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Ryan Hughes

Bull Oak Capital, Llc

Assets Managed
$260.18M
Holdings
38
Last Quarter
2026 - Q1
Filed Date
1mo 29d ago
Growth Rate
6.29%(2Q avg: 5.13%)
Sustained Growth
8 quarters

Portfolio positions

This chart displays the top 10 holdings in Bull Oak Capital, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 38 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 8 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 260.18M in assets, with a quarterly growth rate of 6.29% and a 2-quarter average growth rate of 5.13%. The portfolio is managed by Ryan Hughes, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
IVV
Ishares Core S&p 500 Etf
Recent Activity
Increased 9.15%
29.9%
$77.776M
119,067 shares@ $653.22 avg price
IEFA
Ishares Core Msci Eafe Etf
Recent Activity
Increased 5.66%
13.29%
$34.574M
381,907 shares@ $90.54 avg price
SHV
Ishares Short Treasury Bond
Recent Activity
Increased 14.86%
10.79%
$28.054M
254,134 shares@ $110.39 avg price
SPMO
Invesco S&p 500 Momentum Etf
Recent Activity
Increased 11.08%
7.56%
$19.669M
175,441 shares@ $112.12 avg price
VTI
Vanguard Total Stock Mkt Etf
Recent Activity
Increased 4.94%
6.05%
$15.728M
49,025 shares@ $320.81 avg price
SGOV
Ishares 0-3 Month Treasury B
Recent Activity
Increased 21.79%
4.45%
$11.577M
115,007 shares@ $100.67 avg price
AVUS
Avantis U.s. Equity Etf
Recent Activity
Decreased -0.44%
4.37%
$11.364M
102,213 shares@ $111.18 avg price
SPLG
Spdr Portfolio S&p 500 Etf
Recent Activity
Decreased -0.69%
3.46%
$8.992M
117,483 shares@ $76.55 avg price
IAU
Ishares Gold Trust
Recent Activity
Increased 5.56%
3.39%
$8.807M
99,896 shares@ $88.16 avg price
AVDV
Avantis Intl S C Value Etf
Recent Activity
Increased 3.4%
2.94%
$7.633M
76,442 shares@ $99.86 avg price

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