0001085146-23-000136.txt : 20230113 0001085146-23-000136.hdr.sgml : 20230113 20230113172219 ACCESSION NUMBER: 0001085146-23-000136 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20221231 FILED AS OF DATE: 20230113 DATE AS OF CHANGE: 20230113 EFFECTIVENESS DATE: 20230113 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: 23529677 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 X0202 13F-HR LIVE false false false 0001824263 XXXXXXXX 12-31-2022 12-31-2022 false Bull Oak Capital, LLC

4747 EXECUTIVE DRIVE SUITE 1010 SAN DIEGO CA 92121

13F HOLDINGS REPORT 028-22658 000170325 801-124736 N Ryan A Hughes 858-999-3550 /s/Ryan A Hughes San Diego CA 01-13-2023 0 15 118387438 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE ALPHABET INC CAP STK CL C 02079K107 BBG009S3NB21 349596 3940 SH SOLE 3940 0 0 AMERICAN CENTY ETF TR US SML CP VALU 025072877 BBG00Q9MQZW3 13453639 180562 SH SOLE 171871 8690 0 EA SERIES TRUST FREEDOM 100 EM 02072L607 BBG00P7KKMR2 3617978 131205 SH SOLE 124717 6488 0 INVESCO QQQ TR UNIT SER 1 46090E103 BBG001S9GN63 8455455 31754 SH SOLE 30014 1740 0 ISHARES TR CORE MSCI EAFE 46432F842 BBG003H6TRS0 4539370 73643 SH SOLE 69908 3736 0 ISHARES TR CORE S&P500 ETF 464287200 BBG001SFB7R6 28902041 75225 SH SOLE 70885 4340 0 ISHARES TR FALN ANGLS USD 46435G474 BBG00D332C84 866226 35198 SH SOLE 33836 1363 0 ISHARES TR FLTG RATE NT ETF 46429B655 BBG001V1QYX1 2819069 56012 SH SOLE 53597 2414 0 ISHARES TR SHORT TREAS BD 464288679 BBG001SSD803 6182870 56249 SH SOLE 52133 4116 0 ISHARES TR US TREAS BD ETF 46429B267 BBG002NCKPP8 4128673 181720 SH SOLE 170594 11126 0 PIMCO ETF TR 15+ YR US TIPS 72201R304 BBG001T5HFW7 2895900 49724 SH SOLE 47562 2162 0 PROSHARES TR BITCOIN STRATE 74347G440 BBG0131STKH5 1976089 189462 SH SOLE 178838 10624 0 SPDR SER TR PORTFOLIO AGRGTE 78464A649 BBG001STKD11 11173989 444647 SH SOLE 419056 25591 0 SPDR SER TR PORTFOLIO S&P500 78464A854 BBG001SPTB87 28747597 639120 SH SOLE 600385 38735 0 VANGUARD INDEX FDS TOTAL STK MKT 922908769 BBG001SHTB03 278946 1459 SH SOLE 1459 0 0