Bull Oak Capital, LLC: 13F holdings
CIK 18242632026Q2
| Positions | 40 |
|---|
| Reported value | $300.2m |
|---|
| Filed | 2026-08-10 |
|---|
Change since last quarter
| Positions | 40 (+2 vs prior quarter) |
|---|
| Reported value | $300.2m (+15.4%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| IVV ISHARES TR | 144,614 | $108.3m | 36.1% |
| IEFA ISHARES TR | 403,026 | $38.9m | 13.0% |
| SPMO INVESCO EXCH TRADED FD TR II | 189,004 | $30.5m | 10.2% |
| SHV ISHARES TR | 251,810 | $27.8m | 9.3% |
| AVUS AMERICAN CENTY ETF TR | 101,602 | $13.0m | 4.3% |
| SGOV ISHARES TR | 104,497 | $10.5m | 3.5% |
| SPYM SPDR SERIES TRUST | 115,774 | $10.2m | 3.4% |
| AVDV AMERICAN CENTY ETF TR | 76,925 | $7.9m | 2.6% |
| AVUV AMERICAN CENTY ETF TR | 62,014 | $7.7m | 2.6% |
| IAU ISHARES GOLD TR | 97,670 | $7.4m | 2.5% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1824263")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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