Bull Oak Capital, LLC
CIK Number: 0001824263
Main Sectors:
Top Industries:
Filing Date: Apr 30, 2025
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight | Asset Type |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | IVV | iShares Core S&... | 642.56 | -0.59% | 96.41K | +3.49% | 54.17M | 496.45 | 29.53% | Share |
| 2 | IEFA | iShares Core MS... | 86.04 | +0.01% | 349.98K | +8.25% | 26.48M | 71.24 | 14.43% | Share |
| 3 | AVUS | Avantis U.S. Eq... | 104.59 | -0.43% | 250.55K | -2.7% | 23.15M | 95.15 | 12.62% | Share |
| 4 | SHV | iShares Short T... | 110.32 | +0.02% | 184.68K | +41.28% | 20.4M | 110.24 | 11.12% | Share |
| 5 | AVUV | Avantis U.S. Sm... | 95.37 | -0.18% | 110.12K | -11.07% | 9.6M | 95.95 | 5.23% | Share |
| 6 | SPLG | SPDR Portfolio ... | 75.24 | -0.6% | 128.69K | -6.16% | 8.46M | 61.39 | 4.61% | Share |
| 7 | VO | Vanguard Mid Ca... | 286.49 | +0.16% | 27.72K | +3.89% | 7.17M | 248.48 | 3.91% | Share |
| 8 | AVDV | Avantis Interna... | 84.34 | -0.01% | 94.38K | +49.88% | 6.58M | 70.04 | 3.59% | Share |
| 9 | IBIT | iShares Bitcoin... | 64.14 | -2.88% | 134.65K | +7.96% | 6.3M | 49.59 | 3.44% | Share |
| 10 | SPAB | SPDR Portfolio ... | 25.54 | +0.18% | 191.88K | -40.1% | 4.9M | 25.27 | 2.67% | Share |
| 11 | GOVT | iShares U.S. Tr... | 22.89 | +0.22% | 201.27K | -12.27% | 4.63M | 22.77 | 2.52% | Share |
| 12 | BSV | Vanguard Short-... | 78.64 | +0.08% | 58.45K | +8.23% | 4.58M | 76.86 | 2.49% | Share |
| 13 | SCHX | Schwab U.S. Lar... | 25.30 | -0.65% | 85.15K | +100.00% | 1.88M | 22.08 | 1.02% | Share |
| 14 | VUG | Vanguard Growth... | 455.49 | -1.44% | 2.98K | -0.1% | 1.11M | 383.96 | 0.60% | Share |
| 15 | VTV | Vanguard Value ... | 181.05 | +0.43% | 5.61K | +0.59% | 968.51K | 174.53 | 0.53% | Share |
| 16 | MSFT | Microsoft Corpo... | 509.80 | -1.41% | 1.51K | -0.2% | 565.46K | 349.77 | 0.31% | Share |
| 17 | INTU | Intuit Inc. | 700.75 | -2.29% | 878 | +0.80% | 539.08K | 512.01 | 0.29% | Share |
| 18 | SPY | SPDR S&P 500 ET... | 639.43 | -0.6% | 871 | +0.69% | 487.11K | 531.85 | 0.27% | Share |
| 19 | CRM | Salesforce, Inc... | 245.63 | +0.68% | 1.6K | +100.00% | 428.19K | 268.36 | 0.23% | Share |
| 20 | ADBE | Adobe Inc. | 360.99 | +1.05% | 959 | +0.74% | 367.81K | 516.8 | 0.20% | Share |
| 21 | DFUV | Dimensional US ... | 43.48 | +0.28% | 5.85K | 0.00% | 241.08K | 34.02 | 0.13% | Share |
| 22 | AAPL | Apple Inc. | 230.59 | -0.13% | 1.07K | +100.00% | 237.64K | 222.13 | 0.13% | Share |
| 23 | BAC | Bank of America... | 48.08 | +0.32% | 5.08K | +2.11% | 212.09K | 43.9 | 0.12% | Share |