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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

SkyOak Wealth, LLC

Quarter ended Q2 2023 · Filed May 2, 2023 · Accession 0001800379-23-000002

Total Value
$327.8M
Positions
256
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (255)

#IssuerTicker / CUSIPSharesValue% of Filing
1APPLE INCAAPL104,372$17.2M5.25%
2J P MORGAN EXCHANGE TRADED F46641Q837274,125$13.8M4.21%
3ISHARES TR464287663159,694$11.8M3.59%
4SPDR SER TR78464A508285,518$11.6M3.55%
5LILLY ELI & COLLY29,480$10.1M3.09%
6SPDR SER TR78464A854193,072$9.3M2.84%
7SCHWAB STRATEGIC TR808524300138,229$9.0M2.75%
8ISHARES TR46432F842104,402$7.0M2.13%
9BLACKROCK ETF TRUSTBLK199,788$6.5M1.98%
10STRATEGY SHSSTRD191,758$6.3M1.93%
11FIRST TR EXCHANGE-TRADED FD33733E872226,209$6.2M1.89%
12SELECT SECTOR SPDR TR81369Y80338,976$5.9M1.80%
13ISHARES TR46428780460,161$5.8M1.77%
14VANGUARD INDEX FDS92290859524,706$5.3M1.63%
15MICROSOFT CORPMSFT16,425$4.7M1.44%
16VANGUARD SPECIALIZED FUNDS92190884429,936$4.6M1.41%
17VERIZON COMMUNICATIONS INCVZ116,563$4.5M1.38%
18ISHARES TR46428744045,706$4.5M1.38%
19PIMCO ETF TR72201R71843,813$4.2M1.27%
20PROCTER AND GAMBLE CO74271810927,863$4.1M1.26%
21ARK ETF TR00214Q104101,424$4.1M1.25%
22MORGAN STANLEYMS-PQ45,479$4.0M1.22%
23META PLATFORMS INCMETA18,483$3.9M1.20%
24GOLDMAN SACHS ETF TRNVGLF45,931$3.7M1.14%
25AMER STATES WTR CO02989910141,587$3.7M1.13%
26NEXTERA ENERGY INCNEE-PW46,462$3.6M1.09%
27JPMORGAN CHASE & COVYLD27,297$3.6M1.09%
28PIMCO ETF TR72201R83335,074$3.5M1.06%
29ALPHABET INCGOOG29,274$3.0M0.93%
30INVESCO QQQ TRIVZ9,314$3.0M0.91%
31PHILIP MORRIS INTL INC71817210930,523$3.0M0.91%
32AMAZON COM INCAMZN27,997$2.9M0.88%
33VANGUARD INTL EQUITY INDEX F92204285870,264$2.8M0.87%
34UNITED PARCEL SERVICE INCUPS12,866$2.5M0.76%
35EMERSON ELEC COEMR27,826$2.4M0.74%
36STARWOOD PPTY TR INCSTHO134,198$2.4M0.72%
37J P MORGAN EXCHANGE TRADED F46641Q65446,223$2.3M0.72%
38TESLA INCTSLA10,956$2.3M0.69%
39UNILEVER PLCUNLYF42,889$2.2M0.68%
40LANTHEUS HLDGS INCLNTH26,920$2.2M0.68%
41SPDR INDEX SHS FDS78463X88969,011$2.2M0.68%
42ALPHABET INCGOOG21,058$2.2M0.67%
43VISA INCV8,918$2.0M0.61%
44SPDR SER TR78468R85351,831$2.0M0.60%
45VANGUARD INDEX FDS92290875110,130$1.9M0.59%
46MCDONALDS CORPMCD6,792$1.9M0.58%
47VANGUARD INDEX FDS9229083634,939$1.9M0.57%
48NVIDIA CORPORATIONNVDA6,404$1.8M0.54%
49T-MOBILE US INCTMUSZ12,091$1.8M0.53%
50ABBVIE INCABBV10,617$1.7M0.52%
51SPDR SER TR78464A35924,920$1.7M0.51%
52SPDR SER TR78464A40928,184$1.6M0.48%
53PFIZER INCPFE36,895$1.5M0.46%
54INTERNATIONAL BUSINESS MACHSINTR11,403$1.5M0.46%
55ISHARES TR46428763010,291$1.4M0.43%
56ULTA BEAUTY INCULTA2,565$1.4M0.43%
57CIENA CORPCIEN26,268$1.4M0.42%
58SERVICENOW INCNOW2,942$1.4M0.42%
59BROADCOM INCAVGO2,126$1.4M0.42%
60BANK AMERICA CORP06050510446,909$1.3M0.41%
61VANGUARD INDEX FDS9229087696,259$1.3M0.39%
62GOLDMAN SACHS ETF TRNVGLF16,249$1.3M0.38%
