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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 Q3 2023 · Filed July 20, 2023 · Accession 0001800379-23-000003

Total Value
$353.9M
Positions
244
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (244)

#IssuerTicker / CUSIPSharesValue% of Filing
1APPLE INCAAPL101,087$19.6M5.54%
2J P MORGAN EXCHANGE TRADED F46641Q837305,080$15.3M4.32%
3ISHARES TR464287663173,384$13.6M3.83%
4SPDR SER TR78464A508312,376$13.5M3.81%
5LILLY ELI & COLLY25,655$12.0M3.40%
6SCHWAB STRATEGIC TR808524300156,408$11.7M3.31%
7SPDR SER TR78464A854201,416$10.5M2.97%
8ISHARES TR46432F842113,192$7.6M2.16%
9ISHARES TR46428780471,626$7.1M2.02%
10SELECT SECTOR SPDR TR81369Y80339,800$6.9M1.96%
11BLACKROCK ETF TRUSTBLK189,780$6.8M1.92%
12STRATEGY SHSSTRD183,784$6.5M1.84%
13FIRST TR EXCHANGE-TRADED FD33738R605124,433$5.8M1.65%
14MICROSOFT CORPMSFT16,978$5.8M1.63%
15VANGUARD INDEX FDS92290859525,058$5.8M1.63%
16META PLATFORMS INCMETA18,635$5.3M1.51%
17VANGUARD SCOTTSDALE FDS92206C70685,288$5.0M1.41%
18VANGUARD SPECIALIZED FUNDS92190884430,343$4.9M1.39%
19ARK ETF TR00214Q104107,621$4.8M1.34%
20PROCTER AND GAMBLE CO74271810927,311$4.1M1.17%
21JPMORGAN CHASE & COVYLD27,948$4.1M1.15%
22GOLDMAN SACHS ETF TRNVGLF46,231$4.0M1.14%
23PIMCO ETF TR72201R71842,296$4.0M1.12%
24AMAZON COM INCAMZN30,305$4.0M1.12%
25VERIZON COMMUNICATIONS INCVZ105,198$3.9M1.11%
26MORGAN STANLEYMS-PQ44,544$3.8M1.07%
27PIMCO ETF TR72201R83337,765$3.8M1.06%
28ALPHABET INCGOOG29,872$3.6M1.02%
29AMER STATES WTR CO02989910140,694$3.5M1.00%
30NEXTERA ENERGY INCNEE-PW44,759$3.3M0.94%
31INVESCO QQQ TRIVZ8,985$3.3M0.94%
32VANGUARD INTL EQUITY INDEX F92204285875,855$3.1M0.87%
33PHILIP MORRIS INTL INC71817210930,490$3.0M0.84%
34TESLA INCTSLA10,908$2.9M0.81%
35LANTHEUS HLDGS INCLNTH32,400$2.7M0.77%
36ALPHABET INCGOOG21,824$2.6M0.74%
37STARWOOD PPTY TR INCSTHO133,503$2.6M0.73%
38UNITED PARCEL SERVICE INCUPS14,152$2.5M0.72%
39EMERSON ELEC COEMR26,787$2.4M0.68%
40SPDR INDEX SHS FDS78463X88973,370$2.4M0.67%
41UNILEVER PLCUNLYF42,417$2.2M0.62%
42SPDR SER TR78464A40934,556$2.1M0.60%
43VISA INCV8,818$2.1M0.59%
44SPDR SER TR78468R85353,413$2.1M0.59%
45VANGUARD INDEX FDS92290875110,326$2.1M0.58%
46MCDONALDS CORPMCD6,865$2.0M0.58%
47J P MORGAN EXCHANGE TRADED F46641Q65438,613$2.0M0.55%
48INTERNATIONAL BUSINESS MACHSINTR14,198$1.9M0.54%
49VANGUARD INDEX FDS9229083634,592$1.9M0.53%
50NVIDIA CORPORATIONNVDA4,404$1.9M0.53%
51BROADCOM INCAVGO2,126$1.8M0.52%
52T-MOBILE US INCTMUSZ11,991$1.7M0.47%
53SERVICENOW INCNOW2,867$1.6M0.46%
54BERKSHIRE HATHAWAY INC DELBRK-A4,666$1.6M0.45%
55SPDR SER TR78464A35922,365$1.6M0.44%
56ISHARES TR46428763010,700$1.5M0.43%
57VANGUARD INDEX FDS9229087696,558$1.4M0.41%
58ABBVIE INCABBV9,917$1.3M0.38%
