Blue Oak Capital, LLC - Portfolio overview

Blue Oak Capital, LLC has 67 reported holdings in this dataset, with the latest filing dated 2025-07-16.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. JCPB - J P MORGAN EXCHANGE TRADED F, 11.41%
2. AGG - ISHARES TR, 11.24%
3. DFSB - DIMENSIONAL ETF TRUST, 9.20%

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

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