63BERKSHIRE HATHAWAY INC DELBRK-A3,874$1.2M0.36%
64M D C HLDGS INC55267610829,982$1.2M0.36%
65PROSHARES TR74347R10722,632$1.1M0.35%
66PRUDENTIAL FINL INCPUKPF13,713$1.1M0.35%
67QUALYS INCQLYS8,603$1.1M0.34%
68PEPSICO INCPEP6,125$1.1M0.34%
69CHEVRON CORP NEWCVX6,717$1.1M0.33%
70ISHARES TR46428864621,148$1.1M0.33%
71UNITEDHEALTH GROUP INCUNH2,087$986,2950.30%
72BERKSHIRE HATHAWAY INC DELBRK-A2$977,7600.30%
73CISCO SYS INCCSCO18,340$958,7240.29%
74FORD MTR CO DEL34537086075,606$952,6320.29%
75IDEXX LABS INC45168D1041,896$948,1520.29%
76ISHARES TR46428745711,476$942,8680.29%
77SUN CMNTYS INC8666741046,674$940,2330.29%
78VANGUARD SCOTTSDALE FDS92206C40912,034$917,3390.28%
79CSX CORPCSX30,400$910,1760.28%
80QUALCOMM INCQCOM7,084$903,7770.28%
81VANGUARD INDEX FDS9229087363,593$896,2380.27%
82COCA COLA COKO13,630$845,4890.26%
83TORONTO DOMINION BK ONTTORO13,954$835,8450.25%
84DEXCOM INCDXCM7,060$820,2310.25%
85ISHARES TR4642872001,986$816,4050.25%
86VEEVA SYS INCVEEV4,406$809,7790.25%
87ILLUMINA INCILMN3,446$801,3670.24%
88SPDR GOLD TRGLD4,280$784,1820.24%
89ISHARES TR4642876893,313$779,9130.24%
90REMITLY GLOBAL INCRELY44,319$751,2070.23%
91PROSHARES TR74348A4678,123$741,1430.23%
92ISHARES TR4642876483,219$730,1340.22%
93DISNEY WALT CO2546871067,203$721,2360.22%
94GARMIN LTDGRMN7,135$720,0640.22%
95FISERV INCFISV6,089$688,2400.21%
96PUBMATIC INCPUBM49,103$678,6030.21%
97UNION PAC CORPUNP3,336$671,4030.20%
98TEXAS INSTRS INC8825081043,567$663,4980.20%
99MKS INSTRS INCMKSI7,466$661,6370.20%
100SPDR SER TR78464A47422,001$651,8900.20%
101VANGUARD INTL EQUITY INDEX F92204277511,646$622,7120.19%
102SPDR S&P 500 ETF TRSPY1,507$616,9510.19%
103DEVON ENERGY CORP NEW25179M10311,747$594,5160.18%
104HONEYWELL INTL INC4385161063,028$578,7660.18%
105VANGUARD INDEX FDS9229085124,301$576,6350.18%
106GENERAL MTRS CO37045V10015,648$573,9690.18%
107ISHARES TR46428868718,028$562,8340.17%
108J P MORGAN EXCHANGE TRADED F46641Q33210,225$558,2850.17%
109VANGUARD MALVERN FDS92202080511,336$542,0880.17%
110TRAVELERS COMPANIES INCTRV3,011$516,1160.16%
111ANNALY CAPITAL MANAGEMENT INNLY-PJ26,808$512,3010.16%
112MASTERCARD INCORPORATEDMA1,400$508,7740.16%
113ALLEGRO MICROSYSTEMS INCALGM10,568$507,1580.15%
114SELECT SECTOR SPDR TR81369Y2093,908$505,9720.15%
115PALO ALTO NETWORKS INCPANW2,532$505,7420.15%
116RAYTHEON TECHNOLOGIES CORPRTX5,063$495,8200.15%
117NEW YORK CMNTY BANCORP INC64944510354,425$492,0020.15%
118AFLAC INCAFL7,548$486,9970.15%
119VANGUARD INDEX FDS9229087443,509$484,6280.15%
120JOHNSON & JOHNSONJNJ3,089$478,7950.15%
121ISHARES TR4642871012,559$478,6350.15%
122ALTRIA GROUP INCMO10,680$476,5420.15%
123COMCAST CORP NEWCCZ12,522$474,7090.14%
124DIGITAL TURBINE INCAPPS37,515$463,6850.14%
125MARRIOTT INTL INC NEW5719032022,630$436,6850.13%
126KB HOMEKBH10,831$435,1900.13%
127SCHWAB STRATEGIC TR8085244096,608$433,3530.13%
