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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 2024 · Filed August 12, 2024 · Accession 0001800379-24-000004

Total Value
$428.4M
Positions
246
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (246)

#IssuerTicker / CUSIPSharesValue% of Filing
1J P MORGAN EXCHANGE TRADED F46641Q837461,930$23.3M5.44%
2APPLE INCAAPL93,756$19.7M4.61%
3SPDR SER TR78464A508386,111$18.8M4.39%
4ELI LILLY & COLLY19,977$18.1M4.22%
5SCHWAB STRATEGIC TR808524300177,141$17.9M4.17%
6ISHARES TR464287663189,731$16.7M3.90%
7SPDR SER TR78464A854201,200$12.9M3.01%
8ISHARES TR46432F842143,447$10.4M2.43%
9ISHARES TR46428780485,812$9.2M2.14%
10SELECT SECTOR SPDR TR81369Y80336,979$8.4M1.95%
11BLACKROCK ETF TRUSTBLK176,911$8.3M1.94%
12META PLATFORMS INCMETA16,097$8.1M1.89%
13ISHARES TR46428744077,646$7.3M1.70%
14MICROSOFT CORPMSFT15,661$7.0M1.63%
15FIRST TR EXCHANGE-TRADED FD33738R605117,703$6.7M1.57%
16STRATEGY SHSSTRD169,607$6.7M1.56%
17AMAZON COM INCAMZN32,241$6.2M1.45%
18VANGUARD INDEX FDS92290859524,557$6.1M1.43%
19VANGUARD SPECIALIZED FUNDS92190884431,490$5.7M1.34%
20JPMORGAN CHASE & CO.VYLD27,050$5.5M1.28%
21ALPHABET INCGOOG27,315$5.0M1.17%
22J P MORGAN EXCHANGE TRADED F46641Q274105,078$4.9M1.14%
23NVIDIA CORPORATIONNVDA38,497$4.8M1.11%
24ARK ETF TR00214Q104108,041$4.7M1.11%
25INVESCO QQQ TRIVZ9,293$4.5M1.04%
26PROCTER AND GAMBLE CO74271810926,421$4.4M1.02%
27MORGAN STANLEYMS-PQ44,571$4.3M1.01%
28PIMCO ETF TR72201R71845,473$4.3M1.00%
29GOLDMAN SACHS ETF TRNVGLF38,663$4.1M0.97%
30PIMCO ETF TR72201R83340,467$4.1M0.95%
31ALPHABET INCGOOG21,538$3.9M0.92%
32VANGUARD INTL EQUITY INDEX F92204285887,555$3.8M0.89%
33J P MORGAN EXCHANGE TRADED F46641Q15981,715$3.7M0.87%
34VERIZON COMMUNICATIONS INCVZ82,647$3.4M0.80%
35LANTHEUS HLDGS INCLNTH40,065$3.2M0.75%
36PHILIP MORRIS INTL INC71817210930,342$3.1M0.72%
37J P MORGAN EXCHANGE TRADED F46641Q65458,528$3.0M0.69%
38AMER STATES WTR CO02989910139,111$2.8M0.66%
39EMERSON ELEC COEMR25,478$2.8M0.66%
40SPDR INDEX SHS FDS78463X88979,845$2.8M0.65%
41SPDR SER TR78464A40934,904$2.8M0.65%
42NEXTERA ENERGY INCNEE-PW39,459$2.8M0.65%
43STARWOOD PPTY TR INCSTHO142,781$2.7M0.63%
44AMERICAN CENTY ETF TR02507279441,533$2.6M0.61%
45INTERNATIONAL BUSINESS MACHSINTR14,479$2.5M0.58%
46SPDR SER TR78468R85358,554$2.4M0.57%
47VANGUARD INDEX FDS92290875111,086$2.4M0.56%
48UNITED PARCEL SERVICE INCUPS16,986$2.3M0.54%
49VISA INCV8,527$2.2M0.52%
50VANGUARD INDEX FDS9229083634,450$2.2M0.52%
51SERVICENOW INCNOW2,812$2.2M0.52%
52UNILEVER PLCUNLYF39,382$2.2M0.51%
53BERKSHIRE HATHAWAY INC DELBRK-A5,313$2.2M0.50%
54VANGUARD INDEX FDS9229087697,997$2.1M0.50%
55TESLA INCTSLA10,104$2.0M0.47%
56J P MORGAN EXCHANGE TRADED F46641Q33234,052$1.9M0.45%
57ISHARES TR46428763012,608$1.9M0.45%
