Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| SKYOAK WEALTH LLC | 01-12-2024 | 12-31-2023 | 241 | 384,202,826 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| J P MORGAN EXCHANGE TRADED F | ULTRA SHRT INC | 1 | $20,215,415 | 402,457 | 0.01 | 0.00 | 74,267 | 22.63 | 12-31-2023 |
| APPLE INC | COM | 2 | $18,629,749 | 96,763 | 0.00 | 0.01 | -4,003 | -3.97 | 12-31-2023 |
| SPDR SER TR | PRTFLO S&P500 VL | 3 | $16,836,616 | 361,068 | 0.00 | 0.00 | 29,741 | 8.98 | 12-31-2023 |
| ISHARES TR | CORE S&P US VLU | 4 | $15,220,387 | 180,486 | 0.00 | 0.00 | 4,831 | 2.75 | 12-31-2023 |
