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| Name: |
Bull Oak Capital LLC |
| City: |
SAN DIEGO |
| State: |
CA |
| Zip: |
92121 |
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data |
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Filing Period: |
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| Holdings
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11 |
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Menu
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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 |
|
IEFA |
Ishares Core Msci Eafe |
4 |
- |
$0.00 |
$17,388,000 |
234,279 |
11.65% |
729,000 |
-2,527 |
0.002 |
N/A |
|
|
AVUV |
Avantis Us Small Cap Value Etf |
7 |
- |
$93.26 |
$9,593,000 |
102,370 |
6.43% |
-10,942,000 |
-126,303 |
0.114 |
N/A |
|
|
BITO |
Proshares Bitcoin Strategy Etf |
13 |
- |
$0.00 |
$998,000 |
30,892 |
0.67% |
270,000 |
-4,613 |
0.072 |
N/A |
|
|
DFUV |
DFA Dimensional Us Marketwi... |
16 |
- |
$40.20 |
$259,000 |
6,322 |
0.17% |
16,000 |
-217 |
0.001 |
N/A |
|
|
DFUS |
Dimensional U S Equity Etf |
17 |
- |
$57.00 |
$253,000 |
4,448 |
0.17% |
22,000 |
-5 |
0 |
N/A |
|
|
SPY |
Standard & Poors Depository... |
18 |
- |
$523.30 |
$202,000 |
386 |
0.14% |
-224,619,000 |
-472,612 |
0 |
Closed - End Fund - E... |
|
|
VTSAX |
Vanguard Total Stock Market... |
21 |
- |
$0.00 |
$89,000 |
700 |
0.06% |
-6,023,000 |
-52,224 |
0.008 |
N/A |
|
|
DFAT |
Dimensional U S Targeted Va... |
22 |
- |
$54.03 |
$81,000 |
1,495 |
0.05% |
-69,000 |
-1,379 |
0 |
N/A |
|
|
AAPL |
Apple Inc |
25 |
- |
$187.43 |
$56,000 |
328 |
0.04% |
-33,655,000 |
-174,765 |
0 |
Personal Computers |
|
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VOO |
Vanguard S&P 500 Etf |
29 |
- |
$481.04 |
$33,000 |
69 |
0.02% |
-881,000 |
-2,024 |
0 |
Closed - End Fund - E... |
|
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FSLR |
First Solar, Inc. |
38 |
- |
$186.97 |
$9,000 |
51 |
0.01% |
-26,762,000 |
-155,342 |
0 |
Semiconductor - Speci... |
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