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CIK: 0001824263
Total reported value
$300.2M
$300.2M
45 檔
35.3%
According to the latest 13F quarterly dataset, Bull Oak Capital, LLC managed an equity portfolio of $300.2M at the end of Q2 2024, spanning 45 distinct U.S. exchange-listed positions.
During Q2 2024, Bull Oak Capital, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 26.44% | +6.19% | +27.00% | |
| 2 | ✓ | American Century ETF Trust Avantis U S Equity ETF | ETF-Other | 14.76% | — | — | |
| 3 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 13.28% | -0.32% | +21.15% | |
| 4 | ✓ | American Centy ETF Tr | ETF-Other | 7.02% | — | — | |
| 5 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 6.71% | -0.16% | -21.38% | |
| 6 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 6.43% | -0.07% | -12.01% | |
| 7 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 5.33% | -1.52% | -52.55% | |
| 8 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 4.25% | -0.27% | +64.12% | |
| 9 | FRDM | Freedom 100 Emeging Mrkt ETF | ETF-Other | 4.00% | — | +15.07% | |
| 10 | VO | Vanguard Mid-cap ETF | ETF-Other | 3.87% | -0.11% | +19.17% | |
| 11 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 3.29% | -0.17% | -38.89% | |
| 12 | ✓ | American Century ETF Trust Avantis International Small Cap Value ETF | ETF-Small Cap | 2.35% | — | — | |
| 13 | IBIT | Ishares Bitcoin Trust ETF | ETF-Crypto | 0.45% | -0.06% | — | |
| 14 | INTU | Intuit Inc | Stock-Tech | 0.43% | -0.14% | EXIT | |
| 15 | MSFT | Microsoft CORP | Stock-Tech | 0.30% | +0.01% | — | |
| 16 | DFUV | Dimensional US Marketwide Va | ETF-Other | 0.15% | +0.03% | -3.88% | |
| 17 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.14% | -0.01% | — | |
| 18 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 0.13% | — | -24.98% | |
| 19 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.12% | -5.21% | +7.79% | |
| 20 | DECK | Deckers Outdoor CORP | Stock-Consumer Disc | 0.09% | — | — | |
| 21 | NVDA | Nvidia CORP | Stock-Tech | 0.07% | +0.01% | +900.00% | |
| 22 | VTSAX | Vanguard Ttl Stk Mkt-adm | Stock-Other | 0.06% | — | — | |
| 23 | DFAT | Dimensional US Target Value | ETF-Other | 0.05% | — | -5.08% | |
| 24 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.04% | — | -3.88% | |
| 25 | ✓ | Stock-Other | 0.03% | — | — | ||
| 26 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.02% | +0.12% | NEW | |
| 27 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.02% | — | — | |
| 28 | ICEIX | Nomra International Core-ins | Stock-Other | 0.02% | — | — | |
| 29 | NFLX | Netflix Inc | Stock-Comm Services | 0.02% | — | — | |
| 30 | EXPGY | Experian Plc-spons Adr | Stock-Other | 0.02% | — | — | |
| 31 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.02% | — | -23.19% | |
| 32 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.01% | — | — | |
| 33 | MEIIX | Mfs Value Fund-i | Stock-Other | 0.01% | — | — | |
| 34 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.01% | — | — | |
| 35 | GERIX | Gldmn Schs E/m Eq Insg-inst | Stock-Other | 0.01% | — | — | |
| 36 | HGOIX | Hartford Growth Opport-i | Stock-Other | 0.01% | — | — | |
| 37 | JUESX | Jpmorgan US Equity-i | Stock-Other | 0.01% | — | — | |
| 38 | APGYX | AB Large Cap Growth-adv | Stock-Other | 0.01% | — | — | |
| 39 | TAL | Tal Education Group- Adr | Stock-Consumer Staples | 0.01% | — | — | |
| 40 | PCBIX | Principal Midcap Fund-inst | Stock-Other | 0.01% | — | — | |
| 41 | ✓ | Stock-Other | 0.01% | — | — | ||
| 42 | ✓ | Stock-Other | 0.01% | — | — | ||
| 43 | LBNYX | Lord Abbett Bnd Debentur-i | Stock-Other | — | — | — | |
| 44 | AGG | Ishares Core U.s. Aggregate | ETF-Other | — | — | — | |
| 45 | PIREX | Principal Real Est Sec-inst | Stock-Other | — | — | — |
According to official SEC Form 13F filings, Bull Oak Capital, LLC reported a total U.S. public equity portfolio value of $300.2M across 45 disclosed positions in Q2 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including IVV, AMERICAN CENTURY ETF TRUST AVANTIS U S EQUITY ETF, IEFA) accounted for 35.3% of total reported equity market value during Q2 2024.
During Q2 2024, Bull Oak Capital, LLC's top holdings by market value included IVV (26.4%)、AMERICAN CENTURY ETF TRUST AVANTIS U S EQUITY ETF (14.8%)、IEFA (13.3%). The largest single position, IVV, represented 26.4% of total portfolio value.
In Q2 2024, Bull Oak Capital, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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