0001085146-23-002917.txt : 20230727 0001085146-23-002917.hdr.sgml : 20230727 20230726203846 ACCESSION NUMBER: 0001085146-23-002917 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230630 FILED AS OF DATE: 20230727 DATE AS OF CHANGE: 20230726 EFFECTIVENESS DATE: 20230727 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: 231115008 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 06-30-2023 06-30-2023 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 07-26-2023 0 15 136694871 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE ALPHABET INC CAP STK CL C 02079K107 BBG009S3NB21 488719 4040 SH Put SOLE 0 0 4040 AMERICAN CENTY ETF TR US EQT ETF 025072885 BBG00Q9MPQH1 21348885 283933 SH Put SOLE 9348 0 274585 AMERICAN CENTY ETF TR US SML CP VALU 025072877 BBG00Q9MQZW3 21239663 273672 SH Put SOLE 8632 0 265040 DIMENSIONAL ETF TRUST US EQUITY ETF 25434V401 BBG011DXXNJ2 258622 5370 SH Put SOLE 0 0 5370 DIMENSIONAL ETF TRUST US MKTWIDE VALUE 25434V724 BBG0177CTQC7 285298 8270 SH Put SOLE 0 0 8270 EA SERIES TRUST FREEDOM 100 EM 02072L607 BBG00P7KKMR2 5279118 168366 SH Put SOLE 5550 0 162816 ISHARES TR CORE MSCI EAFE 46432F842 BBG003H6TRS0 20782353 307887 SH Put SOLE 9694 0 298193 ISHARES TR CORE S&P500 ETF 464287200 BBG001SFB7R6 18923720 42457 SH Put SOLE 1402 0 41055 ISHARES TR SHORT TREAS BD 464288679 BBG001SSD803 6931921 62761 SH Put SOLE 1068 0 61693 ISHARES TR US TREAS BD ETF 46429B267 BBG002NCKPP8 5513279 240755 SH Put SOLE 4059 0 236696 MICROSOFT CORP COM 594918104 BBG001S5TD05 332708 977 SH Put SOLE 0 0 977 PIMCO ETF TR 15+ YR US TIPS 72201R304 BBG001T5HFW7 2774434 46210 SH Put SOLE 765 0 45445 PROSHARES TR BITCOIN STRATE 74347G440 BBG0131STKH5 951229 56021 SH Put SOLE 1792 0 54229 SPDR SER TR PORTFOLIO AGRGTE 78464A649 BBG001STKD11 12435666 490172 SH Put SOLE 8364 0 481808 SPDR SER TR PORTFOLIO S&P500 78464A854 BBG001SPTB87 19149256 367478 SH Put SOLE 12537 0 354941