Bull Oak Capital

Bull Oak Capital as of March 31, 2023

Portfolio Holdings for Bull Oak Capital

Bull Oak Capital holds 16 positions in its portfolio as reported in the March 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core Msci Eafe Put Option (IEFA) 15.5 $20M 300k 66.85
American Centy Etf Tr Us Eqt Etf Put Option (AVUS) 15.4 $20M 281k 70.88
Spdr Ser Tr Portfolio S&p500 Put Option (SPLG) 14.6 $19M 393k 48.15
American Centy Etf Tr Us Sml Cp Valu Put Option (AVUV) 14.2 $18M 247k 74.06
Ishares Tr Core S&p500 Etf Put Option (IVV) 13.8 $18M 43k 411.08
Spdr Ser Tr Portfolio Agrgte Put Option (SPAB) 8.5 $11M 426k 25.79
Ishares Tr Short Treas Bd Put Option (SHV) 4.9 $6.4M 58k 110.50
Ishares Tr Us Treas Bd Etf Put Option (GOVT) 3.8 $5.0M 213k 23.38
Ea Series Trust Freedom 100 Em Put Option (FRDM) 3.7 $4.8M 165k 29.39
Proshares Tr Bitcoin Strate Put Option (BITO) 2.1 $2.7M 154k 17.52
Pimco Etf Tr 15+ Yr Us Tips Put Option (LTPZ) 2.1 $2.7M 43k 61.68
Microsoft Corporation Put Option (MSFT) 0.4 $507k 1.8k 288.30
Alphabet Cap Stk Cl C Put Option (GOOG) 0.3 $420k 4.0k 104.00
Vanguard Index Fds Total Stk Mkt Put Option (VTI) 0.2 $298k 1.5k 204.10
Dimensional Etf Trust Us Mktwide Value Put Option (DFUV) 0.2 $285k 8.5k 33.48
Dimensional Etf Trust Us Equity Etf Put Option (DFUS) 0.2 $248k 5.6k 44.43