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 |
|---|---|---|---|---|---|---|---|---|---|
| SNOWFLAKE INC | CL A | 151 | $526,008 | 3,255 | 0.00 | 0.00 | 350 | 12.05 | 03-31-2024 |
| ISHARES TR | S&P 100 ETF | 152 | $525,754 | 2,125 | 0.00 | 0.00 | -82 | -3.72 | 03-31-2024 |
| FISERV INC | COM | 153 | $515,260 | 3,224 | 0.00 | 0.00 | -991 | -23.51 | 03-31-2024 |
| AFLAC INC | COM | 154 | $508,119 | 5,918 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
