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 |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | 101 | $926,779 | 11,988 | 0.00 | 0.00 | 167 | 1.41 | 03-31-2024 |
| PULTE GROUP INC | COM | 102 | $875,701 | 7,260 | 0.00 | 0.00 | 1,342 | 22.68 | 03-31-2024 |
| COMERICA INC | COM | 103 | $853,962 | 15,529 | 0.00 | 0.00 | 2,122 | 15.83 | 03-31-2024 |
| PROSHARES TR | PSHS ULT S&P 500 | 104 | $834,580 | 10,766 | 0.00 | 0.00 | -1,808 | -14.38 | 03-31-2024 |
