SkyOak Wealt
Latest statistics and disclosures from SkyOak Wealth's latest quarterly 13F-HR filing:
- Top 5 stock holdings are JPST, SPYV, LLY, AAPL, IUSV, and represent 21.76% of SkyOak Wealth's stock portfolio.
- Added to shares of these 10 stocks: JSCP, JPST, FLV, IEF, JMST, SPYV, LULU, LNTH, ACLS, TMHC.
- Started 31 new stock positions in XPEL, VV, TEX, APP, BYD, ACLS, LEN, FELE, TMHC, TLT.
- Reduced shares in these 10 stocks: LLY, AVGO, NVDA, ABBV, CRWD, DVN, ANET, VTV, SCHG, .
- Sold out of its positions in BA, BKE, CHE, CMG, CRVL, APPS, DKNG, ENSG, IMKTA, MKTX. NSSC, NTNX, ODFL, PJT, RHI, SAIA, TPL, VTV, WDFC, WST, WIT, ACN, LOGI.
- SkyOak Wealth was a net buyer of stock by $5.7M.
- SkyOak Wealth has $418M in assets under management (AUM), dropping by 8.78%.
- Central Index Key (CIK): 0001800379
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Portfolio Holdings for SkyOak Wealth
SkyOak Wealth holds 249 positions in its portfolio as reported in the March 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) | 5.2 | $22M | +6% | 429k | 50.45 |
|
| Spdr Ser Tr Prtflo S&p500 Vl (SPYV) | 4.5 | $19M | +4% | 378k | 50.10 |
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| Eli Lilly & Co. (LLY) | 4.2 | $18M | -7% | 23k | 777.96 |
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| Apple (AAPL) | 3.9 | $17M | 96k | 171.48 |
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| Ishares Tr Core S&p Us Vlu (IUSV) | 3.9 | $16M | 181k | 90.44 |
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| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 3.9 | $16M | -2% | 174k | 92.72 |
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| Spdr Ser Tr Portfolio S&p500 (SPLG) | 2.9 | $12M | 200k | 61.53 |
|
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| Ishares Tr Core Msci Eafe (IEFA) | 2.5 | $10M | +4% | 139k | 74.22 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 2.2 | $9.0M | +2% | 82k | 110.52 |
|
| Meta Platforms Cl A (META) | 1.9 | $8.1M | -3% | 17k | 485.58 |
|
| Blackrock Etf Trust Us Eqt Factor (DYNF) | 1.9 | $8.0M | 181k | 44.40 |
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| Select Sector Spdr Tr Technology (XLK) | 1.9 | $7.8M | 38k | 208.27 |
|
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| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 1.7 | $7.1M | +17% | 75k | 94.66 |
|
| First Tr Exchange-traded Dorsey Wrt 5 Etf (FV) | 1.6 | $6.8M | 120k | 57.23 |
|
|
| Microsoft Corporation (MSFT) | 1.6 | $6.8M | -3% | 16k | 420.71 |
|
| Strategy Day Hagan Ned (SSUS) | 1.6 | $6.7M | 174k | 38.45 |
|
|
| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 1.5 | $6.4M | 25k | 260.72 |
|
|
| Amazon (AMZN) | 1.4 | $5.8M | 32k | 180.38 |
|
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| Vanguard Specialized Funds Div App Etf (VIG) | 1.3 | $5.6M | 31k | 182.61 |
|
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| JPMorgan Chase & Co. (JPM) | 1.3 | $5.6M | 28k | 200.30 |
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| Ark Etf Tr Innovation Etf (ARKK) | 1.3 | $5.5M | 109k | 50.08 |
|
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| Procter & Gamble Company (PG) | 1.0 | $4.3M | 27k | 162.25 |
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| Pimco Etf Tr Enhncd Lw Dur Ac (LDUR) | 1.0 | $4.3M | 45k | 94.86 |
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| Morgan Stanley Com New (MS) | 1.0 | $4.3M | +3% | 45k | 94.16 |
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| Alphabet Cap Stk Cl C (GOOG) | 1.0 | $4.2M | 28k | 152.26 |
|
|
| Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) | 1.0 | $4.1M | -4% | 40k | 103.79 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 1.0 | $4.1M | +2% | 9.2k | 444.00 |
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| Pimco Etf Tr Enhan Shrt Ma Ac (MINT) | 0.9 | $3.9M | 39k | 100.54 |
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| J P Morgan Exchange Traded F Short Dura Core (JSCP) | 0.9 | $3.9M | +187% | 83k | 46.53 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.8 | $3.5M | +2% | 85k | 41.77 |
