# EDGAR Filing Document

**Accession Number:** 0001307125
**File Stem:** 0001307125-25-000005
**Filing Date:** 2025-6
**Character Count:** 15443
**Document Hash:** e17b7b8de8c9ef61f2e74177094e0400
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001307125-25-000005.hdr.sgml**: 20250606

**ACCESSION NUMBER**: 0001307125-25-000005

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

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20241231

**FILED AS OF DATE**: 20250606

**DATE AS OF CHANGE**: 20250606

**EFFECTIVENESS DATE**: 20250606

**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:** 251029189

**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:** 12-31-2024

**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  06-06-2025<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:** 112

**Form 13F Information Table Value Total:** $164583396

      (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 |
| DIMENSIONAL ETF TRUST | GLOBAL SUSTAINA | 25434V674 |  | 14957512 | 293630 | SH |  | SOLE |  | 0 | 0 | 293630 |
| DIMENSIONAL ETF TRUST | US SUSTAINABILTY | 25434V716 |  | 9227874 | 243480 | SH |  | SOLE |  | 0 | 0 | 243480 |
| DIMENSIONAL ETF TRUST | US LARGE CAP VAL | 25434V666 |  | 8742599 | 291129 | SH |  | SOLE |  | 0 | 0 | 291129 |
| DIMENSIONAL ETF TRUST | US HIGH PROFITAB | 25434V831 |  | 8120459 | 240321 | SH |  | SOLE |  | 0 | 0 | 240321 |
| DIMENSIONAL ETF TRUST | INTL HIGH PROFIT | 25434V765 |  | 4376396 | 173460 | SH |  | SOLE |  | 0 | 0 | 173460 |
| DIMENSIONAL ETF TRUST | INTERNATNAL VAL | 25434V807 |  | 3652503 | 102945 | SH |  | SOLE |  | 0 | 0 | 102945 |
| PIMCO ETF TR | MULTISECTOR BD | 72201R585 |  | 3641465 | 139788 | SH |  | SOLE |  | 0 | 0 | 139788 |
| APPLE INC | COM | 037833100 |  | 2254782 | 9004 | SH |  | SOLE |  | 0 | 0 | 9004 |
| CADENCE DESIGN SYSTEM INC | COM | 127387108 |  | 889662 | 2961 | SH |  | SOLE |  | 0 | 0 | 2961 |
| ISHARES TR | RUS MID CAP ETF | 464287499 |  | 881702 | 9974 | SH |  | SOLE |  | 0 | 0 | 9974 |
| PIMCO ETF TR | ENHANCD SHORT | 72201R643 |  | 861727 | 8714 | SH |  | SOLE |  | 0 | 0 | 8714 |
| ISHARES TR | CORE MSCI EAFE | 46432F842 |  | 551698 | 7850 | SH |  | SOLE |  | 0 | 0 | 7850 |
| VANGUARD INDEX FDS | GROWTH ETF | 922908736 |  | 510998 | 1245 | SH |  | SOLE |  | 0 | 0 | 1245 |
| DIMENSIONAL ETF TRUST | US CORE EQT MKT | 25434V104 |  | 477782 | 11800 | SH |  | SOLE |  | 0 | 0 | 11800 |
| VISA INC | COM CL A | 92826C839 |  | 410852 | 1300 | SH |  | SOLE |  | 0 | 0 | 1300 |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 353991 | 1870 | SH |  | SOLE |  | 0 | 0 | 1870 |
