Oak Root LLC Portfolio Holdings

Oak Root LLC

  • $792 Billion
  • Q3 2024

Oak Root LLC has filed its 13F form on October 30, 2024 for Q3 2024 where it was disclosed a total value porftolio of $792 Billion distributed in 15 stocks.

Among their holdings, we can observe that their the top five positions include companies like: American Centy ETF Tr Avantis with a value of $289B, American Centy ETF Tr with a value of $192B, American Centy ETF Tr Avantis with a value of $102B, American Centy ETF Tr Avantis with a value of $75.5B, and Vanguard Index Fds S&P 500 ETF with a value of $40.5B.

Examining the 13F form we can see an increase of $42B in the current position value, from $750B to 792B.

Oak Root LLC is based out at Santa Barbara, CA

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

Portfolio value $792 Billion
ETFs: $600 Billion

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

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

Summary

  • Portfolio
  • No. of Stocks 15
  • Current Value $792 Billion
  • Prior Value $750 Billion
  • Filing
  • Period Q3 2024
  • Filing Date October 30, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 0 stocks
  • Additional Purchases 4 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 10 stocks
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