BO

Bull Oak Capital, LLC

13F
Bull Oak Capital, LLC
Last update 2024-10-23 103 Stocks (68 new)
Value $173.00 Mil Turnover 11 %
Countries:
Top Holdings: IVV(26.42%)AVUS(14.24%)IEFA(13.12%)SPAB(9.82%)AVUV(6.86%)
Portfolio Report
Summary Stock Picks Current Portfolio
Bull Oak Capital, LLC Top Holdings of 2024-09-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
IVV 		iShares Core S&P 500 ETF
79,215
45692.730
+5.56%
26.420
+1.39%
0.010
+13.10%
+24.35%
559499.758
 
AVUS 		Avantis U.S. Equity ETF
258,807
24625.520
0%
14.240
0%
0.340
+14.22%
+21.96%
7569.900
 
IEFA 		iShares Core MSCI EAFE ETF
290,712
22690.110
+2.43%
13.120
+0.31%
0.020
+4.91%
+4.71%
121082.787
 
SPAB 		SPDR Portfolio Aggregate Bond ETF
649,422
16975.900
+56.34%
9.820
+3.54%
0.200
-2.10%
-1.76%
8206.170
 
AVUV 		Avantis U.S. Small Cap Value ETF
123,701
11869.150
+1.83%
6.860
+0.12%
0.090
+16.10%
+16.01%
14762.308
 
SPLG 		SPDR Portfolio S&P 500 ETF
149,122
10067.200
-4.44%
5.820
-0.29%
0.020
+13.21%
+24.35%
50188.147
 
GOVT 		iShares U.S. Treasury Bond ETF
383,393
8990.570
+69.57%
5.200
+2.13%
0.030
-2.50%
-1.91%
28495.312
 
VO 		Vanguard Mid-Cap ETF
25,545
6739.490
+2.90%
3.900
+0.11%
0.010
+13.63%
+17.65%
69209.340
 
FRDM 		Alpha Architect Freedom 100 Emerging Markets ETF
184,360
6596.410
+4.94%
3.810
+0.18%
0.740
+7.89%
+6.35%
878.251
 
AVDV 		Avantis International Small Cap Value ETF
57,496
4063.220
+2.38%
2.350
+0.05%
0.060
+6.75%
+7.35%
6453.768
 

Bull Oak Capital, LLC's Historical Top Holdings Breakdowns

Bull Oak Capital, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
AVUS 		Avantis U.S. Equity ETF2024-09-30Reduce
-14.54%
●
86.27 ($91.83) 95.15
$99.46
8.31%
Reduce -98.35%
4,195
-249,893
SPAB 		SPDR Portfolio Aggregate Bond ETF2024-09-30Add
+3.54%
●
24.86 ($25.76) 26.33
$25.18
-2.25%
Add 56.34%
649,422
234,041
SHV 		iShares Short Treasury Bond ETF2024-09-30Reduce
-3.07%
●
110.05 ($110.36) 110.63
$110.17
-0.17%
Reduce -57.55%
31,772
-43,072
BSV 		Vanguard Short-Term Bond ETF2024-09-30Reduce
-2.74%
●
76.38 ($77.89) 78.87
$77.28
-0.78%
Reduce -64.36%
30,707
-55,440
GOVT 		iShares U.S. Treasury Bond ETF2024-09-30Add
+2.13%
●
22.38 ($23.15) 23.66
$22.60
-2.38%
Add 69.57%
383,393
157,301
IVV 		iShares Core S&P 500 ETF2024-09-30Add
+1.39%
●
520.18 ($556.01) 576.82
$593.88
6.81%
Add 5.56%
79,215
4,174
VUG 		Vanguard Growth ETF2024-09-30New Buy
+0.66%
●
341.08 ($371.89) 391.94
$399.84
7.52%
New holding
2,981
2,981
VTV 		Vanguard Value ETF2024-09-30New Buy
+0.56%
●
159.75 ($167.43) 174.57
$178.24
6.46%
New holding
5,542
5,542
IEFA 		iShares Core MSCI EAFE ETF2024-09-30Add
+0.31%
●
70.09 ($74.86) 78.74
$73.66
-1.60%
Add 2.43%
290,712
6,889
ADBE 		Adobe Inc2024-09-30New Buy
+0.29%
●
508.13 ($548.46) 586.55
$504.78
-7.96%
New holding
952
952

Bull Oak Capital, LLC Total Holding History ($B)

To

Bull Oak Capital, LLC's Asset Allocation

To

Bull Oak Capital, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Bull Oak Capital, LLC's Hypothetical Growth since 2024-09-30

Bull Oak Capital, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Bull Oak Capital, LLC's Holdings Heat Map

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Bull Oak Capital, LLC's Holdings Bubble Chart

Bull Oak Capital, LLC News

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