Bull Oak Capital, LLC Portfolio Holdings by Sector
Bull Oak Capital, LLC
- $177 Million
- Q1 2025
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
IVV IEFA AVUS SHV AVUV SPLG VO AVDV 16 stocks |
$174,787
98.67% of portfolio
|
  9  
|
  6  
|
  1  
|
- |
0
Calls
0
Puts
|
Software—Application | Technology
INTU CRM 2 stocks |
$967
0.55% of portfolio
|
  2  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
MSFT ADBE 2 stocks |
$932
0.53% of portfolio
|
  1  
|
  1  
|
- | - |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$237
0.13% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Banks—Diversified | Financial Services
BAC 1 stocks |
$212
0.12% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|