Oak Root LLC
Q3 2025 13F Holdings
- Locationsanta barbara, CA
- Num holdings
11
- Value ($000)
$863,531
- Date Filed10/15/2025
- 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 Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
AVUS AMERICAN CENTY ETF TR | US EQT ETF | 025072885 | $329.66 M | 38 % | 3,032,705 | ||
AVLC AMERICAN CENTY ETF TR | AVANTIS US LARG | 025072158 | $204.51 M | 24 % | 2,672,975 | ||
AVDE AMERICAN CENTY ETF TR | INTL EQT ETF | 025072703 | $119.48 M | 14 % | 1,514,299 | ||
AVEM AMERICAN CENTY ETF TR | AVANTIS EMGMKT | 025072604 | $87.67 M | 10 % | 1,167,215 | ||
VOO VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | $37.47 M | 4 % | 61,187 | ||
VUG VANGUARD INDEX FDS | GROWTH ETF | 922908736 | $23.53 M | 3 % | 49,066 | ||
VTV VANGUARD INDEX FDS | VALUE ETF | 922908744 | $22.42 M | 3 % | 120,210 | ||
IEMG ISHARES INC | CORE MSCI EMKT | 46434G103 | $16.24 M | 2 % | 246,389 | ||
IDEV ISHARES TR | CORE MSCI INTL | 46435G326 | $15.68 M | 2 % | 195,576 | ||
VIGI VANGUARD WHITEHALL FDS | INTL DVD ETF | 921946810 | $4.43 M | 1 % | 49,407 |
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