58UNITEDHEALTH GROUP INCUNH3,583$1.8M0.43%
59BROADCOM INCAVGO1,087$1.7M0.41%
60MCDONALDS CORPMCD6,750$1.7M0.40%
61BANK AMERICA CORP06050510440,579$1.6M0.38%
62VANGUARD INDEX FDS9229087364,178$1.6M0.36%
63T-MOBILE US INCTMUSZ8,650$1.5M0.36%
64SPDR SER TR78464A35920,433$1.5M0.34%
65GOLDMAN SACHS ETF TRNVGLF13,008$1.4M0.34%
66ISHARES TR4642872002,448$1.3M0.31%
67PRUDENTIAL FINL INCPUKPF10,345$1.2M0.28%
68QUALCOMM INCQCOM5,668$1.1M0.26%
69SPDR S&P 500 ETF TRSPY2,066$1.1M0.26%
70ABBVIE INCABBV6,442$1.1M0.26%
71UBER TECHNOLOGIES INCUBER15,083$1.1M0.26%
72ISHARES TR4642876893,327$1.0M0.24%
73SPDR GOLD TRGLD4,680$1.0M0.23%
74PEPSICO INCPEP5,853$965,3350.23%
75CSX CORPCSX26,753$894,8880.21%
76PROSHARES TR74347R10710,742$887,2890.21%
77FORD MTR CO DEL34537086070,468$883,6640.21%
78CHEVRON CORP NEWCVX5,508$861,5610.20%
79COMERICA INC20034010716,669$850,7850.20%
80IDEXX LABS INC45168D1041,736$845,7790.20%
81ISHARES TR46428864616,498$845,3580.20%
82LULULEMON ATHLETICA INCLULU2,794$834,5680.19%
83COCA COLA COKO12,986$826,5800.19%
84VANGUARD SCOTTSDALE FDS92206C40910,678$825,1300.19%
85PROSHARES TR74348A4678,209$789,1310.18%
86VANGUARD INTL EQUITY INDEX F92204277513,035$764,3720.18%
87ULTA BEAUTY INCULTA1,950$752,4470.18%
88VEEVA SYS INCVEEV4,075$745,7660.17%
89CISCO SYS INCCSCO15,157$720,1090.17%
90QUALYS INCQLYS5,041$718,8470.17%
91ISHARES TR4642876482,656$697,2800.16%
92VANGUARD SCOTTSDALE FDS92206C70611,914$693,7520.16%
93SUN CMNTYS INC8666741045,650$679,9210.16%
94ISHARES TR4642874658,442$661,2620.15%
95ISHARES TR4642878796,718$653,4600.15%
96ISHARES TR4642874577,903$645,2800.15%
97HONEYWELL INTL INC4385161062,983$637,0510.15%
98DUOLINGO INCDUOL3,000$626,0100.15%
99ISHARES TR4642873096,714$621,3140.15%
100MASTERCARD INCORPORATEDMA1,400$617,6240.14%
101COSTCO WHSL CORP NEW22160K105725$616,2430.14%
102MARRIOTT INTL INC NEW5719032022,520$609,2600.14%
103TEXAS INSTRS INC8825081043,085$600,1250.14%
104SPDR DOW JONES INDL AVERAGE78467X1091,533$599,4710.14%
105AT&T INCT-PC30,696$586,6010.14%
106TORONTO DOMINION BK ONTTORO10,673$586,5880.14%
107SCHWAB STRATEGIC TR8085244097,889$584,4170.14%
108SNOWFLAKE INCSNOW4,255$574,8080.13%
109VANGUARD MALVERN FDS92202080511,795$572,5290.13%
110ZSCALER INCZS2,900$557,3510.13%
111TRAVELERS COMPANIES INCTRV2,727$554,5080.13%
112SPDR SER TR78468R6635,872$538,9320.13%
113SELECT SECTOR SPDR TR81369Y2093,695$538,4970.13%
114AFLAC INCAFL5,918$528,5370.12%
115ADVANCED MICRO DEVICES INCAMD3,137$508,8530.12%
116CUMMINS INCCMI1,800$498,4740.12%
117ISHARES TR4642871011,867$493,3270.12%
118ISHARES TR4642876552,374$481,6610.11%
119FISERV INCFISV3,224$480,5050.11%
120ALTRIA GROUP INCMO10,470$476,9090.11%
121WILLIAMS SONOMA INCWSM1,671$471,8400.11%
122DISNEY WALT CO2546871064,722$468,8540.11%
