Oak Root as of March 31, 2026
Portfolio Holdings for Oak Root
Oak Root holds 10 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 |
|---|---|---|---|---|---|
| American Centy Etf Tr Us Eqt Etf (AVUS) | 39.4 | $323M | 2.9M | 111.18 | |
| American Centy Etf Tr Avantis Us Larg (AVLC) | 22.2 | $182M | 2.4M | 77.55 | |
| American Centy Etf Tr Intl Eqt Etf (AVDE) | 14.8 | $121M | 1.4M | 84.84 | |
| American Centy Etf Tr Avantis Emgmkt (AVEM) | 10.6 | $87M | 1.1M | 80.58 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 3.9 | $32M | 54k | 597.55 | |
| Vanguard Index Fds Value Etf (VTV) | 2.7 | $22M | 114k | 196.20 | |
| Vanguard Index Fds Growth Etf (VUG) | 2.7 | $22M | 50k | 436.79 | |
| Ishares Tr Core Msci Intl (IDEV) | 2.3 | $19M | 222k | 83.57 | |
| Ishares Core Msci Emkt (IEMG) | 1.3 | $11M | 150k | 69.75 | |
| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.2 | $1.4M | 6.6k | 205.80 |
