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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 Q4 2024 · Filed January 24, 2025 · Accession 0001800379-25-000001

Total Value
$467.5M
Positions
255
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (255)

#IssuerTicker / CUSIPSharesValue% of Filing
1J P MORGAN EXCHANGE TRADED F46641Q837490,133$24.7M5.28%
2APPLE INCAAPL92,577$23.2M4.96%
3SPDR SER TR78464A508401,574$20.5M4.39%
4SCHWAB STRATEGIC TR808524300699,095$19.5M4.17%
5ISHARES TR464287663199,338$18.5M3.95%
6ELI LILLY & COLLY18,965$14.6M3.13%
7SPDR SER TR78464A854200,616$13.8M2.96%
8ISHARES TR46432F842158,785$11.2M2.39%
9J P MORGAN EXCHANGE TRADED F46641Q274194,566$9.1M1.94%
10BLACKROCK ETF TRUSTBLK169,857$8.7M1.86%
11ISHARES TR46428780475,209$8.7M1.85%
12META PLATFORMS INCMETA14,480$8.5M1.81%
13SELECT SECTOR SPDR TR81369Y80336,425$8.5M1.81%
14ISHARES TR46428744091,273$8.4M1.81%
15AMAZON COM INCAMZN33,377$7.3M1.57%
16AMERICAN CENTY ETF TR02507287774,725$7.2M1.54%
17STRATEGY SHSSTRD164,471$6.9M1.48%
18FIRST TR EXCHANGE-TRADED FD33738R605114,926$6.8M1.45%
19JPMORGAN CHASE & CO.VYLD27,982$6.7M1.43%
20MICROSOFT CORPMSFT15,399$6.5M1.39%
21VANGUARD SPECIALIZED FUNDS92190884432,861$6.4M1.38%
22VANGUARD INDEX FDS92290859522,966$6.4M1.38%
23ARK ETF TR00214Q10498,338$5.6M1.19%
24MORGAN STANLEYMS-PQ43,750$5.5M1.18%
25J P MORGAN EXCHANGE TRADED F46641Q159119,317$5.4M1.16%
26ALPHABET INCGOOG27,017$5.1M1.10%
27INVESCO QQQ TRIVZ9,774$5.0M1.07%
28VANGUARD INTL EQUITY INDEX F922042858102,812$4.5M0.97%
29NVIDIA CORPORATIONNVDA33,517$4.5M0.96%
30ALPHABET INCGOOG22,885$4.3M0.93%
31PROCTER AND GAMBLE CO74271810925,712$4.3M0.92%
32LANTHEUS HLDGS INCLNTH44,844$4.0M0.86%
33GOLDMAN SACHS ETF TRNVGLF34,338$4.0M0.85%
34PIMCO ETF TR72201R83336,252$3.6M0.78%
35PIMCO ETF TR72201R71837,315$3.5M0.76%
36J P MORGAN EXCHANGE TRADED F46641Q65468,907$3.5M0.75%
37STARWOOD PPTY TR INCSTHO182,553$3.5M0.74%
38INTERNATIONAL BUSINESS MACHSINTR14,976$3.3M0.70%
39EMERSON ELEC COEMR25,176$3.1M0.67%
40AMER STATES WTR CO02989910138,447$3.0M0.64%
41SPDR SER TR78464A40933,444$2.9M0.63%
42SPDR INDEX SHS FDS78463X88985,727$2.9M0.63%
43NEXTERA ENERGY INCNEE-PW40,485$2.9M0.62%
44SERVICENOW INCNOW2,709$2.9M0.61%
45J P MORGAN EXCHANGE TRADED F46641Q33249,776$2.9M0.61%
46AMERICAN CENTY ETF TR02507279441,289$2.8M0.59%
47VANGUARD INDEX FDS92290875111,355$2.7M0.58%
48VISA INCV8,527$2.7M0.58%
49SPDR SER TR78468R85359,900$2.7M0.58%
50TESLA INCTSLA6,597$2.7M0.57%
51BROADCOM INCAVGO10,870$2.5M0.54%
52VANGUARD INDEX FDS9229083634,610$2.5M0.53%
53BERKSHIRE HATHAWAY INC DELBRK-A5,467$2.5M0.53%
54VANGUARD INDEX FDS9229087698,507$2.5M0.53%
55VERIZON COMMUNICATIONS INCVZ60,237$2.4M0.52%
56UNITED PARCEL SERVICE INCUPS19,089$2.4M0.51%
57UNILEVER PLCUNLYF41,641$2.4M0.51%
58SPDR SER TR78468R66322,623$2.1M0.44%
59ISHARES TR46428763012,483$2.0M0.44%
60MCDONALDS CORPMCD6,672$1.9M0.41%
