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Home > Institutional Investor > Skyoak Wealt, Llc > Profile

Instuitional Investor - Skyoak Wealt, Llc

Fund Profile
Filing Period:
Fund Name: Skyoak Wealt, Llc
Portfolio Value $467,476,280
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
J P Morgan Exchange Traded F
 490,133 $24,688,016 5.28%
2.
Apple Inc.
 AAPL 92,577 $23,183,159 4.95%
3.
Spdr Series Trust
 401,574 $20,536,511 4.39%
4.
Schwab Strategic Trust
 FNDF 699,095 $19,483,787 4.16%
5.
Ishares Trust
 IEF 199,338 $18,456,664 3.94%
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%
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Returns since its inception in May 2014 (through November 14th, 2024)