The Analysis of Bull Oak Capital, LLC's Holdings
Currently, Bull Oak Capital, LLC holds 36 types of securities in its portfolio with a total value $244.8M. In the most recent quarter, they have increased their positions in SPMO (+9.9K shares, valued at $1.2M), SGOV (+11.3K shares, valued at $1.1M), SHV (+7.6K shares, valued at $834.4K); decreased their positions in SPYM (-3.0K shares, valued at $241.9K), VO (-760 shares, valued at $220.6K), AVUV (-1.5K shares, valued at $158.0K); initiated new positions in QCOM (+4.5K shares, valued at $772.8K), XOM (+3.5K shares, valued at $419.0K), PG (+2.0K shares, valued at $292.9K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
IVV ISHARES TR109.1K shares0.93%2025-12-312026-02-02
IEFA ISHARES TR361.5K shares1.38%2025-12-312026-02-02 SHV ISHARES TR221.3K shares3.54%2025-12-312026-02-02 SPMO INVESCO EXCH TRADED FD TR II158.0K shares6.66%2025-12-312026-02-02 VTI VANGUARD INDEX FDS46.7K shares1.76%2025-12-312026-02-02 AVUS AMERICAN CENTY ETF TR102.7K shares-0.80%2025-12-312026-02-02 SPYM SPDR SERIES TRUST118.3K shares-2.49%2025-12-312026-02-02 SGOV ISHARES TR94.4K shares13.53%2025-12-312026-02-02 AVDV AMERICAN CENTY ETF TR73.9K shares0.39%2025-12-312026-02-02 BSV VANGUARD BD INDEX FDS69.0K shares5.24%2025-12-312026-02-02 IBIT ISHARES BITCOIN TRUST ETF75.4K shares8.33%2025-12-312026-02-02 SPAB SPDR SERIES TRUST139.9K shares0.61%2025-12-312026-02-02 GOVT ISHARES TR155.7K shares3.65%2025-12-312026-02-02 AVUV AMERICAN CENTY ETF TR31.8K shares-4.64%2025-12-312026-02-02 VO VANGUARD INDEX FDS9.8K shares-7.19%2025-12-312026-02-02 SCHX SCHWAB STRATEGIC TR84.5K shares-0.15%2025-12-312026-02-02 VUG VANGUARD INDEX FDS3.0K shares0.00%2025-12-312026-02-02 VTV VANGUARD INDEX FDS5.6K shares0.00%2025-12-312026-02-02 QCOM QUALCOMM INC4.5K sharesnew addition2025-12-312026-02-02 MSFT MICROSOFT CORP1.5K shares-2.81%2025-12-312026-02-02 SPY SPDR S&P 500 ETF TR1.0K shares0.00%2025-12-312026-02-02 INTU INTUIT855 shares0.00%2025-12-312026-02-02 XOM EXXON MOBIL CORP3.5K sharesnew addition2025-12-312026-02-02 ADBE ADOBE INC959 shares0.00%2025-12-312026-02-02 AAPL APPLE INC1.2K shares-4.41%2025-12-312026-02-02 ALPHABET INC ALPHABET INC969 shares0.00%2025-12-312026-02-02 PG PROCTER AND GAMBLE CO2.0K sharesnew addition2025-12-312026-02-02 BAC BANK AMERICA CORP5.0K shares0.00%2025-12-312026-02-02 NVDA NVIDIA CORPORATION1.5K shares-6.62%2025-12-312026-02-02 DFUV DIMENSIONAL ETF TRUST5.8K shares0.00%2025-12-312026-02-02 CRM SALESFORCE INC987 shares-18.09%2025-12-312026-02-02 PEP PEPSICO INC1.7K sharesnew addition2025-12-312026-02-02 DFUS DIMENSIONAL ETF TRUST3.1K shares0.00%2025-12-312026-02-02 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available