Bull Oak Capital, LLC Top Holdings and 13F Report (2025) About Bull Oak Capital, LLCInvestment ActivityBull Oak Capital, LLC has $219.48 million in total holdings as of March 31, 2025.Bull Oak Capital, LLC owns shares of 32 different stocks, but just 9 companies or ETFs make up 80% of its holdings.Approximately 23.48% of the portfolio was purchased this quarter.About 14.42% of the portfolio was sold this quarter.This quarter, Bull Oak Capital, LLC has purchased 23 new stocks and bought additional shares in 5 stocks.Bull Oak Capital, LLC sold shares of 15 stocks and completely divested from 0 stocks this quarter.Largest Holdings iShares Core S&P 500 ETF $64,963,149iShares Core MSCI EAFE ETF $29,561,138iShares Short Treasury Bond ETF $23,861,826Invesco S&P 500 Momentum ETF $12,773,092Vanguard Total Stock Market ETF $12,447,757 Largest New Holdings this Quarter 46138E339 - Invesco S&P 500 Momentum ETF $12,773,092 Holding922908769 - Vanguard Total Stock Market ETF $12,447,757 Holding46436E718 - iShares 0-3 Month Treasury Bond ETF $9,822,813 Holding464285204 - iShares Gold Trust $5,997,267 Holding67066G104 - NVIDIA $250,414 Holding Largest Purchases this Quarter Invesco S&P 500 Momentum ETF 113,569 shares (about $12.77M)Vanguard Total Stock Market ETF 40,956 shares (about $12.45M)iShares 0-3 Month Treasury Bond ETF 97,555 shares (about $9.82M)iShares Gold Trust 96,172 shares (about $6.00M)iShares Core S&P 500 ETF 8,217 shares (about $5.10M) Largest Sales this Quarter Avantis U.S. Equity ETF 137,092 shares (about $13.82M)Avantis U.S. Small Cap Value ETF 59,540 shares (about $5.42M)ISHARES BITCOIN TRUST ETF 66,128 shares (about $4.05M)Vanguard Mid-Cap ETF 13,425 shares (about $3.76M)SPDR Portfolio Aggregate Bond ETF 55,522 shares (about $1.42M) Sector Allocation Over TimeMap of 500 Largest Holdings ofBull Oak Capital, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorIVViShares Core S&P 500 ETF$64,963,149$5,101,955 ▲8.5%104,62729.6%ETFIEFAiShares Core MSCI EAFE ETF$29,561,138$345,190 ▲1.2%354,11013.5%ETFSHViShares Short Treasury Bond ETF$23,861,826$3,469,169 ▲17.0%216,10110.9%ETFSPMOInvesco S&P 500 Momentum ETF$12,773,092$12,773,092 ▲New Holding113,5695.8%ETFVTIVanguard Total Stock Market ETF$12,447,757$12,447,757 ▲New Holding40,9565.7%ETFAVUSAvantis U.S. Equity ETF$11,439,229$13,821,604 ▼-54.7%113,4625.2%ETFSGOViShares 0-3 Month Treasury Bond ETF$9,822,813$9,822,813 ▲New Holding97,5554.5%ETFSPLGSPDR Portfolio S&P 500 ETF$8,902,885$451,770 ▼-4.8%122,4774.1%ETFAVDVAvantis International Small Cap Value ETF$6,090,046$1,392,552 ▼-18.6%76,8172.8%ETFIAUiShares Gold Trust$5,997,267$5,997,267 ▲New Holding96,1722.7%FinanceBSVVanguard Short-Term Bond ETF$4,991,804$391,613 ▲8.5%63,4282.3%ETFAVUVAvantis U.S. Small Cap Value ETF$4,607,812$5,424,063 ▼-54.1%50,5802.1%ETFISHARES BITCOIN TRUST ETF$4,194,208$4,047,672 ▼-49.1%68,5221.9%SHS BEN INTVOVanguard Mid-Cap ETF$3,999,961$3,756,784 ▼-48.4%14,2941.8%ETFSPABSPDR Portfolio Aggregate Bond ETF$3,490,883$1,421,359 ▼-28.9%136,3631.6%ETFGOVTiShares U.S. Treasury Bond ETF$3,359,388$1,265,903 ▼-27.4%146,1871.5%ETFSCHXSchwab US Large-Cap ETF$2,068,528$12,464 ▼-0.6%84,6370.9%ETFVUGVanguard Growth ETF$1,306,8700.0%2,9810.6%ETFVTVVanguard Value ETF$990,804$177 ▼0.0%5,6060.5%ETFMSFTMicrosoft$748,602$497 ▼-0.1%1,5050.3%Computer and TechnologyINTUIntuit$691,5390.0%8780.3%Computer and TechnologySPYSPDR S&P 500 ETF Trust$632,980$94,576 ▲17.6%1,0240.3%FinanceCRMSalesforce$372,495$62,719 ▼-14.4%1,3660.2%Computer and TechnologyADBEAdobe$371,0180.0%9590.2%Computer and TechnologyNVDANVIDIA$250,414$250,414 ▲New Holding1,5850.1%Computer and TechnologyDFUVDimensional US Marketwide Value ETF$247,296$42 ▼0.0%5,8490.1%ETFBACBank of America$238,304$2,177 ▼-0.9%5,0360.1%FinanceQQQInvesco QQQ$226,724$226,724 ▲New Holding4110.1%FinanceAAPLApple$219,338$205 ▼-0.1%1,0690.1%Computer and TechnologySCHDSchwab US Dividend Equity ETF$208,396$208,396 ▲New Holding7,8640.1%ETFDFUSDimensional U.S. Equity ETF$206,355$206,355 ▲New Holding3,0790.1%ETFSCHGSchwab U.S. Large-Cap Growth ETF$200,238$200,238 ▲New Holding6,8550.1%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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