Oak Root LLC - Portfolio overview

Oak Root LLC has 11 reported holdings in this dataset, with the latest filing dated 2026-04-13.

Its largest classified asset exposures are funds.

Largest reported holdings by portfolio allocation

1. AVUS - AMERICAN CENTY ETF TR, 39.19%
2. AVLC - AMERICAN CENTY ETF TR, 22.12%
3. AVDE - AMERICAN CENTY ETF TR, 14.68%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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