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Kevin Charles Root

Oak Root Llc

Assets Managed
$820.048M
Holdings
10
Last Quarter
2026 - Q1
Filed Date
2mo 6d ago
Growth Rate
-0.87%(2Q avg: -2.53%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Oak Root Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 10 positions.

Assets under management

The assets under management (AUM) of Oak Root Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 820.048M in assets, with a quarterly growth rate of -0.87% and a 2-quarter average growth rate of -2.53%. The portfolio is managed by Kevin Charles Root, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
AVUS
Avantis U.s. Equity Etf
Recent Activity
39.4%
$323.083M
2.906M shares@ $111.19 avg price
AVLC
Avantis Us Lg Cap Eq Etf
Recent Activity
Decreased -3.51%
22.24%
$182.355M
2.351M shares@ $77.55 avg price
AVDE
Avantis International Equity
Recent Activity
14.77%
$121.072M
1.427M shares@ $84.84 avg price
AVEM
Avantis Emerging Markets Eq
Recent Activity
10.57%
$86.661M
1.075M shares@ $80.58 avg price
VOO
Vanguard S&p 500 Etf
Recent Activity
Increased 1.22%
3.94%
$32.238M
53,950 shares@ $597.56 avg price
VTV
Vanguard Value Etf
Recent Activity
Decreased -2.83%
2.72%
$22.301M
113,665 shares@ $196.2 avg price
VUG
Vanguard Growth Etf
Recent Activity
Increased 8.47%
2.69%
$22.016M
50,403 shares@ $436.79 avg price
IDEV
Ishares Core Msci Dev Mkts
Recent Activity
Increased 25.02%
2.26%
$18.512M
221,516 shares@ $83.57 avg price
IEMG
Ishares Core Msci Emerging
Recent Activity
Decreased -8.42%
1.28%
$10.452M
149,853 shares@ $69.76 avg price
VXF
Vanguard Extended Market Etf
Recent Activity
Decreased -35.66%
0.17%
$1.356M
6,591 shares@ $205.81 avg price

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