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| Verizon Communications (VZ) | 0.8 | $3.5M | 83k | 41.96 |
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| NVIDIA Corporation (NVDA) | 0.8 | $3.4M | -24% | 3.8k | 903.58 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.8 | $3.2M | 21k | 150.93 |
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| J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) | 0.8 | $3.2M | +38% | 62k | 50.74 |
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| Emerson Electric (EMR) | 0.7 | $2.9M | 26k | 113.42 |
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| American States Water Company (AWR) | 0.7 | $2.9M | 40k | 72.24 |
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| Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 0.7 | $2.8M | +4% | 79k | 35.84 |
|
| J P Morgan Exchange Traded F Income Etf (JPIE) | 0.7 | $2.8M | +20% | 61k | 45.56 |
|
| Philip Morris International (PM) | 0.7 | $2.8M | 31k | 91.62 |
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| International Business Machines (IBM) | 0.6 | $2.7M | 14k | 190.97 |
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| Nextera Energy (NEE) | 0.6 | $2.6M | 40k | 63.91 |
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| American Centy Etf Tr Focused Lrg Cap (FLV) | 0.6 | $2.6M | +103% | 40k | 64.97 |
|
| Starwood Property Trust (STWD) | 0.6 | $2.6M | -3% | 126k | 20.33 |
|
| Lantheus Holdings Inc Common Stock Usd 0.01 (LNTH) | 0.6 | $2.5M | +32% | 41k | 62.24 |
|
| Spdr Ser Tr Portfolio S&p600 (SPSM) | 0.6 | $2.5M | +2% | 59k | 43.04 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.6 | $2.5M | 11k | 228.60 |
|
|
| Spdr Ser Tr Prtflo S&p500 Gw (SPYG) | 0.6 | $2.5M | 34k | 73.15 |
|
|
| Visa Com Cl A (V) | 0.6 | $2.4M | 8.5k | 279.08 |
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| United Parcel Service CL B (UPS) | 0.6 | $2.3M | +5% | 16k | 148.63 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.5 | $2.3M | +7% | 5.4k | 420.52 |
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| Servicenow (NOW) | 0.5 | $2.2M | 2.8k | 762.40 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.5 | $2.1M | +2% | 4.3k | 480.70 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.5 | $2.1M | +17% | 7.9k | 259.90 |
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| Unilever Spon Adr New (UL) | 0.5 | $2.0M | 41k | 50.19 |
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| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.5 | $1.9M | +16% | 33k | 57.86 |
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| McDonald's Corporation (MCD) | 0.4 | $1.9M | 6.6k | 281.95 |
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| Ishares Tr Rus 2000 Val Etf (IWN) | 0.4 | $1.8M | -6% | 11k | 158.81 |
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| Tesla Motors (TSLA) | 0.4 | $1.8M | 10k | 175.79 |
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| UnitedHealth (UNH) | 0.4 | $1.7M | +33% | 3.3k | 494.70 |
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| Goldman Sachs Etf Tr Hedge Ind Etf (GVIP) | 0.4 | $1.6M | 15k | 109.27 |
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| Bank of America Corporation (BAC) | 0.4 | $1.6M | -3% | 41k | 37.92 |
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| Spdr Ser Tr Bbg Conv Sec Etf (CWB) | 0.4 | $1.5M | 21k | 73.04 |
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| Broadcom (AVGO) | 0.3 | $1.4M | -49% | 1.1k | 1325.41 |
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| Metropcs Communications (TMUS) | 0.3 | $1.4M | -4% | 8.7k | 163.22 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.3 | $1.3M | +14% | 2.4k | 525.78 |
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| Prudential Financial (PRU) | 0.3 | $1.3M | 11k | 117.40 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.3 | $1.3M | -7% | 3.7k | 344.20 |
