Investor
Oak Root LLC
CIK 0002027377 · filed 2026-01-16 · SEC filing
13F book
$827.3M
Positions
11
Largest name
39.3%
American Centy Etf Tr
Est. mark
—
Need a prior quarter to estimate
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| American Centy Etf Tr | — | 2.91M | $324.8M | 39.3% | — | Held |
| American Centy Etf Tr | — | 2.44M | $191.6M | 23.2% | — | Held |
| American Centy Etf Tr | — | 1.43M | $117.5M | 14.2% | — | Held |
| American Centy Etf Tr | — | 1.08M | $82.8M | 10.0% | — | Held |
| Vanguard Index Fds | — | 53.3K | $33.4M | 4.0% | — | Held |
| Vanguard Growth Etf | — | 46.5K | $22.7M | 2.7% | — | Held |
| Vanguard Index Fds | — | 117K | $22.3M | 2.7% | — | Held |
| Ishares Tr | — | 177.2K | $14.6M | 1.8% | — | Held |
| Ishares Inc | — | 163.6K | $11M | 1.3% | — | Held |
| Vanguard Whitehall Fds | — | 47.3K | $4.32M | 0.5% | — | Held |
| Vanguard Index Fds | — | 10.2K | $2.14M | 0.3% | — | Held |
Positions as of Q4 2025. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.