Bull Oak Capital

Bull Oak Capital as of Dec. 31, 2024

Portfolio Holdings for Bull Oak Capital

Bull Oak Capital holds 26 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
iShares Core S&P 500 ETF Etf (IVV) 30.5 $55M 93k 588.68
Avantis U.S. Equity ETF Etf (AVUS) 13.9 $25M 258k 96.93
iShares Core MSCI EAFE ETF Etf (IEFA) 12.6 $23M 323k 70.28
iShares Short Treasury Bond ETF Etf (SHV) 8.0 $14M 131k 110.11
Avantis U.S. Small Cap Value ETF Etf (AVUV) 6.6 $12M 124k 96.53
SPDR Portfolio S&P 500 ETF Etf (SPYM) 5.3 $9.5M 137k 68.94
SPDR Portfolio Aggregate Bond ETF Etf (SPAB) 4.5 $8.0M 320k 24.99
Vanguard Mid-Cap ETF Etf (VO) 3.9 $7.0M 27k 264.13
iShares Bitcoin Trust Etf (IBIT) 3.7 $6.6M 125k 53.05
iShares U.S. Treasury Bond ETF Equity (GOVT) 2.9 $5.3M 229k 22.98
Vanguard Short-Term Bond ETF Etf (BSV) 2.3 $4.2M 54k 77.27
Avantis International Small Cap Value ETF Etf (AVDV) 2.3 $4.1M 63k 65.08
Vanguard Growth ETF Equity (VUG) 0.7 $1.2M 3.0k 410.48
Vanguard Value ETF Equity (VTV) 0.5 $944k 5.6k 169.29
Microsoft Corporation - Equity (MSFT) 0.4 $636k 1.5k 421.54
Intuit Inc. - Equity (INTU) 0.3 $547k 871.00 628.50
SPDR S&P 500 Etf (SPY) 0.3 $507k 865.00 585.99
Freedom 100 Emerging Markets ETF Etf (FRDM) 0.2 $449k 14k 32.68
Adobe Inc. - Equity (ADBE) 0.2 $423k 952.00 444.68
NVIDIA Corporation - Equity (NVDA) 0.1 $262k 2.0k 134.31
Dimensional ETF Trust Dimensional US Marketwide Value ETF Etf (DFUV) 0.1 $239k 5.9k 40.92
Schwab US Dividend Equity ETF Equity (SCHD) 0.1 $221k 8.1k 27.32
Bank of America Corporation Equity (BAC) 0.1 $219k 5.0k 43.95
Invesco QQQ Trust, Series 1 Etf (QQQ) 0.1 $210k 411.00 511.23
Vanguard Total Stock Market ETF Equity (VTI) 0.1 $205k 707.00 289.61
DBA Sempra Equity (SRE) 0.1 $204k 2.3k 87.71