0002027377-24-000003.txt : 20240801
0002027377-24-000003.hdr.sgml : 20240801
20240801154434
ACCESSION NUMBER: 0002027377-24-000003
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20240630
FILED AS OF DATE: 20240801
DATE AS OF CHANGE: 20240801
EFFECTIVENESS DATE: 20240801
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: 241166333
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
06-30-2024
06-30-2024
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
08-01-2024
0
15
750410941
INFORMATION TABLE
2
infotable.xml
AMERICAN CENTY ETF TR
AVANTIS US LARG
025072158
182577216
2908670
SH
SOLE
2908670
0
0
AMERICAN CENTY ETF TR
INTL EQT ETF
025072703
95579311
1535164
SH
SOLE
1535164
0
0
AMERICAN CENTY ETF TR
AVANTIS EMGMKT
025072604
72554638
1187668
SH
SOLE
1187668
0
0
AMERICAN CENTY ETF TR
US EQT ETF
025072885
274493806
3043506
SH
SOLE
3043506
0
0
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
46137V357
2806231
17082
SH
SOLE
17082
0
0
ISHARES INC
CORE MSCI EMKT
46434G103
15981114
298545
SH
SOLE
298545
0
0
ISHARES TR
CORE MSCI INTL
46435G326
19565118
298067
SH
SOLE
298067
0
0
ISHARES TR
U.S. MED DVC ETF
464288810
4977977
88829
SH
SOLE
88829
0
0
SPDR SER TR
S&P 400 MDCP GRW
78464A821
2511293
29875
SH
SOLE
29875
0
0
SPDR SER TR
S&P 600 SMCP GRW
78464A201
1879561
21891
SH
SOLE
21891
0
0
VANGUARD INDEX FDS
VALUE ETF
922908744
11848364
73863
SH
SOLE
73863
0
0
VANGUARD INDEX FDS
GROWTH ETF
922908736
12367015
33066
SH
SOLE
33066
0
0
VANGUARD INDEX FDS
S&P 500 ETF SHS
922908363
38524514
77029
SH
SOLE
77029
0
0
VANGUARD INDEX FDS
EXTEND MKT ETF
922908652
8727625
51707
SH
SOLE
51707
0
0
VANGUARD WHITEHALL FDS
INTL DVD ETF
921946810
6017158
74030
SH
SOLE
74030
0
0