# EDGAR Filing Document

**Accession Number:** 0001307125
**File Stem:** 0001307125-25-000006
**Filing Date:** 2025-6
**Character Count:** 11484
**Document Hash:** 1d518a38d6c8ddcb0cc387336821b35c
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001307125-25-000006.hdr.sgml**: 20250606

**ACCESSION NUMBER**: 0001307125-25-000006

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

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20250331

**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:** 251029203

**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:** 03-31-2025

**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  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:** 72

**Form 13F Information Table Value Total:** $181176965

      (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 |  | 19231222 | 408827 | SH |  | OTR | 1 | 0 | 408827 | 0 |
| DIMENSIONAL ETF TRUST | GLOBAL SUSTAINA | 25434V674 |  | 16380142 | 318061 | SH |  | SOLE |  | 0 | 0 | 318061 |
| ISHARES TR | CORE US AGGBD ET | 464287226 |  | 12603496 | 127411 | SH |  | OTR | 1 | 0 | 127411 | 0 |
| J P MORGAN EXCHANGE TRADED F | BETABUILDRS US | 46641Q399 |  | 12204764 | 120971 | SH |  | OTR | 1 | 0 | 120971 | 0 |
| ISHARES TR | 10-20 YR TRS ETF | 464288653 |  | 8879036 | 85581 | SH |  | SOLE |  | 0 | 0 | 85581 |
| DIMENSIONAL ETF TRUST | US LARGE CAP VAL | 25434V666 |  | 8260779 | 270225 | SH |  | SOLE |  | 0 | 0 | 270225 |
| DIMENSIONAL ETF TRUST | US SUSTAINABILTY | 25434V716 |  | 7604970 | 212370 | SH |  | SOLE |  | 0 | 0 | 212370 |
| DIMENSIONAL ETF TRUST | US HIGH PROFITAB | 25434V831 |  | 7459340 | 225086 | SH |  | SOLE |  | 0 | 0 | 225086 |
| J P MORGAN EXCHANGE TRADED F | INCOME ETF | 46641Q159 |  | 5801641 | 125931 | SH |  | OTR | 1 | 0 | 125931 | 0 |
| PIMCO ETF TR | MULTISECTOR BD | 72201R585 |  | 5702726 | 216422 | SH |  | SOLE |  | 0 | 0 | 216422 |
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 |  | 5689186 | 12114 | SH |  | SOLE |  | 0 | 0 | 12114 |
| DIMENSIONAL ETF TRUST | SHORT DURATION F | 25434V864 |  | 5024717 | 105739 | SH |  | SOLE |  | 0 | 0 | 105739 |
| DIMENSIONAL ETF TRUST | INTL HIGH PROFIT | 25434V765 |  | 4883818 | 181285 | SH |  | SOLE |  | 0 | 0 | 181285 |
| DIMENSIONAL ETF TRUST | INTERNATNAL VAL | 25434V807 |  | 4801941 | 122001 | SH |  | SOLE |  | 0 | 0 | 122001 |
| PIMCO ETF TR | ACTIVE BD ETF | 72201R775 |  | 4229948 | 45744 | SH |  | SOLE |  | 0 | 0 | 45744 |
| J P MORGAN EXCHANGE TRADED F | BETABUILDERS USD | 46641Q878 |  | 3345717 | 72654 | SH |  | OTR | 1 | 0 | 72654 | 0 |
| ISHARES TR | CORE TOTAL USD | 46434V613 |  | 3280758 | 71197 | SH |  | OTR | 1 | 0 | 71197 | 0 |
| J P MORGAN EXCHANGE TRADED F | GLOBAL SEL EQUIT | 46654Q740 |  | 3064880 | 52000 | SH |  | OTR | 1 | 0 | 52000 | 0 |
| ISHARES TR | CALIF MUN BD ETF | 464288356 |  | 3018296 | 53630 | SH |  | SOLE |  | 0 | 0 | 53630 |
