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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 $388,905,750
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr S & P 500 Etf Trust
 SPY 472,998 $224,820,607 57.8%
2.
Apple Inc.
 AAPL 175,093 $33,710,621 8.66%
3.
First Solar Inc.
 FSLR 155,393 $26,771,088 6.88%
4.
Ishares Trust
 IEF 48,493 $23,161,717 5.95%
5.
American Centy Etf Tr
 228,673 $20,534,820 5.28%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
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Returns since its inception in May 2014 (through Feb 16th, 2024)