128FIRST TR EXCHANGE-TRADED FD33739Q50713,576$433,2100.13%
129LOCKHEED MARTIN CORPLMT909$429,7120.13%
130ROKU INCROKU6,411$421,9720.13%
131SPDR SER TR78464A7633,389$419,2530.13%
132COMERICA INC2003401079,368$406,7500.12%
133ALIBABA GROUP HLDG LTDBBAAY3,972$405,8590.12%
134LULULEMON ATHLETICA INCLULU1,101$400,9730.12%
135GENUINE PARTS COGPC2,377$397,6960.12%
136BRISTOL-MYERS SQUIBB COCELG-RI5,586$387,1660.12%
137ARK ETF TR00214Q30212,861$386,7300.12%
138UBER TECHNOLOGIES INCUBER12,005$380,5590.12%
139KITE RLTY GROUP TR49803T30017,807$372,5220.11%
140AT&T INCT-PC19,043$366,5780.11%
141ISHARES TR4642876552,051$365,8980.11%
142ABM INDS INC0009571008,113$364,5980.11%
143PAYCOM SOFTWARE INCPAYC1,198$364,2040.11%
144COSTCO WHSL CORP NEW22160K105731$363,2120.11%
145ISHARES TR4642871683,080$360,9030.11%
146F5 INCFFIV2,434$354,6090.11%
147AMEREN CORPAEE4,100$354,1990.11%
148GRITSTONE BIO INC39868T105126,708$352,2480.11%
149SELECT SECTOR SPDR TR81369Y4072,340$349,8730.11%
150ENTERPRISE PRODS PARTNERS L29379210713,278$343,9000.10%
151ISHARES TR4642876221,505$338,9710.10%
152SPDR DOW JONES INDL AVERAGE78467X1091,018$338,6070.10%
153MERCK & CO INCMRK3,128$332,7880.10%
154INVENTRUST PPTYS CORP46124J20114,063$329,0740.10%
155VANGUARD INDEX FDS9229085533,910$324,6860.10%
156CONSOLIDATED EDISON INCED3,393$324,5740.10%
157WEST PHARMACEUTICAL SVSC INC955306105936$324,2960.10%
158WINGSTOP INCWING1,715$314,8400.10%
159WASTE MGMT INC DEL94106L1091,918$312,9600.10%
160VANGUARD INDEX FDS9229085381,583$308,4460.09%
161NETFLIX INCNFLX887$306,4410.09%
162ISHARES TR4642874813,352$305,2000.09%
163ACADEMY SPORTS & OUTDOORS INASO4,580$298,8450.09%
164COPART INCCPRT3,869$290,9870.09%
165EXXON MOBIL CORPXOM2,620$287,3510.09%
166TWILIO INCTWLO4,247$282,9780.09%
167OMEGA HEALTHCARE INVS INC68193610010,265$281,3620.09%
168ON HLDG AGH5919C1049,018$279,8290.09%
169CVS HEALTH CORPCVS3,725$276,8050.08%
170ABBOTT LABSABLZF2,687$272,0860.08%
171COMFORT SYS USA INC1999081041,863$271,9230.08%
172MONSTER BEVERAGE CORP NEWMNST4,990$269,5100.08%
173ROLLINS INCROL7,093$266,2000.08%
174VANGUARD INDEX FDS9229086291,262$266,1810.08%
175AXON ENTERPRISE INCAXON1,177$264,6480.08%
176DTE ENERGY CODTK2,413$264,3200.08%
177SIMPSON MFG INC8290731052,404$263,5750.08%
178CATERPILLAR INCCAT1,148$262,7690.08%
179ENSIGN GROUP INCENSG2,739$261,6840.08%
180CHEMED CORP NEWCHE485$260,8090.08%
181MUELLER INDS INC6247561023,531$259,4580.08%
182EXPEDITORS INTL WASH INC3021301092,338$257,4610.08%
183CHIPOTLE MEXICAN GRILL INCCMG150$256,2440.08%
184FOX FACTORY HLDG CORPFOXF2,090$253,6630.08%
185MONDELEZ INTL INC6092071053,631$253,1580.08%
186SHIFT4 PMTS INC82452J1093,313$251,1250.08%
187KINSALE CAP GROUP INC49714P108836$250,9250.08%
188HUNTINGTON BANCSHARES INCHBANP21,970$246,0640.08%
189ACCENTURE PLC IRELANDACN858$245,2250.07%
190SAIA INCSAIA899$244,6000.07%
191OMNICOM GROUP INCOMC2,578$243,2090.07%
