StockDriftsStockDriftsTop 38 Bull Oak Capital, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 29.89% | 119.1K | $77.8M | +9.15%(+9.98K) | $521.20(+43.60%) | 2026-03-31 | |
| IEFA | ISHARES TR | 13.29% | 381.9K | $34.6M | +5.65%(+20.44K) | $69.21(+40.59%) | 2026-03-31 | |
| SHV | ISHARES TR | 10.78% | 254.1K | $28.1M | +14.86%(+32.87K) | $110.33(-0.22%) | 2026-03-31 | |
| SPMO | INVESCO EXCH TRADED FD TR II | 7.56% | 175.4K | $19.7M | +11.07%(+17.49K) | $107.51(+40.30%) | 2026-03-31 | |
| VTI | VANGUARD INDEX FDS | 6.04% | 49.0K | $15.7M | +4.93%(+2.30K) | $293.26(+25.75%) | 2026-03-31 | |
| SGOV | ISHARES TR | 4.45% | 115.0K | $11.6M | +21.78%(+20.57K) | $100.64(-0.20%) | 2026-03-31 | |
| AVUS | AMERICAN CENTY ETF TR | 4.37% | 102.2K | $11.4M | -0.45%(-462) | $85.10(+49.34%) | 2026-03-31 | |
| SPYM | SPDR SERIES TRUST | 3.46% | 117.5K | $9.0M | -0.69%(-818) | $58.69(+49.37%) | 2026-03-31 | |
| IAU | ISHARES GOLD TR | 3.38% | 99.9K | $8.8M | +5.56%(+5.26K) | $61.32(+26.40%) | 2026-03-31 | |
| AVDV | AMERICAN CENTY ETF TR | 2.93% | 76.4K | $7.6M | +3.40%(+2.51K) | $66.99(+55.88%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +10.89% | +36.34% |
| Top 20 Holdings Unweighted | +11.90% | +40.11% |
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