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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 2025 · Filed May 1, 2025 · Accession 0001800379-25-000002

Total Value
$456.6M
Positions
245
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (245)

#IssuerTicker / CUSIPSharesValue% of Filing
1J P MORGAN EXCHANGE TRADED F46641Q837521,620$26.4M5.78%
2SPDR SER TR78464A508420,791$21.5M4.71%
3APPLE INCAAPL90,167$20.0M4.39%
4ISHARES TR464287663202,311$18.7M4.09%
5SCHWAB STRATEGIC TR808524300691,175$17.3M3.79%
6ELI LILLY & COLLY18,384$15.2M3.33%
7SPDR SER TR78464A854199,044$13.1M2.87%
8ISHARES TR46432F842169,723$12.8M2.81%
9J P MORGAN EXCHANGE TRADED F46641Q274215,090$10.2M2.22%
10ISHARES TR464287440104,690$10.0M2.19%
11AMERICAN CENTY ETF TR025072877100,444$8.8M1.92%
12BLACKROCK ETF TRUSTBLK163,823$8.0M1.75%
13META PLATFORMS INCMETA13,237$7.6M1.67%
14SELECT SECTOR SPDR TR81369Y80335,823$7.4M1.62%
15J P MORGAN EXCHANGE TRADED F46641Q159151,858$7.0M1.53%
16ISHARES TR46428780466,433$6.9M1.52%
17JPMORGAN CHASE & CO.VYLD27,987$6.9M1.50%
18VANGUARD SPECIALIZED FUNDS92190884433,843$6.6M1.44%
19AMAZON COM INCAMZN34,409$6.5M1.43%
20STRATEGY SHSSTRD160,073$6.5M1.43%
21FIRST TR EXCHANGE TRADED FD33738R605112,252$6.2M1.35%
22MICROSOFT CORPMSFT15,976$6.0M1.31%
23VANGUARD INDEX FDS92290859523,337$5.9M1.29%
24VANGUARD INTL EQUITY INDEX F922042858111,863$5.1M1.11%
25MORGAN STANLEYMS-PQ42,621$5.0M1.09%
26ARK ETF TR00214Q10498,829$4.7M1.03%
27PROCTER AND GAMBLE CO74271810926,907$4.6M1.00%
28INVESCO QQQ TRIVZ9,615$4.5M0.99%
29LANTHEUS HLDGS INCLNTH44,844$4.4M0.96%
30PIMCO ETF TR72201R83342,085$4.2M0.93%
31ALPHABET INCGOOG26,206$4.1M0.90%
32PIMCO ETF TR72201R71842,510$4.1M0.89%
33STARWOOD PPTY TR INCSTHO202,172$4.0M0.88%
34INTERNATIONAL BUSINESS MACHSINTR15,166$3.8M0.83%
35GOLDMAN SACHS ETF TRNVGLF33,548$3.7M0.81%
36ALPHABET INCGOOG22,437$3.5M0.76%
37NVIDIA CORPORATIONNVDA31,760$3.4M0.75%
38J P MORGAN EXCHANGE TRADED F46641Q33255,970$3.2M0.70%
39SPDR INDEX SHS FDS78463X88982,668$3.0M0.66%
40J P MORGAN EXCHANGE TRADED F46641Q65459,022$3.0M0.66%
41AMER STATES WTR CO02989910137,725$3.0M0.65%
42VISA INCV8,427$3.0M0.65%
43BERKSHIRE HATHAWAY INC DELBRK-A5,520$2.9M0.64%
44AMERICAN CENTY ETF TR02507279442,018$2.9M0.64%
45NEXTERA ENERGY INCNEE-PW39,953$2.8M0.62%
46EMERSON ELEC COEMR25,063$2.7M0.60%
47VANGUARD INDEX FDS92290875111,119$2.5M0.54%
48SPDR SER TR78464A40930,633$2.5M0.54%
49UNILEVER PLCUNLYF41,114$2.4M0.54%
50VANGUARD INDEX FDS9229087698,649$2.4M0.52%
51SPDR SER TR78468R85358,273$2.4M0.52%
52VANGUARD INDEX FDS9229083634,598$2.4M0.52%
53UNITED PARCEL SERVICE INCUPS19,984$2.2M0.48%
54SERVICENOW INCNOW2,709$2.2M0.47%
55MCDONALDS CORPMCD6,728$2.1M0.46%
56T-MOBILE US INCTMUSZ7,841$2.1M0.46%
57VERIZON COMMUNICATIONS INCVZ44,107$2.0M0.44%
