Blue Oak Capital, LLC Reduced Holdings in Q1 2025

Blue Oak Capital, LLC

  • $181 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
DFSU
Dimensional ETF Tr Dimen Us Su
-31.1K
- 12.78%
N/A
212K $7.6B
AAPL
Apple Inc.

Technology
-4.86K
- 50.0%
$209.68 - $247.1 $1.02M - $1.2M
4.86K $1.08B
BBUS
J P Morgan Exchg Traded Fd

ETFs
-1.54K
- 1.26%
$99.5 - $110.97 $154K - $171K
121K $12.2B
QUAL
Ishares Msci Usa Quality Facto

ETFs
-4.19K
- 62.11%
$168.16 - $186.21 $705K - $780K
2.56K $437M
DUHP
Dimensional ETF Tr Dimensional

ETFs
-15.2K
- 6.34%
$32.57 - $35.82 $496K - $546K
225K $7.46B
Dimensional ETF Trust
-20.9K
- 7.18%
N/A
270K $8.26B
IWB
Ishares Tr Russell 1000 ETF

ETFs
-1.24K
- 64.92%
$302.31 - $337.54 $374K - $418K
669 $205M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-4.95K
- 40.1%
$64.88 - $72.1 $321K - $357K
7.4K $487M
JAVA
Jp Morgan ETF Fd Tr Active Val

ETFs
-5.41K
- 12.06%
$61.9 - $66.89 $335K - $362K
39.4K $2.51B
DFAU
Dimensional ETF Tr

ETFs
-6.62K
- 56.1%
$37.84 - $42.29 $251K - $280K
5.18K $199M
VUG
Vanguard Growth ETF

ETFs
-370
- 29.72%
$369.1 - $427.61 $137K - $158K
875 $324M
JPHY
Jp Morgan High Yield Research

ETFs
-2.76K
- 3.65%
N/A
72.7K $3.35B
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-2.47K
- 40.11%
$54.25 - $57.64 $134K - $142K
3.69K $203M
IEMG
Ishares Inc

ETFs
-2.23K
- 17.84%
N/A
10.3K $554M
JEMA
Jpmorgan Activebuilders Emergi

ETFs
-3.11K
- 8.26%
$36.46 - $39.9 $113K - $124K
34.6K $1.32B
JQUA
J P Morgan ETF Tr U S Quality

ETFs
-1.2K
- 12.69%
$55.41 - $60.74 $66.3K - $72.6K
8.23K $465M
COST
Costco Wholesale Corp

Consumer Defensive
-50
- 16.84%
$890.62 - $1076.86 $44.5K - $53.8K
247 $234M
VOOG
Vanguard S&P 500 Growth ETF

ETFs
-26
- 3.04%
$333.37 - $384.99 $8.67K - $10K
828 $277M
VIG
Vanguard Dividend Appreciation

ETFs
-148
- 4.31%
N/A
3.28K $637M
JPUS
Jpmorgan Diversified Return Us

ETFs
-278
- 9.67%
$111.89 - $119.08 $31.1K - $33.1K
2.6K $299M
JIRE
J P Morgan Exchg Traded Fd Tr

ETFs
-1.9K
- 10.34%
$58.04 - $65.84 $110K - $125K
16.5K $1.05B
Pimco ETF Tr
-1.03K
- 10.33%
N/A
8.94K $239M
IEFA
Ishares Tr

ETFs
-820
- 10.45%
$69.57 - $78.65 $57K - $64.5K
7.03K $532M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
-2.9K
- 3.28%
$97.25 - $104.79 $282K - $304K
85.6K $8.88B
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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