
Entity | Amount | Change
12/31/2022 to 03/31/2023 |
Position Size ($ in 1000's) |
---|---|---|---|
![]() |
104,372 | -1,671 | $17,211 |
AAPL | 104,372 | -1,671 | $17,211 |
![]() |
274,125 | +32,610 | $13,794 |
JPST | 274,125 | +32,610 | $13,794 |
![]() |
159,694 | -3,398 | $11,782 |
IUSV | 159,694 | -3,398 | $11,782 |
![]() |
285,518 | +39,299 | $11,626 |
SPYV | 285,518 | +39,299 | $11,626 |
![]() |
29,480 | +472 | $10,124 |
LLY | 29,480 | +472 | $10,124 |
![]() |
193,072 | +794 | $9,296 |
SPLG | 193,072 | +794 | $9,296 |
![]() |
138,229 | +22,965 | $9,008 |
SCHG | 138,229 | +22,965 | $9,008 |
![]() |
104,402 | +11,571 | $6,979 |
IEFA | 104,402 | +11,571 | $6,979 |
![]() |
199,788 | -5,183 | $6,475 |
DYNF | 199,788 | -5,183 | $6,475 |
![]() |
191,758 | -5,591 | $6,330 |
SSUS | 191,758 | -5,591 | $6,330 |
![]() |
226,209 | -4,946 | $6,208 |
FCTR | 226,209 | -4,946 | $6,208 |
![]() |
38,976 | -38 | $5,886 |
XLK | 38,976 | -38 | $5,886 |
![]() |
60,161 | +5,521 | $5,818 |
IJR | 60,161 | +5,521 | $5,818 |
![]() |
24,706 | -1,231 | $5,347 |
VBK | 24,706 | -1,231 | $5,347 |
![]() |
16,425 | -731 | $4,735 |
MSFT | 16,425 | -731 | $4,735 |
![]() |
29,936 | -323 | $4,610 |
VIG | 29,936 | -323 | $4,610 |
![]() |
116,563 | +939 | $4,533 |
VZ | 116,563 | +939 | $4,533 |
![]() |
45,706 | +7,997 | $4,530 |
IEF | 45,706 | +7,997 | $4,530 |
![]() |
43,813 | +4,559 | $4,157 |
LDUR | 43,813 | +4,559 | $4,157 |
![]() |
27,863 | -112 | $4,143 |
PG | 27,863 | -112 | $4,143 |
![]() |
101,424 | -909 | $4,091 |
ARKK | 101,424 | -909 | $4,091 |
![]() |
45,479 | -626 | $3,993 |
MS | 45,479 | -626 | $3,993 |
![]() |
18,483 | -100 | $3,917 |
META | 18,483 | -100 | $3,917 |
![]() |
45,931 | +3,789 | $3,730 |
GSLC | 45,931 | +3,789 | $3,730 |
![]() |
41,587 | -270 | $3,697 |
AWR | 41,587 | -270 | $3,697 |
![]() |
46,462 | +48 | $3,581 |
NEE | 46,462 | +48 | $3,581 |
![]() |
27,297 | -111 | $3,557 |
JPM | 27,297 | -111 | $3,557 |
![]() |
35,074 | +1,076 | $3,481 |
MINT | 35,074 | +1,076 | $3,481 |
![]() |
29,274 | -410 | $3,044 |
GOOG | 29,274 | -410 | $3,044 |
![]() |
9,314 | -185 | $2,989 |
QQQ | 9,314 | -185 | $2,989 |
![]() |
30,523 | UNCH | $2,968 |
PM | 30,523 | UNCH | $2,968 |
![]() |
27,997 | +2,413 | $2,892 |
AMZN | 27,997 | +2,413 | $2,892 |
![]() |
70,264 | +6,888 | $2,839 |
VWO | 70,264 | +6,888 | $2,839 |
![]() |
12,866 | -572 | $2,496 |
UPS | 12,866 | -572 | $2,496 |
![]() |
27,826 | -190 | $2,425 |
EMR | 27,826 | -190 | $2,425 |
![]() |
134,198 | +13,596 | $2,374 |
STWD | 134,198 | +13,596 | $2,374 |
![]() |
46,223 | +4,563 | $2,348 |
JMST | 46,223 | +4,563 | $2,348 |
![]() |
10,956 | +376 | $2,273 |
TSLA | 10,956 | +376 | $2,273 |
![]() |
42,889 | -186 | $2,227 |
UL | 42,889 | -186 | $2,227 |
![]() |
26,920 | +3,000 | $2,223 |
LNTH | 26,920 | +3,000 | $2,223 |
![]() |
69,011 | -229 | $2,217 |
SPDW | 69,011 | -229 | $2,217 |
![]() |
21,058 | +235 | $2,184 |
GOOGL | 21,058 | +235 | $2,184 |
![]() |
$2,174 | ||
BRK.B | 3,874 | +1,350 | $1,196 |
BRK.A | 2 | UNCH | $978 |
![]() |
8,918 | +299 | $2,011 |
V | 8,918 | +299 | $2,011 |
![]() |
51,831 | +1,274 | $1,958 |
SPSM | 51,831 | +1,274 | $1,958 |
![]() |
10,130 | -691 | $1,920 |
VB | 10,130 | -691 | $1,920 |
![]() |
6,792 | +15 | $1,899 |
MCD | 6,792 | +15 | $1,899 |
![]() |
4,939 | -63 | $1,857 |
VOO | 4,939 | -63 | $1,857 |
![]() |
6,404 | -2,743 | $1,779 |
NVDA | 6,404 | -2,743 | $1,779 |
![]() |
12,091 | -400 | $1,751 |
TMUS | 12,091 | -400 | $1,751 |
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
![]() At 03/31/2023: $327,797 At 12/31/2022: $297,482 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 |