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