Oak Root LLC

Q3 2025 13F Holdings

  • Location
    santa barbara, CA
  • Num holdings

    11

  • Value ($000)

    $863,531

  • Date Filed
    10/15/2025
  • 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 Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
A
AVUS

AMERICAN CENTY ETF TR

US EQT ETF
025072885
$329.66M
38 %

3,032,705

A
AVLC

AMERICAN CENTY ETF TR

AVANTIS US LARG
025072158
$204.51M
24 %

2,672,975

A
AVDE

AMERICAN CENTY ETF TR

INTL EQT ETF
025072703
$119.48M
14 %

1,514,299

A
AVEM

AMERICAN CENTY ETF TR

AVANTIS EMGMKT
025072604
$87.67M
10 %

1,167,215

V
VOO

VANGUARD INDEX FDS

S&P 500 ETF SHS
922908363
$37.47M
4 %

61,187

V
VUG

VANGUARD INDEX FDS

GROWTH ETF
922908736
$23.53M
3 %

49,066

V
VTV

VANGUARD INDEX FDS

VALUE ETF
922908744
$22.42M
3 %

120,210

I
IEMG

ISHARES INC

CORE MSCI EMKT
46434G103
$16.24M
2 %

246,389

I
IDEV

ISHARES TR

CORE MSCI INTL
46435G326
$15.68M
2 %

195,576

V
VIGI

VANGUARD WHITEHALL FDS

INTL DVD ETF
921946810
$4.43M
1 %

49,407

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