SkyOak Wealth Portfolio
Invests via SkyOak Wealth LLC | Managed by SkyOak Wealth LLC
Invests via SkyOak Wealth LLC
Managed by SkyOak Wealth LLC
Automatically Tracked
Company Profile
Delivering tailored wealth management and advisory services to high-net-worth individuals and families, SkyOak Wealth combines discretionary portfolio management with retirement planning, tax-aware investing, and estate coordination. The firm allocates across equities, fixed income, and alternative strategies to construct diversified client portfolios and uses model-driven risk controls to align outcomes with liability and liquidity needs. Revenue derives from AUM fees and advisory mandates, while strategic partnerships with custody and fintech providers support reporting and client experience.
Delivering tailored wealth management and advisory services to high-net-worth individuals and families, SkyOak Wealth combines discretionary portfolio management with retirement planning, tax-aware investing, and estate coordination. The firm allocates across equities, fixed income, and alternative strategies to construct diversified client portfolios and uses model-driven risk controls to align outcomes with liability and liquidity needs. Revenue derives from AUM fees and advisory mandates, while strategic partnerships with custody and fintech providers support reporting and client experience.
Investment Philosophy & Strategy
Adopts a client-centric, liability-aware investment philosophy emphasizing diversified portfolios across equities, fixed income and alternatives to balance growth and income needs. Uses model-driven risk controls and tax-aware implementation to optimize after-tax outcomes while managing liquidity and retirement liabilities. Capital deployment blends passive and active strategies with tactical tilts for secular growth themes and defensive income sectors. Underwriting focuses on cash-flow resilience, low correlation sources and transparent fees, positioning the firm as a fiduciary wealth manager for high-net-worth clients.
Adopts a client-centric, liability-aware investment philosophy emphasizing diversified portfolios across equities, fixed income and alternatives to balance growth and income needs. Uses model-driven risk controls and tax-aware implementation to optimize after-tax outcomes while managing liquidity and retirement liabilities. Capital deployment blends passive and active strategies with tactical tilts for secular growth themes and defensive income sectors. Underwriting focuses on cash-flow resilience, low correlation sources and transparent fees, positioning the firm as a fiduciary wealth manager for high-net-worth clients.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
83.26%
Gain +0.58%
Monthly
1.05%
Yearly
13.36%
Drawdown
20.76%
$621.45M
Equity
Holdings
$621.45M
Investment
$401.03M
$271.95M
Profit +$2.17M
Realized
$51.53M
Unrealized
$220.42M
Dividends
$45.22M
Goals
Avg. 73% completed goals
Yearly
Gain > 8% 2026
Yearly
Loss < 32% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.58%
Profit
$2.17M
Win %
81%
This Week
Compared To Last Week
Gain
-0.19%
Profit
-$1.18M
Win %
81%
This Month
Compared to last month
Gain
-0.37%
Profit
-$2.29M
Win %
81%
This Year
Compared to last year
Gain
1.51%
Profit
$9.25M
Win %
80%
AMZN Amazon.com Inc
+15.32%
+$1.16M 
GOOG Alphabet Inc
+6.88%
+$506,649.29 
GOOGL Alphabet Inc
+6.73%
+$418,256.58 
ANET Arista Networks, Inc.
+5.46%
+$14,713.42 
FTNT Fortinet Inc.
+4.99%
+$11,550 
FFIV F5 Inc.
+3.56%
+$13,460.69 
TWLO Twilio Inc.
+3.36%
+$7,262.54 
XLY Consumer Discretionary Select Sector SPDR Fund
+3.29%
+$12,572.59 
META Meta Platforms Inc Class A
+3.28%
+$207,227.17 
CRWD CrowdStrike Holdings, Inc.
+3.04%
+$26,553.12 
MSFT Microsoft Corp.
+3.02%
+$202,610.97 
NVDA NVIDIA Corporation
+2.93%
+$227,932.06 
ESLT Elbit Systems Ltd.
+2.89%
+$15,883 
CVX Chevron Corporation
+2.35%
+$65,051.84 
CSCO Cisco Systems, Inc.
