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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 $384,202,826
Fund Holdings Sector Distribution
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
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through Feb 16th, 2024)