Bull Oak Capital, LLC — 13F holdings

Bull Oak Capital, LLC reported 39 holdings worth $306M in its 13F filing for Q3 2026, filed October 23, 2026.

Largest positions

  1. IVV ISHARES TR — $114M (37.4%)
  2. IEFA ISHARES TR — $39.8M (13.0%)
  3. SPMO INVESCO EXCH TRADED FD TR II — $29.9M (9.8%)
  4. SHV ISHARES TR — $27.8M (9.1%)
  5. AVUS AMERICAN CENTY ETF TR — $12.9M (4.2%)
  6. SPYM SPDR SERIES TRUST — $10.2M (3.3%)
  7. AVDV AMERICAN CENTY ETF TR — $8.56M (2.8%)
  8. SGOV ISHARES TR — $8.01M (2.6%)
  9. IAU ISHARES GOLD TR — $7.81M (2.6%)
  10. AVUV AMERICAN CENTY ETF TR — $7.50M (2.4%)