Companies 0 See All
Hedge Funds 0 See All
Insiders 0 See All
Institutional Investors 0 See All
Click here to see all results for
Home > Institutional Investor > Skyoak Wealt, Llc > Profile

Instuitional Investor - Skyoak Wealt, Llc

Fund Profile
Filing Period:
Fund Name: Skyoak Wealt, Llc
Portfolio Value $384,202,826
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
J P Morgan Exchange Traded F
 402,457 $20,215,415 5.26%
2.
Apple Inc.
 AAPL 96,763 $18,629,749 4.84%
3.
Spdr Series Trust
 361,068 $16,836,616 4.38%
4.
Ishares Trust
 IEF 180,486 $15,220,387 3.96%
5.
Schwab Strategic Trust
 FNDF 178,063 $14,772,134 3.84%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
Subscribe Now

Returns since its inception in May 2014 (through November 14th, 2024)