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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 Q1 2024 · Filed April 29, 2024 · Accession 0001800379-24-000003

Total Value
$417.9M
Positions
249
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (249)

#IssuerTicker / CUSIPSharesValue% of Filing
1J P MORGAN EXCHANGE TRADED F46641Q837428,850$21.6M5.18%
2SPDR SER TR78464A508377,923$18.9M4.53%
3ELI LILLY & COLLY22,555$17.5M4.20%
4APPLE INCAAPL96,109$16.5M3.94%
5ISHARES TR464287663180,622$16.3M3.91%
6SCHWAB STRATEGIC TR808524300173,982$16.1M3.86%
7SPDR SER TR78464A854199,569$12.3M2.94%
8ISHARES TR46432F842138,705$10.3M2.46%
9ISHARES TR46428780481,762$9.0M2.16%
10META PLATFORMS INCMETA16,588$8.1M1.93%
11BLACKROCK ETF TRUSTBLK180,879$8.0M1.92%
12SELECT SECTOR SPDR TR81369Y80337,510$7.8M1.87%
13ISHARES TR46428744075,258$7.1M1.70%
14FIRST TR EXCHANGE-TRADED FD33738R605119,485$6.8M1.64%
15MICROSOFT CORPMSFT16,216$6.8M1.63%
16STRATEGY SHSSTRD174,033$6.7M1.60%
17VANGUARD INDEX FDS92290859524,487$6.4M1.53%
18AMAZON COM INCAMZN32,236$5.8M1.39%
19VANGUARD SPECIALIZED FUNDS92190884430,843$5.6M1.35%
20JPMORGAN CHASE & COVYLD27,894$5.6M1.34%
21ARK ETF TR00214Q104109,106$5.5M1.31%
22PROCTER AND GAMBLE CO74271810926,796$4.3M1.04%
23PIMCO ETF TR72201R71845,441$4.3M1.03%
24MORGAN STANLEYMS-PQ45,385$4.3M1.02%
25ALPHABET INCGOOG27,550$4.2M1.00%
26GOLDMAN SACHS ETF TRNVGLF39,535$4.1M0.98%
27INVESCO QQQ TRIVZ9,160$4.1M0.97%
28PIMCO ETF TR72201R83338,920$3.9M0.94%
29J P MORGAN EXCHANGE TRADED F46641Q27483,056$3.9M0.92%
30VANGUARD INTL EQUITY INDEX F92204285884,763$3.5M0.85%
31VERIZON COMMUNICATIONS INCVZ82,848$3.5M0.83%
32NVIDIA CORPORATIONNVDA3,750$3.4M0.81%
33ALPHABET INCGOOG21,005$3.2M0.76%
34J P MORGAN EXCHANGE TRADED F46641Q65462,236$3.2M0.76%
35EMERSON ELEC COEMR25,851$2.9M0.70%
36AMER STATES WTR CO02989910139,896$2.9M0.69%
37SPDR INDEX SHS FDS78463X88979,268$2.8M0.68%
38J P MORGAN EXCHANGE TRADED F46641Q15961,317$2.8M0.67%
39PHILIP MORRIS INTL INC71817210930,482$2.8M0.67%
40INTERNATIONAL BUSINESS MACHSINTR13,927$2.7M0.64%
41NEXTERA ENERGY INCNEE-PW40,284$2.6M0.62%
42AMERICAN CENTY ETF TR02507279439,551$2.6M0.61%
43STARWOOD PPTY TR INCSTHO125,757$2.6M0.61%
44LANTHEUS HLDGS INCLNTH40,955$2.5M0.61%
45SPDR SER TR78468R85359,049$2.5M0.61%
46VANGUARD INDEX FDS92290875111,011$2.5M0.60%
47SPDR SER TR78464A40933,504$2.5M0.59%
48VISA INCV8,527$2.4M0.57%
49UNITED PARCEL SERVICE INCUPS15,719$2.3M0.56%
50BERKSHIRE HATHAWAY INC DELBRK-A5,423$2.3M0.55%
51SERVICENOW INCNOW2,824$2.2M0.52%
52VANGUARD INDEX FDS9229083634,316$2.1M0.50%
53VANGUARD INDEX FDS9229087697,905$2.1M0.49%
54UNILEVER PLCUNLYF40,807$2.0M0.49%
55J P MORGAN EXCHANGE TRADED F46641Q33233,056$1.9M0.46%
56MCDONALDS CORPMCD6,573$1.9M0.44%
57ISHARES TR46428763011,343$1.8M0.43%
