HoldingsChannel.com
SkyOak Wealth LLC Top Holdings
As of  03/31/2020

   EntityAmountChange
 12/31/2019 to 03/31/2020
Position Size
($ in 1000's)
APPLE INC 48,396 -8,843 $12,307
     AAPL48,396-8,843$12,307
PIMCO ETF TR (MINT) 82,019 +51,598 $8,118
     MINT82,019+51,598$8,118
SELECT SECTOR SPDR TR (XLK) 78,992 -7,454 $6,349
     XLK78,992-7,454$6,349
SELECT SECTOR SPDR TR (XLU) 104,839 +100,663 $5,809
     XLU104,839+100,663$5,809
SELECT SECTOR SPDR TR (XLV) 63,661 +59,013 $5,639
     XLV63,661+59,013$5,639
LILLY ELI & CO 35,832 -1,273 $4,971
     LLY35,832-1,273$4,971
SPDR SER TR (SPLG) 159,111 -13,401 $4,813
     SPLG159,111-13,401$4,813
VERIZON COMMUNICATIONS INC 82,049 +1,308 $4,408
     VZ82,049+1,308$4,408
AMER STATES WTR CO 47,379 -2,816 $3,873
     AWR47,379-2,816$3,873
PROCTER & GAMBLE CO 27,807 -521 $3,059
     PG27,807-521$3,059
ARK ETF TR (ARKK) 69,402 -35,405 $3,054
     ARKK69,402-35,405$3,054
GOLDMAN SACHS ETF TR (GSLC) 57,545 -7,051 $3,003
     GSLC57,545-7,051$3,003
NEXTERA ENERGY INC 12,030 -289 $2,895
     NEE12,030-289$2,895
J P MORGAN EXCHANGE TRADED F (JPST) 57,428 +44,688 $2,852
     JPST57,428+44,688$2,852
PROSHARES TR (NOBL) 48,255 -22,770 $2,783
     NOBL48,255-22,770$2,783
AMAZON COM INC 1,358 -140 $2,648
     AMZN1,358-140$2,648
SPDR INDEX SHS FDS (SPDW) 109,396 -9,645 $2,619
     SPDW109,396-9,645$2,619
VISA INC 16,099 -19,664 $2,594
     V16,099-19,664$2,594
FACEBOOK INC 14,023 -4,488 $2,339
     FB14,023-4,488$2,339
ALPHABET INC 2,001 -11 $2,327
     GOOG2,001-11$2,327
VANGUARD SCOTTSDALE FDS (VCSH) 27,555 -1,099 $2,180
     VCSH27,555-1,099$2,180
TELADOC HEALTH INC 13,784 +849 $2,137
     TDOC13,784+849$2,137
ALIBABA GROUP HLDG LTD 10,929 -52 $2,125
     BABA10,929-52$2,125
ISHARES TR (IWS) 32,821 +7,566 $2,103
     IWS32,821+7,566$2,103
UNILEVER PLC 41,005 -2,352 $2,074
     UL41,005-2,352$2,074
BANK MONTREAL 39,724 -3,421 $1,997
     BMO39,724-3,421$1,997
CIENA CORP 46,231 -50,334 $1,840
     CIEN46,231-50,334$1,840
ZSCALER INC 28,431 +9,208 $1,730
     ZS28,431+9,208$1,730
ISHARES TR (IGSB) 32,249 -331 $1,689
     IGSB32,249-331$1,689
SPDR SER TR (CWB) 34,825 +146 $1,667
     CWB34,825+146$1,667
ISHARES TR (IWV) 10,986 -274 $1,630
     IWV10,986-274$1,630
MICROSOFT CORP 10,298 -6,494 $1,624
     MSFT10,298-6,494$1,624
SPDR SER TR (SPSB) 53,699 -858 $1,624
     SPSB53,699-858$1,624
PROSHARES TR (SSO) 17,969 -5,394 $1,598
     SSO17,969-5,394$1,598
SUN CMNTYS INC 12,325 -175 $1,539
     SUI12,325-175$1,539
EMERSON ELEC CO 30,699 -2,253 $1,463
     EMR30,699-2,253$1,463
T MOBILE US INC 17,174 -125 $1,441
     TMUS17,174-125$1,441
SERVICENOW INC 4,980 -5,833 $1,427
     NOW4,980-5,833$1,427
STARWOOD PPTY TR INC 134,193 -11,879 $1,375
     STWD134,193-11,879$1,375
J P MORGAN EXCHANGE TRADED F (JMST) 26,175 +13,125 $1,320
     JMST26,175+13,125$1,320
GOLDMAN SACHS ETF TR (GVIP) 25,700 UNCH $1,309
     GVIP25,700UNCH$1,309
VEEVA SYS INC 8,229 -11,484 $1,287
     VEEV8,229-11,484$1,287
INTUITIVE SURGICAL INC 2,511 +8 $1,243
     ISRG2,511+8$1,243
JPMORGAN CHASE & CO 13,598 +854 $1,224
     JPM13,598+854$1,224
MCDONALDS CORP 6,630 +205 $1,096
     MCD6,630+205$1,096
ISHARES TR (SHY) 11,665 +4,470 $1,011
     SHY11,665+4,470$1,011
SPDR S&P 500 ETF TR (SPY)      $974
     SPY3,748-985$966
     Call500UNCH$8
CISCO SYS INC 24,373 +13,904 $958
     CSCO24,373+13,904$958
AT&T INC 32,873 -1,752 $958
     T32,873-1,752$958
ISHARES TR (PFF) 28,518 +4,488 $908
     PFF28,518+4,488$908

See Full List: All Stocks Held By SkyOak Wealth LLC
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By SkyOak Wealth LLC

Size ($ in 1000's)
At 03/31/2020: $195,641
At 12/31/2019: $322,727

SkyOak Wealth LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from SkyOak Wealth LLC 13F filings. Link to 13F filings: SEC filings

SkyOak Wealth LLC Top Holdings 13F Filings | www.HoldingsChannel.com

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