58TESLA INCTSLA7,315$1.9M0.42%
59ISHARES TR46428763011,871$1.8M0.39%
60UNITEDHEALTH GROUP INCUNH3,401$1.8M0.39%
61BERKSHIRE HATHAWAY INC DELBRK-A2$1.7M0.37%
62SPDR SER TR78464A35921,031$1.6M0.35%
63BANK AMERICA CORP06050510436,320$1.5M0.33%
64VANGUARD INDEX FDS9229087364,069$1.5M0.33%
65SPDR S&P 500 ETF TRSPY2,632$1.5M0.32%
66GOLDMAN SACHS ETF TRNVGLF12,208$1.4M0.32%
67SPDR SER TR78468R66314,930$1.4M0.30%
68ABBVIE INCABBV6,475$1.4M0.30%
69SPDR GOLD TRGLD4,585$1.3M0.29%
70ISHARES TR4642872002,324$1.3M0.29%
71ROBINHOOD MKTS INC77070010230,065$1.3M0.27%
72AT&T INCT-PC42,603$1.2M0.26%
73CISCO SYS INCCSCO18,857$1.2M0.25%
74VANGUARD INTL EQUITY INDEX F92204277518,384$1.1M0.24%
75QUALCOMM INCQCOM7,015$1.1M0.24%
76PRUDENTIAL FINL INCPUKPF8,746$976,7090.21%
77VANGUARD SCOTTSDALE FDS92206C70616,192$961,8050.21%
78CHEVRON CORP NEWCVX5,571$931,9730.20%
79MASTERCARD INCORPORATEDMA1,700$931,8040.20%
80COCA COLA COKO12,851$920,3610.20%
81PEPSICO INCPEP6,107$915,6840.20%
82ISHARES TR4642876892,813$893,6040.20%
83VEEVA SYS INCVEEV3,820$884,8270.19%
84BROADCOM INCAVGO5,270$882,3560.19%
85PROSHARES TR74347R10710,303$852,8820.19%
86VANGUARD SCOTTSDALE FDS92206C40910,413$821,9890.18%
87ISHARES TR46428864615,086$790,0540.17%
88ISHARES TR4642874659,332$762,7040.17%
89IDEXX LABS INC45168D1041,736$729,0330.16%
90PROSHARES TR74348A4677,049$720,2670.16%
91TRAVELERS COMPANIES INCTRV2,721$719,5960.16%
92COSTCO WHSL CORP NEW22160K105725$685,6910.15%
93FISERV INCFISV3,097$683,9110.15%
94COMERICA INC20034010711,146$658,2780.14%
95LOCKHEED MARTIN CORPLMT1,422$635,2220.14%
96AFLAC INCAFL5,661$629,4470.14%
97ADVANCED MICRO DEVICES INCAMD6,122$628,9740.14%
98ISHARES TR4642874577,530$622,9570.14%
99ISHARES TR4642876482,355$601,7730.13%
100MARRIOTT INTL INC NEW5719032022,523$600,9790.13%
101ISHARES TR4642873096,437$597,5470.13%
102SUN CMNTYS INC8666741044,589$590,3290.13%
103VANGUARD MALVERN FDS92202080511,795$588,5710.13%
104ISHARES TR4642871684,369$586,7000.13%
105JOHNSON & JOHNSONJNJ3,531$585,5810.13%
106SCHWAB STRATEGIC TR80852440921,798$579,3910.13%
107EXXON MOBIL CORPXOM4,865$578,6400.13%
108CUMMINS INCCMI1,800$564,1920.12%
109SPDR DOW JONES INDL AVERAGE78467X1091,339$562,1760.12%
110GARMIN LTDGRMN2,572$558,4580.12%
111RTX CORPORATIONRTX4,195$555,6700.12%
112TEXAS INSTRS INC8825081043,085$554,3750.12%
113WORLD FDS TR98148L75316,136$550,4100.12%
114ISHARES TR4642876552,732$545,0070.12%
115SELECT SECTOR SPDR TR81369Y60510,381$517,0780.11%
116TORONTO DOMINION BK ONTTORO8,485$508,5910.11%
117ISHARES TR4642871011,830$495,6750.11%
118CONSOLIDATED EDISON INCED4,453$492,4180.11%
119VANGUARD TAX-MANAGED FDS9219438589,634$489,7130.11%
120ISHARES TR4642878794,911$478,7240.10%
121UNION PAC CORPUNP1,998$472,0080.10%
122ISHARES TR4642874082,460$468,8270.10%