| J P MORGAN EXCHANGE TRADED F | ACTIVE VALUE ETF | 46641Q167 |  | 2505827 | 39437 | SH |  | OTR | 1 | 0 | 39437 | 0 |
| J P MORGAN EXCHANGE TRADED F | BETABUILDERS I | 46641Q373 |  | 2437074 | 39624 | SH |  | OTR | 1 | 0 | 39624 | 0 |
| J P MORGAN EXCHANGE TRADED F | ACTIVE GROWTH | 46654Q609 |  | 2391165 | 32405 | SH |  | OTR | 1 | 0 | 32405 | 0 |
| DIMENSIONAL ETF TRUST | EMERGING MKTS VA | 25434V740 |  | 2201600 | 81390 | SH |  | SOLE |  | 0 | 0 | 81390 |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | 921937835 |  | 1752297 | 23857 | SH |  | SOLE |  | 0 | 0 | 23857 |
| DIMENSIONAL ETF TRUST | ULTRASHORT FIXED | 25434V591 |  | 1746380 | 34425 | SH |  | SOLE |  | 0 | 0 | 34425 |
| VANGUARD CALIF TAX FREE FDS | TAX EXEMPT BD FD | 922021605 |  | 1738236 | 17665 | SH |  | SOLE |  | 0 | 0 | 17665 |
| J P MORGAN EXCHANGE TRADED F | ACTIVEBLDRS EMER | 46641Q266 |  | 1323260 | 34586 | SH |  | OTR | 1 | 0 | 34586 | 0 |
| J P MORGAN EXCHANGE TRADED F | US MOMENTUM | 46641Q779 |  | 1270918 | 22550 | SH |  | OTR | 1 | 0 | 22550 | 0 |
| DIMENSIONAL ETF TRUST | CORE FIXED INCOM | 25434V872 |  | 1228068 | 29198 | SH |  | SOLE |  | 0 | 0 | 29198 |
| PIMCO ETF TR | 1-5 US TIP IDX | 72201R205 |  | 1116864 | 20675 | SH |  | SOLE |  | 0 | 0 | 20675 |
| APPLE INC | COM | 037833100 |  | 1080440 | 4864 | SH |  | SOLE |  | 0 | 0 | 4864 |
| J P MORGAN EXCHANGE TRADED F | BETABUILDERS USD | 46641Q449 |  | 1063611 | 23416 | SH |  | OTR | 1 | 0 | 23416 | 0 |
| J P MORGAN EXCHANGE TRADED F | INTRNL RES EQT | 46641Q134 |  | 1049214 | 16466 | SH |  | OTR | 1 | 0 | 16466 | 0 |
| SPDR SER TR | PORTFOLIO LN TSR | 78464A664 |  | 976808 | 35833 | SH |  | SOLE |  | 0 | 0 | 35833 |
| J P MORGAN EXCHANGE TRADED F | DIV RTN INT EQ | 46641Q209 |  | 954695 | 16708 | SH |  | OTR | 1 | 0 | 16708 | 0 |
| MICROSOFT CORP | COM | 594918104 |  | 947860 | 2525 | SH |  | SOLE |  | 0 | 0 | 2525 |
| PIMCO ETF TR | ENHANCD SHORT | 72201R643 |  | 907414 | 9189 | SH |  | SOLE |  | 0 | 0 | 9189 |
| ISHARES TR | RUS MID CAP ETF | 464287499 |  | 848488 | 9974 | SH |  | OTR | 1 | 0 | 9974 | 0 |
| J P MORGAN EXCHANGE TRADED F | US VALUE FACTR | 46641Q753 |  | 724104 | 17482 | SH |  | OTR | 1 | 0 | 17482 | 0 |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 |  | 636869 | 3283 | SH |  | SOLE |  | 0 | 0 | 3283 |
| VANGUARD INDEX FDS | LARGE CAP ETF | 922908637 |  | 589370 | 2293 | SH |  | SOLE |  | 0 | 0 | 2293 |
| ISHARES INC | CORE MSCI EMKT | 46434G103 |  | 553894 | 10263 | SH |  | OTR | 1 | 0 | 10263 | 0 |
| ISHARES TR | CORE MSCI EAFE | 46432F842 |  | 531820 | 7030 | SH |  | OTR | 1 | 0 | 7030 | 0 |
| BOX INC | CL A | 10316T104 |  | 524620 | 17000 | SH |  | SOLE |  | 0 | 0 | 17000 |
| ISHARES TR | IBOXX HI YD ETF | 464288513 |  | 512864 | 6501 | SH |  | OTR | 1 | 0 | 6501 | 0 |
