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&... | 660.91 | +0.83% | 96.41K | +3.49% | 54.17M | 496.45 | 29.53% | Share |
| 2 | IEFA | iShares Core MS... | 87.33 | +1.05% | 349.98K | +8.25% | 26.48M | 71.24 | 14.43% | Share |
| 3 | AVUS | Avantis U.S. Eq... | 107.98 | +1.06% | 250.55K | -2.7% | 23.15M | 95.15 | 12.62% | Share |
| 4 | SHV | iShares Short T... | 110.28 | +0.02% | 184.68K | +41.28% | 20.4M | 110.24 | 11.12% | Share |
| 5 | AVUV | Avantis U.S. Sm... | 101.64 | +1.59% | 110.12K | -11.07% | 9.6M | 95.95 | 5.23% | Share |
| 6 | SPLG | SPDR Portfolio ... | 77.37 | +0.81% | 128.69K | -6.16% | 8.46M | 61.39 | 4.61% | Share |
| 7 | VO | Vanguard Mid Ca... | 293.64 | +1.36% | 27.72K | +3.89% | 7.17M | 248.48 | 3.91% | Share |
| 8 | AVDV | Avantis Interna... | 88.16 | +1.07% | 94.38K | +49.88% | 6.58M | 70.04 | 3.59% | Share |
| 9 | IBIT | iShares Bitcoin... | 65.03 | +0.77% | 134.65K | +7.96% | 6.3M | 49.59 | 3.44% | Share |
| 10 | SPAB | SPDR Portfolio ... | 25.95 | +0.21% | 191.88K | -40.1% | 4.9M | 25.27 | 2.67% | Share |
| 11 | GOVT | iShares U.S. Tr... | 23.20 | +0.13% | 201.27K | -12.27% | 4.63M | 22.77 | 2.52% | Share |
| 12 | BSV | Vanguard Short-... | 78.98 | +0.04% | 58.45K | +8.23% | 4.58M | 76.86 | 2.49% | Share |
| 13 | SCHX | Schwab U.S. Lar... | 26.06 | +0.81% | 85.15K | +100.00% | 1.88M | 22.08 | 1.02% | Share |
| 14 | VUG | Vanguard Growth... | 469.69 | +0.53% | 2.98K | -0.1% | 1.11M | 383.96 | 0.60% | Share |
| 15 | VTV | Vanguard Value ... | 186.08 | +1.23% | 5.61K | +0.59% | 968.51K | 174.53 | 0.53% | Share |
| 16 | MSFT | Microsoft Corpo... | 501.01 | +0.13% | 1.51K | -0.2% | 565.46K | 349.77 | 0.31% | Share |
| 17 | INTU | Intuit Inc. | 660.52 | +0.65% | 878 | +0.80% | 539.08K | 512.01 | 0.29% | Share |
| 18 | SPY | SPDR S&P 500 ET... | 657.61 | +0.83% | 871 | +0.69% | 487.11K | 531.85 | 0.27% | Share |
| 19 | CRM | Salesforce, Inc... | 246.23 | +1.51% | 1.6K | +100.00% | 428.19K | 268.36 | 0.23% | Share |
| 20 | ADBE | Adobe Inc. | 350.55 | +0.11% | 959 | +0.74% | 367.81K | 516.8 | 0.20% | Share |
| 21 | DFUV | Dimensional US ... | 44.83 | +1.43% | 5.85K | 0.00% | 241.08K | 34.02 | 0.13% | Share |
| 22 | AAPL | Apple Inc. | 230.03 | +1.43% | 1.07K | +100.00% | 237.64K | 222.13 | 0.13% | Share |
| 23 | BAC | Bank of America... | 50.73 | +1.19% | 5.08K | +2.11% | 212.09K | 43.9 | 0.12% | Share |