Data as of Q4 2025 (Dec 31, 2025)

Bull Oak Capital, LLC

•CIK: 1824263•Filing: Q4 2025

**Bull Oak Capital, LLC** manages $245M across a diversified portfolio of 36 positions. The fund exhibits a notable allocation to core US and international equity exposure, highlighted by significant holdings in IVV ($74.7M) and IEFA ($32.3M). Further diversification is evident through substantial allocations to sector and thematic ETFs, including SHV ($24.4M) and SPMO ($18.8M). This structure suggests a systematic approach balancing broad market capture with targeted sector overweighting.

Total AUM
$244.8M
QoQ Performance
+4.0%
Positions
24
Top 10 Concentration
86.2%
Latest Filing
Q4 2025

Top Holdings Allocation

IVV
IEFA
SHV
SPMO
VTI
IVV30.5%
IEFA13.2%
SHV10.0%
SPMO7.7%
VTI6.4%
AVUS4.7%
SPYM3.9%
SGOV3.9%

📈 Biggest Buys

SPMO
INVESCO EXCH TRADED FD TR II
+6.7%
7.7% of portfolio
SGOV
ISHARES TR
+13.5%
3.9% of portfolio
SHV
ISHARES TR
+3.5%
10.0% of portfolio
QCOM
QUALCOMM INC
NEW
0.3% of portfolio
IVV
ISHARES TR
+0.9%
30.5% of portfolio

📉 Biggest Sells

SPYM
SPDR SERIES TRUST
-2.5%
3.9% of portfolio
VO
VANGUARD INDEX FDS
-7.2%
1.2% of portfolio
AVUV
AMERICAN CENTY ETF TR
-4.6%
1.3% of portfolio
IAU*
ISHARES GOLD TR
-1.3%
3.1% of portfolio
AVUS
AMERICAN CENTY ETF TR
-0.8%
4.7% of portfolio

Sector Breakdown

Other67.2%
ETF30.9%
Technology1.4%
Energy0.2%
Financial0.1%
Consumer Staples0.1%

🚪 Exited Positionssold since Q3 2025

CIT
CINTAS CORP
SOLD
$296.4K

Changes from Q3 2025

NEW5 new positions
↑11 increased
↓10 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

📌 Top Holdings

IVV30.5%
ISHARES TR
$74.7M
IEFA13.2%
ISHARES TR
$32.3M
SHV10.0%
ISHARES TR
$24.4M
SPMO7.7%
INVESCO EXCH TRADED FD TR II
$18.8M
VTI6.4%
VANGUARD INDEX FDS
$15.7M

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