13FBOX
Oak Root LLC · 13F Holdings
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Oak Root LLC

No.2961 Data as of 2026Q2
Latest AUM (Q2 2026)
$906.3M
QoQ Change Q1 2026
+$86.2M+10.5%
Holdings
10
New Buys
0
Adds
3
Reduces
4
Exits
0
Unchanged
3
Holdings Value Trend
Holdings by Sector
Stock Ownership TrendPortfolio %Prev Q %Q2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
AAMERICAN CENTY ETF TRAVUS
41.07%39.4%$372.2M2.9M$323.1M2.9M00.00%Unchanged
AAMERICAN CENTY ETF TRAVLC
19.94%22.24%$180.7M2.0M$182.4M2.4M-342,732-14.58%Reduce
AVANTIS INTLNGG
14.05%14.76%$127.3M1.4M$121.1M1.4M00.00%Unchanged
AAMERICAN CENTY ETF TRAVEM
11.45%10.57%$103.8M1.1M$86.7M1.1M00.00%Unchanged
VVANGUARD INDEX FDSVOO
4.13%3.93%$37.4M54,519$32.2M53,950+569+1.05%Add
VVANGUARD INDEX FDSVUG
3.14%2.68%$28.5M330,492$22.0M50,403+280,089+555.70%Add
VVANGUARD INDEX FDSVTV
3.02%2.72%$27.3M125,436$22.3M113,665+11,771+10.36%Add
IISHARES TRIDEV
1.68%2.26%$15.2M171,318$18.5M221,516-50,198-22.66%Reduce
IISHARES INCIEMG
1.34%1.27%$12.2M147,059$10.5M149,853-2,794-1.86%Reduce
VVANGUARD INDEX FDSVXF
0.18%0.17%$1.6M6,583$1.4M6,591-8-0.12%Reduce

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow