Oak Root LLC 13F Holdings

Name: SEC Form 13F Institutional Holdings Database
Creator: 13F Fund Database
License: https://www.sec.gov/about/secdataaccess

CIK 0002027377 · Santa Barbara, CA

As of Sep 30, 2025, Oak Root LLC reported 11 positions worth $863.5M in its SEC Form 13F filing.

Top 11 holdings

Security	Ticker	Sector	Shares	Value	% of portfolio
AVANTIS US EQUITY ETF	AVUS	—	3,032,705	$329.7M	38.18%
AMERICAN CENTY ETF TR	AVLC	—	2,672,975	$204.5M	23.68%
AVANTIS INTERNATIONAL EQUITY ETF	AVDE	Equity	1,514,299	19.5M	13.84%
AVANTIS EMERGING MARKETS EQUITY ETF	AVEM	Equity	1,167,215	$87.7M	10.15%
VANGUARD 500 INDEX FUND	VOO	—	61,187	$37.5M	4.34%
VANGUARD GROWTH INDEX FUND	VUG	—	49,066	$23.5M	2.73%
VANGUARD VALUE INDEX FUND	VTV	—	120,210	$22.4M	2.60%
ISHARES CORE MSCI EMERGING MARKETS ETF	IEMG	—	246,389	6.2M	1.88%
ISHARES CORE MSCI INTERNATIONAL DEVELOPED MARKETS ETF	IDEV	—	195,576	5.7M	1.82%
VANGUARD INTERNATIONAL DIVIDEND APPRECIATION INDEX FUND	VIGI	—	49,407	$4.4M	0.51%
VANGUARD EXTENDED MARKET INDEX FUND	VXF	—	11,712	$2.5M	0.28%