# EDGAR Filing Document

**Accession Number:** 0001307125
**File Stem:** 0001307125-25-000008
**Filing Date:** 2025-7
**Character Count:** 10922
**Document Hash:** 9f5d53e28561b2d278d68c469a8c08dc
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001307125-25-000008.hdr.sgml**: 20250716

**ACCESSION NUMBER**: 0001307125-25-000008

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20250630

**FILED AS OF DATE**: 20250716

**DATE AS OF CHANGE**: 20250716

**EFFECTIVENESS DATE**: 20250716

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Blue Oak Capital, LLC
- **CENTRAL INDEX KEY:** 0001307125

**ORGANIZATION NAME:**
- **EIN:** 943327702
- **STATE OF INCORPORATION:** CA
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-25633
- **FILM NUMBER:** 251126691

**BUSINESS ADDRESS:**
- **STREET 1:** 3000 SAND HILL ROAD, 1/205
- **CITY:** MENLO PARK
- **STATE:** CA
- **ZIP:** 94025
- **BUSINESS PHONE:** 650-251-9595

**MAIL ADDRESS:**
- **STREET 1:** 3000 SAND HILL ROAD, 1/205
- **CITY:** MENLO PARK
- **STATE:** CA
- **ZIP:** 94025

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 06-30-2025

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** Blue Oak Capital LLC<br>**Address:** 3000 SAND HILL ROAD 1/205<br>MENLO PARK, CA 94025

**Form 13F File Number:** 028-25633

**CRD Number (if applicable):** 000108592

**SEC File Number (if applicable):** 801-57237

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** THOMAS BAKER<br>**Title:** CHIEF COMPLIANCE OFFICER<br>**Phone:** 6502519595

**Signature, Place, and Date of Signing:**

THOMAS BAKER  MENLO PARK, CA  07-16-2025<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 1

**Form 13F Information Table Entry Total:** 67

**Form 13F Information Table Value Total:** $190298491

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

| No.   | Name               | Form 13F File Number   |
|:---|:---|:---|
|  | JPMORGAN CHASE  CO | 028-00694              |

