Bull Oak Capital, LLC

13F Portfolio Filings

Most recent 13F
Q1 2024
Location
San Diego, CA
CIK
0001824263
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q1 2024 39 149,237 IVV, AVUS, SHV, IEFA 13F-HR 4/11/2024 000182426324000003
Q4 2023 43 388,905 SPY, AAPL, FSLR, IVV 13F-HR 1/29/2024 000182426324000001
Q3 2023 85 91,413 AVUV, IVV, SPLG, SPAB 13F-HR 11/1/2023 000182426323000001
Q2 2023 15 136,694 AVUS puts, AVUV puts, IEFA puts, SPLG puts 13F-HR 7/26/2023 000108514623002917
Q1 2023 16 129,269 IEFA puts, AVUS puts, SPLG puts, AVUV puts 13F-HR 4/24/2023 000108514623001860
Q4 2022 15 118,387 IVV, SPLG, AVUV, SPAB 13F-HR 1/13/2023 000108514623000136
Q3 2022 20 102,553 IVV, SPLG, HDV, KMLM 13F-HR 10/18/2022 000108514622003457
Q2 2022 19 108,133 HDV, IVV, SPLG, AVUV 13F-HR 10/4/2022 000108514622003245
Q1 2022 25 121,979 SPLG, IVV, VT, QQQ 13F-HR 10/4/2022 000108514622003244
Q4 2021 19 110,354 IVV, SPLG, VTV, QQQ 13F-HR 9/28/2022 000108514622003230