BOC
Bull Oak Capital Portfolio holdings
AUM
$219M
This Quarter Return
-2.8%
1 Year Return
+14.03%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$91.4M
AUM Growth
–
Cap. Flow
+$91.4M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
97.45%
Holding
85
New
82
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Avantis US Small Cap Value ETF
AVUV
|
$20.2M |
| 2 |
iShares Core S&P 500 ETF
IVV
|
$18.3M |
| 3 |
SPDR Portfolio S&P 500 ETF
SPLG
|
$16.8M |
| 4 |
SPDR Portfolio Aggregate Bond ETF
SPAB
|
$12.5M |
| 5 |
iShares Short Treasury Bond ETF
SHV
|
$7.01M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 1.18% |
| 2 | Consumer Discretionary | 0.31% |
| 3 | Communication Services | 0.12% |
| 4 | Materials | 0.03% |
| 5 | Industrials | 0.02% |