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| J P MORGAN EXCHANGE TRADED F | CORE PLUS BD ETF | 46641Q670 |  | 21714237 | 461416 | SH |  | OTR | 1 | 0 | 461416 | 0 |
| ISHARES TR | CORE US AGGBD ET | 464287226 |  | 21396646 | 215692 | SH |  | OTR | 1 | 0 | 215692 | 0 |
| DIMENSIONAL ETF TRUST | GLOBAL SUSTAINA | 25434V674 |  | 17516915 | 334101 | SH |  | SOLE |  | 0 | 0 | 334101 |
| J P MORGAN EXCHANGE TRADED F | BETABUILDRS US | 46641Q399 |  | 11140181 | 99537 | SH |  | OTR | 1 | 0 | 99537 | 0 |
| ISHARES TR | 10-20 YR TRS ETF | 464288653 |  | 8088528 | 79611 | SH |  | SOLE |  | 0 | 0 | 79611 |
| DIMENSIONAL ETF TRUST | US HIGH PROFITAB | 25434V831 |  | 7266970 | 204358 | SH |  | SOLE |  | 0 | 0 | 204358 |
| PIMCO ETF TR | MULTISECTOR BD | 72201R585 |  | 6831682 | 257411 | SH |  | SOLE |  | 0 | 0 | 257411 |
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 |  | 6681453 | 12099 | SH |  | SOLE |  | 0 | 0 | 12099 |
| DIMENSIONAL ETF TRUST | US LARGE CAP VAL | 25434V666 |  | 6615868 | 213277 | SH |  | SOLE |  | 0 | 0 | 213277 |
| DIMENSIONAL ETF TRUST | SHORT DURATION F | 25434V864 |  | 6105192 | 127165 | SH |  | SOLE |  | 0 | 0 | 127165 |
| DIMENSIONAL ETF TRUST | US SUSTAINABILTY | 25434V716 |  | 5857278 | 149230 | SH |  | SOLE |  | 0 | 0 | 149230 |
| J P MORGAN EXCHANGE TRADED F | INCOME ETF | 46641Q159 |  | 4750301 | 102554 | SH |  | OTR | 1 | 0 | 102554 | 0 |
| PIMCO ETF TR | ACTIVE BD ETF | 72201R775 |  | 4682191 | 50794 | SH |  | SOLE |  | 0 | 0 | 50794 |
| DIMENSIONAL ETF TRUST | INTERNATNAL VAL | 25434V807 |  | 4450776 | 103917 | SH |  | SOLE |  | 0 | 0 | 103917 |
| DIMENSIONAL ETF TRUST | INTL HIGH PROFIT | 25434V765 |  | 4088641 | 138645 | SH |  | SOLE |  | 0 | 0 | 138645 |
| ISHARES TR | CORE TOTAL USD | 46434V613 |  | 3617035 | 78240 | SH |  | OTR | 1 | 0 | 78240 | 0 |
| ISHARES TR | CALIF MUN BD ETF | 464288356 |  | 2848203 | 51098 | SH |  | SOLE |  | 0 | 0 | 51098 |
| J P MORGAN EXCHANGE TRADED F | ACTIVE GROWTH | 46654Q609 |  | 2830068 | 32881 | SH |  | OTR | 1 | 0 | 32881 | 0 |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | 921937835 |  | 2653846 | 36043 | SH |  | SOLE |  | 0 | 0 | 36043 |
| DIMENSIONAL ETF TRUST | EMERGING MKTS VA | 25434V740 |  | 2572824 | 85789 | SH |  | SOLE |  | 0 | 0 | 85789 |
| J P MORGAN EXCHANGE TRADED F | ACTIVE VALUE ETF | 46641Q167 |  | 2526270 | 38569 | SH |  | OTR | 1 | 0 | 38569 | 0 |
| J P MORGAN EXCHANGE TRADED F | GLOBAL SEL EQUIT | 46654Q740 |  | 2293013 | 35639 | SH |  | OTR | 1 | 0 | 35639 | 0 |
| J P MORGAN EXCHANGE TRADED F | BETABUILDERS I | 46641Q373 |  | 2031885 | 30102 | SH |  | OTR | 1 | 0 | 30102 | 0 |
| VANGUARD CALIF TAX FREE FDS | TAX EXEMPT BD FD | 922021605 |  | 1863473 | 19091 | SH |  | SOLE |  | 0 | 0 | 19091 |
| J P MORGAN EXCHANGE TRADED F | INTRNL RES EQT | 46641Q134 |  | 1848442 | 26119 | SH |  | OTR | 1 | 0 | 26119 | 0 |
| APPLE INC | COM | 037833100 |  | 1771705 | 8635 | SH |  | SOLE |  | 0 | 0 | 8635 |
| ISHARES TR | GLOBAL EQUITY | 46434V316 |  | 1728409 | 35862 | SH |  | OTR | 1 | 0 | 35862 | 0 |
| J P MORGAN EXCHANGE TRADED F | US MOMENTUM | 46641Q779 |  | 1529266 | 23787 | SH |  | OTR | 1 | 0 | 23787 | 0 |
| J P MORGAN EXCHANGE TRADED F | ACTIVEBLDRS EMER | 46641Q266 |  | 1424438 | 33088 | SH |  | OTR | 1 | 0 | 33088 | 0 |
| MICROSOFT CORP | COM | 594918104 |  | 1246012 | 2505 | SH |  | SOLE |  | 0 | 0 | 2505 |
| J P MORGAN EXCHANGE TRADED F | BETABUILDERS USD | 46641Q449 |  | 1244184 | 27231 | SH |  | OTR | 1 | 0 | 27231 | 0 |
| DIMENSIONAL ETF TRUST | CORE FIXED INCOM | 25434V872 |  | 1226174 | 29015 | SH |  | SOLE |  | 0 | 0 | 29015 |