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| Uber Technologies (UBER) | 0.3 | $1.3M | -17% | 16k | 76.99 |
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| Lululemon Athletica (LULU) | 0.3 | $1.2M | +181% | 3.1k | 390.65 |
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| Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.3 | $1.2M | -11% | 2.3k | 522.88 |
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| Abbvie (ABBV) | 0.3 | $1.2M | -40% | 6.4k | 182.10 |
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| CSX Corporation (CSX) | 0.3 | $1.1M | 30k | 37.07 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.3 | $1.1M | +23% | 2.1k | 523.08 |
|
| Pepsi (PEP) | 0.2 | $1.0M | 5.8k | 175.01 |
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| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.2 | $977k | +4% | 19k | 51.28 |
|
| Spdr Gold Tr Gold Shs (GLD) | 0.2 | $973k | +14% | 4.7k | 205.72 |
|
| Ishares Tr Russell 3000 Etf (IWV) | 0.2 | $971k | -2% | 3.2k | 300.08 |
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| Qualcomm (QCOM) | 0.2 | $960k | 5.7k | 169.30 |
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| Ford Motor Company (F) | 0.2 | $957k | -4% | 72k | 13.28 |
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| Veeva Sys Cl A Com (VEEV) | 0.2 | $944k | 4.1k | 231.69 |
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| IDEXX Laboratories (IDXX) | 0.2 | $937k | 1.7k | 539.93 |
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| M.D.C. Holdings (MDC) | 0.2 | $936k | -22% | 15k | 62.91 |
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| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.2 | $927k | 12k | 77.31 |
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| Pulte (PHM) | 0.2 | $876k | +22% | 7.3k | 120.62 |
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| Comerica Incorporated (CMA) | 0.2 | $854k | +15% | 16k | 54.99 |
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| Proshares Tr Pshs Ult S&p 500 (SSO) | 0.2 | $835k | -14% | 11k | 77.52 |
|
| Chevron Corporation (CVX) | 0.2 | $831k | -26% | 5.3k | 157.74 |
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| Cisco Systems (CSCO) | 0.2 | $816k | 16k | 49.91 |
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| Proshares Tr S&p 500 Dv Arist (NOBL) | 0.2 | $803k | +11% | 7.9k | 101.41 |
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| Coca-Cola Company (KO) | 0.2 | $795k | -9% | 13k | 61.18 |
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| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.2 | $758k | -3% | 2.8k | 270.80 |
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| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.2 | $755k | 13k | 58.65 |
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| Sun Communities (SUI) | 0.2 | $727k | 5.7k | 128.58 |
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| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.2 | $711k | -7% | 8.7k | 81.78 |
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| Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 0.2 | $696k | 12k | 58.55 |
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| Ciena Corp Com New (CIEN) | 0.2 | $691k | -5% | 14k | 49.45 |
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| Costco Wholesale Corporation (COST) | 0.2 | $678k | +23% | 925.00 | 732.63 |
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| Walt Disney Company (DIS) | 0.2 | $676k | 5.5k | 122.36 |
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| Mastercard Incorporated Cl A (MA) | 0.2 | $674k | 1.4k | 481.57 |
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| At&t (T) | 0.2 | $645k | 37k | 17.60 |
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| Toronto Dominion Bk Ont Com New (TD) | 0.2 | $640k | 11k | 60.38 |
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| Marriott Intl Cl A (MAR) | 0.2 | $636k | 2.5k | 252.31 |
