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GIOVANNI CORRADO

@Bull Oak Capital, Llc

Latest period2024 - Q3ReportedManaged Assets$174.098MTotal holdings124
Assets growth rate12.12%Assets growth rate (2-Q avg)8.09%Continuous growth in asset value2 quarters

Portfolio positions

This chart displays the top 10 holdings in Bull Oak Capital, Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 124 positions.

Assets under management

The assets under management (AUM) of Bull Oak Capital, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 2 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 174.098M in assets, with a quarterly growth rate of 12.12% and a 2-quarter average growth rate of 8.09%. The portfolio is managed by GIOVANNI CORRADO, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
SPLGSpdr Series Trust Spdr Portfolio S&p 500 Etf
Recent Activity
Decreased -4.43%
5.79%
$10.067M
149,122 shares@ $67.51 avg price
SHVIshares Trust Ishares Short Treasury Bond Etf
Recent Activity
Decreased -57.54%
2.02%
$3.515M
31,772 shares@ $110.63 avg price
BSVVanguard Short Term Bond Etf
Recent Activity
Decreased -64.35%
1.39%
$2.416M
30,707 shares@ $78.7 avg price
INTUIntuit Inc
Recent Activity
Decreased -13.33%
0.32%
$540,891
871 shares@ $621.0 avg price
2507⤦American Century Etf Trust Avantis U S Equity Etf
Recent Activity
Decreased -98.34%
0.23%
$399,115
4,195 shares@ $95.15 avg price
DFUVDimensional Etf Trust Dimensional Us Marketwide Value Etf
Recent Activity
Decreased -1.87%
0.15%
$248,579
5,963 shares@ $41.69 avg price
DFUSDimensional Etf Trust Dimensional U S Equity Etf
Recent Activity
Decreased -4.97%
0.12%
$197,206
3,171 shares@ $62.2 avg price
DFATDimensional Etf Trust Dimensional U S Targeted Value Etf
Recent Activity
Decreased -5.42%
0.05%
$74,636
1,342 shares@ $55.62 avg price
VOOVanguard S&p 500 Etf
Recent Activity
Decreased -18.86%
0.02%
$22,450
43 shares@ $522.1 avg price