Bull Oak Capital

Bull Oak Capital as of March 31, 2026

Portfolio Holdings for Bull Oak Capital

Bull Oak Capital holds 38 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p500 Etf (IVV) 29.9 $78M 119k 653.21
Ishares Tr Core Msci Eafe (IEFA) 13.3 $35M 382k 90.53
Ishares Tr Trust Ishare 0-1 (SHV) 10.8 $28M 254k 110.39
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO) 7.6 $20M 175k 112.11
Vanguard Index Fds Total Stk Mkt (VTI) 6.0 $16M 49k 320.81
Ishares Tr 0-3 Mnth Treasry (SGOV) 4.4 $12M 115k 100.66
American Centy Etf Tr Us Eqt Etf (AVUS) 4.4 $11M 102k 111.18
Spdr Series Trust State Street Spd (SPYM) 3.5 $9.0M 118k 76.54
Ishares Gold Tr Ishares New (IAU) 3.4 $8.8M 100k 88.16
American Centy Etf Tr Intl Smcp Vlu (AVDV) 2.9 $7.6M 76k 99.86
Vanguard Bd Index Fds Short Trm Bond (BSV) 2.4 $6.2M 79k 78.41
Spdr Series Trust State Street Spd (SPAB) 1.6 $4.1M 161k 25.62
Ishares Tr Us Treas Bd Etf (GOVT) 1.6 $4.1M 179k 22.91
American Centy Etf Tr Us Sml Cp Valu (AVUV) 1.5 $4.0M 36k 110.47
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 1.2 $3.1M 80k 38.42
Vanguard Index Fds Mid Cap Etf (VO) 1.0 $2.7M 9.4k 287.18
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.8 $2.2M 85k 25.64
Vanguard Index Fds Growth Etf (VUG) 0.5 $1.3M 3.0k 436.79
Vanguard Index Fds Value Etf (VTV) 0.4 $1.1M 5.6k 196.20
Procter & Gamble Company (PG) 0.3 $700k 4.8k 144.43
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 0.3 $667k 1.0k 650.31
Exxon Mobil Corporation (XOM) 0.2 $591k 3.5k 169.66
Wells Fargo & Company (WFC) 0.2 $590k 7.4k 79.61
Qualcomm (QCOM) 0.2 $582k 4.5k 128.78
Microsoft Corporation (MSFT) 0.2 $538k 1.5k 370.17
Sempra Energy (SRE) 0.1 $387k 4.0k 97.17
Intuit (INTU) 0.1 $370k 855.00 432.38
Travelers Companies (TRV) 0.1 $314k 1.1k 291.68
Apple (AAPL) 0.1 $308k 1.2k 253.79
Dimensional Etf Trust Us Mktwide Value (DFUV) 0.1 $283k 5.8k 48.46
Pepsi (PEP) 0.1 $270k 1.7k 155.29
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $255k 427.00 597.48
NVIDIA Corporation (NVDA) 0.1 $252k 1.4k 174.40
Oklo Com Cl A (OKLO) 0.1 $248k 5.0k 49.59
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $237k 411.00 577.18
Adobe Systems Incorporated (ADBE) 0.1 $231k 952.00 243.08
Dimensional Etf Trust Us Equity Market (DFUS) 0.1 $218k 3.1k 70.91
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.1 $214k 7.0k 30.68