci Eafe (IEFA) | 3.8 | $4.5M | 74k | 61.64 | |
| Ishares Tr Us Treas Bd Etf (GOVT) | 3.5 | $4.1M | 182k | 22.72 | |
| Ea Series Trust Freedom 100 Em (FRDM) | 3.1 | $3.6M | 131k | 27.57 | |
| Pimco Etf Tr 15+ Yr Us Tips (LTPZ) | 2.4 | $2.9M | 50k | 58.24 | |
| Ishares Tr Fltg Rate Nt Etf (FLOT) | 2.4 | $2.8M | 56k | 50.33 | |
| Proshares Tr Bitcoin Strate (BITO) | 1.7 | $2.0M | 190k | 10.43 | |
| Ishares Tr Faln Angls Usd (FALN) | 0.7 | $866k | 35k | 24.61 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.3 | $350k | 3.9k | 88.73 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.2 | $279k | 1.5k | 191.19 |
