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American Centy Etf Tr Us Eqt Etf shares owned by Bull Oak Capital

Quarter-by-quarter ownership of American Centy Etf Tr Us Eqt Etf (AVUS) shares owned by Bull Oak Capital from 13F filings

Historical chart of Bull Oak Capital investment in American Centy Etf Tr Us Eqt Etf

Tip: Access up to 7 years of quarterly data

All positions including American Centy Etf Tr Us Eqt Etf held by Bull Oak Capital consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in American Centy Etf Tr Us Eqt Etf by Bull Oak Capital

Quarter filed Position value Share count Share price at filing
2024-03-31 $20M 221k 89.50
2023-12-31 $3.8M 46k 81.55
2023-09-30 $22k 304 73.17
2023-06-30 $21M 284k 75.19
2023-03-31 $20M 281k 70.88

More positions owned by Bull Oak Capital

Ishares Core S&p 500 Etf Etf (IVV)
American Century Etf Trust Avantis U S Equity Etf Etf (AVUS)
Ishares Trust Ishares Short Treasury Bond Etf Etf (SHV)
Ishares Tr Core Msci Eafe Etf Etf (IEFA)
Spdr Series Trust Spdr Portfolio Aggregate Bond Etf Etf (SPAB)
Spdr Series Trust Spdr Portfolio S&p 500 Etf Etf (SPLG)
American Century Etf Trust Avantis U S Small Cap Value Etf Etf (AVUV)
Ishares Trust Ishares U S Treasury Bond Etf Etf (GOVT)
Vanguard Index Funds Vanguard Mid-cap Etf Etf (VO)
Alpha Architect Etf Tr Freedom 100 Emerging Markets Etf Etf (FRDM)
Vanguard Short Term Bond Etf Etf (BSV)
American Century Etf Trust Avantis International Small Cap Value Etf Etf (AVDV)
Proshares Trust Proshares Bitcoin Strategy Etf Etf (BITO)
Intuit Equity (INTU)
Microsoft Corp Equity (MSFT)

View all positions for Bull Oak Capital

Top funds holding American Centy Etf Tr Us Eqt Etf

Annex Advisory Services, LLC, d/b/a Annex Wealth Management
Hanson McClain Advisors
HighTower Advisors
Pacific Life Fund Advisors
Creative Planning
Vista Wealth Management Group
RVW Wealth
Waypoint Wealth Partners
Jpmorgan Chase & Co
Quantum Financial Advisors
Great Point Wealth Advisors
Wealth Enhancement Advisory Services
WMS Partners
Modera Wealth Management
CI Private Wealth

View all funds holding American Centy Etf Tr Us Eqt Etf