0001085146-23-000136.txt : 20230113
0001085146-23-000136.hdr.sgml : 20230113
20230113172219
ACCESSION NUMBER: 0001085146-23-000136
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20221231
FILED AS OF DATE: 20230113
DATE AS OF CHANGE: 20230113
EFFECTIVENESS DATE: 20230113
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: 23529677
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
X0202
13F-HR
LIVE
false
false
false
0001824263
XXXXXXXX
12-31-2022
12-31-2022
false
Bull Oak Capital, LLC
4747 EXECUTIVE DRIVE
SUITE 1010
SAN DIEGO
CA
92121
13F HOLDINGS REPORT
028-22658
000170325
801-124736
N
Ryan A Hughes
CEO & CCO
858-999-3550
/s/Ryan A Hughes
San Diego
CA
01-13-2023
0
15
118387438
false
INFORMATION TABLE
2
infotable.xml
INFORMATION TABLE
ALPHABET INC
CAP STK CL C
02079K107
BBG009S3NB21
349596
3940
SH
SOLE
3940
0
0
AMERICAN CENTY ETF TR
US SML CP VALU
025072877
BBG00Q9MQZW3
13453639
180562
SH
SOLE
171871
8690
0
EA SERIES TRUST
FREEDOM 100 EM
02072L607
BBG00P7KKMR2
3617978
131205
SH
SOLE
124717
6488
0
INVESCO QQQ TR
UNIT SER 1
46090E103
BBG001S9GN63
8455455
31754
SH
SOLE
30014
1740
0
ISHARES TR
CORE MSCI EAFE
46432F842
BBG003H6TRS0
4539370
73643
SH
SOLE
69908
3736
0
ISHARES TR
CORE S&P500 ETF
464287200
BBG001SFB7R6
28902041
75225
SH
SOLE
70885
4340
0
ISHARES TR
FALN ANGLS USD
46435G474
BBG00D332C84
866226
35198
SH
SOLE
33836
1363
0
ISHARES TR
FLTG RATE NT ETF
46429B655
BBG001V1QYX1
2819069
56012
SH
SOLE
53597
2414
0
ISHARES TR
SHORT TREAS BD
464288679
BBG001SSD803
6182870
56249
SH
SOLE
52133
4116
0
ISHARES TR
US TREAS BD ETF
46429B267
BBG002NCKPP8
4128673
181720
SH
SOLE
170594
11126
0
PIMCO ETF TR
15+ YR US TIPS
72201R304
BBG001T5HFW7
2895900
49724
SH
SOLE
47562
2162
0
PROSHARES TR
BITCOIN STRATE
74347G440
BBG0131STKH5
1976089
189462
SH
SOLE
178838
10624
0
SPDR SER TR
PORTFOLIO AGRGTE
78464A649
BBG001STKD11
11173989
444647
SH
SOLE
419056
25591
0
SPDR SER TR
PORTFOLIO S&P500
78464A854
BBG001SPTB87
28747597
639120
SH
SOLE
600385
38735
0
VANGUARD INDEX FDS
TOTAL STK MKT
922908769
BBG001SHTB03
278946
1459
SH
SOLE
1459
0
0