Oak Root LLC Portfolio Holdings

Oak Root LLC

  • $746 Billion
  • Q1 2024

Oak Root LLC has filed its 13F form on July 10, 2024 for Q1 2024 where it was disclosed a total value porftolio of $746 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 $272B, American Centy ETF Tr with a value of $183B, American Centy ETF Tr Avantis with a value of $97.9B, American Centy ETF Tr Avantis with a value of $68.8B, and Vanguard Index Fds S&P 500 ETF with a value of $37.6B.

Examining the 13F form we can see an increase of $84.8B in the current position value, from $662B to 746B.

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 $746 Billion
ETFs: $563 Billion

Stock Holdings Table Market Cap. of Under $50 Millions

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

Summary

  • Portfolio
  • No. of Stocks 15
  • Current Value $746 Billion
  • Prior Value $662 Billion
  • Filing
  • Period Q1 2024
  • Filing Date July 10, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 1 stocks
  • Additional Purchases 12 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 1 stocks
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