61T-MOBILE US INCTMUSZ8,591$1.9M0.41%
62VANGUARD INDEX FDS9229087364,092$1.7M0.36%
63SPDR SER TR78464A35921,331$1.7M0.36%
64BANK AMERICA CORP06050510436,610$1.6M0.34%
65UNITEDHEALTH GROUP INCUNH3,090$1.6M0.33%
66GOLDMAN SACHS ETF TRNVGLF12,505$1.6M0.33%
67SPDR S&P 500 ETF TRSPY2,534$1.5M0.32%
68ISHARES TR4642872002,462$1.4M0.31%
69ABBVIE INCABBV6,503$1.2M0.25%
70PRUDENTIAL FINL INCPUKPF9,515$1.1M0.24%
71SPDR GOLD TRGLD4,635$1.1M0.24%
72CISCO SYS INCCSCO18,857$1.1M0.24%
73QUALCOMM INCQCOM6,918$1.1M0.23%
74VANGUARD INTL EQUITY INDEX F92204277518,106$1.0M0.22%
75ISHARES TR4642876892,858$955,2040.20%
76PROSHARES TR74347R10710,303$953,1310.20%
77AT&T INCT-PC41,088$935,5740.20%
78VANGUARD SCOTTSDALE FDS92206C70615,751$913,5580.20%
79MASTERCARD INCORPORATEDMA1,700$895,1690.19%
80PEPSICO INCPEP5,807$883,0120.19%
81ISHARES TR46428864616,707$863,7520.18%
82VANGUARD SCOTTSDALE FDS92206C40910,593$826,3470.18%
83VEEVA SYS INCVEEV3,820$803,1550.17%
84COCA COLA COKO12,888$802,3830.17%
85CHEVRON CORP NEWCVX5,478$793,4340.17%
86WORLD FDS TR98148L75316,136$784,7100.17%
87CIENA CORPCIEN9,087$770,6680.16%
88PROSHARES TR74348A4677,500$746,6250.16%
89ISHARES TR4642876482,513$723,2920.15%
90IDEXX LABS INC45168D1041,736$717,7320.15%
91ISHARES TR4642874659,332$705,5930.15%
92MARRIOTT INTL INC NEW5719032022,520$702,9290.15%
93COMERICA INC20034010711,065$684,3860.15%
94COSTCO WHSL CORP NEW22160K105725$664,2960.14%
95TRAVELERS COMPANIES INCTRV2,721$655,4620.14%
96ISHARES TR4642873096,443$654,1580.14%
97SPDR DOW JONES INDL AVERAGE78467X1091,536$653,7390.14%
98FISERV INCFISV3,163$649,7430.14%
99CUMMINS INCCMI1,800$627,4800.13%
100ISHARES TR4642874577,530$617,3090.13%
101SCHWAB STRATEGIC TR80852440923,505$612,7750.13%
102SUN CMNTYS INC8666741044,946$608,2100.13%
103ISHARES TR4642876552,732$603,6630.13%
104ADVANCED MICRO DEVICES INCAMD4,932$595,7360.13%
105ISHARES TR4642871684,507$591,7120.13%
106AFLAC INCAFL5,661$585,5740.13%
107LULULEMON ATHLETICA INCLULU1,525$583,1750.12%
108TEXAS INSTRS INC8825081043,085$578,4680.12%
109VANGUARD MALVERN FDS92202080511,795$571,1140.12%
110GARMIN LTDGRMN2,601$536,4820.11%
111ISHARES TR4642878794,911$533,3840.11%
112WILLIAMS SONOMA INCWSM2,863$530,1700.11%
113ISHARES TR4642871011,835$529,9680.11%
114SELECT SECTOR SPDR TR81369Y60510,401$502,6800.11%
115COMFORT SYS USA INC1999081041,180$500,3910.11%
116VANGUARD SCOTTSDALE FDS92206C6645,522$493,2440.11%
117DUOLINGO INCDUOL1,500$486,3450.10%
118RTX CORPORATIONRTX4,195$485,4450.10%
119VANGUARD TAX-MANAGED FDS92194385810,035$479,8900.10%
120VERTIV HOLDINGS COVRT4,165$473,1860.10%
121ISHARES TR46428868714,960$470,3420.10%
122ISHARES TR4642874082,457$468,9920.10%
123AXON ENTERPRISE INCAXON776$461,1920.10%
124UNION PAC CORPUNP1,998$455,6240.10%
125TORONTO DOMINION BK ONTTORO8,485$451,7410.10%
126JOHNSON & JOHNSONJNJ3,064$443,1160.09%
