Oikos Holdings LLC Top Holdings and 13F Report (2024)

About Oikos Holdings LLC

Oikos Holdings LLC has $422.10 million in total holdings as of June 30, 2024.
Oikos Holdings LLC owns shares of 9 different stocks, but just 5 companies or ETFs make up 80% of its holdings.
Approximately 14.57% of the portfolio was purchased this quarter.
About 7.80% of the portfolio was sold this quarter.
This quarter, Oikos Holdings LLC has purchased 8 new stocks and bought additional shares in 1 stock.
Oikos Holdings LLC sold shares of 5 stocks and completely divested from 0 stocks this quarter.

Vanguard Extended Market ETF: 152,500 shares (about $25.74M)
Vanguard Short-Term Corporate Bond ETF: 78,230 shares (about $6.05M)
Vanguard Real Estate ETF: 7,175 shares (about $600.98K)
iShares Core S&P Total U.S. Stock Market ETF: 3,378 shares (about $401.24K)
Vanguard FTSE All-World ex-US ETF: 2,255 shares (about $132.23K)

Selling

Neutral

Buying

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
VTI Vanguard Total Stock Market ETF	$125,617,346	$23,300,121 ▲	22.8%	469,580	29.8%	ETF
VXUS Vanguard Total International Stock ETF	$117,157,111		0.0%	1,942,904	27.8%	ETF
ITOT iShares Core S&P Total U.S. Stock Market ETF	$39,017,211	$401,239 ▼	-1.0%	328,483	9.2%	ETF
SCHP Schwab U.S. TIPS ETF	$38,194,428	$38,194,428 ▲	New Holding	734,367	9.0%	ETF
VXF Vanguard Extended Market ETF	$37,675,616	$25,740,475 ▼	-40.6%	223,210	8.9%	ETF
VNQ Vanguard Real Estate ETF	$30,611,432	$600,978 ▼	-1.9%	365,466	7.3%	ETF
VOO Vanguard S&P 500 ETF	$18,788,384		0.0%	37,567	4.5%	ETF
VEU Vanguard FTSE All-World ex-US ETF	$11,877,591	$132,233 ▼	-1.1%	202,551	2.8%	ETF
VCSH Vanguard Short-Term Corporate Bond ETF	$3,157,843	$6,045,223 ▼	-65.7%	40,865	0.7%	ETF