Bull Oak Capital

Bull Oak Capital as of June 30, 2025

Portfolio Holdings for Bull Oak Capital

Bull Oak Capital holds 32 positions in its portfolio as reported in the June 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p500 Etf (IVV) 29.6 $65M 105k 620.90
Ishares Tr Core Msci Eafe (IEFA) 13.5 $30M 354k 83.48
Ishares Tr Short Treas Bd (SHV) 10.9 $24M 216k 110.42
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO) 5.8 $13M 114k 112.47
Vanguard Index Fds Total Stk Mkt (VTI) 5.7 $12M 41k 303.93
American Centy Etf Tr Us Eqt Etf (AVUS) 5.2 $11M 114k 100.82
Ishares Tr 0-3 Mnth Treasry (SGOV) 4.5 $9.8M 98k 100.69
Spdr Series Trust Portfolio S&p500 (SPYM) 4.1 $8.9M 123k 72.69
American Centy Etf Tr Intl Smcp Vlu (AVDV) 2.8 $6.1M 77k 79.28
Ishares Gold Tr Ishares New (IAU) 2.7 $6.0M 96k 62.36
Vanguard Bd Index Fds Short Trm Bond (BSV) 2.3 $5.0M 63k 78.70
American Centy Etf Tr Us Sml Cp Valu (AVUV) 2.1 $4.6M 51k 91.10
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 1.9 $4.2M 69k 61.21
Vanguard Index Fds Mid Cap Etf (VO) 1.8 $4.0M 14k 279.83
Spdr Series Trust Portfolio Agrgte (SPAB) 1.6 $3.5M 136k 25.60
Ishares Tr Us Treas Bd Etf (GOVT) 1.5 $3.4M 146k 22.98
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.9 $2.1M 85k 24.44
Vanguard Index Fds Growth Etf (VUG) 0.6 $1.3M 3.0k 438.40
Vanguard Index Fds Value Etf (VTV) 0.5 $991k 5.6k 176.74
Microsoft Corporation (MSFT) 0.3 $749k 1.5k 497.41
Intuit (INTU) 0.3 $692k 878.00 787.63
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.3 $633k 1.0k 618.14
salesforce (CRM) 0.2 $373k 1.4k 272.69
Adobe Systems Incorporated (ADBE) 0.2 $371k 959.00 386.88
NVIDIA Corporation (NVDA) 0.1 $250k 1.6k 157.99
Dimensional Etf Trust Us Mktwide Value (DFUV) 0.1 $247k 5.8k 42.28
Bank of America Corporation (BAC) 0.1 $238k 5.0k 47.32
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $227k 411.00 551.64
Apple (AAPL) 0.1 $219k 1.1k 205.18
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.1 $208k 7.9k 26.50
Dimensional Etf Trust Us Equity Market (DFUS) 0.1 $206k 3.1k 67.02
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.1 $200k 6.9k 29.21