Bull Oak Capital, LLC

**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.

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