| DIMENSIONAL ETF TRUST | ULTRASHORT FIXED | 25434V591 |  | 1150909 | 22678 | SH |  | SOLE |  | 0 | 0 | 22678 |
| PIMCO ETF TR | 1-5 US TIP IDX | 72201R205 |  | 1112522 | 20675 | SH |  | SOLE |  | 0 | 0 | 20675 |
| ISHARES TR | 7-10 YR TRSY BD | 464287440 |  | 1011810 | 10565 | SH |  | OTR | 1 | 0 | 10565 | 0 |
| ISHARES TR | RUS MID CAP ETF | 464287499 |  | 917309 | 9974 | SH |  | OTR | 1 | 0 | 9974 | 0 |
| PIMCO ETF TR | ENHANCD SHORT | 72201R643 |  | 888885 | 9000 | SH |  | SOLE |  | 0 | 0 | 9000 |
| SPDR SER TR | PORTFOLIO LN TSR | 78464A664 |  | 885911 | 33330 | SH |  | SOLE |  | 0 | 0 | 33330 |
| J P MORGAN EXCHANGE TRADED F | DIV RTN INT EQ | 46641Q209 |  | 880761 | 13734 | SH |  | OTR | 1 | 0 | 13734 | 0 |
| J P MORGAN EXCHANGE TRADED F | US VALUE FACTR | 46641Q753 |  | 714226 | 16148 | SH |  | OTR | 1 | 0 | 16148 | 0 |
| VANGUARD INDEX FDS | LARGE CAP ETF | 922908637 |  | 656138 | 2293 | SH |  | SOLE |  | 0 | 0 | 2293 |
| ISHARES TR | CORE MSCI EAFE | 46432F842 |  | 586864 | 7030 | SH |  | OTR | 1 | 0 | 7030 | 0 |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 |  | 530296 | 2580 | SH |  | SOLE |  | 0 | 0 | 2580 |
| J P MORGAN EXCHANGE TRADED F | US QUALTY FCTR | 46641Q761 |  | 498115 | 8295 | SH |  | OTR | 1 | 0 | 8295 | 0 |
| SPDR GOLD TR | GOLD SHS | 78463V107 |  | 495044 | 1624 | SH |  | SOLE |  | 0 | 0 | 1624 |
| ISHARES TR | MSCI EAFE ETF | 464287465 |  | 492539 | 5510 | SH |  | OTR | 1 | 0 | 5510 | 0 |
| ISHARES INC | CORE MSCI EMKT | 46434G103 |  | 489184 | 8149 | SH |  | OTR | 1 | 0 | 8149 | 0 |
| SPDR SER TR | PORTFOLIO S | 78464A854 |  | 475175 | 6537 | SH |  | SOLE |  | 0 | 0 | 6537 |
| VISA INC | COM CL A | 92826C839 |  | 461565 | 1300 | SH |  | SOLE |  | 0 | 0 | 1300 |
| VANECK ETF TRUST | GOLD MINERS ETF | 92189F106 |  | 430797 | 8275 | SH |  | SOLE |  | 0 | 0 | 8275 |
| J P MORGAN EXCHANGE TRADED F | BETABUILDERS US | 46641Q241 |  | 430720 | 9329 | SH |  | OTR | 1 | 0 | 9329 | 0 |
| AMAZON COM INC | COM | 023135106 |  | 409162 | 1865 | SH |  | SOLE |  | 0 | 0 | 1865 |
| PIMCO ETF TR | MTG BKD SECS ACT | 72201R569 |  | 399218 | 8139 | SH |  | SOLE |  | 0 | 0 | 8139 |
| J P MORGAN EXCHANGE TRADED F | BETABUILDERS USD | 46641Q878 |  | 354604 | 7603 | SH |  | OTR | 1 | 0 | 7603 | 0 |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 347276 | 1971 | SH |  | SOLE |  | 0 | 0 | 1971 |
| ISHARES TR | 1 3 YR TREAS BD | 464287457 |  | 319425 | 3855 | SH |  | OTR | 1 | 0 | 3855 | 0 |
| VANGUARD ADMIRAL FDS INC | 500 GRTH IDX F | 921932505 |  | 315646 | 796 | SH |  | SOLE |  | 0 | 0 | 796 |
| DIMENSIONAL ETF TRUST | INTERNATIONAL | 25434V690 |  | 310748 | 7885 | SH |  | SOLE |  | 0 | 0 | 7885 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 304940 | 1930 | SH |  | SOLE |  | 0 | 0 | 1930 |
| COHEN  STEERS SELECT PFD | COM | 19248Y107 |  | 285968 | 14199 | SH |  | SOLE |  | 0 | 0 | 14199 |
| DIMENSIONAL ETF TRUST | WORLD EQUITY ETF | 25434V617 |  | 283078 | 4220 | SH |  | SOLE |  | 0 | 0 | 4220 |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHT MUNCPL | 46641Q654 |  | 277310 | 5446 | SH |  | OTR | 1 | 0 | 5446 | 0 |
| COSTCO WHSL CORP NEW | COM | 22160K105 |  | 244515 | 247 | SH |  | SOLE |  | 0 | 0 | 247 |
| ISHARES INC | MSCI EMRG CHN | 46434G764 |  | 232987 | 3690 | SH |  | OTR | 1 | 0 | 3690 | 0 |
| ISHARES TR | RUS 1000 ETF | 464287622 |  | 227172 | 669 | SH |  | OTR | 1 | 0 | 669 | 0 |
| DIMENSIONAL ETF TRUST | US CORE EQT MKT | 25434V104 |  | 219425 | 5180 | SH |  | SOLE |  | 0 | 0 | 5180 |
| JOHNSON  JOHNSON | COM | 478160104 |  | 216141 | 1415 | SH |  | SOLE |  | 0 | 0 | 1415 |

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