$110 Million is the total value of Bull Oak Capital, LLC's 19 reported holdings in Q4 2021. The portfolio turnover from Q3 2021 to Q4 2021 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q4 2021 | ||||||||
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-09-28
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 9 | Q2 2024 | 26.4% |
| SPDR SER TR | 9 | Q2 2024 | 24.3% |
| ISHARES TRUST ISHARES U S TREASURY BOND ETF | 9 | Q2 2024 | 6.1% |
| EA SERIES TRUST | 8 | Q2 2024 | 5.5% |
| ALPHABET INC CLASS C CAPITAL STOCK | 8 | Q2 2024 | 0.5% |
| VANGUARD INDEX FUNDS VANGUARD TOTAL STOCK MARKET ETF | 8 | Q2 2024 | 0.3% |
| SPDR SER TR | 7 | Q2 2024 | 13.6% |
| ISHARES TR CORE MSCI EAFE ETF | 7 | Q2 2024 | 13.3% |
| VANGUARD SHORT TERM BOND ETF | 7 | Q2 2024 | 8.2% |
| PROSHARES TRUST PROSHARES BITCOIN STRATEGY ETF | 7 | Q1 2024 | 3.1% |
View Bull Oak Capital, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-07-18 |
| 13F-HR | 2024-04-11 |
| 13F-HR | 2024-01-29 |
| 13F-HR | 2023-11-01 |
| 13F-HR | 2023-07-27 |
| 13F-HR | 2023-04-25 |
| 13F-HR | 2023-01-13 |
| 13F-HR | 2022-10-18 |
| 13F-HR | 2022-10-04 |
| 13F-HR | 2022-10-04 |
View Bull Oak Capital, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.