58TESLA INCTSLA10,129$1.8M0.43%
59UNITEDHEALTH GROUP INCUNH3,337$1.7M0.40%
60GOLDMAN SACHS ETF TRNVGLF14,608$1.6M0.38%
61BANK AMERICA CORP06050510441,096$1.6M0.37%
62SPDR SER TR78464A35921,038$1.5M0.37%
63BROADCOM INCAVGO1,068$1.4M0.34%
64T-MOBILE US INCTMUSZ8,650$1.4M0.34%
65ISHARES TR4642872002,448$1.3M0.31%
66PRUDENTIAL FINL INCPUKPF10,801$1.3M0.30%
67VANGUARD INDEX FDS9229087363,655$1.3M0.30%
68UBER TECHNOLOGIES INCUBER16,268$1.3M0.30%
69LULULEMON ATHLETICA INCLULU3,101$1.2M0.29%
70ULTA BEAUTY INCULTA2,250$1.2M0.28%
71ABBVIE INCABBV6,442$1.2M0.28%
72CSX CORPCSX29,600$1.1M0.26%
73SPDR S&P 500 ETF TRSPY2,059$1.1M0.26%
74PEPSICO INCPEP5,810$1.0M0.24%
75ISHARES TR46428864619,054$977,0890.23%
76SPDR GOLD TRGLD4,730$973,0560.23%
77ISHARES TR4642876893,236$971,0680.23%
78QUALCOMM INCQCOM5,668$959,5920.23%
79FORD MTR CO DEL34537086072,077$957,1850.23%
80VEEVA SYS INCVEEV4,075$944,1370.23%
81IDEXX LABS INC45168D1041,736$937,3180.22%
82M D C HLDGS INC55267610814,875$935,7860.22%
83VANGUARD SCOTTSDALE FDS92206C40911,988$926,7790.22%
84PULTE GROUP INC7458671017,260$875,7010.21%
85COMERICA INC20034010715,529$853,9620.20%
86PROSHARES TR74347R10710,766$834,5800.20%
87CHEVRON CORP NEWCVX5,265$830,5010.20%
88CISCO SYS INCCSCO16,358$816,4280.20%
89PROSHARES TR74348A4677,919$803,0660.19%
90COCA COLA COKO12,986$794,5030.19%
91ISHARES TR4642876482,800$758,2400.18%
92VANGUARD INTL EQUITY INDEX F92204277512,865$754,5320.18%
93SUN CMNTYS INC8666741045,650$726,4770.17%
94ISHARES TR4642874578,698$711,3220.17%
95VANGUARD SCOTTSDALE FDS92206C70611,880$695,5740.17%
96CIENA CORPCIEN13,972$690,9150.17%
97COSTCO WHSL CORP NEW22160K105925$677,6830.16%
98DISNEY WALT CO2546871065,527$676,2910.16%
99MASTERCARD INCORPORATEDMA1,400$674,1980.16%
100AT&T INCT-PC36,656$645,1460.15%
101TORONTO DOMINION BK ONTTORO10,591$639,4850.15%
102MARRIOTT INTL INC NEW5719032022,520$635,8210.15%
103LOCKHEED MARTIN CORPLMT1,380$627,7210.15%
104TRAVELERS COMPANIES INCTRV2,727$627,5920.15%
105RTX CORPORATIONRTX6,303$614,7320.15%
106HONEYWELL INTL INC4385161062,983$612,3200.15%
107SPDR DOW JONES INDL AVERAGE78467X1091,530$608,7230.15%
108SCHWAB STRATEGIC TR8085244097,927$602,2930.14%
109WILLIAMS SONOMA INCWSM1,894$601,4020.14%
110VANGUARD MALVERN FDS92202080511,795$564,8630.14%
111SELECT SECTOR SPDR TR81369Y2093,817$563,8360.13%
112AXCELIS TECHNOLOGIES INCACLS5,052$563,3990.13%
113ISHARES TR4642874656,804$543,3670.13%
114TEXAS INSTRS INC8825081043,085$537,4380.13%
115NETFLIX INCNFLX879$533,8430.13%
116ISHARES TR4642876221,831$527,3830.13%
117COMFORT SYS USA INC1999081041,657$526,4450.13%
118SNOWFLAKE INCSNOW3,255$526,0080.13%
119ISHARES TR4642871012,125$525,7540.13%
120FISERV INCFISV3,224$515,2600.12%
121AFLAC INCAFL5,918$508,1190.12%
122SPDR SER TR78468R6635,470$502,1460.12%
