Oak Root LLC
- SEC CIK
- 0002027377
- 最新申報
- 2026/7/13
2023 年第 4 季持倉
持倉截至 2023/12/31，2024/6/24 申報。只含多頭部位。
- 持股檔數
- 15
- 2023 年第 3 季沒有申報
- 總值
- $6.62 億
- 2023 年第 3 季沒有申報
Oak Root LLC 沒有申報 2023 年第 3 季的 13F，這一季的持倉沒辦法跟上一季比較，所以不顯示股數變化與動作。
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| American Centy ETF Tr025072885 | US EQT ETF | 2,981,856 | $2.43 億 | 36.8% | – | – | – |
| American Centy ETF Tr025072158 | AVANTIS US LARG | 2,967,500 | $1.65 億 | 25.0% | – | – | – |
| American Centy ETF Tr025072703 | INTL EQT ETF | 1,536,520 | $9,285 萬 | 14.0% | – | – | – |
| American Centy ETF Tr025072604 | AVANTIS EMGMKT | 1,185,628 | $6,686 萬 | 10.1% | – | – | – |
| Vanguard S&P 500 ETF922908363 | ETF | 64,596 | $2,822 萬 | 4.3% | – | – | – |
| iShares Tr46435G326 | CORE MSCI INTL | 234,022 | $1,490 萬 | 2.3% | – | – | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 224,892 | $1,138 萬 | 1.7% | – | – | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 27,977 | $869.7 萬 | 1.3% | – | – | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 56,413 | $843.4 萬 | 1.3% | – | – | – |
| Vanguard Index FDS922908652 | EXTEND MKT ETF | 46,182 | $759.3 萬 | 1.1% | – | – | – |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 31,787 | $501.6 萬 | 0.8% | – | – | – |
| Vanguard Whitehall FDS921946810 | INTL DVD ETF | 56,494 | $448.2 萬 | 0.7% | – | – | – |
| SPDR Series Trust78464A821 | ST STR SP400GRW | 25,111 | $190.0 萬 | 0.3% | – | – | – |
| SPDR Series Trust78464A201 | ST STR SP600GRWO | 17,750 | $148.4 萬 | 0.2% | – | – | – |
| First Tr Exchange-Traded FD33734X846 | NASDAQ CYB ETF | 27,441 | $147.7 萬 | 0.2% | – | – | – |