59GOLDMAN SACHS ETF TRNVGLF15,074$1.3M0.36%
60ULTA BEAUTY INCULTA2,565$1.2M0.34%
61BANK AMERICA CORP06050510441,707$1.2M0.34%
62UBER TECHNOLOGIES INCUBER26,919$1.2M0.33%
63FORD MTR CO DEL34537086075,669$1.1M0.32%
64PEPSICO INCPEP6,125$1.1M0.32%
65PFIZER INCPFE30,469$1.1M0.32%
66ISHARES TR46428864621,992$1.1M0.31%
67BERKSHIRE HATHAWAY INC DELBRK-A2$1.1M0.31%
68M D C HLDGS INC55267610823,198$1.1M0.31%
69UNITEDHEALTH GROUP INCUNH2,242$1.1M0.30%
70CHEVRON CORP NEWCVX6,780$1.1M0.30%
71PROSHARES TR74347R10718,139$1.1M0.30%
72PRUDENTIAL FINL INCPUKPF11,727$1.0M0.29%
73VANGUARD INDEX FDS9229087363,616$1.0M0.29%
74CIENA CORPCIEN23,793$1.0M0.29%
75CSX CORPCSX29,500$1.0M0.28%
76IDEXX LABS INC45168D1041,896$952,2280.27%
77SPDR GOLD TRGLD5,280$941,2660.27%
78VANGUARD SCOTTSDALE FDS92206C40911,854$896,8610.25%
79DEXCOM INCDXCM6,840$879,0080.25%
80COCA COLA COKO14,575$877,7260.25%
81SUN CMNTYS INC8666741046,674$870,6900.25%
82ISHARES TR4642876893,376$859,1240.24%
83CISCO SYS INCCSCO16,103$833,1690.24%
84VEEVA SYS INCVEEV4,075$805,7500.23%
85ISHARES TR4642874579,914$803,8270.23%
86QUALCOMM INCQCOM6,688$796,1400.22%
87ISHARES TR4642872001,786$796,0380.22%
88PROSHARES TR74348A4678,441$795,8170.22%
89DEVON ENERGY CORP NEW25179M10315,747$761,2100.22%
90ISHARES TR4642876483,091$750,0620.21%
91QUALYS INCQLYS5,786$747,3780.21%
92PUBMATIC INCPUBM39,758$726,7760.21%
93FISERV INCFISV5,705$719,6860.20%
94J P MORGAN EXCHANGE TRADED F46641Q33213,003$719,4560.20%
95TORONTO DOMINION BK ONTTORO11,541$715,6570.20%
96SPDR S&P 500 ETF TRSPY1,555$689,3000.19%
97PALO ALTO NETWORKS INCPANW2,532$646,9510.18%
98TEXAS INSTRS INC8825081043,567$642,1310.18%
99VANGUARD INTL EQUITY INDEX F92204277511,748$639,2090.18%
100HONEYWELL INTL INC4385161063,028$628,3700.18%
101MKS INSTRS INCMKSI5,738$620,2780.18%
102GARMIN LTDGRMN5,946$620,1080.18%
103ISHARES TR46428868719,959$617,3320.17%
104CELSIUS HLDGS INCCELH4,104$612,2760.17%
105COMERICA INC20034010714,241$603,2400.17%
106NEW YORK CMNTY BANCORP INC64944510353,135$597,2370.17%
107AT&T INCT-PC36,497$582,1270.16%
108GENERAL MTRS CO37045V10015,023$579,2870.16%
109REMITLY GLOBAL INCRELY30,430$572,6930.16%
110DISNEY WALT CO2546871066,393$570,7670.16%
111UNION PAC CORPUNP2,736$559,8400.16%
112MASTERCARD INCORPORATEDMA1,400$550,6200.16%
113VANGUARD MALVERN FDS92202080511,459$543,3860.15%
114ISHARES TR4642871012,552$528,4170.15%
115AFLAC INCAFL7,548$526,8500.15%
116TRAVELERS COMPANIES INCTRV3,011$522,8900.15%
117SELECT SECTOR SPDR TR81369Y2093,908$518,7520.15%
118SCHWAB STRATEGIC TR8085244097,681$515,3180.15%
119ILLUMINA INCILMN2,746$514,8480.15%
120JOHNSON & JOHNSONJNJ3,089$511,2910.14%
121ANNALY CAPITAL MANAGEMENT INNLY-PJ25,220$504,6520.14%
122VANGUARD INDEX FDS9229087443,509$498,6290.14%
