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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
2507⤦American Century Etf Trust Avantis U S Small Cap Value Etf
Recent Activity
Exited
0%
$10.899M
121,473 shares@ $89.73 avg price
2507⤦American Century Etf Trust Avantis International Small Cap Value Etf
Recent Activity
Exited
0%
$3.647M
56,158 shares@ $64.96 avg price
2313⤦Amazon.com Inc
Recent Activity
Exited
0%
$46,380
240 shares@ $193.25 avg price
ICEIXIvy Fds Delaware Ivy Intl Core Eqi I
Recent Activity
Exited
0%
$31,905
1,505 shares@ $21.2 avg price
GERIXGoldman Sachs Emerging Mkts Equity Insights Fd Cl I
Recent Activity
Exited
0%
$15,706
1,754 shares@ $8.96 avg price
3783⤦Apple Inc
Recent Activity
Exited
0%
$9,279
44 shares@ $210.89 avg price
2507⤦American Centy Cap Portfolio Inc Mid Cap Value I Shr Class
Recent Activity
Exited
0%
$8,387
538 shares@ $15.59 avg price
LBNYXLord Abbett Bond Debenture Fund Class I
Recent Activity
Exited
0%
$7,084
1,007 shares@ $7.04 avg price