123ISHARES TR46428868715,386$495,8910.12%
124TAYLOR MORRISON HOME CORPTMHC7,933$493,1950.12%
125UNION PAC CORPUNP1,998$491,3680.12%
126JOHNSON & JOHNSONJNJ3,089$488,6490.12%
127ARISTA NETWORKS INCANET1,682$487,7460.12%
128ISHARES TR4642871683,951$486,6730.12%
129ZSCALER INCZS2,500$481,5750.12%
130ALTRIA GROUP INCMO10,610$462,8080.11%
131QUALYS INCQLYS2,753$459,3930.11%
132COMCAST CORP NEWCCZ10,382$450,0600.11%
133CUMMINS INCCMI1,500$441,9750.11%
134DUOLINGO INCDUOL2,000$441,1600.11%
135MERCK & CO INCMRK3,336$440,1310.11%
136KINSALE CAP GROUP INC49714P108831$436,0590.10%
137PENSKE AUTOMOTIVE GRP INC70959W1032,661$431,0550.10%
138GARMIN LTDGRMN2,864$426,3640.10%
139FIRST TR EXCHANGE-TRADED FD33739Q50712,366$421,5570.10%
140COMMERCIAL METALS COCMC7,141$419,6770.10%
141SIMPSON MFG INC8290731052,023$415,0790.10%
142ISHARES TR4642874813,633$414,6710.10%
143PALO ALTO NETWORKS INCPANW1,444$410,2840.10%
144EXXON MOBIL CORPXOM3,517$408,8600.10%
145WASTE MGMT INC DEL94106L1091,918$408,8220.10%
146ISHARES TR4642876551,891$397,6770.10%
147GENERAL MTRS CO37045V1008,727$395,7490.09%
148CATERPILLAR INCCAT1,079$395,4750.09%
149INTEL CORPINTC8,904$393,2900.09%
150PHILLIPS 66PSX2,378$388,4230.09%
151NVR INCNVR47$380,6980.09%
152BOYD GAMING CORPBYD5,630$379,0120.09%
153LENNAR CORPLEN-B2,187$376,1200.09%
154SELECT SECTOR SPDR TR81369Y4072,017$370,8440.09%
155ENTERPRISE PRODS PARTNERS L29379210712,678$369,9440.09%
156PFIZER INCPFE13,111$363,8350.09%
157MUELLER INDS INC6247561026,743$363,6500.09%
158GENUINE PARTS COGPC2,325$360,2120.09%
159TEREX CORP NEWTEX5,539$356,7120.09%
160F5 INCFFIV1,881$356,6190.09%
161VANGUARD INDEX FDS9229085534,091$353,7900.08%
162REMITLY GLOBAL INCRELY16,781$348,0380.08%
163D R HORTON INC23331A1092,112$347,5300.08%
164ENCORE WIRE CORPECR1,322$347,3950.08%
165EMCOR GROUP INCEME990$346,6980.08%
166CONSOLIDATED EDISON INCED3,753$340,7780.08%
167DONALDSON INCDCI4,561$340,6150.08%
168GREIF INCGEF-B4,885$337,3090.08%
169ADVANCED MICRO DEVICES INCAMD1,857$335,1700.08%
170KB HOMEKBH4,704$333,4200.08%
171OMEGA HEALTHCARE INVS INC68193610010,513$332,9400.08%
172LANDSTAR SYS INCLSTR1,718$331,1620.08%
173KITE RLTY GROUP TR49803T30015,147$328,3870.08%
174SELECT SECTOR SPDR TR81369Y8524,002$326,8300.08%
175ISHARES TR4642875075,325$323,4410.08%
176ABM INDS INC0009571007,216$321,9780.08%
177M/I HOMES INCMHO2,348$320,0090.08%
178ELEVANCE HEALTH INCELV616$319,4210.08%
179CIA ENERGETICA DE MINAS GERA204409601128,778$318,0820.08%
180VANGUARD INDEX FDS9229085122,013$313,8470.08%
181FRANKLIN ELEC INCFELE2,930$312,9530.07%
182ISHARES TR4642874732,480$310,8180.07%
183MSC INDL DIRECT INC5535301063,173$307,9080.07%
184EXPEDITORS INTL WASH INC3021301092,529$307,4510.07%
185ABBOTT LABSABLZF2,685$305,1770.07%
186DEVON ENERGY CORP NEW25179M1036,047$303,4380.07%
