Bull Oak Capital, LLC Portfolio Holdings
Bull Oak Capital, LLC
- $172 Million
- Q3 2024
Bull Oak Capital, LLC has filed its 13F form on October 23, 2024 for Q3 2024 where it was disclosed a total value porftolio of $172 Million distributed in 124 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 $45.7M, American Centy ETF Tr Avantis with a value of $24.6M, Ishares Tr with a value of $22.7M, Spdr Portfolio Aggregate Bond with a value of $17M, and American Centy ETF Tr Avantis with a value of $11.9M.
Examining the 13F form we can see an increase of $54.8M in the current position value, from $117M to 172M.
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.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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