123ISHARES TR4642871683,873$468,5440.11%
124RTX CORPORATIONRTX4,570$458,7820.11%
125INTEL CORPINTC14,753$456,9000.11%
126PULTE GROUP INC7458671014,110$452,5110.11%
127UNION PAC CORPUNP1,998$452,0670.11%
128JOHNSON & JOHNSONJNJ3,089$451,4880.11%
129ISHARES TR4642874082,457$447,1990.10%
130COMFORT SYS USA INC1999081041,454$442,1900.10%
131GARMIN LTDGRMN2,616$426,1990.10%
132CIENA CORPCIEN8,649$416,7090.10%
133COMCAST CORP NEWCCZ10,550$413,1380.10%
134MERCK & CO INCMRK3,337$413,0610.10%
135EXXON MOBIL CORPXOM3,556$409,4100.10%
136WASTE MGMT INC DEL94106L1091,918$409,1860.10%
137ISHARES TR46428868712,886$406,5530.09%
138GENERAL MTRS CO37045V1008,727$405,4650.09%
139STARBUCKS CORPSBUX5,184$403,5740.09%
140FIRST TR EXCHANGE-TRADED FD33739Q50711,636$394,2280.09%
141ISHARES TR4642876221,276$379,6610.09%
142PENSKE AUTOMOTIVE GRP INC70959W1032,486$370,4640.09%
143MICRON TECHNOLOGY INCMU2,814$370,1890.09%
144ENTERPRISE PRODS PARTNERS L29379210712,678$367,4080.09%
145ABM INDS INC0009571007,216$364,9130.09%
146OMEGA HEALTHCARE INVS INC68193610010,578$362,3040.08%
147ISHARES TR4642874813,262$359,9620.08%
148SPDR SER TR78464A7632,785$354,1960.08%
149SELECT SECTOR SPDR TR81369Y4071,907$347,8370.08%
150PURE STORAGE INC74624M1025,351$343,5880.08%
151MUELLER INDS INC6247561026,034$343,5760.08%
152ENCORE WIRE CORPECR1,184$343,1590.08%
153VANGUARD INDEX FDS9229085534,091$342,6620.08%
154KITE RLTY GROUP TR49803T30015,147$338,9900.08%
155CATERPILLAR INCCAT1,012$337,1850.08%
156PHILLIPS 66PSX2,378$335,7020.08%
157CONSOLIDATED EDISON INCED3,753$335,5610.08%
158AXCELIS TECHNOLOGIES INCACLS2,356$335,0000.08%
159CAVA GROUP INCCAVA3,599$333,8070.08%
160KB HOMEKBH4,704$330,1270.08%
161PFIZER INCPFE11,709$327,6100.08%
162GENUINE PARTS COGPC2,360$326,4350.08%
163F5 INCFFIV1,881$323,9650.08%
164NETFLIX INCNFLX479$323,2680.08%
165EMCOR GROUP INCEME885$323,0960.08%
166SELECT SECTOR SPDR TR81369Y8523,756$321,7670.08%
167MONARCH CASINO & RESORT INCMCRI4,697$320,0070.07%
168CROWDSTRIKE HLDGS INCCRWD828$317,2810.07%
169LOGITECH INTL S AH504302323,230$312,9220.07%
170ISHARES TR4642875075,325$311,6190.07%
171NVR INCNVR41$311,1310.07%
172AVERY DENNISON CORPAVY1,398$305,6730.07%
173BUCKLE INCBKE8,220$303,6470.07%
174DONNELLEY FINL SOLUTIONS INC25787G1005,040$300,4850.07%
175DEVON ENERGY CORP NEW25179M1036,297$298,4780.07%
176KINSALE CAP GROUP INC49714P108764$294,3540.07%
177BOYD GAMING CORPBYD5,315$292,8570.07%
178FIFTH THIRD BANCORPFITBM8,000$291,9200.07%
179AMEREN CORPAEE4,100$291,5510.07%
180DONALDSON INCDCI4,068$291,1060.07%
181ISHARES TR4642874323,164$290,3920.07%
182VANGUARD INDEX FDS9229086291,189$287,8570.07%
183HUNTINGTON BANCSHARES INCHBANP21,750$286,6650.07%
184SPDR INDEX SHS FDS78463X5097,503$282,6380.07%
185SPDR SER TR78464A4749,502$282,2090.07%