+2.14%
+$40,022.1 
NSSC Napco Security Technologies, Inc.
+1.95%
+$4,995.57 
AVAV AeroVironment Inc.
+1.91%
+$8,399.97 
PANW Palo Alto Networks, Inc.
+1.89%
+$15,928.5 
FIX Comfort Systems USA, Inc.
+1.88%
+$3,853.85 
CRM Salesforce Inc
+1.83%
+$4,451.94 
ORCL Oracle Corporation
+1.81%
+$14,322 
FUTU Futu Holdings Limited - ADR
+1.64%
+$3,753.6 
XLC Communication Services Select Sector SPDR Fund
+1.56%
+$5,350.18 
VZ Verizon Communications Inc.
+1.52%
+$28,350 
LMT Lockheed Martin Corporation
+1.5%
+$16,112.21 
DCTH Delcath Systems Inc.
+1.5%
+$2,700 
SPYG SPDR Portfolio S&P 500 Growth ETF
+1.45%
+$55,924.96 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+1.44%
+$11,715.84 
NOC Northrop Grumman Corporation
+1.43%
+$12,322.45 
SSO ProShares Ultra S&P500
+1.35%
+$17,345.25 
CIEN Ciena Corporation
+1.34%
+$25,592.12 
RMD ResMed Inc.
+1.16%
+$3,223.44 
IOO iShares Global 100 ETF
+1.15%
+$5,028.03 
SCHG Schwab U.S. Large-Cap Growth ETF
+1.12%
+$298,830.1 
VUG Vanguard Growth ETF
+1.1%
+$24,994.68 
VEEV Veeva Systems Inc.
+1.1%
+$7,370.4 
NOW ServiceNow, Inc.
+1.05%
+$16,402.4 
NTES NetEase, Inc. American Depositary Receipt
+1.04%
+$2,626.31 
QUBT Quantum Computing Inc.
+1%
+$894.96 
VWO Vanguard FTSE Emerging Markets ETF
+0.96%
+$82,821.2 
OEF iShares S&P 100 ETF
+0.95%
+$5,999.62 
UNP Union Pacific Corporation
+0.92%
+$5,334.68 
EVLV Evolv Technologies Holdings, Inc.
+0.91%
+$816.75 
IBM International Business Machines Corporation
+0.86%
+$40,934.69 
XPO XPO Inc.
+0.86%
+$2,778.77 
GRBK Green Brick Partners Inc.
+0.86%
+$2,206.8 
VONG Vanguard Russell 1000 Growth Fund
+0.83%
+$2,522.98 
FLV American Century Focused Large Cap Value ETF
+0.83%
+$29,471.26 
MCD McDonald's Corporation
+0.82%
+$14,623.47 
EMR Emerson Electric Co.
+0.79%
+$28,008.72 
DYNF iShares U.S. Equity Factor Rotation Active ETF
+0.79%
+$78,026.6 
EEM iShares MSCI Emerging Markets ETF
+0.79%
+$1,710.49 
SPEM SPDR Portfolio Emerging Markets ETF
+0.77%
+$3,725.28 
TSLA Tesla, Inc.
+0.76%
+$17,067.38 
MPC Marathon Petroleum Corporation
+0.76%
+$2,545.36 
IWF iShares Russell 1000 Growth ETF
+0.76%
+$2,864.91 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$23,522.83 
VOO Vanguard S&P 500 ETF
+0.71%
+$22,706.11 
TOPT iShares Top 20 U.S. Stocks ETF
+0.71%
+$2,198.8 
CAT Caterpillar Inc.
+0.7%
+$6,032.87 
BMY Bristol-Myers Squibb Company
+0.69%
+$1,876.95 
IVV iShares Core S&P 500 ETF
+0.69%
+$11,627.52 
VV Vanguard Large-Cap Index Fund ETF Shares
+0.68%
+$2,803.01 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.68%
+$111,994.98 
IYY iShares Dow Jones U.S. ETF
+0.66%
+$4,475.96 
PLTR Palantir Technologies Inc.
