Oak Root LLC: 13F holdings
CIK 20273772026Q2
| Positions | 10 |
|---|
| Reported value | $906.3m |
|---|
| Filed | 2026-07-13 |
|---|
Change since last quarter
| Positions | 10 (+0 vs prior quarter) |
|---|
| Reported value | $906.3m (+10.5%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| AVUS AMERICAN CENTY ETF TR | 2,905,949 | $372.2m | 41.1% |
| SPYM AMERICAN CENTY ETF TR | 2,008,725 | $180.7m | 19.9% |
| AVDE AMERICAN CENTY ETF TR | 1,427,068 | $127.3m | 14.0% |
| AVEM AMERICAN CENTY ETF TR | 1,075,466 | $103.8m | 11.5% |
| VOO VANGUARD INDEX FDS | 54,519 | $37.4m | 4.1% |
| VUG VANGUARD INDEX FDS | 330,492 | $28.5m | 3.1% |
| VTV VANGUARD INDEX FDS | 125,436 | $27.3m | 3.0% |
| VGK ISHARES TR | 171,318 | $15.2m | 1.7% |
| IEMG ISHARES INC | 147,059 | $12.2m | 1.3% |
| VXF VANGUARD INDEX FDS | 6,583 | $1.6m | 0.2% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2027377")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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