| KOPIN CORP | COM | 500600101 |  | 291720 | 214500 | SH |  | SOLE |  | 0 | 0 | 214500 |
| COHEN  STEERS SELECT PFD | COM | 19248Y107 |  | 278915 | 14108 | SH |  | SOLE |  | 0 | 0 | 14108 |
| COSTCO WHSL CORP NEW | COM | 22160K105 |  | 272132 | 297 | SH |  | SOLE |  | 0 | 0 | 297 |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | 921946406 |  | 208977 | 1638 | SH |  | SOLE |  | 0 | 0 | 1638 |
| ISHARES TR | RUSSELL 2000 ETF | 464287655 |  | 201074 | 910 | SH |  | SOLE |  | 0 | 0 | 910 |
| JOHNSON  JOHNSON | COM | 478160104 |  | 201022 | 1390 | SH |  | SOLE |  | 0 | 0 | 1390 |
| AMAZON COM INC | COM | 023135106 |  | 82271 | 375 | SH |  | SOLE |  | 0 | 0 | 375 |
| BLACKROCK ETF TRUST | ISHARES US EQUIT | 09290C103 |  | 119105 | 2324 | SH |  | SOLE |  | 0 | 0 | 2324 |
| DIMENSIONAL ETF TRUST | CORE FIXED INCOM | 25434V872 |  | 285382 | 6915 | SH |  | SOLE |  | 0 | 0 | 6915 |
| DIMENSIONAL ETF TRUST | EMERGING MKTS VA | 25434V740 |  | 2026295 | 77310 | SH |  | SOLE |  | 0 | 0 | 77310 |
| DIMENSIONAL ETF TRUST | SHORT DURATION F | 25434V864 |  | 3215640 | 68593 | SH |  | SOLE |  | 0 | 0 | 68593 |
| ISHARES TR | 10-20 YR TRS ETF | 464288653 |  | 4100860 | 41198 | SH |  | SOLE |  | 0 | 0 | 41198 |
| ISHARES TR | 20 YR TR BD ETF | 464287432 |  | 34757 | 398 | SH |  | SOLE |  | 0 | 0 | 398 |
| ISHARES TR | CORE US AGGBD ET | 464287226 |  | 140796 | 1453 | SH |  | SOLE |  | 0 | 0 | 1453 |
| ISHARES INC | CORE MSCI EMKT | 46434G103 |  | 366 | 7 | SH |  | SOLE |  | 0 | 0 | 7 |
| ISHARES INC | MSCI EMRG CHN | 46434G764 |  | 207327 | 3739 | SH |  | SOLE |  | 0 | 0 | 3739 |
| ISHARES TR | EAFE GRWTH ETF | 464288885 |  | 35440 | 366 | SH |  | SOLE |  | 0 | 0 | 366 |
| ISHARES TR | MSCI USA QLT FCT | 46432F339 |  | 164546 | 924 | SH |  | SOLE |  | 0 | 0 | 924 |
| ISHARES TR | S 500 GRWT ETF | 464287309 |  | 107418 | 1058 | SH |  | SOLE |  | 0 | 0 | 1058 |
| ISHARES TR | CORE TOTAL USD | 46434V613 |  | 158698 | 3511 | SH |  | SOLE |  | 0 | 0 | 3511 |
| ISHARES TR | EAFE VALUE ETF | 464288877 |  | 57455 | 1095 | SH |  | SOLE |  | 0 | 0 | 1095 |
| ISHARES TR | U.S. TECH ETF | 464287721 |  | 27916 | 175 | SH |  | SOLE |  | 0 | 0 | 175 |
| J P MORGAN EXCHANGE TRADED F | ACTIVEBLDRS EMER | 46641Q266 |  | 9090 | 243 | SH |  | SOLE |  | 0 | 0 | 243 |
| J P MORGAN EXCHANGE TRADED F | ACTIVE GROWTH | 46654Q609 |  | 14828 | 183 | SH |  | SOLE |  | 0 | 0 | 183 |
