Bull Oak Capital, LLC
Bull Oak Capital, LLC is an independent, SEC-registered investment adviser headquartered in San Diego, California. Founded in 2014, the firm serves primarily individuals and high net worth clients with tailored investment solutions. As of March 2025, Bull Oak Capital manages approximately $196.2 million in assets, with a small professional team of around 6 employees. The firm focuses on providing discretionary portfolio management and planning services while emphasizing personalized client attention.
Investment Strategy
Bull Oak Capital's investment strategy centers on discretionary asset management for individuals, especially high net worth clients. The firm uses a blend of strategic asset allocation, fundamental analysis, and diversified portfolios across equities, fixed income, and alternatives. Its philosophy prioritizes long-term capital appreciation, risk management, and customized solutions that reflect each client's financial goals and risk tolerance.
Top Holdings
Equity Positions (32)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IVV | ISHARES TR | 29.60% | $65.0M | 104,627 | $506.22 | $620.90 | +$10.8M |
I IEFA | ISHARES TR | 13.47% | $29.6M | 354,110 | $71.38 | $83.48 | +$3.1M |
S SHV | ISHARES TR | 10.87% | $23.9M | 216,101 | $110.27 | $110.42 | +$3.5M |
S SPMO | INVESCO EXCH TRADED FD TR II | 5.82% | $12.8M | 113,569 | $112.47 | $112.47 | +$12.8M |
V VTI | VANGUARD INDEX FDS | 5.67% | $12.4M | 40,956 | $303.93 | $303.93 | +$12.4M |