Bull Oak Capital, LLC Purchases and Sells in Q3 2024

Bull Oak Capital, LLC

$172 Million
Q3 2024

Top Buys

Incresed Positions

20 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SPAB	234K + 56.34%	$24.86 - $26.33 $5.82M - $6.16M	649K $17M
IVV	4.17K + 5.56%	$520.18 - $576.82 $2.17M - $2.41M	79.2K $45.7M
GOVT	157K + 69.57%	$22.38 - $23.66 $3.52M - $3.72M	383K $8.99M
IEFA	6.89K + 2.43%	$70.09 - $78.74 $483K - $542K	291K $22.7M
VO	719 + 2.9%	$237.84 - $263.83 $171K - $190K	25.5K $6.74M
FRDM	8.68K + 4.94%	$31.97 - $37.3 $278K - $324K	184K $6.6M

New Holdings

87 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AVUS	259K New	$86.27 - $95.15 $22.3M - $24.6M	259K $24.6M
AVUV	124K New	$88.24 - $99.7 $10.9M - $12.3M	124K $11.9M
AVDV	57.5K New	$62.52 - $71.12 $3.59M - $4.09M	57.5K $4.06M
VUG	2.98K New	$341.08 - $391.94 $1.02M - $1.17M	2.98K $1.14M
VTV	5.54K New	$159.75 - $174.57 $885K - $967K	5.54K $967K
ADBE	952 New	$508.13 - $586.55 $484K - $558K	952 $492K

Top Sells

Reduced Positions

9 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SHV	-43.1K - 57.55%	$110.05 - $110.63 $4.74M - $4.77M	31.8K $3.51M
BSV	-55.4K - 64.36%	$76.38 - $78.87 $4.23M - $4.37M	30.7K $2.42M
INTU	-134 - 13.33%	$602.97 - $670.49 $80.8K - $89.8K	871 $540K
VOO	-10 - 18.87%	$475.2 - $527.7 $4.75K - $5.28K	43 $22K
AMERICAN CENTURY ETF TRUST AVANTIS U S EQUITY ETF	-250K - 98.35%	N/A	4.2K $0
DFUS	-166 - 4.97%	$56.04 - $62.2 $9.3K - $10.3K	3.17K $197K

Activity Summary All Purchases 107 New Holdings 87 Increased Positions 20 All Sells 9 Reductions 9 Sold out 0 Calls 0 Puts 0

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