Bull Oak Capital, LLC Purchases in Q3 2024

Bull Oak Capital, LLC

  • $172 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
AVUS
American Centy ETF Tr Avantis

ETFs
259K
New
$86.27 - $95.15 $22.3M - $24.6M
259K $24.6M
AVUV
American Centy ETF Tr Avantis

ETFs
124K
New
$88.24 - $99.7 $10.9M - $12.3M
124K $11.9M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
234K
+ 56.34%
$24.86 - $26.33 $5.82M - $6.16M
649K $17M
IVV
Ishares Core S&P 500 ETF

ETFs
4.17K
+ 5.56%
$520.18 - $576.82 $2.17M - $2.41M
79.2K $45.7M
AVDV
American Centy ETF Tr Avantis

ETFs
57.5K
New
$62.52 - $71.12 $3.59M - $4.09M
57.5K $4.06M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
157K
+ 69.57%
$22.38 - $23.66 $3.52M - $3.72M
383K $8.99M
IEFA
Ishares Tr

ETFs
6.89K
+ 2.43%
$70.09 - $78.74 $483K - $542K
291K $22.7M
VUG
Vanguard Growth ETF

ETFs
2.98K
New
$341.08 - $391.94 $1.02M - $1.17M
2.98K $1.14M
VTV
Vanguard Value ETF

ETFs
5.54K
New
$159.75 - $174.57 $885K - $967K
5.54K $967K
VO
Vanguard Mid Cap ETF

ETFs
719
+ 2.9%
$237.84 - $263.83 $171K - $190K
25.5K $6.74M
SRE
Sempra Energy

Utilities
5.06K
New
$74.97 - $84.04 $379K - $425K
5.06K $423K
FRDM
Ea Ser Tr Freedom 100 Emerging

ETFs
8.68K
+ 4.94%
$31.97 - $37.3 $278K - $324K
184K $6.6M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
2.88K
New
$77.02 - $85.06 $222K - $245K
2.88K $243K
SPY
Spdr S&P 500 ETF Trust

ETFs
349
+ 90.41%
$517.38 - $573.86 $181K - $200K
735 $421K
VBR
Vanguard Small Cap Value ETF

ETFs
744
New
$179.99 - $201.6 $134K - $150K
744 $149K
NVDA
Nvidia Corp

Technology
1.11K
+ 132.14%
$98.91 - $134.91 $110K - $150K
1.95K $236K
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
2.26K
New
$50.63 - $51.11 $114K - $115K
2.26K $115K
VBK
Vanguard Small Cap Growth ETF

ETFs
428
New
$240.48 - $267.94 $103K - $115K
428 $114K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
1.31K
New
$74.26 - $78.84 $97.1K - $103K
1.31K $102K
VHT
Vanguard Health Care ETF

ETFs
321
New
$261.88 - $288.1 $84.1K - $92.5K
321 $90K
MSFT
Microsoft Corp

Technology
234
+ 22.44%
$395.15 - $467.56 $92.5K - $109K
1.28K $549K
CSCO
Cisco Systems, Inc.

Technology
1.52K
New
$44.74 - $53.22 $67.8K - $80.6K
1.52K $80K
IAU
Ishares Gold Trust

ETFs
1.59K
New
$44.06 - $50.5 $70.1K - $80.4K
1.59K $79K
CRM
Salesforce, Inc.

Technology
218
New
$238.42 - $276.53 $52K - $60.3K
218 $59K
EXPGY
Experian Group LTD

Industrials
1K
+ 165.29%
$43.16 - $52.68 $43.2K - $52.7K
1.61K $84K
GOOGL
Alphabet Inc.

Communication Services
343
+ 162.56%
$148.65 - $191.18 $51K - $65.6K
554 $91K
AMZN
Amazon Com Inc

Consumer Cyclical
240
New
$161.02 - $200.0 $38.6K - $48K
240 $44K
AAPL
Apple Inc.

Technology
155
New
$207.23 - $234.82 $32.1K - $36.4K
155 $36K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
77
New
$386.81 - $423.12 $29.8K - $32.6K
77 $32K
VCIT
Vanguard Intermediate Term Cor

ETFs
324
New
$79.29 - $84.02 $25.7K - $27.2K
324 $27K
DIS
Walt Disney CO

Communication Services
230
New
$85.6 - $98.61 $19.7K - $22.7K
230 $22K
CMI
Cummins Inc

Industrials
63
New
$266.63 - $326.4 $16.8K - $20.6K
63 $20K
ANF
Abercrombie & Fitch CO

Consumer Cyclical
130
New
$129.86 - $184.59 $16.9K - $24K
130 $18K
HPQ
Hp Inc

Technology
272
New
$32.02 - $38.11 $8.71K - $10.4K
272 $9K
ING
Ing Groep Nv

Financial Services
310
New
$16.55 - $18.66 $5.13K - $5.78K
310 $5K
HPE
Hewlett Packard Enterprise CO

Technology
269
New
$16.1 - $21.44 $4.33K - $5.77K
269 $5K
EFA
Ishares Tr Msci Eafe ETF

ETFs
70
New
$75.32 - $84.37 $5.27K - $5.91K
70 $5K
SIEGY
Siemens Aktiengesellschaft Ads

Industrials
51
New
$83.87 - $101.81 $4.28K - $5.19K
51 $5K
UBS
Ubs Group Ag

Financial Services
139
New
$27.97 - $31.42 $3.89K - $4.37K
139 $4K
ERJ
Embraer S.A.

Industrials
129
New
$25.9 - $36.95 $3.34K - $4.77K
129 $4K
SHEL
Shell PLC

Energy
64
New
$65.65 - $73.28 $4.2K - $4.69K
64 $4K
TSCDY
Tesco PLC

Consumer Defensive
309
New
$11.78 - $14.83 $3.64K - $4.58K
309 $4K
PUBGY
Publicis Sa Ads (1 Ads = 1 C0 M)

Communication Services
133
New
$24.28 - $28.49 $3.23K - $3.79K
133 $3K
SKHSY
Sekisui House LTD Spons Adr

Consumer Cyclical
108
New
$21.6 - $28.4 $2.33K - $3.07K
108 $3K
ACCYY
Accor

Consumer Cyclical
373
New
$7.15 - $9.24 $2.67K - $3.45K
373 $3K
SNY
Sanofi

Healthcare
61
New
$48.54 - $58.53 $2.96K - $3.57K
61 $3K
ALIZY
Allianz Se

Financial Services
117
New
$26.73 - $33.01 $3.13K - $3.86K
117 $3K
WTKWY
Wolters Kluwer Nv Spons Adr

Industrials
21
New
$160.0 - $176.13 $3.36K - $3.7K
21 $3K
DPSGY
Deutsche Post Ag Sponsored Adr

Industrials
78
New
N/A
78 $3K
Activity Summary
Buys All Purchases 107 New Holdings 87 Increased Positions 20 Sells All Sells 9 Reductions 9 Sold out 0 Options Calls 0 Puts 0
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