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| Lockheed Martin Corporation (LMT) | 0.2 | $628k | +102% | 1.4k | 454.87 |
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| Travelers Companies (TRV) | 0.2 | $628k | 2.7k | 230.14 |
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| Raytheon Technologies Corp (RTX) | 0.1 | $615k | +34% | 6.3k | 97.53 |
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| Honeywell International (HON) | 0.1 | $612k | 3.0k | 205.27 |
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| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.1 | $609k | +49% | 1.5k | 397.86 |
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| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.1 | $602k | -3% | 7.9k | 75.98 |
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| Williams-Sonoma (WSM) | 0.1 | $601k | -8% | 1.9k | 317.53 |
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| Vanguard Malvern Fds Strm Infproidx (VTIP) | 0.1 | $565k | 12k | 47.89 |
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| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.1 | $564k | -2% | 3.8k | 147.72 |
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| Axcelis Technologies Com New (ACLS) | 0.1 | $563k | NEW | 5.1k | 111.52 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.1 | $543k | +4% | 6.8k | 79.86 |
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| Texas Instruments Incorporated (TXN) | 0.1 | $537k | 3.1k | 174.21 |
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| Netflix (NFLX) | 0.1 | $534k | 879.00 | 607.33 |
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| Ishares Tr Rus 1000 Etf (IWB) | 0.1 | $527k | 1.8k | 288.03 |
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| Comfort Systems USA (FIX) | 0.1 | $526k | -6% | 1.7k | 317.71 |
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| Snowflake Cl A (SNOW) | 0.1 | $526k | +12% | 3.3k | 161.60 |
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| Ishares Tr S&p 100 Etf (OEF) | 0.1 | $526k | -3% | 2.1k | 247.41 |
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| Fiserv (FI) | 0.1 | $515k | -23% | 3.2k | 159.82 |
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| AFLAC Incorporated (AFL) | 0.1 | $508k | 5.9k | 85.86 |
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| Spdr Ser Tr Bloomberg 1-3 Mo (BIL) | 0.1 | $502k | -18% | 5.5k | 91.80 |
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| Ishares Tr Pfd And Incm Sec (PFF) | 0.1 | $496k | 15k | 32.23 |
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| Taylor Morrison Hom (TMHC) | 0.1 | $493k | NEW | 7.9k | 62.17 |
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| Union Pacific Corporation (UNP) | 0.1 | $491k | 2.0k | 245.93 |
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| Johnson & Johnson (JNJ) | 0.1 | $489k | 3.1k | 158.19 |
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| Arista Networks (ANET) | 0.1 | $488k | -45% | 1.7k | 289.98 |
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| Ishares Tr Select Divid Etf (DVY) | 0.1 | $487k | +5% | 4.0k | 123.18 |
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| Zscaler Incorporated (ZS) | 0.1 | $482k | NEW | 2.5k | 192.63 |
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| Altria (MO) | 0.1 | $463k | 11k | 43.62 |
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| Qualys (QLYS) | 0.1 | $459k | -43% | 2.8k | 166.87 |
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| Comcast Corp Cl A (CMCSA) | 0.1 | $450k | -8% | 10k | 43.35 |
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| Cummins (CMI) | 0.1 | $442k | 1.5k | 294.65 |
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| Duolingo Cl A Com (DUOL) | 0.1 | $441k | -38% | 2.0k | 220.58 |
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| Merck & Co (MRK) | 0.1 | $440k | +3% | 3.3k | 131.93 |
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| Kinsale Cap Group (KNSL) | 0.1 | $436k | 831.00 | 524.74 |
