BOC
Bull Oak Capital Portfolio holdings
AUM
$219M
This Quarter Return
+5.67%
1 Year Return
+14.03%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$110M
AUM Growth
–
Cap. Flow
+$110M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
79.36%
Holding
19
New
19
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
iShares Core S&P 500 ETF
IVV
|
$15.3M |
| 2 |
SPDR Portfolio S&P 500 ETF
SPLG
|
$14.9M |
| 3 |
Vanguard Value ETF
VTV
|
$11.4M |
| 4 |
Invesco QQQ Trust
QQQ
|
$9.2M |
| 5 |
Vanguard Total World Stock ETF
VT
|
$7.89M |
Top Sells
No sells this quarter
