Bull Oak Capital

Bull Oak Capital as of Dec. 31, 2023

Portfolio Holdings for Bull Oak Capital

Bull Oak Capital holds 43 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr S P 500 Etf Tr Tr Unit (SPY) 57.8 $225M 473k 475.31
Apple (AAPL) 8.7 $34M 175k 192.53
First Solar (FSLR) 6.9 $27M 155k 172.28
Ishares Tr Core S P500 Etf (IVV) 6.0 $23M 49k 477.63
American Centy Etf Tr Us Sml Cp Valu (AVUV) 5.3 $21M 229k 89.80
Ishares Tr Short Treas Bd (SHV) 4.4 $17M 154k 110.13
Ishares Tr Core Msci Eafe (IEFA) 4.3 $17M 237k 70.35
Ishares Tr Us Treas Bd Etf (GOVT) 1.9 $7.5M 325k 23.04
Vanguard Index Fds Tot Stkidx Adm (VTSAX) 1.6 $6.1M 53k 115.49
Spdr Ser Tr Portfolio Agrgte (SPAB) 1.3 $5.0M 194k 25.64
American Centy Etf Tr Us Eqt Etf (AVUS) 1.0 $3.8M 46k 81.55
Vanguard Index Fds S P 500 Etf Shs (VOO) 0.2 $914k 2.1k 436.85
Proshares Tr Bitcoin Strate (BITO) 0.2 $728k 36k 20.49
Intuit (INTU) 0.2 $627k 1.0k 625.03
Microsoft Corporation (MSFT) 0.1 $392k 1.0k 376.14
Dimensional Etf Trust Us Mktwide Value (DFUV) 0.1 $243k 6.5k 37.22
Dimensional Etf Trust Us Equity Etf (DFUS) 0.1 $231k 4.5k 51.83
Vanguard Index Fds Total Stk Mkt (VTI) 0.0 $155k 655.00 237.22
Dimensional Etf Trust Us Targeted Vlu (DFAT) 0.0 $150k 2.9k 52.33
Deckers Outdoor Corporation (DECK) 0.0 $92k 138.00 668.43
Tesla Motors (TSLA) 0.0 $83k 335.00 248.48
NVIDIA Corporation (NVDA) 0.0 $42k 84.00 495.25
Amazon (AMZN) 0.0 $37k 240.00 151.94
Alphabet Cap Stk Cl A (GOOGL) 0.0 $30k 211.00 139.69
Meta Platforms Cl A (META) 0.0 $26k 73.00 353.96
Vanguard Index Fds Mid Cap Etf (VO) 0.0 $23k 99.00 233.75
Carnival Corp Common Stock (CCL) 0.0 $23k 1.2k 18.54
Spdr Ser Tr Portfolio S P500 (SPLG) 0.0 $22k 401.00 55.86
Netflix (NFLX) 0.0 $22k 46.00 486.87
Vanguard Cash Resvs Fed Mny Mkt Fund Admiral Shrs (VMRXX) 0.0 $21k 21k 1.00
American Centy Etf Tr Intl Smcp Vlu (AVDV) 0.0 $21k 327.00 62.57
Ea Series Trust Freedom 100 Em (FRDM) 0.0 $20k 605.00 32.90
Dfa Invt Dimensions Group Us Micro Cap (DFSCX) 0.0 $15k 569.00 26.28
Alphabet Cap Stk Cl C (GOOG) 0.0 $14k 100.00 140.93
Charter Communications Cl A (CHTR) 0.0 $13k 33.00 388.67
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.0 $13k 123.00 104.00
Tal Education Group Sponsored Ads (TAL) 0.0 $13k 1.0k 12.63
Wal-Mart Stores (WMT) 0.0 $8.7k 55.00 157.65
Experian Sponsored Adr (EXPGY) 0.0 $2.1k 51.00 40.75
Macy's (M) 0.0 $0 0 0.00
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.0 $0 0 0.00
Calvert Impact Green Bd Fd I (CGBIX) 0.0 $0 0 0.00
Calvert Social Invt Bond Fund Cl I (CBDIX) 0.0 $0 0 0.00