Blue Oak Capital, LLC Incresed Positions in Q1 2025

Blue Oak Capital, LLC

  • $181 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
Pimco ETF Tr
76.6K
+ 54.82%
N/A
216K $5.7B
CMF
Ishares California Muni Bond E

ETFs
34.9K
+ 185.78%
$55.93 - $57.47 $1.95M - $2M
53.6K $3.02B
DFSD
Dimensional ETF Tr Short Durat

ETFs
35.6K
+ 50.8%
$46.74 - $47.55 $1.66M - $1.69M
106K $5.02B
JCPB
J P Morgan Exchange Traded Fd

ETFs
27.7K
+ 7.26%
$45.56 - $47.23 $1.26M - $1.31M
409K $19.2B
DFSB
Dimensional ETF Tr Dimensional
24.4K
+ 8.32%
N/A
318K $16.4B
IUSB
Ishares Core Total Usd Bond Ma

ETFs
26.9K
+ 60.65%
$44.72 - $46.25 $1.2M - $1.24M
71.2K $3.28B
DFIV
Dimensional ETF Tr

ETFs
19.1K
+ 18.51%
$35.33 - $40.77 $673K - $777K
122K $4.8B
BOND
Pimco Active Bond Exchange Tra

ETFs
11.5K
+ 33.75%
$89.27 - $92.9 $1.03M - $1.07M
45.7K $4.23B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
7.83K
+ 6.54%
$95.85 - $99.25 $750K - $777K
127K $12.6B
JPIE
J P Morgan Exchange Traded Fd
18.6K
+ 17.34%
$45.46 - $46.18 $846K - $859K
126K $5.8B
BND
Vanguard Bd Index Fd Inc Total

ETFs
10.6K
+ 80.08%
$71.17 - $73.66 $755K - $781K
23.9K $1.75B
SPTL
Spdr Portfolio Long Term Treas

ETFs
19.2K
+ 115.15%
$25.54 - $27.64 $490K - $530K
35.8K $977M
DIHP
Dimensional ETF Tr Dimensional

ETFs
7.83K
+ 4.51%
$25.1 - $27.85 $196K - $218K
181K $4.88B
JMOM
J P Morgan ETF Tr U S Momentum

ETFs
8.84K
+ 64.47%
$55.12 - $62.6 $487K - $553K
22.6K $1.27B
JPIN
Jp Morgan Diversified Return I

ETFs
3.46K
+ 26.14%
$52.75 - $58.91 $183K - $204K
16.7K $955M
DFEV
Dimensional ETF Tr Emerging Mk

ETFs
3.68K
+ 4.74%
$25.44 - $27.95 $93.6K - $103K
81.4K $2.2B
JIGB
Jpmorgan Tr Corporate Bond Res

ETFs
2.18K
+ 10.26%
N/A
23.4K $1.06B
JGRO
J P Morgan Exchange Traded Fd
3.79K
+ 13.24%
N/A
32.4K $2.39B
JVAL
J P Morgan ETF Tr U S Value Fa

ETFs
2.38K
+ 15.78%
$40.87 - $45.28 $97.4K - $108K
17.5K $724M
JPEM
Jp Morgan Diversified Return

ETFs
1.17K
+ 18.64%
$50.81 - $54.04 $59.3K - $63.1K
7.44K $392M
AMZN
Amazon Com Inc

Consumer Cyclical
470
+ 34.18%
$190.26 - $242.06 $89.4K - $114K
1.85K $351M
EMNT
Pimco ETF Tr Enhanced Short Ma

ETFs
475
+ 5.45%
$98.43 - $98.88 $46.8K - $47K
9.19K $907M
J P Morgan Exchange Traded F
1.37K
+ 2.7%
N/A
52K $3.06B
PSF
Cohen & Steers Select Preferred & Income Fund, Inc.

Financial Services
78
+ 0.55%
$19.51 - $20.4 $1.52K - $1.59K
14.2K $284M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
11
+ 0.67%
$126.11 - $135.06 $1.39K - $1.49K
1.65K $213M
Activity Summary
Buys All Purchases 41 New Holdings 15 Increased Positions 26 Sells All Sells 41 Reductions 25 Sold out 16 Options Calls 0 Puts 0
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