186ABBOTT LABSABLZF2,685$278,9980.07%
187VANGUARD INDEX FDS9229085121,849$278,1450.06%
188CRA INTL INC12618T1051,614$277,9630.06%
189TEREX CORP NEWTEX5,031$275,9000.06%
190D R HORTON INC23331A1091,942$273,6860.06%
191SIMPSON MFG INC8290731051,607$270,8280.06%
192SIMON PPTY GROUP INC NEW8288061091,784$270,8110.06%
193CIA ENERGETICA DE MINAS GERA204409601152,353$268,1410.06%
194DECKERS OUTDOOR CORPDECK276$267,1540.06%
195PALO ALTO NETWORKS INCPANW773$262,0550.06%
196RLI CORPRLI1,837$258,4480.06%
197FRANKLIN ELEC INCFELE2,680$258,1380.06%
198ENERGY TRANSFER L PET-PI15,590$252,8700.06%
199MARATHON PETE CORPMARA1,448$251,1990.06%
200ISHARES TR4642874732,068$249,6900.06%
201ISHARES TR4642871502,088$248,0520.06%
202AMGEN INCAMGN784$244,9610.06%
203TRANSMEDICS GROUP INCTMDX1,614$243,1010.06%
204MKS INSTRS INCMKSI1,856$242,3560.06%
205PAYLOCITY HLDG CORPPCTY1,837$242,2080.06%
206INVENTRUST PPTYS CORP46124J2019,542$236,2600.06%
207TARGET CORPTGT1,590$235,3840.05%
208ARCHER DANIELS MIDLAND COADM3,893$235,3320.05%
209PUBMATIC INCPUBM11,569$234,9660.05%
210SHELL PLCRYDAF3,250$234,5850.05%
211DTE ENERGY CODTK2,089$231,9000.05%
212ANNALY CAPITAL MANAGEMENT INNLY-PJ12,108$230,7780.05%
213WESTERN MIDSTREAM PARTNERS LWES5,773$229,3610.05%
214INVESCO EXCH TRADED FD TR IIIVZ19,778$228,4360.05%
215RELIANCE INCRS788$225,0530.05%
216LOCKHEED MARTIN CORPLMT480$224,2080.05%
217VANGUARD TAX-MANAGED FDS9219438584,482$221,5170.05%
218CRANE COMPANYCR1,500$217,4700.05%
219COCA COLA CONS INCCOKE200$217,0000.05%
220VANGUARD INDEX FDS922908637864$215,6720.05%
221SALESFORCE INCCRM836$214,9360.05%
222CHENIERE ENERGY INCLNG1,200$209,7960.05%
223FIRST TR EXCHANGE-TRADED FD33738R5063,803$208,2140.05%
224CVS HEALTH CORPCVS3,525$208,1870.05%
225ROKU INCROKU3,463$207,5380.05%
226VANGUARD INDEX FDS922908538882$202,4720.05%
227REMITLY GLOBAL INCRELY16,567$200,7920.05%
228WAYFAIR INCW200,000$186,9450.04%
229LYFT INCLYFT12,000$169,2000.04%
230DOUBLELINE OPPORTUNISTIC CRDBL10,247$157,4000.04%
231NEW YORK CMNTY BANCORP INC64944510347,020$151,4040.04%
232NEUMORA THERAPEUTICS INC.NMRA15,000$147,4500.03%
233AGNC INVT CORP00123Q10410,452$99,7090.02%
234ABRDN GLOBAL DYNAMIC DIVIDENAGD10,000$97,6000.02%
235ARCHER AVIATION INCACHR-WT22,000$77,4400.02%
236ROCKWELL MED INCRMTI25,070$44,1230.01%
237EVOLV TECHNOLOGIES HLDNGS INEVLVW17,085$43,5670.01%
238CHERRY HILL MTG INVT CORP16465110111,000$39,9300.01%
239TILRAY BRANDS INCTLRY20,867$34,6390.01%
240LINEAGE CELL THERAPEUTICS IN53566P10915,000$14,9600.00%
241CONIFER HLDGS INCPRHIZ16,469$14,0960.00%
242GRITSTONE BIO INC39868T10514,520$8,9720.00%
243AMARIN CORP PLCAMRN13,000$8,9440.00%
244SOBR SAFE INCSOBR34,500$5,0650.00%
245PRESTO AUTOMATION INC74113T10525,500$1,7850.00%
246PAYSAFE LIMITEDPSFE45,688$1,0900.00%