Bull Oak Capital, LLC Purchases and Sells in Q2 2025

Bull Oak Capital, LLC

$215 Million
Q2 2025

Top Buys

Incresed Positions

5 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IVV	8.22K + 8.52%	$498.8 - $620.9 $4.1M - $5.1M	105K $65M
SHV	31.4K + 17.01%	$110.06 - $110.46 $3.46M - $3.47M	216K $23.9M
IEFA	4.14K + 1.18%	$67.83 - $84.09 $280K - $348K	354K $29.6M
BSV	4.98K + 8.51%	$77.74 - $78.78 $387K - $392K	63.4K $4.99M
SPY	153 + 17.57%	$496.48 - $617.85 $76K - $94.5K	1.02K $632K

New Holdings

9 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SPMO	114K New	$82.32 - $112.47 $9.35M - $12.8M	114K $12.8M
VTI	41K New	$243.75 - $303.93 $9.98M - $12.4M	41K $12.4M
SGOV	97.6K New	$100.35 - $100.71 $9.79M - $9.82M	97.6K $9.82M
IAU	96.2K New	$56.1 - $64.74 $5.4M - $6.23M	96.2K $6M
NVDA	1.59K New	$94.31 - $157.99 $149K - $250K	1.59K $250K
QQQ	411 New	$416.06 - $551.64 $171K - $227K	411 $226K

Top Sells

Reduced Positions

15 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AVUS	-137K - 54.72%	$81.38 - $100.82 $11.2M - $13.8M	113K $11.4M
AVUV	-59.5K - 54.07%	$75.17 - $91.21 $4.48M - $5.43M	50.6K $4.61M
VO	-13.4K - 48.43%	$228.54 - $279.83 $3.07M - $3.76M	14.3K $4M
SPAB	-55.5K - 28.94%	$24.98 - $25.66 $1.39M - $1.42M	136K $3.49M
GOVT	-55.1K - 27.37%	$22.54 - $23.17 $1.24M - $1.28M	146K $3.36M
AVDV	-17.6K - 18.61%	$61.76 - $79.32 $1.08M - $1.39M	76.8K $6.09M

Activity Summary All Purchases 14 New Holdings 9 Increased Positions 5 All Sells 15 Reductions 15 Sold out 0 Calls 0 Puts 0

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