+0.65%
+$6,945.58 
ABM ABM Industries Inc.
+0.65%
+$1,627.5 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$38,610.24 
SCHX Schwab U.S. Large-Cap ETF
+0.65%
+$2,772.1 
IWB iShares Russell 1000 ETF
+0.64%
+$2,721.91 
IVT InvenTrust Properties Corp.
+0.6%
+$1,865.85 
ET Energy Transfer L.P.
+0.59%
+$1,824.72 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.59%
+$1,995.86 
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
+0.58%
+$24,258.88 
IWV ISHARES RUSSELL 3000 ETF
+0.58%
+$6,441.63 
TDIV FT NASDAQ Technology Dividend Index Fund
+0.56%
+$1,279.17 
DIA SPDR Dow Jones Industrial Average ETF Trust
+0.54%
+$3,518.12 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.53%
+$17,739.36 
STX Seagate Technology Holdings plc
+0.52%
+$2,772.36 
GM General Motors Company
+0.52%
+$2,571.4 
PSX Phillips 66
+0.51%
+$1,839.21 
IDCC InterDigital, Inc.
+0.49%
+$1,353 
FBP First BanCorp Puerto Rico
+0.49%
+$1,683.78 
AXON Axon Enterprise, Inc.
+0.47%
+$917.59 
BMO Bank of Montreal
+0.47%
+$1,411 
OHI Omega Healthcare Investors Inc.
+0.46%
+$1,104.92 
CHMI Cherry Hill Mortgage Investment Corporation
+0.44%
+$110 
CHCO City Holding Company
+0.42%
+$1,151.07 
CSX CSX Corporation
+0.42%
+$2,236.5 
CASY Casey's General Stores Inc.
+0.4%
+$1,379 
RTX RTX Corporation
+0.39%
+$3,582.6 
AVGO Broadcom Inc.
+0.37%
+$9,555.84 
PG Procter & Gamble Co
+0.37%
+$13,407.94 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$11,223.24 
RDVY First Trust Rising Dividend Achievers ETF
+0.36%
+$1,188.4 
BAC Bank of America Corporation
+0.36%
+$7,477.14 
CWB SPDR Bloomberg Convertible Securities ETF
+0.35%
+$7,408.08 
JEPI JPMorgan Equity Premium Income Fund
+0.33%
+$14,845.84 
SSUS Day Hagan/Ned Davis Research Smart Sector ETF
+0.33%
+$26,078.4 
JPM JPMorgan Chase & Co.
+0.27%
+$25,358.38 
SO The Southern Company
+0.21%
+$606.2 
VOT Vanguard Mid-Cap Growth ETF
+0.21%
+$506.54 
BRK-A Berkshire Hathaway Inc.
+0.21%
+$3,219.98 
JNJ Johnson & Johnson
+0.21%
+$1,732.57 
CMI Cummins Inc.
+0.19%
+$2,440.06 
FCVT First Trust SSI Strategic Convertible Securities ETF
+0.19%
+$1,072.87 
SCHD Schwab U.S. Dividend Equity ETF
+0.18%
+$1,065.66 
T AT&T Inc.
+0.17%
+$1,341.64 
MS Morgan Stanley
+0.17%
+$14,740.64 
KNSL Kinsale Capital Group Inc.
+0.15%
+$472.46 
TD The Toronto-Dominion Bank
+0.13%
+$1,183.68 
DTE DTE Energy Company
+0.12%
+$353.26 
MMM 3M Company
+0.12%
+$441.83 
PFF iShares Preferred and Income Securities ETF
+0.1%
+$322.53 
C Citigroup Inc.
+0.1%
+$206.03 
WM Waste Management, Inc.
+0.1%
+$403.92 
AFL Aflac Inc.
+0.09%
+$679.32 
WMT Walmart Inc.
+0.09%
+$248.3 
IJS iShares S&P Small-Cap 600 Value ETF
+0.09%
+$496.36 
ABT Abbott Laboratories
+0.09%
+$238.86 
EWBC East West Bancorp Inc.
