0001085146-22-003457.txt : 20221018 0001085146-22-003457.hdr.sgml : 20221018 20221018080522 ACCESSION NUMBER: 0001085146-22-003457 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220930 FILED AS OF DATE: 20221018 DATE AS OF CHANGE: 20221018 EFFECTIVENESS DATE: 20221018 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Bull Oak Capital, LLC CENTRAL INDEX KEY: 0001824263 IRS NUMBER: 464403076 STATE OF INCORPORATION: CA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-22658 FILM NUMBER: 221314928 BUSINESS ADDRESS: STREET 1: 4747 EXECUTIVE DRIVE STREET 2: SUITE 1010 CITY: SAN DIEGO STATE: CA ZIP: 92121 BUSINESS PHONE: (858) 999-3550 MAIL ADDRESS: STREET 1: 4747 EXECUTIVE DRIVE STREET 2: SUITE 1010 CITY: SAN DIEGO STATE: CA ZIP: 92121 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001824263 XXXXXXXX 09-30-2022 09-30-2022 false Bull Oak Capital, LLC
4747 EXECUTIVE DRIVE SUITE 1010 SAN DIEGO CA 92121
13F HOLDINGS REPORT 028-22658 N
Ryan A Hughes CEO & CCO 858-999-3550 /s/Ryan A Hughes San Diego CA 10-18-2022 0 20 102553 false
INFORMATION TABLE 2 infotable.xml INFORMATION TABLE ALPHABET INC CAP STK CL C 02079K107 379 3940 SH SOLE 3940 0 0 AMERICAN CENTY ETF TR US SML CP VALU 025072877 7947 120160 SH SOLE 113751 6409 0 EA SERIES TRUST FREEDOM 100 EM 02072L607 3553 142191 SH SOLE 135695 6496 0 ISHARES TR 20 YR TR BD ETF 464287432 617 6020 SH SOLE 5518 502 0 ISHARES TR CORE HIGH DV ETF 46429B663 12275 134459 SH SOLE 128676 5783 0 ISHARES TR CORE S&P500 ETF 464287200 18384 51259 SH SOLE 48412 2847 0 ISHARES TR FALN ANGLS USD 46435G474 482 20176 SH SOLE 19447 729 0 ISHARES TR FLTG RATE NT ETF 46429B655 2166 43086 SH SOLE 40877 2209 0 ISHARES TR MSCI EAFE ETF 464287465 5124 91476 SH SOLE 86744 4732 0 ISHARES TR SHORT TREAS BD 464288679 4164 37852 SH SOLE 35362 2490 0 ISHARES TR US TREAS BD ETF 46429B267 4206 184805 SH SOLE 172937 11868 0 KRANESHARES TR KFA MOUNT LUCAS 500767652 11138 290344 SH SOLE 273700 16644 0 PROSHARES TR BITCOIN STRATE 74347G440 2127 177387 SH SOLE 167711 9676 0 SELECT SECTOR SPDR TR SBI CONS STPLS 81369Y308 2285 34236 SH SOLE 32634 1602 0 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 2390 19731 SH SOLE 19111 620 0 SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 2138 32634 SH SOLE 30946 1688 0 SPDR SER TR PORTFOLIO S&P500 78464A854 17944 427341 SH SOLE 405974 21367 0 TESLA INC COM 88160R101 204 768 SH SOLE 768 0 0 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 4768 63727 SH SOLE 59978 3749 0 VANGUARD INDEX FDS TOTAL STK MKT 922908769 262 1459 SH SOLE 1459 0 0