Universe · entity
Bull Oak Capital, LLC
Institutional manager (13F) · CIK 1824263
13F holdings · as of 2026-03-31 · top 38 · reported portfolio $260M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | ISHARES TR | $78M | 119,067 |
| 2 | ISHARES TR | $35M | 381,907 |
| 3 | ISHARES TR | $28M | 254,134 |
| 4 | INVESCO EXCH TRADED FD TR II | $20M | 175,441 |
| 5 | VANGUARD INDEX FDS | $16M | 49,025 |
| 6 | ISHARES TR | $12M | 115,007 |
| 7 | AMERICAN CENTY ETF TR | $11M | 102,213 |
| 8 | SPDR SERIES TRUST | $9M | 117,483 |
| 9 | ISHARES GOLD TR | $9M | 99,896 |
| 10 | AMERICAN CENTY ETF TR | $8M | 76,442 |
| 11 | VANGUARD BD INDEX FDS | $6M | 79,367 |
| 12 | SPDR SERIES TRUST | $4M | 161,300 |
| 13 | ISHARES TR | $4M | 178,587 |
| 14 | AMERICAN CENTY ETF TR | $4M | 35,958 |
| 15 | ISHARES BITCOIN TRUST ETF | $3M | 79,783 |
| 16 | VANGUARD INDEX FDS | $3M | 9,385 |
| 17 | SCHWAB STRATEGIC TR | $2M | 84,680 |
| 18 | VANGUARD INDEX FDS | $1M | 2,981 |
| 19 | VANGUARD INDEX FDS | $1M | 5,606 |
| 20 | PROCTER & GAMBLE CO | $700k | 4,844 |
| 21 | STATE STR SPDR S&P 500 ETF T | $667k | 1,025 |
| 22 | EXXON MOBIL CORP | $591k | 3,482 |
| 23 | WELLS FARGO & CO | $590k | 7,409 |
| 24 | QUALCOMM INC | $582k | 4,518 |
| 25 | MICROSOFT CORP | $538k | 1,453 |
| 26 | SEMPRA | $387k | 3,978 |
| 27 | INTUIT | $370k | 855 |
| 28 | TRAVELERS COMPANIES INC | $314k | 1,078 |
| 29 | APPLE INC | $308k | 1,213 |
| 30 | DIMENSIONAL ETF TRUST | $283k | 5,849 |
| 31 | PEPSICO INC | $270k | 1,739 |
| 32 | VANGUARD INDEX FDS | $255k | 427 |
| 33 | NVIDIA CORPORATION | $252k | 1,445 |
| 34 | OKLO INC | $248k | 5,000 |
| 35 | INVESCO QQQ TR | $237k | 411 |
| 36 | ADOBE INC | $231k | 952 |
| 37 | DIMENSIONAL ETF TRUST | $218k | 3,079 |
| 38 | SCHWAB STRATEGIC TR | $214k | 6,964 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.