HoldingsChannel.com
| Entity | Amount | Change
12/31/2022 to 03/31/2023 |
Position Size ($ in 1000's) |
|---|---|---|---|
 APPLE INC |
104,372 | -1,671 | $17,211 |
| AAPL | 104,372 | -1,671 | $17,211 |
| J P MORGAN EXCHANGE TRADED F (JPST) |
274,125 | +32,610 | $13,794 |
| JPST | 274,125 | +32,610 | $13,794 |
| ISHARES TR (IUSV) |
159,694 | -3,398 | $11,782 |
| IUSV | 159,694 | -3,398 | $11,782 |
| SPDR SER TR (SPYV) |
285,518 | +39,299 | $11,626 |
| SPYV | 285,518 | +39,299 | $11,626 |
| LILLY ELI & CO |
29,480 | +472 | $10,124 |
| LLY | 29,480 | +472 | $10,124 |
| SPDR SER TR (SPLG) |
193,072 | +794 | $9,296 |
| SPLG | 193,072 | +794 | $9,296 |
| SCHWAB STRATEGIC TR |
138,229 | +22,965 | $9,008 |
| SCHG | 138,229 | +22,965 | $9,008 |
| ISHARES TR (IEFA) |
104,402 | +11,571 | $6,979 |
| IEFA | 104,402 | +11,571 | $6,979 |
| BLACKROCK ETF TRUST (DYNF) |
199,788 | -5,183 | $6,475 |
| DYNF | 199,788 | -5,183 | $6,475 |
| STRATEGY SHS |
191,758 | -5,591 | $6,330 |
| SSUS | 191,758 | -5,591 | $6,330 |
| FIRST TR EXCHANGE TRADED FD (FCTR) |
226,209 | -4,946 | $6,208 |
| FCTR | 226,209 | -4,946 | $6,208 |
| SELECT SECTOR SPDR TR (XLK) |
38,976 | -38 | $5,886 |
| XLK | 38,976 | -38 | $5,886 |
| ISHARES TR (IJR) |
60,161 | +5,521 | $5,818 |
| IJR | 60,161 | +5,521 | $5,818 |
| VANGUARD INDEX FDS (VBK) |
24,706 | -1,231 | $5,347 |
| VBK | 24,706 | -1,231 | $5,347 |
| MICROSOFT CORP |
16,425 | -731 | $4,735 |
| MSFT | 16,425 | -731 | $4,735 |
| VANGUARD SPECIALIZED FUNDS (VIG) |
29,936 | -323 | $4,610 |
| VIG | 29,936 | -323 | $4,610 |
| VERIZON COMMUNICATIONS INC |
116,563 | +939 | $4,533 |
| VZ | 116,563 | +939 | $4,533 |
| ISHARES TR (IEF) |
45,706 | +7,997 | $4,530 |
| IEF | 45,706 | +7,997 | $4,530 |
| PIMCO ETF TR (LDUR) |
43,813 | +4,559 | $4,157 |
| LDUR | 43,813 | +4,559 | $4,157 |
| PROCTER AND GAMBLE CO |
27,863 | -112 | $4,143 |
| PG | 27,863 | -112 | $4,143 |
| ARK ETF TR (ARKK) |
101,424 | -909 | $4,091 |
| ARKK | 101,424 | -909 | $4,091 |
| MORGAN STANLEY |
45,479 | -626 | $3,993 |
| MS | 45,479 | -626 | $3,993 |
| META PLATFORMS INC |
18,483 | -100 | $3,917 |
| META | 18,483 | -100 | $3,917 |
| GOLDMAN SACHS ETF TR (GSLC) |
45,931 | +3,789 | $3,730 |
| GSLC | 45,931 | +3,789 | $3,730 |
| AMER STATES WTR CO |
41,587 | -270 | $3,697 |
| AWR | 41,587 | -270 | $3,697 |
| NEXTERA ENERGY INC |
46,462 | +48 | $3,581 |
| NEE | 46,462 | +48 | $3,581 |
| JPMORGAN CHASE & CO |
27,297 | -111 | $3,557 |
| JPM | 27,297 | -111 | $3,557 |
| PIMCO ETF TR (MINT) |
35,074 | +1,076 | $3,481 |
| MINT | 35,074 | +1,076 | $3,481 |
| ALPHABET INC |
29,274 | -410 | $3,044 |
| GOOG | 29,274 | -410 | $3,044 |
| INVESCO QQQ TR |
9,314 | -185 | $2,989 |
| QQQ | 9,314 | -185 | $2,989 |
| PHILIP MORRIS INTL INC |
30,523 | UNCH | $2,968 |
| PM | 30,523 | UNCH | $2,968 |
| AMAZON COM INC |
27,997 | +2,413 | $2,892 |
| AMZN | 27,997 | +2,413 | $2,892 |
| VANGUARD INTL EQUITY INDEX F (VWO) |
70,264 | +6,888 | $2,839 |
| VWO | 70,264 | +6,888 | $2,839 |
| UNITED PARCEL SERVICE INC |
12,866 | -572 | $2,496 |
| UPS | 12,866 | -572 | $2,496 |
| EMERSON ELEC CO |
27,826 | -190 | $2,425 |
| EMR | 27,826 | -190 | $2,425 |
| STARWOOD PPTY TR INC |
134,198 | +13,596 | $2,374 |
| STWD | 134,198 | +13,596 | $2,374 |
| J P MORGAN EXCHANGE TRADED F (JMST) |
46,223 | +4,563 | $2,348 |
| JMST | 46,223 | +4,563 | $2,348 |
| TESLA INC |
10,956 | +376 | $2,273 |
| TSLA | 10,956 | +376 | $2,273 |
| UNILEVER PLC |
42,889 | -186 | $2,227 |
| UL | 42,889 | -186 | $2,227 |
| LANTHEUS HLDGS INC |
26,920 | +3,000 | $2,223 |
| LNTH | 26,920 | +3,000 | $2,223 |
| SPDR INDEX SHS FDS (SPDW) |
69,011 | -229 | $2,217 |
| SPDW | 69,011 | -229 | $2,217 |
| ALPHABET INC |
21,058 | +235 | $2,184 |
| GOOGL | 21,058 | +235 | $2,184 |
 BERKSHIRE HATHAWAY INC DEL |
$2,174 | ||
| BRK.B | 3,874 | +1,350 | $1,196 |
| BRK.A | 2 | UNCH | $978 |
| VISA INC |
8,918 | +299 | $2,011 |
| V | 8,918 | +299 | $2,011 |
| SPDR SER TR (SPSM) |
51,831 | +1,274 | $1,958 |
| SPSM | 51,831 | +1,274 | $1,958 |
| VANGUARD INDEX FDS (VB) |
10,130 | -691 | $1,920 |
| VB | 10,130 | -691 | $1,920 |
| MCDONALDS CORP |
6,792 | +15 | $1,899 |
| MCD | 6,792 | +15 | $1,899 |
| VANGUARD INDEX FDS (VOO) |
4,939 | -63 | $1,857 |
| VOO | 4,939 | -63 | $1,857 |
| NVIDIA CORPORATION |
6,404 | -2,743 | $1,779 |
| NVDA | 6,404 | -2,743 | $1,779 |
| T MOBILE US INC |
12,091 | -400 | $1,751 |
| TMUS | 12,091 | -400 | $1,751 |
See Full List: All Stocks Held By SkyOak Wealth LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By SkyOak Wealth LLC
|
Size ($ in 1000's)
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 |
