Bull Oak Capital

Bull Oak Capital as of Dec. 31, 2025

Portfolio Holdings for Bull Oak Capital

Bull Oak Capital holds 36 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p500 Etf (IVV) 30.5 $75M 109k 684.94
Ishares Tr Core Msci Eafe (IEFA) 13.2 $32M 362k 89.46
Ishares Tr Trust Ishare 0-1 (SHV) 10.0 $24M 221k 110.15
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO) 7.7 $19M 158k 119.32
Vanguard Index Fds Total Stk Mkt (VTI) 6.4 $16M 47k 335.27
American Centy Etf Tr Us Eqt Etf (AVUS) 4.7 $12M 103k 111.78
Spdr Series Trust Portfolio S&p500 (SPYM) 3.9 $9.5M 118k 80.22
Ishares Tr 0-3 Mnth Treasry (SGOV) 3.9 $9.5M 94k 100.38
Ishares Gold Tr Ishares New (IAU) 3.1 $7.7M 95k 81.17
American Centy Etf Tr Intl Smcp Vlu (AVDV) 2.8 $6.9M 74k 93.97
Vanguard Bd Index Fds Short Trm Bond (BSV) 2.2 $5.4M 69k 78.81
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 1.5 $3.7M 75k 49.65
Spdr Series Trust Portfolio Agrgte (SPAB) 1.5 $3.6M 140k 25.75
Ishares Tr Us Treas Bd Etf (GOVT) 1.5 $3.6M 156k 23.02
American Centy Etf Tr Us Sml Cp Valu (AVUV) 1.3 $3.2M 32k 101.98
Vanguard Index Fds Mid Cap Etf (VO) 1.2 $2.8M 9.8k 290.22
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.9 $2.3M 85k 26.91
Vanguard Index Fds Growth Etf (VUG) 0.6 $1.5M 3.0k 487.86
Vanguard Index Fds Value Etf (VTV) 0.4 $1.1M 5.6k 190.99
Qualcomm (QCOM) 0.3 $773k 4.5k 171.05
Microsoft Corporation (MSFT) 0.3 $703k 1.5k 483.62
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.3 $699k 1.0k 681.89
Intuit (INTU) 0.2 $566k 855.00 662.42
Exxon Mobil Corporation (XOM) 0.2 $419k 3.5k 120.34
Adobe Systems Incorporated (ADBE) 0.1 $336k 959.00 349.99
Apple (AAPL) 0.1 $330k 1.2k 271.86
Alphabet Cap Stk Cl A (GOOGL) 0.1 $303k 969.00 313.00
Procter & Gamble Company (PG) 0.1 $293k 2.0k 143.28
Bank of America Corporation (BAC) 0.1 $277k 5.0k 55.00
NVIDIA Corporation (NVDA) 0.1 $276k 1.5k 186.50
Dimensional Etf Trust Us Mktwide Value (DFUV) 0.1 $273k 5.8k 46.59
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $268k 427.00 627.06
salesforce (CRM) 0.1 $262k 987.00 264.91
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $253k 411.00 614.31
Pepsi (PEP) 0.1 $250k 1.7k 143.52
Dimensional Etf Trust Us Equity Market (DFUS) 0.1 $228k 3.1k 74.17