Bull Oak Capital, LLC
39 holdingsFiling period: 2026-03-31Current AUM: $286.9Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 119.1K | $77.8M | $89.3M | 31.14% | +10.0K | 2026-03-31 |
| 2 | IEFA | ISHARES TR | 381.9K | $34.6M | $37.5M | 13.08% | +20.4K | 2026-03-31 |
| 3 | SHV | ISHARES TR | 254.1K | $28.1M | $28.1M | 9.78% | +32.9K | 2026-03-31 |
| 4 | SPMO | INVESCO EXCH TRADED FD TR II | 175.4K | $19.7M | $25.2M | 8.80% | +17.5K | 2026-03-31 |
| 5 | VTI | VANGUARD INDEX FDS | 49.0K | $15.7M | $18.1M | 6.29% | +2.3K | 2026-03-31 |
| 6 | SGOV | ISHARES TR | 115.0K | $11.6M | $11.6M | 4.04% | +20.6K | 2026-03-31 |
| 7 | AVUS | AMERICAN CENTY ETF TR | 102.2K | $11.4M | $13.0M | 4.55% | -462 | 2026-03-31 |
| 8 | SPYM | SPDR SERIES TRUST | 117.5K | $9.0M | $10.3M | 3.60% | -818 | 2026-03-31 |
| 9 | IAU | ISHARES GOLD TR | 99.9K | $8.8M | $7.6M | 2.65% | +5.3K | 2026-03-31 |
| 10 | AVDV | AMERICAN CENTY ETF TR | 76.4K | $7.6M | $8.0M | 2.79% | +2.5K | 2026-03-31 |
| 11 | BSV | VANGUARD BD INDEX FDS | 79.4K | $6.2M | $6.2M | 2.15% | +10.3K | 2026-03-31 |
| 12 | SPAB | SPDR SERIES TRUST | 161.3K | $4.1M | $4.0M | 1.41% | +21.4K | 2026-03-31 |
| 13 | GOVT | ISHARES TR | 178.6K | $4.1M | $4.0M | 1.40% | +22.8K | 2026-03-31 |
| 14 | AVUV | AMERICAN CENTY ETF TR | 36.0K | $4.0M | $4.5M | 1.57% | +4.1K | 2026-03-31 |
| 15 | IBIT | ISHARES BITCOIN TRUST ETF | 79.8K | $3.1M | $2.8M | 0.99% | +4.4K | 2026-03-31 |
| 16 | VO | VANGUARD INDEX FDS | 9.4K | $2.7M | $3.0M | 1.06% | -422 | 2026-03-31 |
| 17 | SCHX | SCHWAB STRATEGIC TR | 84.7K | $2.2M | $2.5M | 0.87% | +168 | 2026-03-31 |
| 18 | VUG | VANGUARD INDEX FDS | 3.0K | $1.3M | $1.5M | 0.53% | -- | 2026-03-31 |
| 19 | VTV | VANGUARD INDEX FDS | 5.6K | $1.1M | $1.2M | 0.43% | -- | 2026-03-31 |
| 20 | PG | PROCTER & GAMBLE CO | 4.8K | $699K | $699K | 0.24% | +2.8K | 2026-03-31 |
| 21 | SPY | STATE STR SPDR S&P 500 ETF T | 1.0K | $666K | $765K | 0.27% | -- | 2026-03-31 |
| 22 | XOM | EXXON MOBIL CORP | 3.5K | $590K | $541K | 0.19% | -- | 2026-03-31 |
| 23 | XOM | EXXON MOBIL CORP | 3.5K | $590K | $541K | 0.19% | -- | 2026-03-31 |
| 24 | WFC | WELLS FARGO & CO | 7.4K | $589K | $640K | 0.22% | -- | 2026-03-31 |
| 25 | QCOM | QUALCOMM INC | 4.5K | $581K | $666K | 0.23% | -- | 2026-03-31 |
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