0002027377-24-000002.txt : 20240710
0002027377-24-000002.hdr.sgml : 20240710
20240710100436
ACCESSION NUMBER: 0002027377-24-000002
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20240331
FILED AS OF DATE: 20240710
DATE AS OF CHANGE: 20240710
EFFECTIVENESS DATE: 20240710
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Oak Root LLC
CENTRAL INDEX KEY: 0002027377
ORGANIZATION NAME:
IRS NUMBER: 474164472
STATE OF INCORPORATION: CA
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-24203
FILM NUMBER: 241108943
BUSINESS ADDRESS:
STREET 1: 2692 SYCAMORE CANYON RD
CITY: SANTA BARBARA
STATE: CA
ZIP: 93108
BUSINESS PHONE: 805.395.9767
MAIL ADDRESS:
STREET 1: 2692 SYCAMORE CANYON RD
CITY: SANTA BARBARA
STATE: CA
ZIP: 93108
13F-HR
1
primary_doc.xml
X0202
13F-HR
LIVE
false
false
false
0002027377
XXXXXXXX
03-31-2024
03-31-2024
false
Oak Root LLC
2692 Sycamore Canyon Rd
Santa Barbara
CA
93108
13F HOLDINGS REPORT
028-24203
000246788
801-100400
N
Kevin Charles Root
Managing Member & CCO
805-395-9767
/s/ Kevin Charles Root
Santa Barbara
CA
07-10-2024
0
15
746304928
INFORMATION TABLE
2
infotable.xml
AMERICAN CENTY ETF TR
AVANTIS US LARG
025072158
183424143
2967500
SH
SOLE
0
0
2967500
AMERICAN CENTY ETF TR
AVANTIS EMGMKT
025072604
68837237
1187668
SH
SOLE
0
0
1187668
AMERICAN CENTY ETF TR
INTL EQT ETF
025072703
97851353
1535164
SH
SOLE
0
0
1535164
AMERICAN CENTY ETF TR
US EQT ETF
025072885
272393787
3043506
SH
SOLE
0
0
3043506
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
46137V357
6545981
38649
SH
SOLE
0
0
38649
ISHARES INC
CORE MSCI EMKT
46434G103
15155900
293719
SH
SOLE
0
0
293719
ISHARES TR
U.S. MED DVC ETF
464288810
4979798
84994
SH
SOLE
0
0
84994
ISHARES TR
CORE MSCI INTL
46435G326
17553085
261479
SH
SOLE
0
0
261479
SPDR SER TR
S&P 400 MDCP GRW
78464A821
2551312
29228
SH
SOLE
0
0
29228
SPDR SER TR
S&P 600 SMCP GRW
78464A201
1916618
21972
SH
SOLE
0
0
21972
VANGUARD INDEX FDS
S&P 500 ETF SHS
922908363
37618621
78258
SH
SOLE
0
0
78258
VANGUARD INDEX FDS
GROWTH ETF
922908736
11300430
32831
SH
SOLE
0
0
32831
VANGUARD INDEX FDS
VALUE ETF
922908744
11517459
70720
SH
SOLE
0
0
70720
VANGUARD INDEX FDS
EXTEND MKT ETF
922908652
9529255
54369
SH
SOLE
0
0
54369
VANGUARD WHITEHALL FDS
INTL DVD ETF
921946810
5129949
62921
SH
SOLE
0
0
62921