0001085146-22-003230.txt : 20220928 0001085146-22-003230.hdr.sgml : 20220928 20220928110003 ACCESSION NUMBER: 0001085146-22-003230 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20211231 FILED AS OF DATE: 20220928 DATE AS OF CHANGE: 20220928 EFFECTIVENESS DATE: 20220928 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: 221273423 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 12-31-2021 12-31-2021 false Bull Oak Capital, LLC

4747 EXECUTIVE DRIVE SUITE 1010 SAN DIEGO CA 92121

13F HOLDINGS REPORT 028-22658 N Ryan A Hughes 858-999-3550 /s/Ryan A Hughes San Diego CA 09-19-2022 0 19 110354 INFORMATION TABLE 2 infotable.xml INFORMATION TABLE INVESCO QQQ TR UNIT SER 1 46090E103 9203 23131 SH SOLE 20725 2406 0 ISHARES TR CORE MSCI EAFE 46432F842 272 3643 SH SOLE 3643 0 0 ISHARES TR CORE S&P500 ETF 464287200 15292 32059 SH SOLE 29166 2893 0 ISHARES TR FLTG RATE NT ETF 46429B655 3124 61584 SH SOLE 55719 5865 0 ISHARES TR US TREAS BD ETF 46429B267 5321 199437 SH SOLE 181455 17982 0 ISHARES U S ETF TR GSCI CMDTY STGY 46431W853 2310 74807 SH SOLE 66828 7979 0 SCHWAB STRATEGIC TR US TIPS ETF 808524870 4473 71131 SH SOLE 64386 6745 0 SPDR INDEX SHS FDS PORTFOLIO DEVLPD 78463X889 7593 208137 SH SOLE 187760 20377 0 SPDR INDEX SHS FDS PORTFOLIO EMG MK 78463X509 3679 88676 SH SOLE 81709 6967 0 SPDR SER TR PORTFOLIO AGRGTE 78464A649 5562 187783 SH SOLE 170592 17191 0 SPDR SER TR PORTFOLIO S&P400 78464A847 4164 83709 SH SOLE 75910 7799 0 SPDR SER TR PORTFOLIO S&P500 78464A854 14898 266837 SH SOLE 243834 23003 0 SPDR SER TR PORTFOLIO S&P600 78468R853 5959 133345 SH SOLE 120692 12653 0 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 3341 41337 SH SOLE 36388 4949 0 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 2218 19121 SH SOLE 17797 1324 0 VANGUARD INDEX FDS VALUE ETF 922908744 11383 77381 SH SOLE 69356 8025 0 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 242 4894 SH SOLE 4894 0 0 VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 922042742 7888 73429 SH SOLE 67507 5922 0 VANGUARD SCOTTSDALE FDS VNG RUS2000IDX 92206C664 3432 38209 SH SOLE 34247 3962 0