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| Penske Automotive (PAG) | 0.1 | $431k | +4% | 2.7k | 161.99 |
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| Garmin SHS (GRMN) | 0.1 | $426k | -23% | 2.9k | 148.87 |
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| First Tr Exchange-traded Ssi Strg Etf (FCVT) | 0.1 | $422k | 12k | 34.09 |
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| Commercial Metals Company (CMC) | 0.1 | $420k | +9% | 7.1k | 58.77 |
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| Simpson Manufacturing (SSD) | 0.1 | $415k | -6% | 2.0k | 205.18 |
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| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.1 | $415k | +3% | 3.6k | 114.14 |
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| Palo Alto Networks (PANW) | 0.1 | $410k | NEW | 1.4k | 284.13 |
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| Exxon Mobil Corporation (XOM) | 0.1 | $409k | +18% | 3.5k | 116.25 |
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| Waste Management (WM) | 0.1 | $409k | 1.9k | 213.15 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $398k | +6% | 1.9k | 210.30 |
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| General Motors Company (GM) | 0.1 | $396k | +2% | 8.7k | 45.35 |
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| Caterpillar (CAT) | 0.1 | $396k | 1.1k | 366.52 |
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| Intel Corporation (INTC) | 0.1 | $393k | +39% | 8.9k | 44.17 |
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| Phillips 66 (PSX) | 0.1 | $388k | 2.4k | 163.34 |
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| NVR (NVR) | 0.1 | $381k | NEW | 47.00 | 8099.96 |
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| Boyd Gaming Corporation (BYD) | 0.1 | $379k | NEW | 5.6k | 67.32 |
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| Lennar Corp Cl A (LEN) | 0.1 | $376k | NEW | 2.2k | 171.98 |
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| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.1 | $371k | -2% | 2.0k | 183.86 |
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| Enterprise Products Partners (EPD) | 0.1 | $370k | 13k | 29.18 |
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| Pfizer (PFE) | 0.1 | $364k | -13% | 13k | 27.75 |
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| Mueller Industries (MLI) | 0.1 | $364k | NEW | 6.7k | 53.93 |
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| Genuine Parts Company (GPC) | 0.1 | $360k | 2.3k | 154.93 |
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| Terex Corporation (TEX) | 0.1 | $357k | NEW | 5.5k | 64.40 |
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| F5 Networks (FFIV) | 0.1 | $357k | 1.9k | 189.59 |
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| Vanguard Index Fds Real Estate Etf (VNQ) | 0.1 | $354k | 4.1k | 86.48 |
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| Remitly Global (RELY) | 0.1 | $348k | -25% | 17k | 20.74 |
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| D.R. Horton (DHI) | 0.1 | $348k | NEW | 2.1k | 164.55 |
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| Encore Wire Corporation (WIRE) | 0.1 | $347k | NEW | 1.3k | 262.78 |
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| Emcor (EME) | 0.1 | $347k | NEW | 990.00 | 350.20 |
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| Consolidated Edison (ED) | 0.1 | $341k | 3.8k | 90.80 |
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| Donaldson Company (DCI) | 0.1 | $341k | +5% | 4.6k | 74.68 |
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| Greif Cl A (GEF) | 0.1 | $337k | NEW | 4.9k | 69.05 |
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| Advanced Micro Devices (AMD) | 0.1 | $335k | -17% | 1.9k | 180.49 |
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| KB Home (KBH) | 0.1 | $333k | -48% | 4.7k | 70.88 |
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| Omega Healthcare Investors (OHI) | 0.1 | $333k | 11k | 31.67 |
