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CIK: 0002027377
Total reported value
$906.3M
$906.3M
15 檔
75.9%
The Q4 2024 SEC filing reveals that Oak Root LLC held a total portfolio value of $906.3M, covering 15 public equity positions.
During Q4 2024, Oak Root LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including AVUS, AVLC, AVDE) accounted for 75.9% of total reported equity market value during Q4 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 38.32% | +1.67% | — | |
| 2 | AVLC | Avantis US Lg Cap Eq ETF | ETF-Other | 25.58% | -2.30% | — | |
| 3 | AVDE | Avantis International Equity | ETF-Other | 12.12% | -0.71% | — | |
| 4 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 8.95% | +0.88% | — | |
| 5 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 4.58% | +0.20% | -14.94% | |
| 6 | IDEV | Ishares Core Msci Dev Mkts | ETF-Other | 2.35% | -0.58% | -9.71% | |
| 7 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.95% | +0.07% | -5.46% | |
| 8 | VUG | Vanguard Growth ETF | ETF-Other | 1.53% | +0.46% | -13.32% | |
| 9 | VTV | Vanguard Value ETF | ETF-Other | 1.51% | +0.30% | -6.83% | |
| 10 | VXF | Vanguard Extended Market ETF | ETF-Other | 1.07% | +0.01% | -16.21% | |
| 11 | VIGI | Vanguard Int Div App Indx Fd | ETF-Other | 0.70% | — | -9.07% | |
| 12 | SCZ | Ishares Msci Eafe Small-cap | ETF-Other | 0.44% | — | — | |
| 13 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.34% | — | -13.12% | |
| 14 | MDYG | Ss Spdr S&p 400 Mc Gr ETF | ETF-Other | 0.30% | — | -13.84% | |
| 15 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-Other | 0.29% | — | +15.94% |
According to official SEC Form 13F filings, Oak Root LLC reported a total U.S. public equity portfolio value of $906.3M across 15 disclosed positions in Q4 2024.
During Q4 2024, Oak Root LLC's top holdings by market value included AVUS (38.3%)、AVLC (25.6%)、AVDE (12.1%). The largest single position, AVUS, represented 38.3% of total portfolio value.
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In Q4 2024, Oak Root 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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