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CIK: 0001800379
Total reported value
$612.1M
$612.1M
255 檔
17.4%
At the close of Q4 2024, SkyOak Wealth, LLC disclosed equity holdings valued at approximately $612.1M, spread across 255 reported holdings.
During Q4 2024, SkyOak Wealth, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including JPST, AAPL, SPYV) accounted for 17.4% of total reported equity market value during Q4 2024.
Showing top 200 holdings (of 255 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 5.28% | -0.29% | +0.07% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 4.96% | +0.06% | +1.36% | |
| 3 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 4.39% | -0.53% | +2.53% | |
| 4 | SCHG | Schwab US Large-cap Growth | ETF-Other | 4.17% | +0.29% | +288.41% | |
| 5 | IUSV | Ishares Core S&p U.s. Value | ETF-Other | 3.95% | -0.34% | +1.01% | |
| 6 | LLY | Eli Lilly & Co | Stock-Healthcare | 3.13% | +0.47% | -2.56% | |
| 7 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 2.96% | +0.05% | +0.30% | |
| 8 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 2.39% | +0.04% | +6.14% | |
| 9 | JSCP | Jpmorgan Short Duration Core | ETF-Other | 1.94% | -0.11% | +48.67% | |
| 10 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 1.86% | +0.05% | -3.10% | |
| 11 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.85% | +0.14% | -8.23% | |
| 12 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.81% | -0.16% | -2.59% | |
| 13 | XLK | Ss Technology Select Sector | ETF-Tech | 1.81% | +0.46% | -1.63% | |
| 14 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 1.81% | +1.00% | +8.18% | |
| 15 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.57% | -0.15% | +4.03% | |
| 16 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 1.54% | +0.47% | +47.17% | |
| 17 | SSUS | Day Hagan Smart Sector ETF | ETF-Other | 1.48% | +0.05% | -2.72% | |
| 18 | FV | First Trust Dw Focus 5 Fund | ETF-Other | 1.45% | +0.12% | -2.14% | |
| 19 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.43% | — | +4.81% | |
| 20 | MSFT | Microsoft CORP | Stock-Tech | 1.39% | -0.19% | -4.63% | |
| 21 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.38% | -0.03% | +3.22% | |
| 22 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 1.38% | +0.05% | -0.29% | |
| 23 | ARKK | Ark Innovation ETF | ETF-Other | 1.19% | +0.04% | -5.49% | |
| 24 | MS | Morgan Stanley | Stock-Financials | 1.18% | +0.14% | -1.86% | |
| 25 | JPIE | Jpmorgan Income ETF | ETF-Other | 1.16% | -0.22% | +25.11% | |
| 26 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.10% | +0.04% | -0.45% | |
| 27 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.07% | +0.12% | — | |
| 28 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.97% | +0.28% | +8.75% | |
| 29 | NVDA | Nvidia CORP | Stock-Tech | 0.96% | -0.01% | -8.40% | |
| 30 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.93% | +0.11% | +7.36% | |
| 31 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.92% | -0.08% | -2.42% | |
| 32 | LNTH | Lantheus Holdings Inc | Stock-Healthcare | 0.86% | -0.08% | +12.55% | |
| 33 | GSLC | Goldman Activebeta US Lc ETF | ETF-Commodities | 0.85% | -0.02% | -0.16% | |
| 34 | MINT | Pimco Enhanced Short Maturit | ETF-Other | 0.78% | -0.23% | -6.17% | |
| 35 | LDUR | Pimco Enhanced Low Duration | ETF-Other | 0.76% | -0.08% | -13.07% | |
| 36 | JMST | JPM Ultra-short Muni Income | ETF-Other | 0.75% | -0.02% | +26.72% | |
| 37 | STWD | Starwood Property Trust Inc | Stock-Real Estate | 0.74% | -0.17% | +14.94% | |
| 38 | IBM | Intl Business Machines CORP | Stock-Tech | 0.70% | +0.05% | +9.02% | |
| 39 | EMR | Emerson Electric Co | Stock-Industrials | 0.67% | -0.02% | -1.11% | |
| 40 | AWR | American States Water Co | Stock-Utilities | 0.64% | -0.02% | -1.70% | |
| 41 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.63% | +0.07% | -3.59% | |
| 42 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 0.63% | +0.01% | +2.52% | |
| 43 | NEE | Nextera Energy Inc | Stock-Utilities | 0.62% | -0.12% | +3.04% | |
| 44 | NOW | Servicenow Inc | Stock-Tech | 0.61% | -0.05% | -0.11% | |
| 45 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.61% | +0.11% | +21.09% | |
| 46 | FLV | American Century Focused Lar | ETF-Other | 0.59% | -0.04% | -0.59% | |
| 47 | VB | Vanguard Small-cap ETF | ETF-Other | 0.58% | +0.02% | +1.22% | |
| 48 | V | Visa Inc-class A Shares | Stock-Financials | 0.58% | -0.01% | — | |
| 49 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 0.58% | +0.06% | -1.93% | |
| 50 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.57% | — | -34.76% |
According to official SEC Form 13F filings, SkyOak Wealth, LLC reported a total U.S. public equity portfolio value of $612.1M across 255 disclosed positions in Q4 2024.
During Q4 2024, SkyOak Wealth, LLC's top holdings by market value included JPST (5.3%)、AAPL (5.0%)、SPYV (4.4%). The largest single position, JPST, represented 5.3% of total portfolio value.
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In Q4 2024, SkyOak Wealth, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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