Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| BULL OAK CAPITAL LLC | 07-18-2024 | 06-30-2024 | 45 | 155,290,840 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| GOLDMAN SACHS EMERGING MKTS EQUITY INSIGHTS FD CL I | MUTUAL | 101 | $15,706 | 1,754 | 0.00 | 1,754 | +Inf | 06-30-2024 | |
| HARTFORD GROWTH OPPORTUNITIES FUND CL I | MUTUAL | 102 | $14,670 | 246 | 0.00 | 246 | +Inf | 06-30-2024 | |
| JPMORGAN TR I U S EQUITY FD CL I | MUTUAL | 103 | $14,122 | 574 | 0.00 | 574 | +Inf | 06-30-2024 | |
| AB LARGE CAP GROWTH FUND CL ADVISOR | MUTUAL | 104 | $13,257 | 119 | 0.00 | 119 | +Inf | 06-30-2024 |
