Bull Oak Capital, LLC
CIK: 0001824263SEC EDGAR →
Portfolio Value
$244.8M
Holdings
36
As of
Q4 2025
New Positions
2
Closed Positions
2
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | ISHARES TR | 109,086 | $74.7M | 30.52% |
| 2 | ISHARES TR | 361,470 | $32.3M | 13.21% |
| 3 | ISHARES TR | 221,264 | $24.4M | 9.96% |
| 4 | INVESCO EXCH TRADED FD TR II | 157,953 | $18.8M | 7.70% |
| 5 | VANGUARD INDEX FDS | 46,721 | $15.7M | 6.40% |
| 6 | AMERICAN CENTY ETF TR | 102,675 | $11.5M | 4.69% |
| 7 | SPDR SERIES TRUST | 118,301 | $9.5M | 3.88% |
| 8 | ISHARES TR | 94,437 | $9.5M | 3.87% |
| 9 | ISHARES GOLD TR | 94,637 | $7.7M | 3.14% |
| 10 | AMERICAN CENTY ETF TR | 73,931 | $6.9M | 2.84% |
Quarterly Changes
Top Buys
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 20 | $177.6M | 72.5% |
| Unknown | 5 | $62.7M | 25.6% |
| Technology | 7 | $3.2M | 1.3% |
| Consumer Defensive | 2 | $541K | 0.2% |
| Energy | 1 | $419K | 0.2% |
| Communication Services | 1 | $303K | 0.1% |