本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR
Oak Root LLC (CIK 2027377) reported $906.3M across 10 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: AVUS ($372.2M, 41.07%), AVLC ($180.7M, 19.94%), AVDE ($127.3M, 14.05%), AVEM ($103.8M, 11.45%), VOO ($37.4M, 4.13%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AVUS | AMERICAN CENTY ETF TR | $372.2M | 41.07% | 2.9M | Hold |
| 2 | AVLC | AMERICAN CENTY ETF TR | $180.7M | 19.94% | 2.0M | Trimmed |
| 3 | AVDE | AMERICAN CENTY ETF TR | $127.3M | 14.05% | 1.4M | Hold |
| 4 | AVEM | AMERICAN CENTY ETF TR | $103.8M | 11.45% | 1.1M | Hold |
| 5 | VOO | VANGUARD INDEX FDS | $37.4M | 4.13% | 54,519 | Added |
| 6 | VUG | VANGUARD INDEX FDS | $28.5M | 3.14% | 330,492 | Added |
| 7 | VTV | VANGUARD INDEX FDS | $27.3M | 3.02% | 125,436 | Added |
| 8 | IDEV | ISHARES TR | $15.2M | 1.68% | 171,318 | Trimmed |
| 9 | IEMG | ISHARES INC | $12.2M | 1.34% | 147,059 | Trimmed |
| 10 | VXF | VANGUARD INDEX FDS | $1.6M | 0.18% | 6,583 | Trimmed |
来源：SEC 13F 申报文件 · 截至 2026-06-30