Oak Root LLC
10 holdingsFiling period: 2026-03-31Current AUM: $928.1Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | AVUS | AMERICAN CENTY ETF TR | 2.91M | $323.1M | $370.8M | 39.95% | -- | 2026-03-31 |
| 2 | AVLC | AMERICAN CENTY ETF TR | 2.35M | $182.4M | $209.8M | 22.61% | -85,700 | 2026-03-31 |
| 3 | AVDE | AMERICAN CENTY ETF TR | 1.43M | $121.1M | $130.2M | 14.03% | -- | 2026-03-31 |
| 4 | AVEM | AMERICAN CENTY ETF TR | 1.08M | $86.7M | $96.3M | 10.37% | -- | 2026-03-31 |
| 5 | VOO | VANGUARD INDEX FDS | 54.0K | $32.2M | $37.0M | 3.99% | +647 | 2026-03-31 |
| 6 | VTV | VANGUARD INDEX FDS | 113.7K | $22.3M | $25.0M | 2.69% | -3,317 | 2026-03-31 |
| 7 | VUG | VANGUARD INDEX FDS | 50.4K | $22.0M | $25.8M | 2.78% | +3.9K | 2026-03-31 |
| 8 | IDEV | ISHARES TR | 221.5K | $18.5M | $20.0M | 2.16% | +44.3K | 2026-03-31 |
| 9 | IEMG | ISHARES INC | 149.9K | $10.5M | $11.6M | 1.25% | -13,787 | 2026-03-31 |
| 10 | VXF | VANGUARD INDEX FDS | 6.6K | $1.4M | $1.6M | 0.17% | -3,654 | 2026-03-31 |
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