13F HOLDINGS REPORT
Bull Oak Capital, LLC
Quarter ended Q1 2025 · Filed April 30, 2025 · Accession 0002054264-25-000012
Total Value
$183.4M
Positions
23
Other Managers
0
Confidential Omitted
No
Holdings (23)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ISHARES TR | 464287200 | 96,410 | $54.2M | 29.53% |
| 2 | ISHARES TR | 46432F842 | 349,975 | $26.5M | 14.43% |
| 3 | AMERICAN CENTY ETF TR | 025072885 | 250,554 | $23.1M | 12.62% |
| 4 | ISHARES TR | 464288679 | 184,683 | $20.4M | 11.12% |
| 5 | AMERICAN CENTY ETF TR | 025072877 | 110,120 | $9.6M | 5.23% |
| 6 | SPDR SER TR | 78464A854 | 128,692 | $8.5M | 4.61% |
| 7 | VANGUARD INDEX FDS | 922908629 | 27,719 | $7.2M | 3.91% |
| 8 | AMERICAN CENTY ETF TR | 025072802 | 94,382 | $6.6M | 3.59% |
| 9 | ISHARES BITCOIN TRUST ETF | IBIT | 134,650 | $6.3M | 3.44% |
| 10 | SPDR SER TR | 78464A649 | 191,885 | $4.9M | 2.67% |
| 11 | ISHARES TR | 46429B267 | 201,274 | $4.6M | 2.52% |
| 12 | VANGUARD BD INDEX FDS | 921937827 | 58,452 | $4.6M | 2.49% |
| 13 | SCHWAB STRATEGIC TR | 808524201 | 85,147 | $1.9M | 1.02% |
| 14 | VANGUARD INDEX FDS | 922908736 | 2,981 | $1.1M | 0.60% |
| 15 | VANGUARD INDEX FDS | 922908744 | 5,607 | $968,508 | 0.53% |
| 16 | MICROSOFT CORP | MSFT | 1,506 | $565,459 | 0.31% |
| 17 | INTUIT | INTU | 878 | $539,083 | 0.29% |
| 18 | SPDR S&P 500 ETF TR | SPY | 871 | $487,110 | 0.27% |
| 19 | SALESFORCE INC | CRM | 1,596 | $428,188 | 0.23% |
| 20 | ADOBE INC | ADBE | 959 | $367,805 | 0.20% |
| 21 | DIMENSIONAL ETF TRUST | 25434V724 | 5,850 | $241,077 | 0.13% |
| 22 | APPLE INC | AAPL | 1,070 | $237,639 | 0.13% |
| 23 | BANK AMERICA CORP | 060505104 | 5,082 | $212,089 | 0.12% |