| J P MORGAN EXCHANGE TRADED F | ACTIVE VALUE ETF | 46641Q167 |  | 24371 | 385 | SH |  | SOLE |  | 0 | 0 | 385 |
| J P MORGAN EXCHANGE TRADED F | BETABUILDERS USD | 46641Q878 |  | 32806 | 707 | SH |  | SOLE |  | 0 | 0 | 707 |
| J P MORGAN EXCHANGE TRADED F | CORE PLUS BD ETF | 46641Q670 |  | 205283 | 4437 | SH |  | SOLE |  | 0 | 0 | 4437 |
| J P MORGAN EXCHANGE TRADED F | BETABUILDERS USD | 46641Q449 |  | 19322 | 430 | SH |  | SOLE |  | 0 | 0 | 430 |
| J P MORGAN EXCHANGE TRADED F | DIV RTN EM EQT | 46641Q308 |  | 311 | 6 | SH |  | SOLE |  | 0 | 0 | 6 |
| J P MORGAN EXCHANGE TRADED F | GLOBAL SEL EQUIT | 46654Q740 |  | 18492 | 308 | SH |  | SOLE |  | 0 | 0 | 308 |
| J P MORGAN EXCHANGE TRADED F | INCOME ETF | 46641Q159 |  | 42179 | 920 | SH |  | SOLE |  | 0 | 0 | 920 |
| J P MORGAN EXCHANGE TRADED F | BETABUILDERS I | 46641Q373 |  | 685 | 12 | SH |  | SOLE |  | 0 | 0 | 12 |
| J P MORGAN EXCHANGE TRADED F | INTRNL RES EQT | 46641Q134 |  | 9830 | 168 | SH |  | SOLE |  | 0 | 0 | 168 |
| J P MORGAN EXCHANGE TRADED F | BETABUILDERS US | 46641Q340 |  | 288 | 3 | SH |  | SOLE |  | 0 | 0 | 3 |
| J P MORGAN EXCHANGE TRADED F | BETABUILDRS US | 46641Q399 |  | 79440 | 750 | SH |  | SOLE |  | 0 | 0 | 750 |
| MICROSOFT CORP | COM | 594918104 |  | 1022138 | 2425 | SH |  | SOLE |  | 0 | 0 | 2425 |
| PIMCO ETF TR | ACTIVE BD ETF | 72201R775 |  | 2603523 | 28670 | SH |  | SOLE |  | 0 | 0 | 28670 |
| PIMCO ETF TR | COMMODITY STRAT | 72201R593 |  | 242858 | 9280 | SH |  | SOLE |  | 0 | 0 | 9280 |
| SPDR SER TR | PORTFOLIO S | 78464A854 |  | 72318 | 1049 | SH |  | SOLE |  | 0 | 0 | 1049 |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | 921937835 |  | 72 | 1 | SH |  | SOLE |  | 0 | 0 | 1 |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 |  | 196 | 1 | SH |  | SOLE |  | 0 | 0 | 1 |
| VANGUARD WHITEHALL FDS | INTL HIGH ETF | 921946794 |  | 136 | 2 | SH |  | SOLE |  | 0 | 0 | 2 |
| VANGUARD INDEX FDS | LARGE CAP ETF | 922908637 |  | 614107 | 2277 | SH |  | SOLE |  | 0 | 0 | 2277 |
| VANGUARD ADMIRAL FDS INC | 500 GRTH IDX F | 921932505 |  | 366 | 1 | SH |  | SOLE |  | 0 | 0 | 1 |
| AMAZON COM INC | COM | 023135106 |  | 219390 | 1000 | SH |  | OTR | 1 | 0 | 1000 | 0 |
| APPLE INC | COM | 037833100 |  | 181304 | 724 | SH |  | OTR | 1 | 0 | 724 | 0 |
| BLACKROCK ETF TRUST | ISHARES US EQUIT | 09290C103 |  | 507631 | 9905 | SH |  | OTR | 1 | 0 | 9905 | 0 |
| DIMENSIONAL ETF TRUST | CORE FIXED INCOM | 25434V872 |  | 111016 | 2690 | SH |  | OTR | 1 | 0 | 2690 | 0 |
| DIMENSIONAL ETF TRUST | EMERGING MKTS VA | 25434V740 |  | 10484 | 400 | SH |  | OTR | 1 | 0 | 400 | 0 |
