Oak Root LLC
Q1 2025 13F Holdings
- Locationsanta barbara, CA
- Num holdings
14
- Value ($000)
$746,097
- Date Filed04/10/2025
- Form type13F-HR
- CIK0002027377
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
---|---|---|---|---|---|---|---|
AVUS AMERICAN CENTY ETF TR | US EQT ETF | 025072885 | $281.73M | 38 % | 3,049,727 | ||
AVLC AMERICAN CENTY ETF TR | AVANTIS US LARG | 025072158 | $185.72M | 25 % | 2,892,770 | ||
AVDE AMERICAN CENTY ETF TR | INTL EQT ETF | 025072703 | $100.93M | 14 % | 1,523,081 | ||
AVEM AMERICAN CENTY ETF TR | AVANTIS EMGMKT | 025072604 | $70.64M | 10 % | 1,174,021 | ||
VOO VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | $32.47M | 4 % | 63,183 | ||
VTV VANGUARD INDEX FDS | VALUE ETF | 922908744 | $14.95M | 2 % | 86,571 | ||
VUG VANGUARD INDEX FDS | GROWTH ETF | 922908736 | $14.69M | 2 % | 39,622 | ||
IEMG ISHARES INC | CORE MSCI EMKT | 46434G103 | $13.89M | 2 % | 257,455 | ||
IDEV ISHARES TR | CORE MSCI INTL | 46435G326 | $12.41M | 2 % | 180,212 | ||
VXF VANGUARD INDEX FDS | EXTEND MKT ETF | 922908652 | $8.40M | 1 % | 48,752 |
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