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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 $497,648,433
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
J P Morgan Exchange Traded F - ULTRA SHRT ETF
 497,839 $25,230,497 5.07%
2.
Spdr Series Trust
 448,072 $23,452,114 4.71%
3.
Schwab Strategic Trust
 FNDF 754,621 $22,042,489 4.43%
4.
Ishares Trust
 IEF 206,758 $19,565,533 3.93%
5.
Apple Inc.
 AAPL 90,824 $18,634,396 3.74%
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)