The Analysis of Oak Root LLC's Holdings


Currently, Oak Root LLC holds 11 types of securities in its portfolio with a total value $827.3M. In the most recent quarter, they have decreased their positions in AVLC (-235.8K shares, valued at $18.5M), AVUS (-126.8K shares, valued at $14.2M), AVDE (-87.2K shares, valued at $7.2M).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
AVUS AMERICAN CENTY ETF TR2.9M shares-4.18%2025-12-312026-01-16history
AVLC AMERICAN CENTY ETF TR2.4M shares-8.82%2025-12-312026-01-16history
AVDE AMERICAN CENTY ETF TR1.4M shares-5.76%2025-12-312026-01-16history
AVEM AMERICAN CENTY ETF TR1.1M shares-7.86%2025-12-312026-01-16history
VANGUARD INDEX FDS VANGUARD INDEX FDS53.3K shares-12.89%2025-12-312026-01-16history
VUG VANGUARD INDEX FDS46.5K shares-5.29%2025-12-312026-01-16history
VTV VANGUARD INDEX FDS117.0K shares-2.69%2025-12-312026-01-16history
IDEV ISHARES TR177.2K shares-9.40%2025-12-312026-01-16history
Sponsored
IEMG ISHARES INC163.6K shares-33.58%2025-12-312026-01-16history
VIGI VANGUARD WHITEHALL FDS47.3K shares-4.33%2025-12-312026-01-16history
VXF VANGUARD INDEX FDS10.2K shares-12.53%2025-12-312026-01-16history

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available