187HUNTINGTON BANCSHARES INCHBANP21,750$303,4130.07%
188AMEREN CORPAEE4,100$303,2360.07%
189ISHARES TR4642874323,164$299,3780.07%
190FIFTH THIRD BANCORPFITBM8,000$297,6800.07%
191XPEL INCXPEL5,496$296,8940.07%
192PAYLOCITY HLDG CORPPCTY1,715$294,7400.07%
193CVS HEALTH CORPCVS3,692$294,4740.07%
194MARATHON PETE CORPMARA1,448$291,7720.07%
195VANGUARD INDEX FDS9229086291,162$290,3370.07%
196SPDR SER TR78464A4749,709$289,0370.07%
197SPDR SER TR78464A7632,197$288,3340.07%
198MICRON TECHNOLOGY INCMU2,440$287,5940.07%
199RLI CORPRLI1,922$285,3590.07%
200PUBMATIC INCPUBM11,801$279,9200.07%
201SIMON PPTY GROUP INC NEW8288061091,784$279,1780.07%
202TARGET CORPTGT1,569$278,0420.07%
203SPDR INDEX SHS FDS78463X5097,503$271,5340.06%
204TWILIO INCTWLO4,378$267,7150.06%
205MKS INSTRS INCMKSI2,001$266,1330.06%
206CROWDSTRIKE HLDGS INCCRWD823$263,8460.06%
207ISHARES TR4642873093,064$258,7240.06%
208KADANT INCKAI784$257,2300.06%
209INVENTRUST PPTYS CORP46124J2019,542$245,3250.06%
210ENERGY TRANSFER L PET-PI15,590$245,2310.06%
211ISHARES TR4642871502,116$244,0130.06%
212ANNALY CAPITAL MANAGEMENT INNLY-PJ12,108$238,4070.06%
213VANGUARD INDEX FDS9229085381,008$237,6760.06%
214DTE ENERGY CODTK2,111$236,7280.06%
215LYFT INCLYFT12,000$232,2000.06%
216ARK ETF TR00214Q3028,029$230,9140.06%
217ROKU INCROKU3,463$225,6840.05%
218APPLOVIN CORPAPP3,229$223,5110.05%
219VANGUARD TAX-MANAGED FDS9219438584,406$221,0660.05%
220MASCO CORPMAS2,800$220,8640.05%
221AMGEN INCAMGN776$220,6320.05%
222WORKDAY INCWDAY800$218,2000.05%
223SHELL PLCRYDAF3,250$217,8800.05%
224FIRST TR EXCHANGE-TRADED FD33738R5063,783$212,4910.05%
225ILLUMINA INCILMN1,547$212,4340.05%
226VANGUARD INDEX FDS922908637864$207,1530.05%
227MONDELEZ INTL INC6092071052,954$206,7850.05%
228WESTERN MIDSTREAM PARTNERS LWES5,773$205,2300.05%
229CRANE COMPANYCR1,500$202,6950.05%
230PROSHARES TR74347B6802,579$202,6060.05%
231WAYFAIR INCW200,000$185,4790.04%
232DOUBLELINE OPPORTUNISTIC CRDBL10,088$155,5550.04%
233NEW YORK CMNTY BANCORP INC64944510347,975$154,4800.04%
234INVESCO EXCH TRADED FD TR IIIVZ12,980$154,2020.04%
235AGNC INVT CORP00123Q10410,452$103,4720.02%
236ABRDN GLOBAL DYNAMIC DIVIDENAGD10,000$97,1000.02%
237ARCHER AVIATION INCACHR-WT20,000$92,4000.02%
238GRITSTONE BIO INC39868T10531,341$80,5460.02%
239EVOLV TECHNOLOGIES HLDNGS INEVLVW17,085$76,0280.02%
240TILRAY BRANDS INCTLRY20,867$51,5410.01%
241ROCKWELL MED INCRMTI25,110$41,6830.01%
242CHERRY HILL MTG INVT CORP16465110111,000$38,9400.01%
243LINEAGE CELL THERAPEUTICS IN53566P10915,000$22,2000.01%
244CONIFER HLDGS INCPRHIZ16,469$18,6080.00%
245RIGETTI COMPUTING INCRGTIW10,193$15,5950.00%
246SOBR SAFE INCSOBR34,500$14,1450.00%
247AMARIN CORP PLCAMRN13,000$11,5800.00%
248PRESTO AUTOMATION INC74113T10525,500$4,4370.00%
249PAYSAFE LIMITEDPSFE45,688$1,4390.00%