GIOVANNI CORRADO

@Bull Oak Capital, Llc

Latest period2024 - Q3

Reported2mo 27d ago

Managed Assets$174.098M

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
IVVIshares Core S&p 500 Etf Recent Activity Increased 5.57%	26.25%	$45.693M 79,215 shares@ $576.82 avg price	Increased 5.57%
AVUSAmerican Century Etf Trust Avantis U S Equity Etf Recent Activity New Position	14.15%	$24.626M 258,807 shares@ $95.16 avg price	New Position
IEFAIshares Tr Core Msci Eafe Etf Recent Activity Increased 2.43%	13.04%	$22.69M 290,712 shares@ $78.06 avg price	Increased 2.43%
SPABSpdr Series Trust Spdr Portfolio Aggregate Bond Etf Recent Activity Increased 56.35%	9.76%	$16.976M 649,422 shares@ $26.15 avg price	Increased 56.35%
AVUVAmerican Century Etf Trust Avantis U S Small Cap Value Etf Recent Activity New Position	6.82%	$11.869M 123,701 shares@ $95.96 avg price	New Position
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	Decreased -4.43%
GOVTIshares Trust Ishares U S Treasury Bond Etf Recent Activity Increased 69.58%	5.17%	$8.991M 383,393 shares@ $23.46 avg price	Increased 69.58%
VOVanguard Index Funds Vanguard Mid-cap Etf Recent Activity Increased 2.9%	3.88%	$6.739M 25,545 shares@ $263.83 avg price	Increased 2.9%
FRDMAlpha Architect Etf Tr Freedom 100 Emerging Markets Etf Recent Activity Increased 4.95%	3.79%	$6.596M 184,360 shares@ $35.79 avg price	Increased 4.95%
AVDVAmerican Century Etf Trust Avantis International Small Cap Value Etf Recent Activity New Position	2.34%	$4.063M 57,496 shares@ $70.67 avg price	New Position