0001085146-22-003245.txt : 20221004 0001085146-22-003245.hdr.sgml : 20221004 20221004173125 ACCESSION NUMBER: 0001085146-22-003245 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220630 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: 221293282 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 06-30-2022 06-30-2022 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 19 108133 false
INFORMATION TABLE 2 infotable.xml INFORMATION TABLE ALPHABET INC CAP STK CL C 02079K107 431 197 SH SOLE 197 0 0 AMERICAN CENTY ETF TR US SML CP VALU 025072877 15031 219873 SH SOLE 204967 14907 0 EA SERIES TRUST FREEDOM 100 EM 02072L607 3790 137527 SH SOLE 131643 5884 0 ISHARES GOLD TR ISHARES NEW 464285204 2131 62103 SH SOLE 57997 4106 0 ISHARES TR 20 YR TR BD ETF 464287432 2131 18551 SH SOLE 17470 1081 0 ISHARES TR CORE HIGH DV ETF 46429B663 16320 162500 SH SOLE 155485 7014 0 ISHARES TR CORE S&P500 ETF 464287200 15792 41652 SH SOLE 39189 2463 0 ISHARES TR EAFE VALUE ETF 464288877 8697 200398 SH SOLE 188708 11690 0 ISHARES TR FALN ANGLS USD 46435G474 1764 71635 SH SOLE 68354 3281 0 ISHARES TR U.S. BAS MTL ETF 464287838 1474 12517 SH SOLE 11720 797 0 ISHARES TR U.S. ENERGY ETF 464287796 1489 39069 SH SOLE 36665 2404 0 ISHARES TR US TREAS BD ETF 46429B267 4759 199103 SH SOLE 187964 11139 0 ISHARES U S ETF TR GSCI CMDTY STGY 46431W853 2210 53975 SH SOLE 50554 3421 0 PROSHARES TR BITCOIN STRATE 74347G440 1418 122179 SH SOLE 114260 7919 0 SCHWAB STRATEGIC TR US TIPS ETF 808524870 4231 75830 SH SOLE 72118 3712 0 SELECT SECTOR SPDR TR SBI INT-INDS 81369Y704 1633 18694 SH SOLE 17616 1079 0 SPDR SER TR PORTFOLIO S&P500 78464A854 15709 354282 SH SOLE 335074 19208 0 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 8848 115222 SH SOLE 109157 6064 0 VANGUARD INDEX FDS TOTAL STK MKT 922908769 275 1459 SH SOLE 1459 0 0