Oak Root LLC

Q1 2025 13F Holdings

  • Location
    santa barbara, CA
  • Num holdings

    14

  • Value ($000)

    $746,097

  • Date Filed
    04/10/2025
  • Form type
    13F-HR
  • CIK
    0002027377
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
AVUS
AVUS

AMERICAN CENTY ETF TR

US EQT ETF
$281.73M
38 %

3,049,727

AVLC
AVLC

AMERICAN CENTY ETF TR

AVANTIS US LARG
$185.72M
25 %

2,892,770

AVDE
AVDE

AMERICAN CENTY ETF TR

INTL EQT ETF
$100.93M
14 %

1,523,081

AVEM
AVEM

AMERICAN CENTY ETF TR

AVANTIS EMGMKT
$70.64M
10 %

1,174,021

VOO
VOO

VANGUARD INDEX FDS

S&P 500 ETF SHS
$32.47M
4 %

63,183

VTV
VTV

VANGUARD INDEX FDS

VALUE ETF
$14.95M
2 %

86,571

VUG
VUG

VANGUARD INDEX FDS

GROWTH ETF
$14.69M
2 %

39,622

IEMG
IEMG

ISHARES INC

CORE MSCI EMKT
$13.89M
2 %

257,455

IDEV
IDEV

ISHARES TR

CORE MSCI INTL
$12.41M
2 %

180,212

VXF
VXF

VANGUARD INDEX FDS

EXTEND MKT ETF
$8.40M
1 %

48,752

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