123KB HOMEKBH9,490$490,7280.14%
124RAYTHEON TECHNOLOGIES CORPRTX4,964$486,2730.14%
125ALTRIA GROUP INCMO10,680$483,8040.14%
126INSPIRE MED SYS INC4577301091,489$483,3890.14%
127VANGUARD INDEX FDS9229085123,480$481,5620.14%
128COMCAST CORP NEWCCZ11,522$478,7390.14%
129MARRIOTT INTL INC NEW5719032022,570$472,0830.13%
130LOCKHEED MARTIN CORPLMT1,010$464,9840.13%
131ISHARES TR4642874656,394$463,5650.13%
132SPDR SER TR78464A7633,722$456,2430.13%
133FIRST TR EXCHANGE-TRADED FD33739Q50713,576$443,3920.13%
134LULULEMON ATHLETICA INCLULU1,101$416,7290.12%
135ROKU INCROKU6,308$403,4600.11%
136GENUINE PARTS COGPC2,377$402,2600.11%
137KITE RLTY GROUP TR49803T30017,807$397,8080.11%
138SELECT SECTOR SPDR TR81369Y4072,340$397,2980.11%
139COSTCO WHSL CORP NEW22160K105731$393,5560.11%
140NETFLIX INCNFLX870$383,2260.11%
141ISHARES TR4642874813,897$376,5670.11%
142ADVANCED MICRO DEVICES INCAMD3,277$373,2830.11%
143MERCK & CO INCMRK3,233$373,0560.11%
144WEST PHARMACEUTICAL SVSC INC955306105970$370,9960.10%
145ARK ETF TR00214Q30210,861$370,2510.10%
146ISHARES TR4642876221,505$366,8290.10%
147COMMERCIAL METALS COCMC6,784$357,2450.10%
148SPDR DOW JONES INDL AVERAGE78467X1091,018$350,0390.10%
149ISHARES TR4642871683,080$348,9530.10%
150SIMPSON MFG INC8290731052,518$348,7430.10%
151ABM INDS INC0009571008,113$346,0190.10%
152ENTERPRISE PRODS PARTNERS L29379210713,078$344,6050.10%
153AMEREN CORPAEE4,100$334,8470.09%
154KINSALE CAP GROUP INC49714P108892$333,7860.09%
155CHIPOTLE MEXICAN GRILL INCCMG156$333,6840.09%
156SPDR SER TR78464A47411,309$332,9370.09%
157WASTE MGMT INC DEL94106L1091,918$332,6200.09%
158VANGUARD INDEX FDS9229085533,956$330,5630.09%
159PAYCOM SOFTWARE INCPAYC1,029$330,5560.09%
160ISHARES TR4642876551,761$329,7820.09%
161SAIA INCSAIA957$327,6860.09%
162COMFORT SYS USA INC1999081041,974$324,1310.09%
163XPEL INCXPEL3,833$322,8150.09%
164OMEGA HEALTHCARE INVS INC68193610010,328$316,9590.09%
165CONSOLIDATED EDISON INCED3,393$306,6950.09%
166DOUBLEVERIFY HLDGS INCDV7,880$306,6900.09%
167EXPEDITORS INTL WASH INC3021301092,484$300,8870.09%
168ALIBABA GROUP HLDG LTDBBAAY3,576$298,0600.08%
169MANHATTAN ASSOCIATES INCMANH1,472$294,2230.08%
170TAYLOR MORRISON HOME CORPTMHC6,016$293,4000.08%
171ABBOTT LABSABLZF2,687$292,9370.08%
172ISHARES TR4642874403,010$290,7660.08%
173ACCENTURE PLC IRELANDACN932$287,5970.08%
174ROLLINS INCROL6,647$284,6910.08%
175F5 INCFFIV1,934$282,8670.08%
176CATERPILLAR INCCAT1,148$282,5300.08%
177EXXON MOBIL CORPXOM2,620$281,0360.08%
178VANGUARD INDEX FDS9229085381,359$279,6410.08%
179CHEMED CORP NEWCHE514$278,4180.08%
180OLD DOMINION FREIGHT LINE INODFL752$278,0520.08%
181VANGUARD INDEX FDS9229086291,262$277,8420.08%
182DTE ENERGY CODTK2,524$277,6900.08%
183WILLIAMS SONOMA INCWSM2,178$272,5550.08%
