SEC 13F Intelligence

Bull Oak Capital, LLC / AVDV

Bull Oak Capital, LLC’s American Centy Etf Tr Position

Does Bull Oak Capital, LLC own American Centy Etf Tr (AVDV)? Yes — 76.4K shares worth $8M (+2.93% of its 13F portfolio) as of Q1 2026, up from 73.9K shares the prior filed quarter.

Position Value
$8M
Q1 2026
Shares
76.4K
% of Portfolio
+2.93%
Quarters Held
9
currently held

Position History AVDV

Reported value by quarter
Q4 ’23: $20,462Q4 ’23Q1 ’24: $3MQ3 ’24: $4MQ3 ’24Q4 ’24: $4MQ1 ’25: $7MQ1 ’25Q2 ’25: $6MQ3 ’25: $7MQ3 ’25Q4 ’25: $7MQ1 ’26: $8MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202676.4K$8M+2.93%
Q4 202573.9K$7M+2.84%
Q3 202573.6K$7M+2.78%
Q2 202576.8K$6M+2.77%
Q1 202594.4K$7M+3.59%
Q4 202463.0K$4M+2.28%
Q3 202457.5K$4M+2.33%
Q1 202446.6K$3M+2.06%
Q4 2023327$20,462+0.01%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Bull Oak Capital, LLC’s full portfolio or all institutional holders of AVDV.