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  Name: Bull Oak Capital LLC
  City: SAN DIEGO
  State: CA
  Zip: 92121
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $149,236,000
  Total Value Change : $-239,668,000
  Securities Held Change : -4
   
All Securities Held : 39
  New Positions : 1
  Closed Positions : 3
  Increased Positions : 13
  Unchanged Positions : 13
  Decreased Positions : 11

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Holdings Found : 13     View All Holdings Currently Viewing:  Increased Positions     Page 1 of 1
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 Ticker Company Name Position
Rank		 New/Closed
Postion
Last
Close
     Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
    % of Company    Industry
   (IVV)1 Year Chart         IVV iShares Core S&P 500 Etf 1 - $525.96 $31,065,000 59,089 20.82% 7,903,000 10,596 0.001    Closed - End Fund - E...
   (AVUS)1 Year Chart         AVUS Avantis Us Equity Etf 2 - $0.00 $19,817,000 221,424 13.28% 16,045,000 175,165 0.246    N/A
   (SHV)1 Year Chart         SHV iShares Barclays Short Trea... 3 - $110.24 $17,436,000 157,732 11.68% 506,000 4,004 0.089    Closed - End Fund - E...
   (LAG)1 Year Chart         LAG Lagardere S.C.A 5 - $24.93 $13,356,000 528,340 8.95% 8,379,000 334,226 0.04    Closed - End Fund - E...
   (ELR)1 Year Chart         ELR streetTRACKS Series Trust -... 6 - $61.55 $10,912,000 177,346 7.31% 10,890,000 176,945 0.02    Closed - End Fund - E...
   (GOVT)1 Year Chart         GOVT Ishares Barclays Us Treasur... 8 - $0.00 $8,425,000 369,985 5.65% 949,000 45,515 0.004    N/A
   (VO)1 Year Chart         VO Vanguard Mid Cap VIPERS 9 - $246.21 $5,205,000 20,832 3.49% 5,182,000 20,733 0.01    Closed - End Fund - E...
   (FRDM)1 Year Chart         FRDM Freedom Environmental Servi... 10 - $0.00 $5,150,000 152,675 3.45% 5,130,000 152,070 0.148    N/A
   (BSV)1 Year Chart         BSV Vanguard Short-Term Bond 11 - $76.30 $4,024,000 52,491 2.7% 4,024,000 52,491 0.01    Closed - End Fund - E...
   (AVDV)1 Year Chart         AVDV Avantis International Small... 12 - $0.00 $3,072,000 46,641 2.06% 3,052,000 46,314 0.03    N/A
   (INTU)1 Year Chart         INTU Intuit Inc 14 - $635.42 $653,000 1,005 0.44% 26,000 2 0    Application Software
   (EXPGY)1 Year Chart         EXPGY Experian Plc ADR 32 - $43.73 $26,000 605 0.02% 24,000 554 0    N/A
   (WMT)1 Year Chart         WMT Wal-Mart Stores Inc 37 - $60.24 $10,000 166 0.01% 1,000 111 0    Discount, Variety Stores
      13 Records Found
  1    
Page 1 of 1
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