Bull Oak Capital, LLC 13F 持仓 · 2026年Q2
Bull Oak Capital 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 40 只证券，申报市值合计 3.00 亿美元。前几大持仓：IVV（36.08%）、IEFA（12.97%）、SPMO（10.17%）。本季前 25 大持仓中：增持 13 只、减持 10 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $108.3M | 36.08% | 144,614 | 增持 |
| 2 | IEFA | ISHARES TR | $38.9M | 12.97% | 403,026 | 增持 |
| 3 | SPMO | INVESCO EXCH TRADED FD TR II | $30.5M | 10.17% | 189,004 | 增持 |
| 4 | SHV | ISHARES TR | $27.8M | 9.26% | 251,810 | 减持 |
| 5 | AVUS | AMERICAN CENTY ETF TR | $13.0M | 4.33% | 101,602 | 减持 |
| 6 | SGOV | ISHARES TR | $10.5M | 3.50% | 104,497 | 减持 |
| 7 | SPYM | SPDR SERIES TRUST | $10.2M | 3.39% | 115,774 | 减持 |
| 8 | AVDV | AMERICAN CENTY ETF TR | $7.9M | 2.64% | 76,925 | 增持 |
| 9 | AVUV | AMERICAN CENTY ETF TR | $7.7M | 2.58% | 62,014 | 增持 |
| 10 | IAU | ISHARES GOLD TR | $7.4M | 2.46% | 97,670 | 减持 |
| 11 | BSV | VANGUARD BD INDEX FDS | $6.4M | 2.12% | 81,647 | 增持 |
| 12 | SPAB | SPDR SERIES TRUST | $4.3M | 1.43% | 167,695 | 增持 |
| 13 | GOVT | ISHARES TR | $4.2M | 1.40% | 185,121 | 增持 |
| 14 | IBIT | ISHARES BITCOIN TRUST ETF | $3.4M | 1.12% | 100,750 | 增持 |
| 15 | VO | VANGUARD INDEX FDS | $2.8M | 0.93% | 34,496 | 增持 |
| 16 | SCHX | SCHWAB STRATEGIC TR | $2.5M | 0.83% | 84,472 | 减持 |
| 17 | VTI | VANGUARD INDEX FDS | $2.5M | 0.83% | 6,721 | 减持 |
| 18 | VUG | VANGUARD INDEX FDS | $1.5M | 0.51% | 17,886 | 增持 |
| 19 | VTV | VANGUARD INDEX FDS | $1.2M | 0.41% | 5,606 | 持平 |
| 20 | AAPL | APPLE INC | $950,109 | 0.32% | 3,283 | 增持 |
| 21 | QCOM | QUALCOMM INC | $834,881 | 0.28% | 4,518 | 持平 |
| 22 | SPY | STATE STR SPDR S&P 500 ETF T | $761,670 | 0.25% | 1,020 | 减持 |
| 23 | PG | PROCTER & GAMBLE CO | $703,513 | 0.23% | 4,798 | 减持 |
| 24 | MSFT | MICROSOFT CORP | $661,641 | 0.22% | 1,774 | 增持 |
| 25 | WFC | WELLS FARGO & CO | $608,148 | 0.20% | 7,359 | 减持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR