HoldingsChannel.com
SkyOak Wealth LLC Top Holdings
As of  03/31/2023, below is a summary of the SkyOak Wealth LLC top holdings by largest position size, as per the latest 13f filing made by SkyOak Wealth LLC. In the SkyOak Wealth LLC-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares held by SkyOak Wealth LLC in that top holding, then the share count change between reporting periods, and finally the SkyOak Wealth LLC top holding position size for that row.

   EntityAmountChange
 12/31/2022 to 03/31/2023
Position Size
($ in 1000's)
APPLE INC 104,372 -1,671 $17,211
     AAPL104,372-1,671$17,211
J P MORGAN EXCHANGE TRADED F (JPST) 274,125 +32,610 $13,794
     JPST274,125+32,610$13,794
ISHARES TR (IUSV) 159,694 -3,398 $11,782
     IUSV159,694-3,398$11,782
SPDR SER TR (SPYV) 285,518 +39,299 $11,626
     SPYV285,518+39,299$11,626
LILLY ELI & CO 29,480 +472 $10,124
     LLY29,480+472$10,124
SPDR SER TR (SPLG) 193,072 +794 $9,296
     SPLG193,072+794$9,296
SCHWAB STRATEGIC TR 138,229 +22,965 $9,008
     SCHG138,229+22,965$9,008
ISHARES TR (IEFA) 104,402 +11,571 $6,979
     IEFA104,402+11,571$6,979
BLACKROCK ETF TRUST (DYNF) 199,788 -5,183 $6,475
     DYNF199,788-5,183$6,475
STRATEGY SHS 191,758 -5,591 $6,330
     SSUS191,758-5,591$6,330
FIRST TR EXCHANGE TRADED FD (FCTR) 226,209 -4,946 $6,208
     FCTR226,209-4,946$6,208
SELECT SECTOR SPDR TR (XLK) 38,976 -38 $5,886
     XLK38,976-38$5,886
ISHARES TR (IJR) 60,161 +5,521 $5,818
     IJR60,161+5,521$5,818
VANGUARD INDEX FDS (VBK) 24,706 -1,231 $5,347
     VBK24,706-1,231$5,347
MICROSOFT CORP 16,425 -731 $4,735
     MSFT16,425-731$4,735
VANGUARD SPECIALIZED FUNDS (VIG) 29,936 -323 $4,610
     VIG29,936-323$4,610
VERIZON COMMUNICATIONS INC 116,563 +939 $4,533
     VZ116,563+939$4,533
ISHARES TR (IEF) 45,706 +7,997 $4,530
     IEF45,706+7,997$4,530
PIMCO ETF TR (LDUR) 43,813 +4,559 $4,157
     LDUR43,813+4,559$4,157
PROCTER AND GAMBLE CO 27,863 -112 $4,143
     PG27,863-112$4,143
ARK ETF TR (ARKK) 101,424 -909 $4,091
     ARKK101,424-909$4,091
MORGAN STANLEY 45,479 -626 $3,993
     MS45,479-626$3,993
META PLATFORMS INC 18,483 -100 $3,917
     META18,483-100$3,917
GOLDMAN SACHS ETF TR (GSLC) 45,931 +3,789 $3,730
     GSLC45,931+3,789$3,730
AMER STATES WTR CO 41,587 -270 $3,697
     AWR41,587-270$3,697
NEXTERA ENERGY INC 46,462 +48 $3,581
     NEE46,462+48$3,581
JPMORGAN CHASE & CO 27,297 -111 $3,557
     JPM27,297-111$3,557
PIMCO ETF TR (MINT) 35,074 +1,076 $3,481
     MINT35,074+1,076$3,481
ALPHABET INC 29,274 -410 $3,044
     GOOG29,274-410$3,044
INVESCO QQQ TR 9,314 -185 $2,989
     QQQ9,314-185$2,989
PHILIP MORRIS INTL INC 30,523 UNCH $2,968
     PM30,523UNCH$2,968
AMAZON COM INC 27,997 +2,413 $2,892
     AMZN27,997+2,413$2,892
VANGUARD INTL EQUITY INDEX F (VWO) 70,264 +6,888 $2,839
     VWO70,264+6,888$2,839
UNITED PARCEL SERVICE INC 12,866 -572 $2,496
     UPS12,866-572$2,496
EMERSON ELEC CO 27,826 -190 $2,425
     EMR27,826-190$2,425
STARWOOD PPTY TR INC 134,198 +13,596 $2,374
     STWD134,198+13,596$2,374
J P MORGAN EXCHANGE TRADED F (JMST) 46,223 +4,563 $2,348
     JMST46,223+4,563$2,348
TESLA INC 10,956 +376 $2,273
     TSLA10,956+376$2,273
UNILEVER PLC 42,889 -186 $2,227
     UL42,889-186$2,227
LANTHEUS HLDGS INC 26,920 +3,000 $2,223
     LNTH26,920+3,000$2,223
SPDR INDEX SHS FDS (SPDW) 69,011 -229 $2,217
     SPDW69,011-229$2,217
ALPHABET INC 21,058 +235 $2,184
     GOOGL21,058+235$2,184
BERKSHIRE HATHAWAY INC DEL      $2,174
     BRK.B3,874+1,350$1,196
     BRK.A2UNCH$978
VISA INC 8,918 +299 $2,011
     V8,918+299$2,011
SPDR SER TR (SPSM) 51,831 +1,274 $1,958
     SPSM51,831+1,274$1,958
VANGUARD INDEX FDS (VB) 10,130 -691 $1,920
     VB10,130-691$1,920
MCDONALDS CORP 6,792 +15 $1,899
     MCD6,792+15$1,899
VANGUARD INDEX FDS (VOO) 4,939 -63 $1,857
     VOO4,939-63$1,857
NVIDIA CORPORATION 6,404 -2,743 $1,779
     NVDA6,404-2,743$1,779
T MOBILE US INC 12,091 -400 $1,751
     TMUS12,091-400$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

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

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