Bull Oak Capital, LLC

Est. AUM

$260.2M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	ISHARES TR	CORE S&P500 ETF	$77.8M	119067	29.89%	SOLE
2	ISHARES TR	CORE MSCI EAFE	$34.6M	381907	13.29%	SOLE
3	ISHARES TR	TRUST ISHARE 0-1	$28.1M	254134	10.78%	SOLE
4	INVESCO EXCH TRADED FD TR II	S&P 500 MOMNTM	$19.7M	175441	7.56%	SOLE
5	VANGUARD INDEX FDS	TOTAL STK MKT	$15.7M	49025	6.05%	SOLE
6	ISHARES TR	0-3 MNTH TREASRY	$11.6M	115007	4.45%	SOLE
7	AMERICAN CENTY ETF TR	US EQT ETF	$11.4M	102213	4.37%	SOLE
8	SPDR SERIES TRUST	STATE STREET SPD	$9.0M	117483	3.46%	SOLE
9	ISHARES GOLD TR	ISHARES NEW	$8.8M	99896	3.38%	SOLE
10	AMERICAN CENTY ETF TR	INTL SMCP VLU	$7.6M	76442	2.93%	SOLE
11	VANGUARD BD INDEX FDS	SHORT TRM BOND	$6.2M	79367	2.39%	SOLE
12	SPDR SERIES TRUST	STATE STREET SPD	$4.1M	161300	1.59%	SOLE
13	ISHARES TR	US TREAS BD ETF	$4.1M	178587	1.57%	SOLE
14	AMERICAN CENTY ETF TR	US SML CP VALU	$4.0M	35958	1.53%	SOLE
15	ISHARES BITCOIN TRUST ETF	SHS BEN INT	$3.1M	79783	1.18%	SOLE
16	VANGUARD INDEX FDS	MID CAP ETF	$2.7M	9385	1.04%	SOLE
17	SCHWAB STRATEGIC TR	US LRG CAP ETF	$2.2M	84680	0.83%	SOLE
18	VANGUARD INDEX FDS	GROWTH ETF	$1.3M	2981	0.50%	SOLE
19	VANGUARD INDEX FDS	VALUE ETF	$1.1M	5606	0.42%	SOLE
20	PROCTER & GAMBLE CO	COM	$700K	4844	0.27%	SOLE
21	STATE STR SPDR S&P 500 ETF T	TR UNIT	$667K	1025	0.26%	SOLE
22	EXXON MOBIL CORP	COM	$591K	3482	0.23%	SOLE
23	WELLS FARGO & CO	COM	$590K	7409	0.23%	SOLE
24	QUALCOMM INC	COM	$582K	4518	0.22%	SOLE
25	MICROSOFT CORP	COM	$538K	1453	0.21%	SOLE
26	SEMPRA	COM	$387K	3978	0.15%	SOLE
27	INTUIT	COM	$370K	855	0.14%	SOLE
28	TRAVELERS COMPANIES INC	COM	$314K	1078	0.12%	SOLE
29	APPLE INC	COM	$308K	1213	0.12%	SOLE
30	DIMENSIONAL ETF TRUST	US MKTWIDE VALUE	$283K	5849	0.11%	SOLE
31	PEPSICO INC	COM	$270K	1739	0.10%	SOLE
32	VANGUARD INDEX FDS	S&P 500 ETF SHS	$255K	427	0.10%	SOLE
33	NVIDIA CORPORATION	COM	$252K	1445	0.10%	SOLE
34	OKLO INC	COM CL A	$248K	5000	0.10%	SOLE
35	INVESCO QQQ TR	UNIT SER 1	$237K	411	0.09%	SOLE
36	ADOBE INC	COM	$231K	952	0.09%	SOLE
37	DIMENSIONAL ETF TRUST	US EQUITY MARKET	$218K	3079	0.08%	SOLE
38	SCHWAB STRATEGIC TR	US DIVIDEND EQ	$214K	6964	0.08%	SOLE

Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.