SkyOak Wealth, LLC
257 holdingsFiling period: 2026-03-31Current AUM: $611.0Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | SPYV | SPDR SERIES TRUST | 519.1K | $29.4M | $32.2M | 5.27% | +22.1K | 2026-03-31 |
| 2 | JPST | J P MORGAN EXCHANGE TRADED F | 549.6K | $27.8M | $27.8M | 4.55% | +4.7K | 2026-03-31 |
| 3 | SCHG | SCHWAB STRATEGIC TR | 760.5K | $22.2M | $26.0M | 4.25% | +31.1K | 2026-03-31 |
| 4 | AAPL | APPLE INC | 84.5K | $21.4M | $26.1M | 4.27% | -1,228 | 2026-03-31 |
| 5 | IUSV | ISHARES TR | 200.5K | $20.5M | $22.5M | 3.68% | -545 | 2026-03-31 |
| 6 | IEFA | ISHARES TR | 191.7K | $17.4M | $18.8M | 3.08% | +5.2K | 2026-03-31 |
| 7 | IEF | ISHARES TR | 161.8K | $15.4M | $15.0M | 2.46% | +22.0K | 2026-03-31 |
| 8 | LLY | ELI LILLY & CO | 16.2K | $14.9M | $18.6M | 3.05% | -509 | 2026-03-31 |
| 9 | SPYM | SPDR SERIES TRUST | 191.4K | $14.7M | $16.8M | 2.75% | +1.7K | 2026-03-31 |
| 10 | JSCP | J P MORGAN EXCHANGE TRADED F | 291.4K | $13.8M | $13.7M | 2.24% | +20.3K | 2026-03-31 |
| 11 | XLK | SELECT SECTOR SPDR TR | 69.4K | $9.2M | $12.2M | 1.99% | -2,507 | 2026-03-31 |
| 12 | DYNF | BLACKROCK ETF TRUST | 149.6K | $8.7M | $10.1M | 1.65% | -939 | 2026-03-31 |
| 13 | JPIE | J P MORGAN EXCHANGE TRADED F | 188.2K | $8.7M | $8.6M | 1.41% | +18.7K | 2026-03-31 |
| 14 | IJR | ISHARES TR | 68.5K | $8.5M | $10.0M | 1.63% | +1.3K | 2026-03-31 |
| 15 | JPM | JPMORGAN CHASE & CO | 26.7K | $7.9M | $9.4M | 1.54% | +88 | 2026-03-31 |
| 16 | AMZN | AMAZON COM INC | 36.6K | $7.6M | $9.9M | 1.63% | +1.5K | 2026-03-31 |
| 17 | AVUV | AMERICAN CENTY ETF TR | 67.1K | $7.4M | $8.4M | 1.38% | +6.6K | 2026-03-31 |
| 18 | VIG | VANGUARD SPECIALIZED FUNDS | 33.3K | $7.2M | $8.0M | 1.30% | -15 | 2026-03-31 |
| 19 | NVDA | NVIDIA CORPORATION | 41.0K | $7.2M | $8.2M | 1.35% | -69 | 2026-03-31 |
| 20 | MS | MORGAN STANLEY | 41.9K | $6.9M | $8.8M | 1.44% | -153 | 2026-03-31 |
| 21 | SSUS | STRATEGY SHS | 147.6K | $6.9M | $8.0M | 1.32% | +512 | 2026-03-31 |
| 22 | VBK | VANGUARD INDEX FDS | 22.7K | $6.9M | $7.7M | 1.26% | -9 | 2026-03-31 |
| 23 | VBR | VANGUARD INDEX FDS | 31.5K | $6.8M | $7.7M | 1.26% | +273 | 2026-03-31 |
| 24 | META | META PLATFORMS INC | 11.8K | $6.8M | $6.6M | 1.08% | -223 | 2026-03-31 |
| 25 | GOOG | ALPHABET INC | 23.5K | $6.7M | $8.4M | 1.37% | +440 | 2026-03-31 |
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