0001824263-24-000004.txt : 20240718 0001824263-24-000004.hdr.sgml : 20240718 20240718130744 ACCESSION NUMBER: 0001824263-24-000004 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240630 FILED AS OF DATE: 20240718 DATE AS OF CHANGE: 20240718 EFFECTIVENESS DATE: 20240718 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Bull Oak Capital, LLC CENTRAL INDEX KEY: 0001824263 ORGANIZATION NAME: 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: 241124258 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 true true 0001824263 XXXXXXXX 06-30-2024 06-30-2024 Bull Oak Capital, LLC

4747 EXECUTIVE DRIVE SUITE 1010 SAN DIEGO CA 92121

13F HOLDINGS REPORT 028-22658 N Giovanni Corrado 7863160577 Giovanni Corrado Miami FL 07-18-2024 0 45 155290840 false INFORMATION TABLE 2 rR10q-630.xml AMAZON.COM INC EQUITY 231351060 46380 240 SH SOLE 0 0 0 AMERICAN CENTURY ETF TRUST AVANTIS INTERNATIONAL SMALL CAP VALUE ETF ETF 250728020 3647465 56158 SH SOLE 0 0 0 AMERICAN CENTURY ETF TRUST AVANTIS U S SMALL CAP VALUE ETF ETF 250728770 10898567 121473 SH SOLE 0 0 0 AMERICAN CENTURY ETF TRUST AVANTIS U S EQUITY ETF ETF 250728850 22916241 254088 SH SOLE 0 0 0 AMERICAN CENTY CAP PORTFOLIO INC MID CAP VALUE I SHR CLASS MUTUAL 250766470 8387 538 SH SOLE 0 0 0 APPLE INC EQUITY 378331000 9279 44 SH SOLE 0 0 0 DECKERS OUTDOOR CORPORATION EQUITY 243537107 133577 138 SH SOLE 0 0 0 HARTFORD GROWTH OPPORTUNITIES FUND CL I MUTUAL 416641207 14670 246 SH SOLE 0 0 0 INTUIT INC EQUITY 461202103 661138 1005 SH SOLE 0 0 0 ISHARES CORE S&P 500 ETF ETF 464287200 41065166 75041 SH SOLE 0 0 0 ISHARES CORE U S AGGREGATE BD ETF ETF 464287226 6895 71 SH SOLE 0 0 0 ISHARES TRUST ISHARES SHORT TREASURY BOND ETF ETF 464288679 8270366 74844 SH SOLE 0 0 0 IVY FDS DELAWARE IVY INTL CORE EQI I MUTUAL 465899706 31905 1505 SH SOLE 0 0 0 LORD ABBETT BOND DEBENTURE FUND CLASS I MUTUAL 544004401 7084 1007 SH SOLE 0 0 0 MFS SER TR I VALUE FUND CL I MUTUAL 552983694 21132 420 SH SOLE 0 0 0 MICROSOFT CORP EQUITY 594918104 466481 1043 SH SOLE 0 0 0 TAIWAN SEMICONDUCTOR MFG CO LTD-SPONSORED ADR REPSTG 5 COM EQUITY 874039100 21378 123 SH SOLE 0 0 0 TAL EDUCATION GROUP AMERICAN DEPOSITARY SHRS ECH RPRSNTNG TWO CLSS A CMMN SHRS EQUITY 874080104 10670 1000 SH SOLE 0 0 0 VANGUARD SHORT TERM BOND ETF ETF 921937827 6607494 86147 SH SOLE 0 0 0 VANGUARD S&P 500 ETF ETF 922908363 26715 53 SH SOLE 0 0 0 VANGUARD INDEX FUNDS VANGUARD MID-CAP ETF ETF 922908629 6010602 24826 SH SOLE 0 0 0 VANGUARD INDEX TR VANGUARD TOTAL STK MKT ADMIRAL ADMIRAL SHS MUTUAL 922908728 91199 700 SH SOLE 0 0 0 VANGUARD INDEX FUNDS VANGUARD TOTAL STOCK MARKET ETF ETF 922908769 188862 706 SH SOLE 0 0 0 AB LARGE CAP GROWTH FUND CL ADVISOR MUTUAL 01877C408 13257 119 SH SOLE 0 0 0 ALPHA ARCHITECT ETF TR FREEDOM 100 EMERGING MARKETS ETF ETF 02072L607 6204988 175679 SH SOLE 0 0 0 ALPHABET INC CLASS C CAPITAL STOCK EQUITY 02079K107 18342 100 SH SOLE 0 0 0 ALPHABET INC CLASS A COMMON STOCK EQUITY 02079K305 38456 211 SH SOLE 0 0 0 DIMENSIONAL ETF TRUST DIMENSIONAL U S EQUITY ETF ETF 25434V401 196408 3337 SH SOLE 0 0 0 DIMENSIONAL ETF TRUST DIMENSIONAL U S TARGETED VALUE ETF ETF 25434V609 73624 1419 SH SOLE 0 0 0 DIMENSIONAL ETF TRUST DIMENSIONAL US MARKETWIDE VALUE ETF ETF 25434V724 238677 6077 SH SOLE 0 0 0 EXPERIAN PLC SPONSORED ADR EQUITY 30215C101 28217 605 SH SOLE 0 0 0 META PLATFORMS INC CLASS A COMMON STOCK EQUITY 30303M102 36880 73 SH SOLE 0 0 0 GOLDMAN SACHS EMERGING MKTS EQUITY INSIGHTS FD CL I MUTUAL 38144N569 15706 1754 SH SOLE 0 0 0 ISHARES TRUST ISHARES U S TREASURY BOND ETF ETF 46429B267 5102917 226092 SH SOLE 0 0 0 ISHARES TR CORE MSCI EAFE ETF ETF 46432F842 20616908 283823 SH SOLE 0 0 0 ISHARES BITCOIN TR SHS ETF ETF 46438F101 698299 20453 SH SOLE 0 0 0 JPMORGAN TR I U S EQUITY FD CL I MUTUAL 4812A1159 14122 574 SH SOLE 0 0 0 NETFLIX INC COM EQUITY 64110L106 31044 46 SH SOLE 0 0 0 NVIDIA CORP EQUITY 67066G104 103792 840 SH SOLE 0 0 0 PRINCIPAL INVS FD INC REAL ESTATE SECS FD INSTL CL MUTUAL 74253Q580 5045 186 SH SOLE 0 0 0 PRINCIPAL INVS FD INC MIDCAP FD INST CL MUTUAL 74253Q747 9925 239 SH SOLE 0 0 0 SPDR S&P 500 ETF TRUST ETF 78462F103 210165 386 SH SOLE 0 0 0 SPDR SERIES TRUST SPDR PORTFOLIO AGGREGATE BOND ETF ETF 78464A649 10421933 415381 SH SOLE 0 0 0 SPDR SERIES TRUST SPDR PORTFOLIO S&P 500 ETF ETF 78464A854 9986765 156043 SH SOLE 0 0 0 TESLA INC COMMON STOCK EQUITY 88160R101 63717 322 SH SOLE 0 0 0