123ISHARES TR46428868714,960$459,7210.10%
124SELECT SECTOR SPDR TR81369Y2093,117$455,0640.10%
125PALO ALTO NETWORKS INCPANW2,660$453,9020.10%
126MICRON TECHNOLOGY INCMU5,218$453,4300.10%
127CIENA CORPCIEN7,400$447,1820.10%
128VANGUARD SCOTTSDALE FDS92206C6645,523$445,4040.10%
129WASTE MGMT INC DEL94106L1091,918$444,0360.10%
130ENTERPRISE PRODS PARTNERS L29379210712,678$432,8270.09%
131FORD MTR CO34537086041,747$418,7240.09%
132PALANTIR TECHNOLOGIES INCPLTR4,914$414,7420.09%
133AMEREN CORPAEE4,120$413,6480.09%
134OMEGA HEALTHCARE INVS INC68193610010,744$409,1170.09%
135FIRST TR EXCHANGE-TRADED FD33739Q50711,574$404,0480.09%
136PULTE GROUP INC7458671013,679$378,2010.08%
137ISHARES TR4642871503,097$377,9060.08%
138ENERGY TRANSFER L PET-PI20,090$373,4730.08%
139VERTIV HOLDINGS COVRT5,165$372,9130.08%
140ISHARES TR4642874813,134$368,2140.08%
141ULTA BEAUTY INCULTA1,002$367,2730.08%
142CATERPILLAR INCCAT1,101$362,9830.08%
143VANGUARD INDEX FDS9229085534,009$362,9750.08%
144SPDR SER TR78464A7632,641$358,3310.08%
145SPDR INDEX SHS FDS78463X5099,087$357,7420.08%
146ISHARES TR4642876221,153$353,6710.08%
147WEC ENERGY GROUP INCWEC3,244$353,5310.08%
148AXCELIS TECHNOLOGIES INCACLS7,094$352,3590.08%
149ABBOTT LABSABLZF2,654$352,0530.08%
150DTE ENERGY CODTK2,524$349,0300.08%
151COMCAST CORP NEWCCZ9,454$348,8530.08%
152MICROSTRATEGY INCSTRK1,200$345,9240.08%
153GENERAL MTRS CO37045V1007,344$345,3880.08%
154VANGUARD INDEX FDS9229086371,317$338,5090.07%
155ISHARES TR4642875723,489$335,9560.07%
156SELECT SECTOR SPDR TR81369Y4071,699$335,4850.07%
157NETFLIX INCNFLX357$332,9130.07%
158SCHWAB STRATEGIC TR80852479711,854$331,4260.07%
159KRANESHARES TRUST5007673069,454$330,0390.07%
160INVESCO EXCH TRADED FD TR IIIVZ28,778$322,8890.07%
161SPDR S&P MIDCAP 400 ETF TRMDY600$320,0880.07%
162ISHARES TR4642878462,315$315,0720.07%
163SELECT SECTOR SPDR TR81369Y8523,248$313,3010.07%
164F5 INCFFIV1,174$312,6010.07%
165ISHARES TR4642875075,325$310,7140.07%
166QIFU TECHNOLOGY INCQFNHF6,899$309,8340.07%
167MERCK & CO INCMRK3,432$308,0400.07%
1683M COMMM2,087$306,5280.07%
169KINSALE CAP GROUP INC49714P108623$303,2200.07%
170SOUTHERN COSOMN3,265$300,2170.07%
171AEROVIRONMENT INCAVAV2,500$297,9750.07%
172VANGUARD INDEX FDS9229086291,143$295,6030.06%
173ISHARES TR4642885133,740$295,0490.06%
174PHILLIPS 66PSX2,378$293,6350.06%
175AMGEN INCAMGN933$290,6760.06%
176CSX CORPCSX9,800$288,4140.06%
177VANGUARD INDEX FDS9229085121,786$286,7240.06%
178SPDR SER TR78464A4749,502$286,0100.06%
179DISNEY WALT CO2546871062,834$279,7210.06%
180COMFORT SYS USA INC199908104861$277,5260.06%
181INVESCO EXCHANGE TRADED FD TIVZ1,591$275,6470.06%
182ISHARES TR4642874323,000$273,0900.06%
183MUELLER INDS INC6247561023,575$272,2010.06%
