SkyOak Wealth, LLC

13F Portfolio Filings

Most recent 13F
Q3 2024
Location
Southfield, MI
CIK
0001800379
Alternate names
SkyOak Wealt, LLC
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q3 2024 242 451,708 JPST, AAPL, SPYV, IUSV 13F-HR 11/4/2024 000180037924000006
Q2 2024 246 428,426 JPST, AAPL, SPYV, LLY 13F-HR 8/12/2024 000180037924000004
Q1 2024 249 417,917 JPST, SPYV, LLY, AAPL 13F-HR 4/29/2024 000180037924000003
Q4 2023 241 384,202 JPST, AAPL, SPYV, IUSV 13F-HR 1/12/2024 000180037924000001
Q3 2023 237 342,124 AAPL, JPST, SPYV, LLY 13F-HR 10/24/2023 000180037923000004
Q2 2023 244 353,917 AAPL, JPST, IUSV, SPYV 13F-HR 7/20/2023 000180037923000003
Q1 2023 255 327,794 AAPL, JPST, IUSV, SPYV 13F-HR 5/2/2023 000180037923000002
Q4 2022 230 297,486 AAPL, JPST, IUSV, LLY 13F-HR 1/26/2023 000180037923000001
Q3 2022 220 279,035 AAPL, JPST, LLY, IUSV 13F-HR 10/25/2022 000180037922000004
Q2 2022 223 292,862 AAPL, JPST, LLY, IUSV 13F-HR 7/26/2022 000180037922000003
Q1 2022 239 359,924 AAPL, JPST, IUSV, SPLG 13F-HR 4/18/2022 000180037922000002
Q4 2021 245 393,376 AAPL, JPST, IUSV, LDUR 13F-HR 1/24/2022 000180037922000001
Q3 2021 232 371,162 CBTG, AAPL, JPST, LDUR 13F-HR 10/21/2021 000180037921000005
Q2 2021 236 373,751 CBTG, AAPL, JPST, IUSV 13F-HR 7/19/2021 000180037921000004
Q1 2021 235 359,424 CBTG, AAPL, JPST, IUSV 13F-HR 4/29/2021 000180037921000003
Q4 2020 216 321,544 AAPL, JPST, IUSV, ARKK 13F-HR 2/2/2021 000180037921000001
Q3 2020 204 278,135 AAPL, JPST, LDUR, IUSV 13F-HR 11/3/2020 000180037920000005
Q2 2020 240 270,881 AAPL, XLK, IUSV, XLV 13F-HR 8/10/2020 000180037920000004
Q1 2020 212 195,641 AAPL, MINT, XLK, XLU 13F-HR 5/4/2020 000180037920000003
Q4 2019 310 322,727 AAPL, SLYV, XLK, XLF 13F-HR 2/4/2020 000180037920000001