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