192WEC ENERGY GROUP INCWEC2,531$239,9130.07%
193ISHARES TR4642874653,336$238,5910.07%
194SHUTTERSTOCK INCSSTK3,285$238,4910.07%
195PHILLIPS 66PSX2,340$237,2290.07%
196TEXAS PACIFIC LAND CORPORATITPL139$236,4420.07%
197OLD DOMINION FREIGHT LINE INODFL689$234,8390.07%
198INSPIRE MED SYS INC4577301091,000$234,0700.07%
199TETRA TECH INC NEWTTEK1,583$232,5590.07%
200MEDIFAST INCMED2,243$232,5320.07%
201BAIDU INCBAIDF1,535$231,6620.07%
202TAYLOR MORRISON HOME CORPTMHC6,016$230,1720.07%
203WILLIAMS SONOMA INCWSM1,889$229,8160.07%
204HORMEL FOODS CORPHRL5,750$229,3100.07%
205ISHARES TR464287507915$228,8960.07%
206ROBERT HALF INTL INCRHI2,838$228,6580.07%
207BLACKLINE INCBL3,398$228,1760.07%
208SONY GROUP CORPORATIONSNEJF2,500$226,6250.07%
209MALIBU BOATS INCMBUU4,002$225,9130.07%
210KRANESHARES TR5007673067,157$223,2270.07%
211INTEL CORPINTC6,799$222,1230.07%
212EPAM SYS INCEPAM742$221,8580.07%
213ADVANCED MICRO DEVICES INCAMD2,237$219,2480.07%
214PAYSAFE LIMITEDPSFE12,623$217,9990.07%
215VANGUARD SCOTTSDALE FDS92206C7063,617$216,8750.07%
216INGLES MKTS INC4570301042,421$214,7430.07%
217FIFTH THIRD BANCORPFITBM8,000$213,1200.07%
218WALGREENS BOOTS ALLIANCE INC9314271086,135$212,1480.06%
219CRANE HLDGS COCXT1,850$209,9750.06%
220CRANE HLDGS COCR1,850$209,9750.06%
221MARATHON PETE CORPMARA1,548$208,7170.06%
222SABINE RTY TR7856881022,902$208,4310.06%
223SELECT SECTOR SPDR TR81369Y8523,592$208,2090.06%
224PIONEER NAT RES CO7237871071,017$207,7120.06%
225ISHARES TR4642874731,937$205,7090.06%
226WIPRO LTDWIT45,801$205,6460.06%
227BOEING COBA-PA966$205,3110.06%
228CALIX INCCALX3,750$200,9630.06%
229DOUBLELINE OPPORTUNISTIC CRDBL14,036$199,0330.06%
230ENERGY TRANSFER L PET-PI15,790$196,9010.06%
231GOODYEAR TIRE & RUBR CO38255010116,324$179,8900.05%
232WAYFAIR INCW200,000$145,5540.04%
233AGNC INVT CORP00123Q10412,054$121,5010.04%
234LYFT INCLYFT12,000$111,2400.03%
235ABRDN GLOBAL DYNAMIC DIVIDENAGD10,000$93,3000.03%
236KATAPULT HOLDINGS INCKPLTW208,220$92,8240.03%
237SOFI TECHNOLOGIES INCSOFI12,044$73,1070.02%
238TILRAY BRANDS INCTLRY25,867$65,4440.02%
239CHERRY HILL MTG INVT CORP16465110111,000$60,7200.02%
240EVOLV TECHNOLOGIES HLDNGS INEVLVW17,085$53,3050.02%
241ARCHER AVIATION INCACHR-WT17,000$48,6200.01%
242REPUBLIC FIRST BANCORP INC76041610735,000$47,6000.01%
243OWLET INCOWLTW145,532$47,2110.01%
244PRESTO AUTOMATION INC74113T10525,500$40,2900.01%
245ROCKWELL MED INCRMTI19,545$35,3760.01%
246A K A BRANDS HLDG CORPAKA57,689$31,4230.01%
247CONIFER HLDGS INCPRHIZ17,500$26,4250.01%
248QUALTEK SERVICES INC74760R30358,486$23,0960.01%
249LINEAGE CELL THERAPEUTICS IN53566P10915,000$22,5000.01%
250AMARIN CORP PLCAMRN13,000$19,5000.01%
251RIGETTI COMPUTING INCRGTIW15,220$11,0100.00%
252PAYSAFE LIMITEDPSFE89,148$8,2820.00%
253MULLEN AUTOMOTIVE INC62526P10930,000$3,9390.00%
254CROWN ELECTROKINETICS CORPCRKN25,000$3,5880.00%
255ATI PHYSICAL THERAPY INCATI11,042$2,8070.00%