$137 Million is the total value of Bull Oak Capital, LLC's 15 reported holdings in Q2 2023. The portfolio turnover from Q1 2023 to Q2 2023 was - .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q2 2023 |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-07-27
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
ISHARES TR | 6 | Q3 2023 | 24.4% |
SPDR SER TR | 6 | Q3 2023 | 24.3% |
ISHARES TR | 6 | Q3 2023 | 6.1% |
EA SERIES TRUST | 5 | Q3 2023 | 5.5% |
PROSHARES TR | 5 | Q3 2023 | 3.1% |
ALPHABET INC | 5 | Q3 2023 | 0.5% |
VANGUARD INDEX FDS | 5 | Q3 2023 | 0.3% |
AMERICAN CENTY ETF TR | 4 | Q3 2023 | 22.1% |
SPDR SER TR | 4 | Q3 2023 | 13.6% |
VANGUARD BD INDEX FDS | 4 | Q3 2023 | 8.2% |
View Bull Oak Capital, LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
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 |
13F-HR | 2022-09-28 |
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.