0001085146-22-003244.txt : 20221004 0001085146-22-003244.hdr.sgml : 20221004 20221004173103 ACCESSION NUMBER: 0001085146-22-003244 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220331 FILED AS OF DATE: 20221004 DATE AS OF CHANGE: 20221004 EFFECTIVENESS DATE: 20221004 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: 221293280 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 03-31-2022 03-31-2022 false Bull Oak Capital, LLC
4747 EXECUTIVE DRIVE SUITE 1010 SAN DIEGO CA 92121
13F HOLDINGS REPORT 028-22658 N
Ryan A Hughes CEO & CCO 858-999-3550 /s/Ryan A Hughes San Diego CA 10-04-2022 0 25 121979 false
INFORMATION TABLE 2 infotable.xml INFORMATION TABLE ALPHA ARCHITECT ETF TR FREEDOM 100 EM 02072L607 4145 121305 SH SOLE 113017 8288 0 ALPHABET INC CAP STK CL C 02079K107 592 212 SH SOLE 212 0 0 APPLE INC COM 037833100 262 1500 SH SOLE 1500 0 0 INVESCO QQQ TR UNIT SER 1 46090E103 9067 25008 SH SOLE 22669 2339 0 ISHARES TR CORE MSCI EAFE 46432F842 253 3643 SH SOLE 3643 0 0 ISHARES TR CORE S&P500 ETF 464287200 17763 39153 SH SOLE 36122 3031 0 ISHARES TR CORE US AGGBD ET 464287226 286 2670 SH SOLE 2670 0 0 ISHARES TR FALN ANGLS USD 46435G474 2780 100135 SH SOLE 94092 6043 0 ISHARES TR FLTG RATE NT ETF 46429B655 5385 106599 SH SOLE 98238 8361 0 ISHARES TR U.S. ENERGY ETF 464287796 6345 155062 SH SOLE 144267 10795 0 ISHARES TR US TREAS BD ETF 46429B267 4698 188608 SH SOLE 175028 13580 0 ISHARES U S ETF TR GSCI CMDTY STGY 46431W853 5039 125824 SH SOLE 114385 11439 0 PROSHARES TR BITCOIN STRATE 74347G440 3753 131425 SH SOLE 120751 10674 0 SCHWAB STRATEGIC TR US TIPS ETF 808524870 1958 32254 SH SOLE 30308 1946 0 SPDR INDEX SHS FDS PORTFOLIO DEVLPD 78463X889 6973 203403 SH SOLE 183845 19558 0 SPDR SER TR PORTFOLIO AGRGTE 78464A649 6632 238642 SH SOLE 218892 19750 0 SPDR SER TR PORTFOLIO S&P400 78464A847 3651 77411 SH SOLE 71456 5955 0 SPDR SER TR PORTFOLIO S&P500 78464A854 18339 345177 SH SOLE 322011 23166 0 SPDR SER TR PORTFOLIO S&P600 78468R853 4570 108632 SH SOLE 100035 8597 0 TESLA INC COM 88160R101 286 265 SH SOLE 265 0 0 VANGUARD INDEX FDS TOTAL STK MKT 922908769 415 1823 SH SOLE 1823 0 0 VANGUARD INDEX FDS VALUE ETF 922908744 8521 57658 SH SOLE 52994 4664 0 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 361 7829 SH SOLE 7829 0 0 VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 922042742 9633 95107 SH SOLE 87703 7404 0 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF 921943858 272 5653 SH SOLE 5653 0 0