StockDriftsStockDriftsTop 50 Blue Oak Capital, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| JCPB | J P MORGAN EXCHANGE TRADED F | 11.41% | 461.4K | $21.7M | — | — | — | 2025-06-30 |
| AGG | ISHARES TR | 11.24% | 215.7K | $21.4M | — | — | — | 2025-06-30 |
| DFSB | DIMENSIONAL ETF TRUST | 9.2% | 334.1K | $17.5M | — | — | — | 2025-06-30 |
| BBUS | J P MORGAN EXCHANGE TRADED F | 5.85% | 99.5K | $11.1M | — | — | — | 2025-06-30 |
| TLH | ISHARES TR | 4.25% | 79.6K | $8.1M | — | — | — | 2025-06-30 |
| DUHP | DIMENSIONAL ETF TRUST | 3.82% | 204.4K | $7.3M | — | — | — | 2025-06-30 |
| PYLD | PIMCO ETF TR | 3.59% | 257.4K | $6.8M | — | — | — | 2025-06-30 |
| QQQ | INVESCO QQQ TR | 3.51% | 12.1K | $6.7M | — | — | — | 2025-06-30 |
| DFLV | DIMENSIONAL ETF TRUST | 3.48% | 213.3K | $6.6M | — | — | — | 2025-06-30 |
| DFSD | DIMENSIONAL ETF TRUST | 3.21% | 127.2K | $6.1M | — | — | — | 2025-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +13.61% | +3.24% |
| Top 20 Holdings Unweighted | +19.38% | +4.53% |
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