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CIK: 0001824263
Total reported value
$300.2M
$300.2M
26 檔
42.9%
According to the latest 13F quarterly dataset, Bull Oak Capital, LLC managed an equity portfolio of $300.2M at the end of Q4 2024, spanning 26 distinct U.S. exchange-listed positions.
During Q4 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 | 30.50% | +6.19% | +17.60% | |
| 2 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 13.88% | -0.04% | -0.50% | |
| 3 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 12.64% | -0.32% | +11.21% | |
| 4 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 8.00% | -1.52% | +311.43% | |
| 5 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 6.65% | +1.05% | +0.11% | |
| 6 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 5.26% | -0.07% | -8.04% | |
| 7 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 4.45% | -0.16% | -50.67% | |
| 8 | VO | Vanguard Mid-cap ETF | ETF-Other | 3.92% | -0.11% | +4.44% | |
| 9 | IBIT | Ishares Bitcoin Trust ETF | ETF-Crypto | 3.68% | -0.06% | +426.36% | |
| 10 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 2.93% | -0.17% | -40.16% | |
| 11 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 2.32% | -0.27% | +75.88% | |
| 12 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 2.28% | -0.29% | +9.53% | |
| 13 | VUG | Vanguard Growth ETF | ETF-Other | 0.68% | +0.01% | +0.10% | |
| 14 | VTV | Vanguard Value ETF | ETF-Other | 0.52% | -0.01% | +0.58% | |
| 15 | MSFT | Microsoft CORP | Stock-Tech | 0.35% | +0.01% | +18.17% | |
| 16 | INTU | Intuit Inc | Stock-Tech | 0.30% | -0.14% | EXIT | |
| 17 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.28% | -0.01% | +17.69% | |
| 18 | FRDM | Freedom 100 Emeging Mrkt ETF | ETF-Other | 0.25% | — | -92.55% | |
| 19 | ADBE | Adobe Inc | Stock-Tech | 0.24% | -0.09% | EXIT | |
| 20 | NVDA | Nvidia CORP | Stock-Tech | 0.15% | +0.01% | — | |
| 21 | DFUV | Dimensional US Marketwide Va | ETF-Other | 0.13% | +0.03% | -1.90% | |
| 22 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.12% | — | +181.71% | |
| 23 | BAC | Bank Of America CORP | Stock-Financials | 0.12% | — | — | |
| 24 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.12% | +0.04% | — | |
| 25 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.11% | -5.21% | +0.14% | |
| 26 | SRE | Sempra | Stock-Utilities | 0.11% | -0.03% | -54.08% |
According to official SEC Form 13F filings, Bull Oak Capital, LLC reported a total U.S. public equity portfolio value of $300.2M across 26 disclosed positions in Q4 2024.
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In terms of portfolio concentration, the top 5 core holdings (including IVV, AVUS, IEFA) accounted for 42.9% of total reported equity market value during Q4 2024.
During Q4 2024, Bull Oak Capital, LLC's top holdings by market value included IVV (30.5%)、AVUS (13.9%)、IEFA (12.6%). The largest single position, IVV, represented 30.5% of total portfolio value.
In Q4 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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