184CORVEL CORPCRVL1,394$269,7390.08%
185MALIBU BOATS INCMBUU4,520$265,1430.07%
186MONDELEZ INTL INC6092071053,631$264,8500.07%
187OMEGA FLEX INCOFLX2,546$264,2240.07%
188ERIE INDTY CO29530P1021,252$262,9330.07%
189BRISTOL-MYERS SQUIBB COCELG-RI4,086$261,3000.07%
190MONSTER BEVERAGE CORP NEWMNST4,530$260,2030.07%
191TWILIO INCTWLO4,078$259,4420.07%
192INFOSYS LTDINFY16,036$257,6990.07%
193CVS HEALTH CORPCVS3,725$257,5090.07%
194ISHARES TR4642874732,312$253,9500.07%
195MARKETAXESS HLDGS INCMKTX969$253,3160.07%
196DIGITAL TURBINE INCAPPS27,253$252,9080.07%
197FOX FACTORY HLDG CORPFOXF2,290$248,4880.07%
198LOGITECH INTL S AH504302324,179$248,2330.07%
199WIPRO LTDWIT52,487$247,7390.07%
200INVENTRUST PPTYS CORP46124J20110,642$246,2560.07%
201INTEL CORPINTC7,167$239,6640.07%
202HUNTINGTON BANCSHARES INCHBANP21,970$236,8370.07%
203WINGSTOP INCWING1,173$234,7880.07%
204SELECT SECTOR SPDR TR81369Y8523,592$233,7450.07%
205INGLES MKTS INC4570301042,805$231,8330.07%
206ROBERT HALF INTL INCRHI3,044$228,9700.06%
207ISHARES TR464287507865$226,1800.06%
208AMGEN INCAMGN1,015$225,3500.06%
209SONY GROUP CORPORATIONSNEJF2,500$225,1000.06%
210WEC ENERGY GROUP INCWEC2,531$223,3350.06%
211PHILLIPS 66PSX2,340$223,1890.06%
212SPDR INDEX SHS FDS78463X5096,368$218,9320.06%
213ISHARES TR4642873093,016$212,5680.06%
214MICRON TECHNOLOGY INCMU3,362$212,1490.06%
215PIONEER NAT RES CO7237871071,017$210,7020.06%
216BAIDU INCBAIDF1,535$210,1570.06%
217FIFTH THIRD BANCORPFITBM8,000$209,6800.06%
218TEXAS PACIFIC LAND CORPORATITPL157$206,6910.06%
219BOEING COBA-PA966$204,0830.06%
220ENERGY TRANSFER L PET-PI15,740$199,8980.06%
221WAYFAIR INCW200,000$170,2190.05%
222DOUBLELINE OPPORTUNISTIC CRDBL10,343$150,0730.04%
223GRITSTONE BIO INC39868T10574,295$144,8750.04%
224KATAPULT HOLDINGS INCKPLTW157,761$141,9850.04%
225GOODYEAR TIRE & RUBR CO38255010110,022$137,1010.04%
226PRESTO AUTOMATION INC74113T10525,500$133,1100.04%
227LYFT INCLYFT12,000$115,0800.03%
228ROCKWELL MED INCRMTI19,545$106,7160.03%
229AGNC INVT CORP00123Q10410,452$105,8750.03%
230EVOLV TECHNOLOGIES HLDNGS INEVLVW17,085$102,5100.03%
231ARCHER AVIATION INCACHR-WT24,000$98,8800.03%
232ABRDN GLOBAL DYNAMIC DIVIDENAGD10,000$95,4000.03%
233CHERRY HILL MTG INVT CORP16465110111,000$53,1300.02%
234SOBR SAFE INCSOBR24,500$41,6500.01%
235OWLET INCOWLTW113,501$38,6020.01%
236REPUBLIC FIRST BANCORP INC76041610735,000$31,5000.01%
237TILRAY BRANDS INCTLRY19,867$30,9930.01%
238CONIFER HLDGS INCPRHIZ17,500$29,7520.01%
239LINEAGE CELL THERAPEUTICS IN53566P10915,000$21,1500.01%
240A K A BRANDS HLDG CORPAKA45,077$19,3830.01%
241AMARIN CORP PLCAMRN13,000$15,4700.00%
242RIGETTI COMPUTING INCRGTIW12,062$14,1730.00%
243PAYSAFE LIMITEDPSFE85,554$4,0900.00%
244CROWN ELECTROKINETICS CORPCRKN25,000$3,2780.00%