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:
87.83%
Gain -0.68%
Monthly
1.02%
Yearly
13.01%
Drawdown
20.75%
$619.12M
Equity
Holdings
$619.12M
Investment
$401.03M
$269.62M
Profit -$2.54M
Realized
$51.53M
Unrealized
$218.08M
Dividends
$46.64M
Goals
Avg. 71.33% completed goals
Yearly
Gain > 8% 2026
Yearly
Loss < 32% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.68%
Profit
-$2.54M
Win %
79%
This Week
Compared To Last Week
Gain
-0.6%
Profit
-$3.7M
Win %
79%
This Month
Compared to last month
Gain
0.81%
Profit
$5M
Win %
79%
This Year
Compared to last year
Gain
1.13%
Profit
$6.92M
Win %
78%
IDXX IDEXX Laboratories, Inc.
+3.17%
+$30,119.62 
COKE Coca-Cola Consolidated Inc.
+2.54%
+$5,579.25 
UL Unilever PLC Sponsored American Depositary Receipt
+2.25%
+$48,567.9 
F Ford Motor Company
+2.23%
+$11,392.7 
CMS CMS Energy Corporation
+2.18%
+$4,380 
NOC Northrop Grumman Corporation
+2.16%
+$17,458.15 
RTX RTX Corporation
+2.11%
+$16,804.1 
LMT Lockheed Martin Corporation
+1.99%
+$19,827.52 
KO The Coca-Cola Company
+1.81%
+$21,178.94 
JPM JPMorgan Chase & Co.
+1.81%
+$163,750.39 
C Citigroup Inc.
+1.8%
+$3,510.78 
DUK Duke Energy Corporation
+1.7%
+$3,337.04 
SO The Southern Company
+1.65%
+$4,455.57 
ED Consolidated Edison, Inc.
+1.54%
+$7,525.57 
NTB The Bank of N.T. Butterfield & Son Limited
+1.48%
+$4,530.01 
CVX Chevron Corporation
+1.43%
+$45,046.82 
PGR Progressive Corporation
+1.42%
+$3,988.48 
SYF Synchrony Financial
+1.38%
+$3,293.58 
ACGL Arch Capital Group Ltd
+1.35%
+$3,330.06 
NEE NextEra Energy, Inc.
+1.25%
+$38,259.54 
ET Energy Transfer L.P.
+1.23%
+$3,725.47 
JNJ Johnson & Johnson
+1.22%
+$10,101.21 
XLU Utilities Select Sector SPDR Fund
+1.21%
+$3,052.22 
MAR Marriott International Inc. - Class A
+1.21%
+$10,288.03 
GM General Motors Company
+1.17%
+$5,450.25 
TMUS T-Mobile US, Inc.
+1.15%
+$12,541.5 
COST Costco Wholesale Corporation
+1.12%
+$24,994.79 
CASY Casey's General Stores Inc.
+1.11%
+$2,958.94 
CRUS Cirrus Logic, Inc.
+1.1%
+$1,610.46 
SUI Sun Communities Inc.
+1.08%
+$5,736.25 
PG Procter & Gamble Co
+1.07%
+$42,627.08 
HIG The Hartford Insurance Group, Inc.
+1.03%
+$2,444.08 
DIS The Walt Disney Company
+1.03%
+$2,742.84 
XOM Exxon Mobil Corporation
+0.98%
+$8,125.33 
GRMN Garmin Ltd.
+0.97%
+$5,448.8 
DTE DTE Energy Company
+0.93%
+$2,472.82 
AFL Aflac Inc.
+0.9%
+$6,000.66 
PSX Phillips 66
+0.87%
+$4,300.06 
CHCO City Holding Company
+0.85%
+$2,264.4 
CMI Cummins Inc.
+0.85%
+$9,060.04 
KNSL Kinsale Capital Group Inc.
+0.85%
+$2,611.37 
KMB Kimberly-Clark Corporation
+0.85%
+$2,835.36 
AAPL Apple Inc.
+0.82%
+$238,075.68 
AXP American Express Company
+0.82%
+$1,944.12 
LLY Eli Lilly and Company
+0.78%
+$159,306.37 
FITB Fifth Third Bancorp
+0.78%
+$3,804.84 
T AT&T Inc.
+0.77%
+$6,037.38 
TXN Texas Instruments Inc
+0.76%
+$6,540.2 
EWBC East West Bancorp Inc.
+0.74%
+$2,051.15 
VZ Verizon Communications Inc.
+0.74%
+$13,365 
BAC Bank of America Corporation
+0.71%
+$12,405.25 
SCHD Schwab U.S. Dividend Equity ETF
+0.7%
+$4,262.68 
FLV American Century Focused Large Cap Value ETF
+0.7%
+$24,937.87 
BRK-B Berkshire Hathaway Inc.
+0.69%
+$21,993.93 
DVY iShares Select Dividend ETF
+0.68%
+$4,572.72 
V Visa Inc. Class A
+0.68%
+$20,965.5 
TRV The Travelers Companies, Inc.
+0.65%
+$6,356.94 
AWR American States Water Co.
+0.63%
+$18,854.16 
IVT InvenTrust Properties Corp.
+0.6%
+$1,599.3 
VNQ Vanguard Real Estate ETF
+0.6%
+$2,204.95 
BRK-A Berkshire Hathaway Inc.