| SPDR SER TR | PORTFOLIO S | 78464A854 |  | 486558 | 7399 | SH |  | SOLE |  | 0 | 0 | 7399 |
| J P MORGAN EXCHANGE TRADED F | US QUALTY FCTR | 46641Q761 |  | 464635 | 8228 | SH |  | OTR | 1 | 0 | 8228 | 0 |
| VISA INC | COM CL A | 92826C839 |  | 455598 | 1300 | SH |  | SOLE |  | 0 | 0 | 1300 |
| J P MORGAN EXCHANGE TRADED F | BETABUILDERS US | 46641Q241 |  | 440351 | 9550 | SH |  | OTR | 1 | 0 | 9550 | 0 |
| ISHARES TR | MSCI USA QLT FCT | 46432F339 |  | 436966 | 2557 | SH |  | OTR | 1 | 0 | 2557 | 0 |
| J P MORGAN EXCHANGE TRADED F | DIV RTN EM EQT | 46641Q308 |  | 391979 | 7435 | SH |  | OTR | 1 | 0 | 7435 | 0 |
| AMAZON COM INC | COM | 023135106 |  | 351030 | 1845 | SH |  | SOLE |  | 0 | 0 | 1845 |
| SPDR INDEX SHS FDS | MSCI ACWI EXUS | 78463X848 |  | 340436 | 11509 | SH |  | SOLE |  | 0 | 0 | 11509 |
| VANGUARD INDEX FDS | GROWTH ETF | 922908736 |  | 324468 | 875 | SH |  | SOLE |  | 0 | 0 | 875 |
| J P MORGAN EXCHANGE TRADED F | JPMORGAN DIVER | 46641Q407 |  | 299059 | 2596 | SH |  | OTR | 1 | 0 | 2596 | 0 |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 289177 | 1870 | SH |  | SOLE |  | 0 | 0 | 1870 |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | 808524102 |  | 284627 | 13220 | SH |  | SOLE |  | 0 | 0 | 13220 |
| COHEN  STEERS SELECT PFD | COM | 19248Y107 |  | 283578 | 14186 | SH |  | SOLE |  | 0 | 0 | 14186 |
| VANGUARD ADMIRAL FDS INC | 500 GRTH IDX F | 921932505 |  | 276949 | 828 | SH |  | SOLE |  | 0 | 0 | 828 |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHT MUNCPL | 46641Q654 |  | 264878 | 5209 | SH |  | OTR | 1 | 0 | 5209 | 0 |
| FLEXSHARES TR | STOX GBL ESG SLT | 33939L688 |  | 262642 | 1547 | SH |  | SOLE |  | 0 | 0 | 1547 |
| DIMENSIONAL ETF TRUST | WORLD EQUITY ETF | 25434V617 |  | 261482 | 4267 | SH |  | SOLE |  | 0 | 0 | 4267 |
| PIMCO ETF TR | MTG BKD SECS ACT | 72201R569 |  | 247118 | 5035 | SH |  | SOLE |  | 0 | 0 | 5035 |
| PIMCO ETF TR | COMMODITY STRAT | 72201R593 |  | 239324 | 8940 | SH |  | SOLE |  | 0 | 0 | 8940 |
| COSTCO WHSL CORP NEW | COM | 22160K105 |  | 233608 | 247 | SH |  | SOLE |  | 0 | 0 | 247 |
| JOHNSON  JOHNSON | COM | 478160104 |  | 230518 | 1390 | SH |  | SOLE |  | 0 | 0 | 1390 |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | 921946406 |  | 212606 | 1649 | SH |  | SOLE |  | 0 | 0 | 1649 |
| DUKE ENERGY CORP NEW | COM NEW | 26441C204 |  | 206373 | 1692 | SH |  | SOLE |  | 0 | 0 | 1692 |
| ISHARES TR | RUS 1000 ETF | 464287622 |  | 205209 | 669 | SH |  | OTR | 1 | 0 | 669 | 0 |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 |  | 204258 | 4513 | SH |  | SOLE |  | 0 | 0 | 4513 |
| ISHARES INC | MSCI EMRG CHN | 46434G764 |  | 203282 | 3690 | SH |  | OTR | 1 | 0 | 3690 | 0 |
| DIMENSIONAL ETF TRUST | US CORE EQT MKT | 25434V104 |  | 199119 | 5180 | SH |  | SOLE |  | 0 | 0 | 5180 |

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