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| Landstar System (LSTR) | 0.1 | $331k | NEW | 1.7k | 192.76 |
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| Kite Rlty Group Tr Com New (KRG) | 0.1 | $328k | -8% | 15k | 21.68 |
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| Select Sector Spdr Tr Communication (XLC) | 0.1 | $327k | -3% | 4.0k | 81.67 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $323k | +515% | 5.3k | 60.74 |
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| ABM Industries (ABM) | 0.1 | $322k | 7.2k | 44.62 |
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| M/I Homes (MHO) | 0.1 | $320k | NEW | 2.3k | 136.29 |
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| Anthem (ELV) | 0.1 | $319k | NEW | 616.00 | 518.54 |
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| Cia Energetica De Minas Gera Sp Adr N-v Pfd (CIG) | 0.1 | $318k | +9% | 129k | 2.47 |
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| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.1 | $314k | -32% | 2.0k | 155.91 |
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| Franklin Electric (FELE) | 0.1 | $313k | NEW | 2.9k | 106.81 |
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| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.1 | $311k | +4% | 2.5k | 125.33 |
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| Msc Indl Direct Cl A (MSM) | 0.1 | $308k | NEW | 3.2k | 97.04 |
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| Expeditors International of Washington (EXPD) | 0.1 | $308k | +3% | 2.5k | 121.57 |
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| Abbott Laboratories (ABT) | 0.1 | $305k | 2.7k | 113.66 |
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| Devon Energy Corporation (DVN) | 0.1 | $303k | -62% | 6.0k | 50.18 |
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| Huntington Bancshares Incorporated (HBAN) | 0.1 | $303k | 22k | 13.95 |
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| Ameren Corporation (AEE) | 0.1 | $303k | 4.1k | 73.96 |
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| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.1 | $299k | NEW | 3.2k | 94.62 |
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| Fifth Third Ban (FITB) | 0.1 | $298k | 8.0k | 37.21 |
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| Xpel (XPEL) | 0.1 | $297k | NEW | 5.5k | 54.02 |
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| Paylocity Holding Corporation (PCTY) | 0.1 | $295k | +15% | 1.7k | 171.86 |
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| CVS Caremark Corporation (CVS) | 0.1 | $295k | 3.7k | 79.76 |
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| Marathon Petroleum Corp (MPC) | 0.1 | $292k | 1.4k | 201.50 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.1 | $290k | -7% | 1.2k | 249.86 |
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| Spdr Ser Tr Portfolio Short (SPSB) | 0.1 | $289k | 9.7k | 29.77 |
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| Spdr Ser Tr S&p Divid Etf (SDY) | 0.1 | $288k | +9% | 2.2k | 131.24 |
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| Micron Technology (MU) | 0.1 | $288k | 2.4k | 117.87 |
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| Rli (RLI) | 0.1 | $285k | NEW | 1.9k | 148.47 |
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| Pubmatic Com Cl A (PUBM) | 0.1 | $280k | -21% | 12k | 23.72 |
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| Simon Property (SPG) | 0.1 | $279k | 1.8k | 156.49 |
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| Target Corporation (TGT) | 0.1 | $278k | 1.6k | 177.21 |
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| Spdr Index Shs Fds Portfolio Emg Mk (SPEM) | 0.1 | $272k | -12% | 7.5k | 36.19 |
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| Twilio Cl A (TWLO) | 0.1 | $268k | +7% | 4.4k | 61.15 |
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| MKS Instruments (MKSI) | 0.1 | $266k | -26% | 2.0k | 133.00 |