184VANGUARD SCOTTSDALE FDS92206C6802,885$267,6880.06%
185ABM INDS INC0009571005,629$266,5890.06%
186AXOS FINANCIAL INCAX4,078$263,1130.06%
187LULULEMON ATHLETICA INCLULU924$261,5470.06%
188INVENTRUST PPTYS CORP46124J2018,885$260,9520.06%
189ISHARES TR4642874732,058$259,2460.06%
190BRISTOL-MYERS SQUIBB COCELG-RI4,171$254,3890.06%
191CONSTELLATION ENERGY CORPCEG1,261$254,2550.06%
192GRUPO AEROPORTUARIO DEL SURE40051E202923$252,7360.06%
193HAWKINS INCHWKN2,374$251,4540.06%
194D R HORTON INC23331A1091,935$245,9970.05%
195CAVCO INDS INC DEL149568107473$245,7850.05%
196ROKU INCROKU3,476$244,8490.05%
197TECNOGLASS INCTGLS3,410$243,9860.05%
198EMCOR GROUP INCEME660$243,9560.05%
199M/I HOMES INCMHO2,136$243,8880.05%
200KIMBERLY-CLARK CORPKMB1,714$243,8350.05%
201DONALDSON INCDCI3,631$243,4950.05%
202RESMED INCRSMDF1,084$242,6530.05%
203SELECT SECTOR SPDR TR81369Y8863,022$238,2850.05%
204WESTERN MIDSTREAM PARTNERS LWES5,773$236,4620.05%
205PAYLOCITY HLDG CORPPCTY1,262$236,4230.05%
206LINEAGE INCLINE4,000$234,5200.05%
207AXON ENTERPRISE INCAXON444$233,5220.05%
208FABRINETFN1,182$233,4570.05%
209LOGITECH INTL S AH504302322,760$232,9720.05%
210CULLEN FROST BANKERS INCCFR-PB1,845$230,9940.05%
211MEDPACE HLDGS INCMEDP758$230,9550.05%
212CRANE COMPANYCR1,500$229,7700.05%
213TWILIO INCTWLO2,333$228,4240.05%
214DISCOVER FINL SVCS2547091081,329$226,8600.05%
215KB HOMEKBH3,883$225,6800.05%
216CMS ENERGY CORPCMS-PC3,000$225,3300.05%
217SALESFORCE INCCRM836$224,3490.05%
218FIRST TR EXCHANGE TRADED FD33738R5063,775$220,9890.05%
219WALMART INCWMT2,458$215,7880.05%
220APPLIED INDL TECHNOLOGIES IN03820C105947$213,3970.05%
221WILLIAMS SONOMA INCWSM1,345$212,6450.05%
222MARATHON PETE CORPMARA1,448$210,9590.05%
223ARISTA NETWORKS INCANET2,695$208,8090.05%
224SPDR SER TR78468R1017,071$206,7560.05%
225GOLDMAN SACHS GROUP INCGSCE378$206,4980.05%
226ISHARES TR46438G5708,610$205,0900.04%
227ISHARES TR4642872344,680$204,5160.04%
228STRYKER CORPORATIONSYK546$203,1520.04%
229AMERICAN EXPRESS COAXP755$203,1330.04%
230STERLING INFRASTRUCTURE INCSTRL1,782$201,7400.04%
231DUKE ENERGY CORP NEWDUKB1,652$201,4940.04%
232WAYFAIR INCW200,000$193,7620.04%
233DOUBLELINE OPPORTUNISTIC CRDBL10,729$167,6970.04%
234FLAGSTAR FINANCIAL INCFLG-PU11,339$131,7590.03%
235ARCHER AVIATION INCACHR-WT16,000$113,7600.02%
236ABRDN GLOBAL DYNAMIC DIVIDENAGD10,000$99,6000.02%
237RIGETTI COMPUTING INCRGTIW10,472$82,9380.02%
238EVOLV TECHNOLOGIES HLDNGS INEVLVW16,335$50,9650.01%
239CHERRY HILL MTG INVT CORP16465110111,000$36,3000.01%
240ROCKWELL MED INCRMTI12,300$13,8990.00%
241CONIFER HLDGS INCPRHIZ16,469$8,4160.00%
242LINEAGE CELL THERAPEUTICS IN53566P10915,000$6,7740.00%
243AMARIN CORP PLCAMRN13,000$5,8250.00%
244NEWEGG COMMERCE INCNEGG20,000$5,1500.00%
245PAYSAFE LIMITEDPSFE41,828$6480.00%