+0.07%
+$196.47 
IDXX IDEXX Laboratories, Inc.
+0.05%
+$468.75 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.03%
+$516.66 
AVUV Avantis U.S. Small Cap Value ETF
+0.03%
+$3,587.04 
DIS The Walt Disney Company
+0.03%
+$72.18 
ALNY Alnylam Pharmaceuticals Inc
+0.02%
+$30.4 
HYG iShares iBoxx $ High Yield Corporate Bond ETF
+0.01%
+$30.15 
MINT PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
+0.01%
+$390.04 
CPRX Catalyst Pharmaceuticals Inc.
0%
$0 
JPST JPMorgan Ultra-Short Income ETF
0%
$0 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
0%
$0 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
0%
$0 
VYM Vanguard High Dividend Yield ETF
0%
$0 
SYFI AB Short Duration High Yield ETF
0%
$0 
AAPL Apple Inc.
-7.35%
-$2.07M 
MU Micron Technology, Inc.
-5.9%
-$110,229.92 
BITU ProShares Ultra Bitcoin ETF
-5.81%
-$6,521.76 
SPCX Space Exploration Technologies Corp. Class A
-3.41%
-$6,794.42 
LOPE Grand Canyon Education Inc.
-3.19%
-$7,247.27 
FBTC Fidelity Wise Origin Bitcoin Index Fund
-2.93%
-$36,207.6 
IBIT iShares Bitcoin Trust
-2.89%
-$36,666.46 
UL Unilever PLC Sponsored American Depositary Receipt
-2.85%
-$62,086.8 
DECK Deckers Outdoor Corporation
-2.82%
-$5,892.57 
CVCO Cavco Industries Inc.
-2.73%
-$6,040.41 
LCTX Lineage Cell Therapeutics Inc.
-2.7%
-$450 
QCOM QUALCOMM Incorporated
-2.63%
-$27,191.92 
ABBV AbbVie Inc.
-2.51%
-$43,510.75 
KBH KB Home
-2.45%
-$5,358.54 
ARKK ARK Innovation ETF Fund
-2.28%
-$148,404 
BA Boeing Company
-2.15%
-$5,531.11 
UWMC UWM Holdings Corporation
-2.15%
-$1,213.92 
ACHR Archer Aviation Inc.
-2.11%
-$2,500 
NFLX Netflix, Inc.
-2%
-$5,637.06 
APP AppLovin Corporation Class A Common Stock
-1.97%
-$3,985.01 
AMD Advanced Micro Devices, Inc.
-1.9%
-$15,818.91 
CRUS Cirrus Logic, Inc.
-1.9%
-$3,383.47 
SYF Synchrony Financial
-1.79%
-$4,456.02 
ARKG ARK Genomic Revolution ETF
-1.78%
-$3,547.6 
UNH UnitedHealth Group Incorporated
-1.68%
-$4,185.45 
LRCX Lam Research Corporation
-1.58%
-$16,802.54 
NLY Annaly Capital Management, Inc.
-1.56%
-$3,512.88 
STWD Starwood Property Trust Inc.
-1.54%
-$86,217.75 
GLD SPDR Gold Shares
-1.49%
-$16,815.01 
LNTH Lantheus Holdings, Inc.
-1.35%
-$60,409.84 
DAL Delta Air Lines, Inc.
-1.3%
-$2,846.25 
GRMN Garmin Ltd.
-1.27%
-$7,389.18 
F Ford Motor Company
-1.21%
-$7,457.04 
NEE NextEra Energy, Inc.
-1.15%
-$39,032.46 
TXN Texas Instruments Inc
-1.08%
-$9,316.76 
INTC Intel Corporation
-1.02%
-$5,750.19 
COKE Coca-Cola Consolidated Inc.
-1.02%
-$2,074.76 
KO The Coca-Cola Company
-1.02%
-$11,413.8 
UPS United Parcel Service, Inc.
-1%
-$4,172.7 
XOM Exxon Mobil Corporation
-0.97%
-$7,227.72 
HWKN Hawkins Inc.
