SW

SkyOak Wealth, LLC

13F
SkyOak Wealth, LLC
Last update 2025-05-01 244 Stocks (25 new)
Value $456.00 Mil Turnover 5 %
Countries:
Top Holdings: JPST(5.79%)SPYV(4.71%)AAPL(4.39%)IUSV(4.09%)SCHG(3.79%)
Summary Stock Picks Current Portfolio
SkyOak Wealth, LLC Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
JPST
JPMorgan Ultra-Short Income ETF
521,620
26,409.6
+6.42%
5.790
+0.35%
0.090
+1.11%
+2.54%
31,756.9
 
SPYV
SPDR Portfolio S&P 500 Value ETF
420,791
21,489.8
+4.79%
4.710
+0.22%
0.080
+8.82%
+4.93%
27,161.4
 
AAPL
Apple Inc
90,167
20,028.9
-2.60%
4.390
-0.13%
0.000
+5.24%
-14.52%
3,189,545.6
Hardware
IUSV
ISHARES TRUST
202,311
18,671.3
+1.49%
4.090
+0.06%
0.090
+9.04%
+4.95%
21,281.5
 
SCHG
Schwab U.S. Large-Cap Growth ETF
691,175
17,307.0
-1.13%
3.790
-0.05%
0.050
+22.50%
+5.77%
44,575.7
 
LLY
Eli Lilly and Co
18,384
15,183.5
-3.06%
3.330
-0.10%
0.000
-0.86%
+1.50%
700,835.3
Drug Manufacturers
SPLG
SPDR Portfolio S&P 500 ETF
199,044
13,089.1
-0.78%
2.870
-0.02%
0.020
+16.68%
+7.38%
72,719.7
 
IEFA
iShares Core MSCI EAFE ETF
169,723
12,839.6
+6.89%
2.810
+0.18%
0.010
+14.34%
+21.05%
143,058.9
 
JSCP
JPMorgan Short Duration Core Plus ETF
JPMorgan Short Duration Core Plus ETF
215,090
10,154.4
+10.55%
2.220
+0.21%
1.720
+1.02%
+3.50%
643.4
 
IEF
iShares 7-10 Year Treasury Bond ETF
104,690
9,984.3
+14.70%
2.190
+0.28%
0.030
-0.63%
+4.46%
34,664.5
 

SkyOak Wealth, LLC's Historical Top Holdings Breakdowns

SkyOak Wealth, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
AVUV
Avantis U.S. Small Cap Value ETF
2025-03-31
Add
Add
+0.49%
●
84.96 ($93.96) 100.71
$95.01
1.12%
Add 34.42%
100,444
25,719
BRK.A
Berkshire Hathaway Inc
2025-03-31
New Buy
New Buy
+0.37%
●
663000 ($729331) 801950
$727,455.00
-0.26%
New holding
2
2
JPST
JPMorgan Ultra-Short Income ETF
2025-03-31
Add
Add
+0.35%
●
50.39 ($50.51) 50.66
$50.50
-0.02%
Add 6.42%
521,620
31,487
JPIE
JPMorgan Income ETF
2025-03-31
Add
Add
+0.33%
●
45.46 ($45.88) 46.18
$46.06
0.40%
Add 27.27%
151,858
32,541
AVGO
Broadcom Inc
2025-03-31
Reduce
Reduce
-0.28%
●
167.43 ($211.65) 244.7
$275.18
30.02%
Reduce -51.52%
5,270
-5,600
IEF
iShares 7-10 Year Treasury Bond ETF
2025-03-31
Add
Add
+0.28%
●
91.17 ($93.56) 95.39
$94.76
1.28%
Add 14.7%
104,690
13,417
HOOD
Robinhood Markets Inc
2025-03-31
New Buy
New Buy
+0.27%
●
35.63 ($47.54) 65.28
$94.40
98.57%
New holding
30,065
30,065
IJR
iShares Core S&P Small-Cap ETF
2025-03-31
Reduce
Reduce
-0.22%
●
102.49 ($112.84) 119.96
$113.08
0.21%
Reduce -11.67%
66,433
-8,776
SPYV
SPDR Portfolio S&P 500 Value ETF
2025-03-31
Add
Add
+0.22%
●
49.78 ($51.86) 53.19
$53.21
2.60%
Add 4.79%
420,791
19,217
JSCP
JPMorgan Short Duration Core Plus ETF
JPMorgan Short Duration Core Plus ETF
2025-03-31
Add
Add
+0.21%
●
46.45 ($46.9) 47.26
$47.10
0.43%
Add 10.55%
215,090
20,524

SkyOak Wealth, LLC Total Holding History ($B)

To

SkyOak Wealth, LLC's Asset Allocation

To

SkyOak Wealth, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

SkyOak Wealth, LLC's Hypothetical Growth since 2025-03-31

SkyOak Wealth, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

SkyOak Wealth, LLC's Holdings Heat Map

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SkyOak Wealth, LLC's Holdings Bubble Chart

SkyOak Wealth, LLC News

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