Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| SKYOAK WEALTH LLC | 04-29-2024 | 03-31-2024 | 249 | 417,917,399 |
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 | $21,635,482 | 428,850 | 0.01 | 0.01 | 26,393 | 6.56 | 03-31-2024 |
| SPDR SER TR | PRTFLO S&P500 VL | 2 | $18,933,959 | 377,923 | 0.00 | 0.00 | 16,855 | 4.67 | 03-31-2024 |
| ELI LILLY & CO | COM | 3 | $17,546,966 | 22,555 | 0.00 | 0.00 | -1,884 | -7.71 | 03-31-2024 |
| APPLE INC | COM | 4 | $16,480,759 | 96,109 | 0.00 | 0.00 | -654 | -0.68 | 03-31-2024 |