-0.92%
-$1,773.1 
PGR Progressive Corporation
-0.87%
-$2,440.32 
KMB Kimberly-Clark Corporation
-0.8%
-$2,835.36 
HIG The Hartford Insurance Group, Inc.
-0.8%
-$2,033.77 
SUI Sun Communities Inc.
-0.76%
-$4,359.55 
ULTA Ulta Beauty Inc.
-0.76%
-$5,705.64 
IWO iShares Russell 2000 Growth ETF
-0.75%
-$6,263.49 
ED Consolidated Edison, Inc.
-0.74%
-$3,606.93 
MA Mastercard Incorporated
-0.74%
-$7,225.01 
SPDW SPDR Portfolio Developed World ex-US ETF
-0.71%
-$27,614.8 
NTB The Bank of N.T. Butterfield & Son Limited
-0.71%
-$2,304.28 
MAR Marriott International Inc. - Class A
-0.71%
-$5,837.99 
XLU Utilities Select Sector SPDR Fund
-0.69%
-$1,873.64 
MLI Mueller Industries Inc.
-0.67%
-$2,231.1 
DUK Duke Energy Corporation
-0.67%
-$1,387.68 
TLT iShares 20+ Year Treasury Bond ETF
-0.66%
-$2,159.3 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.66%
-$3,904.73 
GVIP Goldman Sachs Hedge Industry VIP ETF
-0.64%
-$13,221.12 
AMGN Amgen Inc.
-0.64%
-$1,894.73 
IEFA iShares Core MSCI EAFE ETF
-0.64%
-$128,546.46 
GS The Goldman Sachs Group, Inc.
-0.63%
-$2,475.36 
EFA iShares MSCI EAFE ETF
-0.62%
-$4,581.72 
ACGL Arch Capital Group Ltd
-0.6%
-$1,520.12 
XLV Health Care Select Sector SPDR Fund
-0.59%
-$3,013.79 
PRU Prudential Financial, Inc.
-0.56%
-$4,594.01 
VNQ Vanguard Real Estate ETF
-0.54%
-$2,164.86 
LLY Eli Lilly and Company
-0.53%
-$100,004.82 
FV First Trust Dorsey Wright Focus 5 ETF
-0.5%
-$37,142.47 
IWM iShares Russell 2000 ETF
-0.47%
-$3,797.45 
DVY iShares Select Dividend ETF
-0.45%
-$3,048.4 
TRV The Travelers Companies, Inc.
-0.43%
-$4,161.39 
VTWO Vanguard Russell 2000 ETF
-0.42%
-$3,298 
AXP American Express Company
-0.38%
-$958.84 
CMS CMS Energy Corporation
-0.37%
-$810 
AWR American States Water Co.
-0.37%
-$11,602.56 
VIG Vanguard Dividend Appreciation ETF
-0.37%
-$29,512.33 
TMUS T-Mobile US, Inc.
-0.36%
-$4,365.2 
CR Crane NXT Co.
-0.34%
-$1,079.97 
IWP iShares Russell Mid-Cap Growth ETF
-0.32%
-$1,351.7 
IWS iShares Russell Mid-Cap Value ETF
-0.31%
-$1,023.9 
DBL DoubleLine Opportunistic Credit Fund
-0.28%
-$415.4 
SDY SPDR S&P Dividend ETF
-0.28%
-$1,455.52 
IEF iShares 7-10 Year Treasury Bond ETF
-0.28%
-$64,392.64 
VBK Vanguard Small-Cap Growth ETF
-0.27%
-$20,135.34 
SCHV Schwab U.S. Large-Cap Value ETF
-0.26%
-$1,686.96 
IWN iShares Russell 2000 Value ETF
-0.25%
-$5,795.69 
COST Costco Wholesale Corporation
-0.24%
-$5,223.41 
VOE Vanguard Mid-Cap Value ETF
-0.23%
-$857.26 
VB Vanguard Small-Cap ETF
-0.22%
-$7,413.56 
IUSV iShares Core S&P U.S. Value ETF
-0.22%
-$47,364.5 
VEU Vanguard FTSE All-World ex-US ETF
-0.22%
-$3,459.22 
XLK State Street Technology Select Sector SPDR ETF
-0.22%
-$26,308.23 
IXN iShares Global Tech ETF
-0.21%
-$696.69 
MEDP Medpace Holdings Inc.
