Bull Oak Capital, LLC Top Holdings and 13F Report (2025) About Bull Oak Capital, LLCInvestment ActivityBull Oak Capital, LLC has $183.45 million in total holdings as of March 31, 2025.Bull Oak Capital, LLC owns shares of 23 different stocks, but just 7 companies or ETFs make up 80% of its holdings.Approximately 8.53% of the portfolio was purchased this quarter.About 4.29% of the portfolio was sold this quarter.This quarter, Bull Oak Capital, LLC has purchased 26 new stocks and bought additional shares in 12 stocks.Bull Oak Capital, LLC sold shares of 7 stocks and completely divested from 6 stocks this quarter.Largest Holdings iShares Core S&P 500 ETF $54,172,758iShares Core MSCI EAFE ETF $26,475,644Avantis U.S. Equity ETF $23,146,208iShares Short Treasury Bond ETF $20,400,117Avantis U.S. Small Cap Value ETF $9,599,154 Largest New Holdings this Quarter 808524201 - Schwab US Large-Cap ETF $1,880,047 Holding79466L302 - Salesforce $428,188 Holding037833100 - Apple $237,639 Holding Largest Purchases this Quarter iShares Short Treasury Bond ETF 53,963 shares (about $5.96M)Avantis International Small Cap Value ETF 31,409 shares (about $2.19M)iShares Core MSCI EAFE ETF 26,663 shares (about $2.02M)Schwab US Large-Cap ETF 85,147 shares (about $1.88M)iShares Core S&P 500 ETF 3,253 shares (about $1.83M) Largest Sales this Quarter SPDR Portfolio Aggregate Bond ETF 128,462 shares (about $3.28M)Avantis U.S. Small Cap Value ETF 13,714 shares (about $1.20M)iShares U.S. Treasury Bond ETF 28,161 shares (about $647.28K)Avantis U.S. Equity ETF 6,960 shares (about $642.97K)SPDR Portfolio S&P 500 ETF 8,442 shares (about $555.15K) 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$54,172,758$1,827,860 ▲3.5%96,41029.5%ETFIEFAiShares Core MSCI EAFE ETF$26,475,644$2,017,059 ▲8.2%349,97514.4%ETFAVUSAvantis U.S. Equity ETF$23,146,208$642,966 ▼-2.7%250,55412.6%ETFSHViShares Short Treasury Bond ETF$20,400,117$5,960,763 ▲41.3%184,68311.1%ETFAVUVAvantis U.S. Small Cap Value ETF$9,599,154$1,195,449 ▼-11.1%110,1205.2%ETFSPLGSPDR Portfolio S&P 500 ETF$8,462,794$555,146 ▼-6.2%128,6924.6%ETFVOVanguard Mid-Cap ETF$7,168,699$268,707 ▲3.9%27,7193.9%ETFAVDVAvantis International Small Cap Value ETF$6,582,170$2,190,453 ▲49.9%94,3823.6%ETFISHARES BITCOIN TRUST ETF$6,302,978$464,543 ▲8.0%134,6503.4%SHS BEN INTSPABSPDR Portfolio Aggregate Bond ETF$4,900,750$3,280,924 ▼-40.1%191,8852.7%ETFGOVTiShares U.S. Treasury Bond ETF$4,626,288$647,281 ▼-12.3%201,2742.5%ETFBSVVanguard Short-Term Bond ETF$4,575,633$347,955 ▲8.2%58,4522.5%ETFSCHXSchwab US Large-Cap ETF$1,880,047$1,880,047 ▲New Holding85,1471.0%ETFVUGVanguard Growth ETF$1,105,421$1,112 ▼-0.1%2,9810.6%ETFVTVVanguard Value ETF$968,508$5,700 ▲0.6%5,6070.5%ETFMSFTMicrosoft$565,459$1,126 ▼-0.2%1,5060.3%Computer and TechnologyINTUIntuit$539,083$4,298 ▲0.8%8780.3%Computer and TechnologySPYSPDR S&P 500 ETF Trust$487,110$3,356 ▲0.7%8710.3%FinanceCRMSalesforce$428,188$428,188 ▲New Holding1,5960.2%Computer and TechnologyADBEAdobe$367,805$2,685 ▲0.7%9590.2%Computer and TechnologyDFUVDimensional US Marketwide Value ETF$241,0770.0%5,8500.1%ETFAAPLApple$237,639$237,639 ▲New Holding1,0700.1%Computer and TechnologyBACBank of America$212,089$4,382 ▲2.1%5,0820.1%FinanceFRDMFreedom 100 Emerging Markets ETF$0$449,119 ▼-100.0%00.0%ETFNVDANVIDIA$0$261,910 ▼-100.0%00.0%Computer and TechnologySCHDSchwab US Dividend Equity ETF$0$221,348 ▼-100.0%00.0%ETFQQQInvesco QQQ$0$210,116 ▼-100.0%00.0%FinanceVTIVanguard Total Stock Market ETF$0$204,751 ▼-100.0%00.0%ETFSRESempra$0$203,758 ▼-100.0%00.0%UtilitiesShowing 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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