| DIMENSIONAL ETF TRUST | SHORT DURATION F | 25434V864 |  | 71492 | 1525 | SH |  | OTR | 1 | 0 | 1525 | 0 |
| ISHARES TR | 10-20 YR TRS ETF | 464288653 |  | 4706948 | 47287 | SH |  | OTR | 1 | 0 | 47287 | 0 |
| ISHARES TR | 20 YR TR BD ETF | 464287432 |  | 506951 | 5805 | SH |  | OTR | 1 | 0 | 5805 | 0 |
| ISHARES TR | CALIF MUN BD ETF | 464288356 |  | 1074916 | 18766 | SH |  | OTR | 1 | 0 | 18766 | 0 |
| ISHARES TR | CORE US AGGBD ET | 464287226 |  | 11446991 | 118132 | SH |  | OTR | 1 | 0 | 118132 | 0 |
| ISHARES INC | CORE MSCI EMKT | 46434G103 |  | 651914 | 12484 | SH |  | OTR | 1 | 0 | 12484 | 0 |
| ISHARES INC | MSCI EMRG CHN | 46434G764 |  | 134300 | 2422 | SH |  | OTR | 1 | 0 | 2422 | 0 |
| ISHARES TR | EAFE GRWTH ETF | 464288885 |  | 431184 | 4453 | SH |  | OTR | 1 | 0 | 4453 | 0 |
| ISHARES TR | MSCI USA MMENTM | 46432F396 |  | 223474 | 1080 | SH |  | OTR | 1 | 0 | 1080 | 0 |
| ISHARES TR | MSCI USA QLT FCT | 46432F339 |  | 1037138 | 5824 | SH |  | OTR | 1 | 0 | 5824 | 0 |
| ISHARES TR | S 100 ETF | 464287101 |  | 252455 | 874 | SH |  | OTR | 1 | 0 | 874 | 0 |
| ISHARES TR | S 500 GRWT ETF | 464287309 |  | 526738 | 5188 | SH |  | OTR | 1 | 0 | 5188 | 0 |
| ISHARES TR | SHRT NAT MUN ETF | 464288158 |  | 837406 | 7939 | SH |  | OTR | 1 | 0 | 7939 | 0 |
| ISHARES TR | CORE TOTAL USD | 46434V613 |  | 1844476 | 40807 | SH |  | OTR | 1 | 0 | 40807 | 0 |
| ISHARES TR | EAFE VALUE ETF | 464288877 |  | 241519 | 4603 | SH |  | OTR | 1 | 0 | 4603 | 0 |
| ISHARES TR | RUS 1000 ETF | 464287622 |  | 614359 | 1907 | SH |  | OTR | 1 | 0 | 1907 | 0 |
| ISHARES TR | U.S. TECH ETF | 464287721 |  | 243108 | 1524 | SH |  | OTR | 1 | 0 | 1524 | 0 |
| J P MORGAN EXCHANGE TRADED F | ACTIVEBLDRS EMER | 46641Q266 |  | 1401192 | 37455 | SH |  | OTR | 1 | 0 | 37455 | 0 |
| J P MORGAN EXCHANGE TRADED F | ACTIVE GROWTH | 46654Q609 |  | 2303845 | 28432 | SH |  | OTR | 1 | 0 | 28432 | 0 |
| J P MORGAN EXCHANGE TRADED F | ACTIVE VALUE ETF | 46641Q167 |  | 2814191 | 44458 | SH |  | OTR | 1 | 0 | 44458 | 0 |
| J P MORGAN EXCHANGE TRADED F | BETABUILDERS USD | 46641Q878 |  | 3466346 | 74703 | SH |  | OTR | 1 | 0 | 74703 | 0 |
| J P MORGAN EXCHANGE TRADED F | CORE PLUS BD ETF | 46641Q670 |  | 17429744 | 376726 | SH |  | OTR | 1 | 0 | 376726 | 0 |
| J P MORGAN EXCHANGE TRADED F | BETABUILDERS USD | 46641Q449 |  | 934975 | 20807 | SH |  | OTR | 1 | 0 | 20807 | 0 |
| J P MORGAN EXCHANGE TRADED F | DIV RTN EM EQT | 46641Q308 |  | 324837 | 6261 | SH |  | OTR | 1 | 0 | 6261 | 0 |
