Bull Oak Capital, LLC
CIK Number: 0001824263
183.45M
Market Value
26
# of Holdings
5 months
Avg. Holding Period
13.04%
Win Rate
28.99%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | IVV | iShares Core S&... | 561.31 | +0.60% | 93.16K | +17.60% | 54.84M | 494.16 | 30.50% |
| 2 | AVUS | Avantis U.S. Eq... | 91.26 | +0.70% | 257.51K | -0.5% | 24.96M | 95.15 | 13.88% |
| 3 | IEFA | iShares Core MS... | 78.52 | -0.25% | 323.31K | +11.21% | 22.72M | 70.87 | 12.64% |
| 4 | SHV | iShares Short T... | 110.10 | -0.33% | 130.72K | +311.43% | 14.39M | 110.15 | 8.00% |
| 5 | AVUV | Avantis U.S. Sm... | 83.47 | +1.03% | 123.83K | +0.11% | 11.95M | 95.95 | 6.65% |
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