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Home > Institutional Investor > Bull Oak Capital, Llc > Profile

Instuitional Investor - Bull Oak Capital, Llc

Fund Profile
Filing Period:
Fund Name: Bull Oak Capital, Llc
Portfolio Value $244,786,959
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 109,086 $74,717,365 30.52%
2.
Ishares Trust
 VLUE 361,470 $32,337,106 13.21%
3.
Ishares Tr
 221,264 $24,372,230 9.96%
4.
Invesco Exch Traded Fd Tr Ii - S&P 500 MOMNTM
 157,953 $18,846,952 7.7%
5.
Vanguard Index Fds
 46,721 $15,664,150 6.4%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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