Bull Oak Capital

Bull Oak Capital as of March 31, 2025

Portfolio Holdings for Bull Oak Capital

Bull Oak Capital holds 23 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p500 Etf (IVV) 29.5 $54M 96k 561.90
Ishares Tr Core Msci Eafe (IEFA) 14.4 $27M 350k 75.65
American Centy Etf Tr Us Eqt Etf (AVUS) 12.6 $23M 251k 92.38
Ishares Tr Short Treas Bd (SHV) 11.1 $20M 185k 110.46
American Centy Etf Tr Us Sml Cp Valu (AVUV) 5.2 $9.6M 110k 87.17
Spdr Ser Tr Portfolio S&p500 (SPLG) 4.6 $8.5M 129k 65.76
Vanguard Index Fds Mid Cap Etf (VO) 3.9 $7.2M 28k 258.62
American Centy Etf Tr Intl Smcp Vlu (AVDV) 3.6 $6.6M 94k 69.74
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 3.4 $6.3M 135k 46.81
Spdr Ser Tr Portfolio Agrgte (SPAB) 2.7 $4.9M 192k 25.54
Ishares Tr Us Treas Bd Etf (GOVT) 2.5 $4.6M 201k 22.98
Vanguard Bd Index Fds Short Trm Bond (BSV) 2.5 $4.6M 59k 78.28
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 1.0 $1.9M 85k 22.08
Vanguard Index Fds Growth Etf (VUG) 0.6 $1.1M 3.0k 370.82
Vanguard Index Fds Value Etf (VTV) 0.5 $969k 5.6k 172.73
Microsoft Corporation (MSFT) 0.3 $566k 1.5k 375.47
Intuit (INTU) 0.3 $539k 878.00 613.99
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.3 $487k 871.00 559.25
salesforce (CRM) 0.2 $428k 1.6k 268.29
Adobe Systems Incorporated (ADBE) 0.2 $368k 959.00 383.53
Dimensional Etf Trust Us Mktwide Value (DFUV) 0.1 $241k 5.9k 41.21
Apple (AAPL) 0.1 $238k 1.1k 222.09
Bank of America Corporation (BAC) 0.1 $212k 5.1k 41.73