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| Crowdstrike Hldgs Cl A (CRWD) | 0.1 | $264k | -70% | 823.00 | 320.59 |
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.1 | $259k | 3.1k | 84.44 |
|
|
| Kadant (KAI) | 0.1 | $257k | NEW | 784.00 | 328.10 |
|
| Inventrust Pptys Corp Com New (IVT) | 0.1 | $245k | 9.5k | 25.71 |
|
|
| Energy Transfer Com Ut Ltd Ptn (ET) | 0.1 | $245k | 16k | 15.73 |
|
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.1 | $244k | 2.1k | 115.32 |
|
|
| Annaly Capital Management In Com New (NLY) | 0.1 | $238k | -28% | 12k | 19.69 |
|
| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.1 | $238k | -4% | 1.0k | 235.79 |
|
| DTE Energy Company (DTE) | 0.1 | $237k | -4% | 2.1k | 112.14 |
|
| Lyft Cl A Com (LYFT) | 0.1 | $232k | 12k | 19.35 |
|
|
| Ark Etf Tr Genomic Rev Etf (ARKG) | 0.1 | $231k | +14% | 8.0k | 28.76 |
|
| Roku Com Cl A (ROKU) | 0.1 | $226k | -37% | 3.5k | 65.17 |
|
| Applovin Corp Com Cl A (APP) | 0.1 | $224k | NEW | 3.2k | 69.22 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.1 | $221k | NEW | 4.4k | 50.17 |
|
| Masco Corporation (MAS) | 0.1 | $221k | NEW | 2.8k | 78.88 |
|
| Amgen (AMGN) | 0.1 | $221k | 776.00 | 284.32 |
|
|
| Workday Cl A (WDAY) | 0.1 | $218k | 800.00 | 272.75 |
|
|
| Shell Spon Ads (SHEL) | 0.1 | $218k | 3.3k | 67.04 |
|
|
| First Tr Exchange-traded Risng Divd Achiv (RDVY) | 0.1 | $213k | NEW | 3.8k | 56.17 |
|
| Illumina (ILMN) | 0.1 | $212k | -20% | 1.5k | 137.32 |
|
| Vanguard Index Fds Large Cap Etf (VV) | 0.0 | $207k | NEW | 864.00 | 239.76 |
|
| Mondelez Intl Cl A (MDLZ) | 0.0 | $207k | -12% | 3.0k | 70.00 |
|
| Western Midstream Partners L Com Unit Lp Int (WES) | 0.0 | $205k | NEW | 5.8k | 35.55 |
|
| Crane Company Common Stock (CR) | 0.0 | $203k | NEW | 1.5k | 135.13 |
|
| Proshares Tr S&p Mdcp 400 Div (REGL) | 0.0 | $203k | NEW | 2.6k | 78.56 |
|
| Wayfair Note 0.625%10/0 (Principal) | 0.0 | $186k | 200k | 0.93 |
|
|
| Doubleline Opportunistic Cr (DBL) | 0.0 | $156k | NEW | 10k | 15.42 |
|
| New York Community Ban (NYCB) | 0.0 | $155k | -3% | 48k | 3.22 |
|
| Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX) | 0.0 | $154k | 13k | 11.88 |
|
|
| Agnc Invt Corp Com reit (AGNC) | 0.0 | $104k | 11k | 9.90 |
|
|
| Aberdeen Global Dynamic Divd F (AGD) | 0.0 | $97k | 10k | 9.71 |
|
|
| Archer Aviation Com Cl A (ACHR) | 0.0 | $92k | 20k | 4.62 |
|
|
| Gritstone Oncology Ord (GRTS) | 0.0 | $81k | -14% | 31k | 2.57 |
|
| Evolv Technologies Hldngs In Com Cl A (EVLV) | 0.0 | $76k | 17k | 4.45 |
|
|
| Tilray (TLRY) | 0.0 | $52k | 21k | 2.47 |
|
|
| Rockwell Med Com New (RMTI) | 0.0 | $42k | +47% | 25k | 1.66 |
|
| Cherry Hill Mort (CHMI) | 0.0 | $39k | 11k | 3.54 |
|
|
| Lineage Cell Therapeutics In (LCTX) | 0.0 | $22k | 15k | 1.48 |
|
|
| Conifer Holdings (CNFR) | 0.0 | $19k | -5% | 17k | 1.13 |
|
| Rigetti Computing Common Stock (RGTI) | 0.0 | $16k | -5% | 10k | 1.53 |
|
| Sobr Safe Com New (SOBR) | 0.0 | $14k | +40% | 35k | 0.41 |
|
| Amarin Corp Spons Adr New (AMRN) | 0.0 | $12k | 13k | 0.89 |
|
|
| Presto Automation (PRST) | 0.0 | $4.4k | 26k | 0.17 |
|
|
| Paysafe *w Exp 03/30/202 (PSFE.WS) | 0.0 | $1.4k | 46k | 0.03 |
|
Past Filings by SkyOak Wealth
SEC 13F filings are viewable for SkyOak Wealth going back to 2019
- SkyOak Wealth 2024 Q1 filed April 29, 2024
- SkyOak Wealth 2023 Q4 filed Jan. 12, 2024
- SkyOak Wealth 2023 Q3 filed Oct. 24, 2023
- SkyOak Wealth 2023 Q2 filed July 20, 2023
- SkyOak Wealth 2023 Q1 filed May 2, 2023
- SkyOak Wealth 2022 Q4 filed Jan. 26, 2023
- SkyOak Wealth 2022 Q3 filed Oct. 25, 2022
- SkyOak Wealth 2022 Q2 filed July 26, 2022
- SkyOak Wealth 2022 Q1 filed April 18, 2022
- SkyOak Wealth 2021 Q4 filed Jan. 24, 2022
- SkyOak Wealth 2021 Q3 filed Oct. 21, 2021
- SkyOak Wealth 2021 Q2 filed July 19, 2021
- SkyOak Wealth 2021 Q1 filed April 29, 2021
- SkyOak Wealth 2020 Q4 filed Feb. 2, 2021
- SkyOak Wealth 2020 Q3 filed Nov. 3, 2020
- SkyOak Wealth 2020 Q2 filed Aug. 10, 2020