0001824263-24-000003.txt : 20240411 0001824263-24-000003.hdr.sgml : 20240411 20240411094733 ACCESSION NUMBER: 0001824263-24-000003 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240331 FILED AS OF DATE: 20240411 DATE AS OF CHANGE: 20240411 EFFECTIVENESS DATE: 20240411 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Bull Oak Capital, LLC CENTRAL INDEX KEY: 0001824263 ORGANIZATION NAME: 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: 24837320 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 03-31-2024 03-31-2024 Bull Oak Capital, LLC

4747 EXECUTIVE DRIVE SUITE 1010 SAN DIEGO CA 92121

13F HOLDINGS REPORT 028-22658 N Ryan A. Hughes (858) 999-3550 RYAN A. HUGHES SAN DIEGO CA 04-11-2024 0 39 149237130 false INFORMATION TABLE 2 bocquarter1_2024.xml AMAZON.COM INC EQUITY 023135106 43291 240 SH SOLE 0 0 0 AMERICAN CENTURY ETF TRUST AVANTIS INTERNATIONAL SMALL CAP VALUE ETF ETF 025072802 3071807 46641 SH SOLE 0 0 0 AMERICAN CENTURY ETF TRUST AVANTIS U S SMALL CAP VALUE ETF ETF 025072877 9593088 102370 SH SOLE 0 0 0 AMERICAN CENTURY ETF TRUST AVANTIS U S EQUITY ETF ETF 025072885 19817409 221424 SH SOLE 0 0 0 APPLE INC EQUITY 037833100 56224 328 SH SOLE 0 0 0 CARNIVAL CORP COMMON PAIRED STOCK EQUITY 143658300 20164 1234 SH SOLE 0 0 0 DECKERS OUTDOOR CORPORATION EQUITY 243537107 129894 138 SH SOLE 0 0 0 FIRST SOLAR INC EQUITY 336433107 8609 51 SH SOLE 0 0 0 HARBOR INTERNATIONAL FUND INSTITUTIONAL MUTUAL 411511306 49099 1048 SH SOLE 0 0 0 INTUIT INC EQUITY 461202103 652928 1005 SH SOLE 0 0 0 ISHARES CORE S&P 500 ETF ETF 464287200 31064671 59089 SH SOLE 0 0 0 ISHARES TRUST ISHARES SHORT TREASURY BOND ETF ETF 464288679 17435731 157732 SH SOLE 0 0 0 MICROSOFT CORP EQUITY 594918104 439021 1043 SH SOLE 0 0 0 TAIWAN SEMICONDUCTOR MFG CO LTD-SPONSORED ADR REPSTG 5 COM EQUITY 874039100 16734 123 SH SOLE 0 0 0 TAL EDUCATION GROUP AMERICAN DEPOSITARY SHRS ECH RPRSNTNG TWO CLSS A CMMN SHRS EQUITY 874080104 11350 1000 SH SOLE 0 0 0 VANGUARD SHORT TERM BOND ETF ETF 921937827 4024454 52491 SH SOLE 0 0 0 VANGUARD CASH RESERVES FEDERAL MONEY MARKET FD ADMRL MUTUAL 922906508 0 0 SH SOLE 0 0 0 VANGUARD S&P 500 ETF ETF 922908363 32941 69 SH SOLE 0 0 0 VANGUARD INDEX FUNDS VANGUARD MID-CAP ETF ETF 922908629 5205067 20832 SH SOLE 0 0 0 VANGUARD INDEX TR VANGUARD TOTAL STK MKT ADMIRAL ADMIRAL SHS MUTUAL 922908728 88644 700 SH SOLE 0 0 0 VANGUARD INDEX FUNDS VANGUARD TOTAL STOCK MARKET ETF ETF 922908769 170235 655 SH SOLE 0 0 0 WALMART INC COMMON STOCK EQUITY 931142103 9964 166 SH SOLE 0 0 0 ALPHA ARCHITECT ETF TR FREEDOM 100 EMERGING MARKETS ETF ETF 02072L607 5149720 152675 SH SOLE 0 0 0 ALPHABET INC CLASS C CAPITAL STOCK EQUITY 02079K107 15226 100 SH SOLE 0 0 0 ALPHABET INC CLASS A COMMON STOCK EQUITY 02079K305 31846 211 SH SOLE 0 0 0 DIMENSIONAL ETF TRUST DIMENSIONAL U S EQUITY ETF ETF 25434V401 253472 4448 SH SOLE 0 0 0 DIMENSIONAL ETF TRUST DIMENSIONAL U S TARGETED VALUE ETF ETF 25434V609 81383 1495 SH SOLE 0 0 0 DIMENSIONAL ETF TRUST DIMENSIONAL US MARKETWIDE VALUE ETF ETF 25434V724 258555 6322 SH SOLE 0 0 0 EXPERIAN PLC SPONSORED ADR EQUITY 30215C101 26342 605 SH SOLE 0 0 0 META PLATFORMS INC CLASS A COMMON STOCK EQUITY 30303M102 35482 73 SH SOLE 0 0 0 ISHARES TRUST ISHARES U S TREASURY BOND ETF ETF 46429B267 8424560 369985 SH SOLE 0 0 0 ISHARES TR CORE MSCI EAFE ETF ETF 46432F842 17388169 234279 SH SOLE 0 0 0 NETFLIX INC COM EQUITY 64110L106 27937 46 SH SOLE 0 0 0 NVIDIA CORP EQUITY 67066G104 75907 84 SH SOLE 0 0 0 PROSHARES TRUST PROSHARES BITCOIN STRATEGY ETF ETF 74347G440 997808 30892 SH SOLE 0 0 0 SPDR S&P 500 ETF TRUST ETF 78462F103 201976 386 SH SOLE 0 0 0 SPDR SERIES TRUST SPDR PORTFOLIO AGGREGATE BOND ETF ETF 78464A649 13356439 528340 SH SOLE 0 0 0 SPDR SERIES TRUST SPDR PORTFOLIO S&P 500 ETF ETF 78464A854 10912093 177346 SH SOLE 0 0 0 TESLA INC COMMON STOCK EQUITY 88160R101 58890 335 SH SOLE 0 0 0