Bull Oak Capital, LLC

13F Filings History

Latest 13F report
Q3 2024 - Oct 23, 2024
Value $
$174M
Signature - Title
Giovanni Corrado - COMPLIANCE CONSULTANT
Location
San Diego, CA
Summary
This page shows a list of all the recent 13F filings made by Bull Oak Capital, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Bull Oak Capital, LLC reported 124 stock holdings with total value $174M as of Q3 2024. Top holdings included IVV, AVUS, IEFA, SPAB, and AVUV.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 124 $174M +$60M -$48.1M +$11.8M IVV, AVUS, IEFA, SPAB, AVUV 13F-HR 10/23/2024, 12:25 PM
Q2 2024 45 $155M +$55.2M -$50.4M +$4.8M IVV, IEFA, SPAB, SPLG, SHV 13F-HR 7/18/2024, 01:07 PM
Q1 2024 38 $149M +$59.5M -$323M -$264M IVV, AVUS, SHV, IEFA, SPAB 13F-HR 4/11/2024, 09:47 AM
Q4 2023 39 $389M +$327M -$38.9M +$288M SPY, AAPL, FSLR, IVV, AVUV 13F-HR 1/29/2024, 04:55 PM
Q3 2023 81 $91.4M +$91.4M $0 +$91.4M AVUV, IVV, SPLG, SPAB, SHV 13F-HR 11/1/2023, 09:03 AM
Q2 2023 0 $0 $0 $0 13F-HR 7/26/2023, 08:38 PM
Q1 2023 0 $0 $0 -$118M -$118M 13F-HR 4/24/2023, 09:42 PM
Q4 2022 15 $118M +$53.5M -$41.3M +$12.2M IVV, SPLG, AVUV, SPAB, QQQ 13F-HR 1/13/2023, 05:22 PM
Q3 2022 20 $103M +$37.3M -$37.7M -$451K IVV, SPLG, HDV, KMLM, AVUV 13F-HR 10/18/2022, 08:05 AM
Q2 2022 19 $108M +$60.7M -$64.4M -$3.68M HDV, IVV, SPLG, AVUV, BSV 13F-HR 10/4/2022, 05:31 PM
Q1 2022 25 $122M +$35.3M -$19.7M +$15.5M SPLG, IVV, VT, QQQ, VTV 13F-HR 10/4/2022, 05:31 PM
Q4 2021 19 $110M $0 $0 IVV, SPLG, VTV, QQQ, VT 13F-HR 9/28/2022, 11:00 AM