Oak Root LLC
CIK: 0002027377SEC EDGAR →
Portfolio Value
$827.3M
Holdings
11
As of
Q4 2025
New Positions
0
Closed Positions
0
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | AMERICAN CENTY ETF TR | 2,905,949 | $324.8M | 39.27% |
| 2 | AMERICAN CENTY ETF TR | 2,437,157 | $191.6M | 23.16% |
| 3 | AMERICAN CENTY ETF TR | 1,427,068 | $117.5M | 14.20% |
| 4 | AMERICAN CENTY ETF TR | 1,075,466 | $82.8M | 10.01% |
| 5 | VANGUARD INDEX FDS | 53,303 | $33.4M | 4.04% |
| 6 | VANGUARD INDEX FDS | 46,470 | $22.7M | 2.74% |
| 7 | VANGUARD INDEX FDS | 116,982 | $22.3M | 2.70% |
| 8 | ISHARES TR | 177,188 | $14.6M | 1.77% |
| 9 | ISHARES INC | 163,640 | $11.0M | 1.33% |
| 10 | VANGUARD WHITEHALL FDS | 47,267 | $4.3M | 0.52% |
Quarterly Changes
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 11 | $827.3M | 100.0% |