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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 $456,596,320
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
J P Morgan Exchange Traded F - ULTRA SHRT ETF
 521,620 $26,409,637 5.78%
2.
Spdr Series Trust
 420,791 $21,489,817 4.71%
3.
Apple Inc.
 AAPL 90,167 $20,028,891 4.39%
4.
Ishares Trust
 IEF 202,311 $18,671,326 4.09%
5.
Schwab Strategic Trust
 FNDF 691,175 $17,307,030 3.79%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% 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 February 19th, 2025)