Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q4 2014 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
APPLE INC | 16 | Q3 2023 | 7.2% |
JP MORGAN EXCHANGE TRADED FD | 16 | Q3 2023 | 4.8% |
LILLY ELI & CO | 16 | Q3 2023 | 4.0% |
SPDR SER TR | 16 | Q3 2023 | 3.0% |
SELECT SECTOR SPDR TR | 16 | Q3 2023 | 3.2% |
SPDR SER TR | 16 | Q3 2023 | 4.0% |
ARK ETF TR | 16 | Q3 2023 | 2.5% |
VERIZON COMMUNICATIONS INC | 16 | Q3 2023 | 2.3% |
PIMCO ETF TR | 16 | Q3 2023 | 4.1% |
PIMCO ETF TR | 16 | Q3 2023 | 3.3% |
View SkyOak Wealth, LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-04-29 |
13F-HR | 2024-01-12 |
13F-HR | 2023-10-24 |
13F-HR | 2023-07-20 |
13F-HR | 2023-05-02 |
13F-HR | 2023-01-26 |
13F-HR | 2022-10-25 |
13F-HR | 2022-07-26 |
13F-HR | 2022-04-18 |
13F-HR | 2022-01-24 |
View SkyOak Wealth, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.