Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Bull Oak Capital, LLC (CIK 1824263) reported $260.2M across 38 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: IVV ($77.8M, 29.89%), IEFA ($34.6M, 13.29%), SHV ($28.1M, 10.78%), SPMO ($19.7M, 7.56%), VTI ($15.7M, 6.04%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $77.8M | 29.89% | 119,067 | Added |
| 2 | IEFA | ISHARES TR | $34.6M | 13.29% | 381,907 | Added |
| 3 | SHV | ISHARES TR | $28.1M | 10.78% | 254,134 | Added |
| 4 | SPMO | INVESCO EXCH TRADED FD TR II | $19.7M | 7.56% | 175,441 | Added |
| 5 | VTI | VANGUARD INDEX FDS | $15.7M | 6.04% | 49,025 | Added |
| 6 | SGOV | ISHARES TR | $11.6M | 4.45% | 115,007 | Added |
| 7 | AVUS | AMERICAN CENTY ETF TR | $11.4M | 4.37% | 102,213 | Trimmed |
| 8 | SPLG | SPDR SERIES TRUST | $9.0M | 3.46% | 117,483 | Trimmed |
| 9 | IAU | ISHARES GOLD TR | $8.8M | 3.38% | 99,896 | Added |
| 10 | AVDV | AMERICAN CENTY ETF TR | $7.6M | 2.93% | 76,442 | Added |
| 11 | BSV | VANGUARD BD INDEX FDS | $6.2M | 2.39% | 79,367 | Added |
| 12 | SPAB | SPDR SERIES TRUST | $4.1M | 1.59% | 161,300 | Added |
| 13 | GOVT | ISHARES TR | $4.1M | 1.57% | 178,587 | Added |
| 14 | AVUV | AMERICAN CENTY ETF TR | $4.0M | 1.53% | 35,958 | Added |
| 15 | IBIT | ISHARES BITCOIN TRUST ETF | $3.1M | 1.18% | 79,783 | Added |
| 16 | VO | VANGUARD INDEX FDS | $2.7M | 1.04% | 9,385 | Trimmed |
| 17 | SCHX | SCHWAB STRATEGIC TR | $2.2M | 0.83% | 84,680 | Added |
| 18 | VUG | VANGUARD INDEX FDS | $1.3M | 0.50% | 2,981 | Hold |
| 19 | VTV | VANGUARD INDEX FDS | $1.1M | 0.42% | 5,606 | Hold |
| 20 | PG | PROCTER & GAMBLE CO | $699,603 | 0.27% | 4,844 | Added |
| 21 | SPY | STATE STR SPDR S&P 500 ETF T | $666,568 | 0.26% | 1,025 | Hold |
| 22 | XOM | EXXON MOBIL CORP | $590,756 | 0.23% | 3,482 | Hold |
| 23 | WFC | WELLS FARGO & CO | $589,830 | 0.23% | 7,409 | New |
| 24 | QCOM | QUALCOMM INC | $581,828 | 0.22% | 4,518 | Hold |
| 25 | MSFT | MICROSOFT CORP | $537,857 | 0.21% | 1,453 | Hold |
Source: SEC Form 13F filings · as of 2026-03-31