Bull Oak Capital, LLC
CIK Number: 0001824263
Main Sectors:
Top Industries:
Filing Date: Aug 1, 2025
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight | Asset Type |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | IVV | iShares Core S&... | 672.49 | 0.00% | 104.63K | +8.52% | 64.96M | 506.22 | 29.60% | Share |
| 2 | IEFA | iShares Core MS... | 88.83 | +0.89% | 354.11K | +1.18% | 29.56M | 71.38 | 13.47% | Share |
| 3 | SHV | iShares Short T... | 110.20 | +0.04% | 216.1K | +17.01% | 23.86M | 110.27 | 10.87% | Share |
| 4 | SPMO | Invesco S&P 500... | 120.08 | -0.58% | 113.57K | +100.00% | 12.77M | 112.47 | 5.82% | Share |
| 5 | VTI | Vanguard Total ... | 329.96 | +0.05% | 40.96K | +100.00% | 12.45M | 303.93 | 5.67% | Share |
| 6 | AVUS | Avantis U.S. Eq... | 109.21 | +0.07% | 113.46K | -54.72% | 11.44M | 95.15 | 5.21% | Share |
| 7 | SGOV | iShares 0-3 Mon... | 100.42 | +0.03% | 97.56K | +100.00% | 9.82M | 100.69 | 4.48% | Share |
| 8 | SPLG | SPDR Portfolio ... | 78.72 | -0.01% | 122.48K | -4.83% | 8.9M | 61.39 | 4.06% | Share |
| 9 | AVDV | Avantis Interna... | 90.06 | +1.07% | 76.82K | -18.61% | 6.09M | 70.04 | 2.77% | Share |
| 10 | IAU | iShares Gold Tr... | 73.21 | +0.77% | 96.17K | +100.00% | 6M | 62.36 | 2.73% | Share |
| 11 | BSV | Vanguard Short-... | 78.79 | -0.04% | 63.43K | +8.51% | 4.99M | 77 | 2.27% | Share |
| 12 | AVUV | Avantis U.S. Sm... | 100.70 | +0.87% | 50.58K | -54.07% | 4.61M | 95.95 | 2.10% | Share |
| 13 | IBIT | iShares Bitcoin... | 69.81 | +1.51% | 68.52K | -49.11% | 4.19M | 49.59 | 1.91% | Share |
| 14 | VO | Vanguard Mid Ca... | 295.20 | +0.23% | 14.29K | -48.43% | 4M | 248.48 | 1.82% | Share |
| 15 | SPAB | SPDR Portfolio ... | 25.83 | -0.12% | 136.36K | -28.93% | 3.49M | 25.27 | 1.59% | Share |
| 16 | GOVT | iShares U.S. Tr... | 23.09 | -0.15% | 146.19K | -27.37% | 3.36M | 22.77 | 1.53% | Share |
| 17 | SCHX | Schwab U.S. Lar... | 26.48 | -0.06% | 84.64K | -0.6% | 2.07M | 22.08 | 0.94% | Share |
| 18 | VUG | Vanguard Growth... | 481.34 | -0.4% | 2.98K | 0.00% | 1.31M | 383.96 | 0.60% | Share |
| 19 | VTV | Vanguard Value ... | 187.51 | +0.53% | 5.61K | -0.02% | 990.8K | 174.53 | 0.45% | Share |
| 20 | MSFT | Microsoft Corpo... | 517.35 | +0.31% | 1.5K | -0.07% | 748.6K | 349.77 | 0.34% | Share |
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