Bull Oak Capital, LLC Portfolio Holdings by Sector
Bull Oak Capital, LLC
- $215 Million
- Q2 2025
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
IVV IEFA SHV SPMO AVUS SGOV SPLG AVDV 23 stocks |
$199,936
92.88% of portfolio
|
  12  
|
  10  
|
  7  
|
- |
0
Calls
0
Puts
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$12,447
5.78% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
MSFT ADBE 2 stocks |
$1,119
0.52% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Software—Application | Technology
INTU CRM 2 stocks |
$1,063
0.49% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Semiconductors | Technology
NVDA 1 stocks |
$250
0.12% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Banks—Diversified | Financial Services
BAC 1 stocks |
$238
0.11% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$219
0.1% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|