SkyOak Wealth, LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
SW SkyOak Wealth, LLC | Institutional Filer | ▼ 1.78% | $546.1M | 255 |
Current Portfolio Holdings
Showing all 255 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | SPYV | SPDR SERIES TRUST | — | 519K | $29.4M | 5.38% |
| 2 | JPST | J P MORGAN EXCHANGE TRADED F | — | 550K | $27.8M | 5.09% |
| 3 | SCHG | SCHWAB STRATEGIC TR | — | 761K | $22.2M | 4.06% |
| 4 | AAPL | Apple Inc. | Technology | 84K | $21.4M | 3.93% |
| 5 | IUSV | ISHARES TR | — | 200K | $20.5M | 3.75% |
| 6 | IEFA | ISHARES TR | — | 192K | $17.4M | 3.18% |
| 7 | IEF | ISHARES TR | — | 162K | $15.4M | 2.83% |
| 8 | LLY | Eli Lilly and Company | Healthcare | 16K | $14.9M | 2.73% |
| 9 | SPYM | SPDR SERIES TRUST | — | 191K | $14.7M | 2.68% |
| 10 | JSCP | J P MORGAN EXCHANGE TRADED F | — | 291K | $13.8M | 2.52% |
| 11 | XLK | Technology Select Sector SPDR Fund | — | 69K | $9.2M | 1.69% |
| 12 | DYNF | BLACKROCK ETF TRUST | — | 150K | $8.7M | 1.59% |
| 13 | JPIE | J P MORGAN EXCHANGE TRADED F | — | 188K | $8.7M | 1.59% |
| 14 | IJR | ISHARES TR | — | 68K | $8.5M | 1.56% |
| 15 | JPM | JPMorgan Chase & Co. | Financial Services | 27K | $7.9M | 1.44% |
Showing 1 to 15 of 255 holdings