127EXXON MOBIL CORPXOM4,056$436,3450.09%
128ULTA BEAUTY INCULTA1,000$434,9300.09%
129SELECT SECTOR SPDR TR81369Y2093,131$430,6850.09%
130FIRST TR EXCHANGE-TRADED FD33739Q50711,574$425,8070.09%
131CSX CORPCSX13,100$422,7370.09%
132FORD MTR CO34537086041,929$415,0980.09%
133ISHARES TR4642874813,245$411,3040.09%
134GENERAL MTRS CO37045V1007,643$407,1630.09%
135OMEGA HEALTHCARE INVS INC68193610010,685$404,4260.09%
136PALANTIR TECHNOLOGIES INCPLTR5,287$399,8560.09%
137ENTERPRISE PRODS PARTNERS L29379210712,678$397,5820.09%
138ISHARES TR4642871503,088$397,2210.08%
139COMCAST CORP NEWCCZ10,454$392,3390.08%
140MUELLER INDS INC6247561024,881$387,3560.08%
141WASTE MGMT INC DEL94106L1091,918$387,0330.08%
142SELECT SECTOR SPDR TR81369Y4071,699$381,1710.08%
143ISHARES TR4642876221,151$370,8060.08%
144ISHARES TR4642875075,950$370,7450.08%
145AMEREN CORPAEE4,120$367,2570.08%
146CATERPILLAR INCCAT1,012$367,2090.08%
147VANGUARD INDEX FDS9229085534,091$364,4260.08%
148CONSTELLATION ENERGY CORPCEG1,615$361,2920.08%
149SPDR INDEX SHS FDS78463X5099,363$359,2470.08%
150ISHARES TR4642875723,489$351,5870.08%
151SPDR SER TR78464A7632,641$348,8760.07%
152EMCOR GROUP INCEME766$347,6870.07%
153PAYLOCITY HLDG CORPPCTY1,714$341,8920.07%
154SPDR S&P MIDCAP 400 ETF TRMDY600$341,7480.07%
155MERCK & CO INCMRK3,431$341,2710.07%
156NETFLIX INCNFLX377$336,0280.07%
157CONSOLIDATED EDISON INCED3,753$334,8480.07%
158ENERGY TRANSFER L PET-PI17,090$334,7930.07%
159AMGEN INCAMGN1,276$332,5770.07%
160INVESCO EXCH TRADED FD TR IIIVZ28,778$331,8100.07%
161ISHARES TR4642878462,315$331,2530.07%
162MICRON TECHNOLOGY INCMU3,916$329,5890.07%
163STERLING INFRASTRUCTURE INCSTRL1,954$329,1510.07%
164AXOS FINANCIAL INCAX4,694$327,8760.07%
165NOVA LTDNVMI1,658$326,5430.07%
166KINSALE CAP GROUP INC49714P108701$326,0560.07%
167SCHWAB STRATEGIC TR80852479711,756$321,1820.07%
168VANGUARD INDEX FDS9229086371,189$320,6730.07%
169SOUTHERN COPPER CORPSCCO3,515$320,3220.07%
170KRANESHARES TRUST50076730610,952$320,2360.07%
171TWILIO INCTWLO2,933$316,9990.07%
172SELECT SECTOR SPDR TR81369Y8523,272$316,7940.07%
173DISNEY WALT CO2546871062,827$314,7920.07%
174VANGUARD INDEX FDS9229086291,189$314,0510.07%
175ABBOTT LABSABLZF2,654$300,1940.06%
176APPLOVIN CORPAPP919$297,6000.06%
177F5 INCFFIV1,174$295,2260.06%
178ISHARES TR4642885133,740$294,1510.06%
179VANGUARD SCOTTSDALE FDS92206C6802,836$292,9800.06%
180VANGUARD INDEX FDS9229085121,782$288,2740.06%
181ABM INDS INC0009571005,629$288,0920.06%
182MONARCH CASINO & RESORT INCMCRI3,648$287,8270.06%
183BANCORP INC DELTBBK5,465$287,6230.06%
184SPDR SER TR78464A4749,502$283,7300.06%
185AXCELIS TECHNOLOGIES INCACLS4,037$282,0650.06%
186NORTHROP GRUMMAN CORPNOC600$281,5740.06%
187PREFERRED BK LOS ANGELES CA7403674043,249$280,6490.06%
188HAWKINS INCHWKN2,286$280,4240.06%
189SALESFORCE INCCRM836$279,5000.06%
190RLI CORPRLI1,692$278,8920.06%
