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 |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES BITCOIN TR SHS ETF | ETF | 51 | $698,299 | 20,453 | 0.00 | 20,453 | +Inf | 06-30-2024 | |
| INTUIT INC | EQUITY | 52 | $661,138 | 1,005 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| MICROSOFT CORP | EQUITY | 53 | $466,481 | 1,043 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| DIMENSIONAL ETF TRUST DIMENSIONAL US MARKETWIDE VALUE ETF | ETF | 54 | $238,677 | 6,077 | 0.00 | 0.00 | -245 | -3.88 | 06-30-2024 |
