Oak Root LLC
Q4 2024 13F Holdings
- Locationsanta barbara, CA
- Num holdings
15
- Value ($000)
$768,079
- Date Filed01/30/2025
- 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 Q4 2024 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
AVUS AMERICAN CENTY ETF TR | US EQT ETF | 025072885 | $294.34M | 38 % | 3,036,602 | ||
AVLC AMERICAN CENTY ETF TR | AVANTIS US LARG | 025072158 | $196.48M | 26 % | 2,908,670 | ||
AVDE AMERICAN CENTY ETF TR | INTL EQT ETF | 025072703 | $93.06M | 12 % | 1,516,371 | ||
AVEM AMERICAN CENTY ETF TR | AVANTIS EMGMKT | 025072604 | $68.72M | 9 % | 1,168,841 | ||
VOO VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | $35.16M | 5 % | 65,262 | ||
IDEV ISHARES TR | CORE MSCI INTL | 46435G326 | $18.04M | 2 % | 279,807 | ||
IEMG ISHARES INC | CORE MSCI EMKT | 46434G103 | $14.96M | 2 % | 286,494 | ||
VUG VANGUARD INDEX FDS | GROWTH ETF | 922908736 | $11.73M | 2 % | 28,591 | ||
VTV VANGUARD INDEX FDS | VALUE ETF | 922908744 | $11.56M | 2 % | 68,281 | ||
VXF VANGUARD INDEX FDS | EXTEND MKT ETF | 922908652 | $8.19M | 1 % | 43,102 |
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