191DEERE & CODE657$278,3710.06%
192INVESCO EXCHANGE TRADED FD TIVZ1,588$278,2950.06%
193AEROVIRONMENT INCAVAV1,800$277,0020.06%
194MEDPACE HLDGS INCMEDP833$276,7480.06%
195XPEL INCXPEL6,905$275,7860.06%
196NAPCO SEC TECHNOLOGIES INC6304021057,687$273,3500.06%
197PHILLIPS 66PSX2,378$270,9260.06%
1983M COMMM2,084$268,9930.06%
199DIMENSIONAL ETF TRUST25434V4014,213$268,5790.06%
200INVENTRUST PPTYS CORP46124J2018,885$267,7050.06%
201ISHARES TR4642874732,063$266,8280.06%
202FABRINETFN1,212$266,4950.06%
203PALO ALTO NETWORKS INCPANW1,460$265,6620.06%
204ISHARES TR4642874323,037$265,2210.06%
205DTE ENERGY CODTK2,174$262,4500.06%
206LOGITECH INTL S AH504302323,160$260,2260.06%
207ROKU INCROKU3,461$257,2910.06%
208CAMECO CORPCCJ5,000$256,9500.05%
209AVERY DENNISON CORPAVY1,370$256,3680.05%
210KB HOMEKBH3,883$255,1910.05%
211TEREX CORP NEWTEX5,456$252,1760.05%
212TARGET CORPTGT1,859$251,3000.05%
213M/I HOMES INCMHO1,830$243,2990.05%
214BOISE CASCADE CO DELBCC2,041$242,5930.05%
215D R HORTON INC23331A1091,704$238,2530.05%
216BRISTOL-MYERS SQUIBB COCELG-RI4,171$235,9120.05%
217LINEAGE INCLINE4,000$234,2800.05%
218LOCKHEED MARTIN CORPLMT479$232,7650.05%
219SELECT SECTOR SPDR TR81369Y8863,069$232,2930.05%
220FIRST TR EXCHANGE-TRADED FD33738R5063,858$228,1620.05%
221CRANE COMPANYCR1,500$227,6250.05%
222PROSHARES TR74347B6802,819$227,3810.05%
223AMERICAN EXPRESS COAXP755$224,0760.05%
224QUALYS INCQLYS1,593$223,3700.05%
225WESTERN MIDSTREAM PARTNERS LWES5,773$221,8560.05%
226COCA COLA CONS INCCOKE175$220,4980.05%
227FLUTTER ENTMT PLCG3643J108841$217,3560.05%
228APOLLO GLOBAL MGMT INC03769M1061,311$216,5250.05%
229GOLDMAN SACHS GROUP INCGSCE378$216,4500.05%
230VANGUARD INDEX FDS922908538849$215,4340.05%
231HONEYWELL INTL INC438516106948$214,2090.05%
232XPO INCXPO1,625$213,1190.05%
233NEUMORA THERAPEUTICS INC.NMRA20,000$212,0000.05%
234J P MORGAN EXCHANGE TRADED F46654Q2033,750$211,4250.05%
235GENERAL DYNAMICS CORPGD800$210,7920.05%
236LENNAR CORPLEN-B1,530$208,6460.04%
237WORKDAY INCWDAY800$206,4240.04%
238REMITLY GLOBAL INCRELY9,088$205,1160.04%
239FRANKLIN ELEC INCFELE2,088$203,4760.04%
240MARATHON PETE CORPMARA1,448$201,9960.04%
241KITE RLTY GROUP TR49803T3007,990$201,6680.04%
242WAYFAIR INCW200,000$191,2720.04%
243DOUBLELINE OPPORTUNISTIC CRDBL10,566$163,7680.04%
244RIGETTI COMPUTING INCRGTIW10,472$159,8030.03%
245FLAGSTAR FINANCIAL INCFLG-PU11,672$108,9000.02%
246ABRDN GLOBAL DYNAMIC DIVIDENAGD10,000$98,0000.02%
247ARCHER AVIATION INCACHR-WT10,000$97,5000.02%
248EVOLV TECHNOLOGIES HLDNGS INEVLVW16,335$64,5230.01%
249CHERRY HILL MTG INVT CORP16465110111,000$29,0400.01%
250ROCKWELL MED INCRMTI12,300$25,0920.01%
251CONIFER HLDGS INCPRHIZ16,469$18,7750.00%
252NKGEN BIOTECH INC65488A10113,164$8,6250.00%
253LINEAGE CELL THERAPEUTICS IN53566P10915,000$7,5380.00%
254AMARIN CORP PLCAMRN13,000$6,3050.00%
255PAYSAFE LIMITEDPSFE41,828$1,0880.00%