Bull Oak Capital, LLC Portfolio Holdings by Sector
Bull Oak Capital, LLC
- $117 Million
- Q2 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
IVV IEFA SPAB SPLG SHV BSV FRDM VO 15 stocks |
$115,029
98.46% of portfolio
|
  6  
|
  8  
|
  1  
|
- |
0
Calls
0
Puts
|
Software—Application | Technology
INTU 1 stocks |
$660
0.56% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$466
0.4% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$188
0.16% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Footwear & Accessories | Consumer Cyclical
DECK 1 stocks |
$133
0.11% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Semiconductors | Technology
NVDA TSM 2 stocks |
$124
0.11% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Internet Content & Information | Communication Services
GOOGL META GOOG 3 stocks |
$92
0.08% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Auto Manufacturers | Consumer Cyclical
TSLA 1 stocks |
$63
0.05% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Entertainment | Communication Services
NFLX 1 stocks |
$31
0.03% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Consulting Services | Industrials
EXPGY 1 stocks |
$28
0.02% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Education & Training Services | Consumer Defensive
TAL 1 stocks |
$10
0.01% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|