-0.21%
-$675.92 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.2%
-$14,448.48 
IVE ISHARES S&P 500 VALUE ETF
-0.19%
-$1,102.48 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
-0.19%
-$1,764.59 
RSP Invesco S&P 500 Equal Weight ETF
-0.17%
-$588.68 
VGIT Vanguard Intermediate-Term Treasury Fund
-0.17%
-$2,099.6 
SPYV SPDR Portfolio S&P 500 Value ETF
-0.16%
-$48,793.71 
FITB Fifth Third Bancorp
-0.16%
-$878.04 
MDY SPDR S&P MidCap 400 ETF Trust
-0.13%
-$348 
IJH iShares Core S&P Mid-Cap ETF
-0.11%
-$426 
XLF Financial Select Sector SPDR Fund
-0.1%
-$412.86 
PGX Invesco Preferred ETF
-0.09%
-$337.78 
JPIE JPMorgan Income ETF
-0.09%
-$7,273.48 
JSCP JPMorgan Short Duration Core Plus ETF
-0.09%
-$12,523.6 
SPSB SPDR Portfolio Short Term Corporate Bond ETF
-0.07%
-$190.04 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.06%
-$494.45 
VO Vanguard Mid-Cap ETF
-0.05%
-$206.24 
LDUR PIMCO Enhanced Low Duration Active Exchange-Traded Fund
-0.04%
-$1,948.28 
V Visa Inc. Class A
-0.04%
-$1,087.02 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
-0.04%
-$320.66 
IJR iShares Core S&P Small-Cap ETF
-0.03%
-$2,799.5 
JMST JPMorgan Ultra-Short Municipal Income Fund
-0.02%
-$728.9 
UBER Uber Technologies, Inc.
-0.01%
-$87.65 
SHY iShares 1-3 Year Treasury Bond ETF
-0.01%
-$83.88 Events
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Dividends
Dividend Analysis
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No Data
| Trades 4949 | Longs Won 3146/4949 63% | Profit Factor 4.65 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $444,202.8 |
| Average Win $110,150.02 | Best Trade (Aug 20) $18.08M | Sharpe Ratio -17.89 |
| Average Loss -$41,365.7 | Worst Trade (Mar 30) -$3.06M | Z-Score -2.14 (100%) |
| Commissions $0 | Avg. Trade Length 2y 1m 2w 2d | Expectancy $54,950.41 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 14,925 | 13,433 | 11,940 | 10,448 | 8,955 | 7,463 | 5,970 | 4,478 | 2,985 | 1,493 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 84,424 | $7M | $26.08M | - | $19.08M | 272.82% | -7.354% |
| ABBV AbbVie Inc. | 6,725 | $975,288.28 | $1.69M | - | $712,283.22 | 73.03% | -2.513% |
| ABM ABM Industries Inc. | 5,250 | $195,187.67 | $251,527.5 | - | $56,339.83 | 28.86% | +0.651% |
| ABT Abbott Laboratories | 2,654 | $300,722.19 | $280,527.8 | - | -$20,194.39 | -6.72% | +0.085% |
| ACGL Arch Capital Group Ltd | 2,492 | $239,207.08 | $250,520.76 | - | $11,313.68 | 4.73% | -0.603% |
| ACHR Archer Aviation Inc. | 25,000 | $173,810 | $116,000 | - | -$57,810 | -33.26% | -2.11% |
| AFL Aflac Inc. | 5,661 | $300,112.19 | $721,664.28 | - | $421,552.09 | 140.46% | +0.094% |
| ALNY Alnylam Pharmaceuticals Inc | 760 | $346,560 | $156,195.2 | - | -$190,364.8 | -54.93% | +0.019% |
| AMD Advanced Micro Devices, Inc. | 1,712 | $220,600.26 | $815,168.78 | - | $594,568.52 | 269.52% | -1.904% |
| AMGN Amgen Inc. | 764 | $206,552.72 | $294,262.24 | - | $87,709.52 | 42.46% | -0.64% |
| AMZN Amazon.com Inc | 32,066 | $4.28M | $8.71M | - | $4.43M | 103.41% | +15.321% |
| ANET Arista Networks, Inc. | 1,577 | $168,920.41 | $284,411.97 | - | $115,491.56 | 68.37% | +5.456% |
