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 |
|---|---|---|---|---|---|---|---|---|---|
| ROKU INC | COM CL A | 351 | $225,684 | 3,463 | 0.00 | 0.00 | -2,083 | -37.56 | 03-31-2024 |
| APPLOVIN CORP | COM CL A | 352 | $223,511 | 3,229 | 0.00 | 3,229 | +Inf | 03-31-2024 | |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 353 | $221,066 | 4,406 | 0.00 | 4,406 | +Inf | 03-31-2024 | |
| MASCO CORP | COM | 354 | $220,864 | 2,800 | 0.00 | 2,800 | +Inf | 03-31-2024 |
