Bull Oak Capital, LLC Portfolio Holdings

Bull Oak Capital, LLC

  • $173 Million
  • Q4 2024

Bull Oak Capital, LLC has filed its 13F form on February 04, 2025 for Q4 2024 where it was disclosed a total value porftolio of $173 Million distributed in 26 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $54.8M, American Centy ETF Tr Avantis with a value of $25M, Ishares Tr with a value of $22.7M, Ishares Tr with a value of $14.4M, and American Centy ETF Tr Avantis with a value of $12M.

Examining the 13F form we can see an increase of $1.59M in the current position value, from $172M to 173M.

Bull Oak Capital, LLC is based out at San Diego, CA

Below you can find more details about Bull Oak Capital, LLC portfolio as well as his latest detailed transactions.

Portfolio value $173 Million
ETFs: $171 Million
Technology: $1.87 Million
Financial Services: $218,000
Utilities: $203,000

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 26
  • Current Value $173 Million
  • Prior Value $172 Million
  • Filing
  • Period Q4 2024
  • Filing Date February 04, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 2 stocks
  • Additional Purchases 14 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 7 stocks
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