| J P MORGAN EXCHANGE TRADED F | DIV RTN INT EQ | 46641Q209 |  | 709456 | 13246 | SH |  | OTR | 1 | 0 | 13246 | 0 |
| J P MORGAN EXCHANGE TRADED F | JPMORGAN DIVER | 46641Q407 |  | 327952 | 2874 | SH |  | OTR | 1 | 0 | 2874 | 0 |
| J P MORGAN EXCHANGE TRADED F | EQUITY PREMIUM | 46641Q332 |  | 275664 | 4759 | SH |  | OTR | 1 | 0 | 4759 | 0 |
| J P MORGAN EXCHANGE TRADED F | GLOBAL SEL EQUIT | 46654Q740 |  | 3021513 | 50325 | SH |  | OTR | 1 | 0 | 50325 | 0 |
| J P MORGAN EXCHANGE TRADED F | INCOME ETF | 46641Q159 |  | 4878047 | 106400 | SH |  | OTR | 1 | 0 | 106400 | 0 |
| J P MORGAN EXCHANGE TRADED F | BETABUILDERS I | 46641Q373 |  | 2642474 | 46278 | SH |  | OTR | 1 | 0 | 46278 | 0 |
| J P MORGAN EXCHANGE TRADED F | INTRNL RES EQT | 46641Q134 |  | 1064706 | 18197 | SH |  | OTR | 1 | 0 | 18197 | 0 |
| J P MORGAN EXCHANGE TRADED F | BETABUILDERS US | 46641Q340 |  | 771571 | 8018 | SH |  | OTR | 1 | 0 | 8018 | 0 |
| J P MORGAN EXCHANGE TRADED F | US MOMENTUM | 46641Q779 |  | 798940 | 13711 | SH |  | OTR | 1 | 0 | 13711 | 0 |
| J P MORGAN EXCHANGE TRADED F | US QUALTY FCTR | 46641Q761 |  | 539712 | 9424 | SH |  | OTR | 1 | 0 | 9424 | 0 |
| J P MORGAN EXCHANGE TRADED F | US VALUE FACTR | 46641Q753 |  | 652277 | 15099 | SH |  | OTR | 1 | 0 | 15099 | 0 |
| J P MORGAN EXCHANGE TRADED F | BETABUILDRS US | 46641Q399 |  | 12897349 | 121765 | SH |  | OTR | 1 | 0 | 121765 | 0 |
| MICROSOFT CORP | COM | 594918104 |  | 42150 | 100 | SH |  | OTR | 1 | 0 | 100 | 0 |
| PIMCO ETF TR | ACTIVE BD ETF | 72201R775 |  | 502179 | 5530 | SH |  | OTR | 1 | 0 | 5530 | 0 |
| PIMCO ETF TR | COMMODITY STRAT | 72201R593 |  | 18057 | 690 | SH |  | OTR | 1 | 0 | 690 | 0 |
| SPDR SER TR | PORTFOLIO LN TSR | 78464A664 |  | 436194 | 16655 | SH |  | OTR | 1 | 0 | 16655 | 0 |
| SPDR SER TR | NUVEEN BLOOMBERG | 78464A284 |  | 308597 | 12064 | SH |  | OTR | 1 | 0 | 12064 | 0 |
| SPDR SER TR | PORTFOLIO S | 78464A854 |  | 779229 | 11303 | SH |  | OTR | 1 | 0 | 11303 | 0 |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | 921937835 |  | 952592 | 13247 | SH |  | OTR | 1 | 0 | 13247 | 0 |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 |  | 671697 | 3430 | SH |  | OTR | 1 | 0 | 3430 | 0 |
| VANGUARD WHITEHALL FDS | INTL HIGH ETF | 921946794 |  | 283399 | 4175 | SH |  | OTR | 1 | 0 | 4175 | 0 |
| VANGUARD INDEX FDS | LARGE CAP ETF | 922908637 |  | 4315 | 16 | SH |  | OTR | 1 | 0 | 16 | 0 |
| VANGUARD ADMIRAL FDS INC | 500 GRTH IDX F | 921932505 |  | 312249 | 853 | SH |  | OTR | 1 | 0 | 853 | 0 |

---