account_balance

Investment manager · 13F filer · SEC CIK 1824263

Bull Oak Capital, LLC

Reported value$306Mas of Sep 30, 2026
Positions39 1 new, 2 sold out
Top 10 weight87.2%IVV alone is 37%
FiledOct 2323 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
IVV iShares Tr 37.4% Added +3%
IEFA iShares Tr 13.0% Added +2%
SPMO Invesco Exch Traded Fd Tr II 9.8% Added +4%
SHV iShares Tr 9.1% Held
AVUS American Centy ETF Tr 4.2% Held
SPYM SPDR Series Trust 3.3% Held
AVDV American Centy ETF Tr 2.8% Held
SGOV iShares Tr 2.6% Trimmed −24%
IAU iShares Gold Trust 2.6% Added +2%
AVUV American Centy ETF Tr 2.4% Added +3%
BSV Vanguard Bd Index FDS 2.0% Held
IBIT iShares Bitcoin Trust ETF 1.5% Held

What changed

Biggest moves since Jun 30, 2026

Filed Oct 23, 2026, compared with the Aug 10, 2026 filing
add_circleNew
arrow_upwardAdded
  • VOO +236%
  • SPMO +4%
  • IVV +3%
  • AVUV +3%
arrow_downwardTrimmed
  • SGOV −24%
  • VO −15%
  • VTI −3%
  • SCHX −2%
remove_circleSold out

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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