| APP AppLovin Corporation Class A Common Stock | 500 | $257,614.99 | $197,949.99 | - | -$59,665 | -23.16% | -1.973% |
| ARKG ARK Genomic Revolution ETF | 5,068 | $214,680.48 | $195,422.08 | - | -$19,258.4 | -8.97% | -1.783% |
| ARKK ARK Innovation ETF Fund | 89,400 | $5.01M | $6.37M | - | $1.35M | 27.01% | -2.277% |
| AVAV AeroVironment Inc. | 3,000 | $643,294 | $448,110 | - | -$195,184 | -30.34% | +1.91% |
| AVGO Broadcom Inc. | 6,636 | $1.37M | $2.58M | - | $1.21M | 88.18% | +0.371% |
| AVUV Avantis U.S. Small Cap Value ETF | 89,676 | $9.21M | $11.23M | - | $2.02M | 21.92% | +0.032% |
| AWR American States Water Co. | 36,258 | $3.14M | $3.11M | - | -$37,580.9 | -1.2% | -0.372% |
| AXON Axon Enterprise, Inc. | 373 | $209,107.53 | $196,854.48 | - | -$12,253.05 | -5.86% | +0.468% |
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FAQ
Which stocks have generated the highest profits for SkyOak Wealth?
The largest contributions to the portfolio's profits come from the following stocks: Eli Lilly and Company - $9.56M, Apple Inc - $8.63M, NVIDIA Corporation - $5.29M, JPMorgan Ultra-Short Income ETF - $4.17M, and State Street Technology Select Sector SPDR ETF - $3.46M. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
Which stocks have generated the largest losses for this investor?
The largest losses in the portfolio are associated with the following stocks: SPDR S&P 600 Small Cap Value ETF - $3.02M, iShares Russell 2000 Growth ETF - $2.43M, Rafael Holdings Inc - $2.2M, First Trust Lunt U.S. Factor Rotation ETF - $1.23M, and Digital Turbine Inc - $1.23M. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does SkyOak Wealth's portfolio generate?
The portfolio generates substantial dividend income, with a total of $45.22M earned over time. The largest contributors to dividend income include JPMorgan Ultra-Short Income ETF - $4.15M, Starwood Property Trust Inc - $1.92M, iShares Core S&P U.S. Value ETF - $1.71M, iShares Core MSCI EAFE ETF - $1.7M, and Verizon Communications Inc - $1.52M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are SkyOak Wealth's monthly returns?
SkyOak Wealth's monthly returns appear quite volatile. The gap between stronger and weaker months is meaningful, which suggests that the strategy can experience noticeable swings over relatively short periods. For users assessing this profile, that usually means returns may be attractive over time, but the path can be uneven and harder to tolerate during weaker periods.
Can SkyOak Wealth's strategy be considered aggressive or moderate?
SkyOak Wealth's strategy appears moderately aggressive. The portfolio shows a clear focus on growth, with noticeable volatility and risk exposure, although not to an extreme level. This type of strategy may appeal to users seeking higher returns while accepting meaningful fluctuations along the way.
Should beginners follow SkyOak Wealth's strategy?
SkyOak Wealth's strategy is unlikely to be suitable for beginners. The portfolio shows signs of high risk, significant volatility, or structural complexity, which can make it difficult to follow and potentially stressful for less experienced users. This type of approach is generally better suited to more advanced investors.
