CIK Peek

Latest 13F Filings for Blue Oak Capital, LLC

CIK: 1307125AUM: $181,176,965Link to SEC Filings
HoldingSharesValueDatesChange
N/A - J P MORGAN EXCHANGE TRADED F
Class: CORE PLUS BD ETF
408.83K $19.23M
Quarter: Mar 31, 2025
Filed: Jun 06, 2025
Increased
27.66K (7.0%, -)
Class: GLOBAL SUSTAINA
318.06K $16.38M
Quarter: Mar 31, 2025
Filed: Jun 06, 2025
Increased
24.43K (8.0%, -)
Class: CORE US AGGBD ET
127.41K $12.60M
Quarter: Mar 31, 2025
Filed: Jun 06, 2025
Increased
7.83K (6.0%, -)
N/A - J P MORGAN EXCHANGE TRADED F
Class: BETABUILDRS US
120.97K $12.20M
Quarter: Mar 31, 2025
Filed: Jun 06, 2025
Decreased
1.54K (1.0%, -)
Class: 10-20 YR TRS ETF
85.58K $8.88M
Quarter: Mar 31, 2025
Filed: Jun 06, 2025
Decreased
2.90K (3.0%, -)
Class: US LARGE CAP VAL
270.23K $8.26M
Quarter: Mar 31, 2025
Filed: Jun 06, 2025
Decreased
20.90K (7.0%, -)
Class: US SUSTAINABILTY
212.37K $7.60M
Quarter: Mar 31, 2025
Filed: Jun 06, 2025
Decreased
31.11K (12.0%, -)
Class: US HIGH PROFITAB
225.09K $7.46M
Quarter: Mar 31, 2025
Filed: Jun 06, 2025
Decreased
15.23K (6.0%, -)
Class: INCOME ETF
125.93K $5.80M
Quarter: Mar 31, 2025
Filed: Jun 06, 2025
Increased
18.61K (17.0%, -)
Class: MULTISECTOR BD
216.42K $5.70M
Quarter: Mar 31, 2025
Filed: Jun 06, 2025
Increased
76.63K (54.0%, -)