+0.58%
+$9,118.02 
XLF Financial Select Sector SPDR Fund
+0.56%
+$2,133.11 
TD The Toronto-Dominion Bank
+0.56%
+$4,956.66 
BMO Bank of Montreal
+0.51%
+$1,427.99 
OHI Omega Healthcare Investors Inc.
+0.48%
+$1,056.88 
SDY SPDR S&P Dividend ETF
+0.47%
+$2,394 
WMT Walmart Inc.
+0.45%
+$1,315.99 
ALNY Alnylam Pharmaceuticals Inc
+0.44%
+$786.6 
ABBV AbbVie Inc.
+0.41%
+$7,801.07 
FBP First BanCorp Puerto Rico
+0.41%
+$1,322.97 
ESLT Elbit Systems Ltd.
+0.4%
+$2,093 
MCD McDonald's Corporation
+0.39%
+$6,281.41 
IEFA iShares Core MSCI EAFE ETF
+0.37%
+$73,455.12 
MS Morgan Stanley
+0.36%
+$27,023.95 
AMGN Amgen Inc.
+0.34%
+$1,138.36 
VYM Vanguard High Dividend Yield ETF
+0.32%
+$742.05 
EFA iShares MSCI EAFE ETF
+0.26%
+$1,874.34 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
+0.26%
+$2,326.09 
CAT Caterpillar Inc.
+0.24%
+$1,872.63 
DBL DoubleLine Opportunistic Credit Fund
+0.22%
+$311.55 
HWKN Hawkins Inc.
+0.21%
+$420.93 
VOE Vanguard Mid-Cap Value ETF
+0.21%
+$785.84 
MA Mastercard Incorporated
+0.18%
+$1,920.98 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.18%
+$1,038.5 
SCHV Schwab U.S. Large-Cap Value ETF
+0.18%
+$1,124.64 
IUSV iShares Core S&P U.S. Value ETF
+0.15%
+$33,155.15 
IVE ISHARES S&P 500 VALUE ETF
+0.15%
+$857.5 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
+0.13%
+$766.67 
AVUV Avantis U.S. Small Cap Value ETF
+0.12%
+$13,451.4 
SPDW SPDR Portfolio Developed World ex-US ETF
+0.11%
+$4,218.94 
VIG Vanguard Dividend Appreciation ETF
+0.1%
+$8,289.9 
ABM ABM Industries Inc.
+0.1%
+$262.5 
PGX Invesco Preferred ETF
+0.1%
+$337.78 
JPIE JPMorgan Income ETF
+0.08%
+$6,364.3 
WM Waste Management, Inc.
+0.07%
+$275.4 
SPSB SPDR Portfolio Short Term Corporate Bond ETF
+0.07%
+$190.04 
SPYV SPDR Portfolio S&P 500 Value ETF
+0.06%
+$19,517.68 
SHY iShares 1-3 Year Treasury Bond ETF
+0.06%
+$377.37 
BMY Bristol-Myers Squibb Company
+0.05%
+$125.13 
JPST JPMorgan Ultra-Short Income ETF
+0.05%
+$14,535.75 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
+0.05%
+$400.82 
VCSH Vanguard Short-Term Corporate Bond ETF
+0.04%
+$346.12 
JEPI JPMorgan Equity Premium Income Fund
+0.04%
+$1,953.4 
MINT PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
+0.04%
+$1,560.16 
NVDA NVIDIA Corporation
+0.04%
+$3,193.44 
TLT iShares 20+ Year Treasury Bond ETF
+0.04%
+$112.28 
VGIT Vanguard Intermediate-Term Treasury Fund
+0.04%
+$419.92 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.02%
+$344.44 
JMST JPMorgan Ultra-Short Municipal Income Fund
+0.02%
+$728.9 
LDUR PIMCO Enhanced Low Duration Active Exchange-Traded Fund
+0.02%
+$730.61 
GS The Goldman Sachs Group, Inc.
+0.01%
+$42.01 
CPRX Catalyst Pharmaceuticals Inc.
0%
$0 
JSCP JPMorgan Short Duration Core Plus ETF
0%
$0 
TWLO Twilio Inc.
-11.7%
-$36,227.68 
PANW Palo Alto Networks, Inc.
-7.82%
-$75,006.37 
CRWD CrowdStrike Holdings, Inc.
-7.81%
-$89,875.77 
FTNT Fortinet Inc.
-7.58%
-$20,670 
PLTR Palantir Technologies Inc.
-6.62%
-$115,296.96 
QUBT Quantum Computing Inc.
-5.74%
-$4,392.02 
STX Seagate Technology Holdings plc
-5.6%
-$24,103.87 
NOW ServiceNow, Inc.
-5.57%
-$116,937.94 
UWMC UWM Holdings Corporation
-4.78%
-$1,669.14 
ARKG ARK Genomic Revolution ETF
-4.37%
-$10,896.2 
CIEN Ciena Corporation
-4.31%
-$79,037.77 
INTC Intel Corporation
-4.25%
-$25,041.15 
AXON Axon Enterprise, Inc.
-4.18%
-$6,512.58 
ACHR Archer Aviation Inc.
-3.98%
-$4,250 
MU Micron Technology, Inc.
-3.89%
-$77,340.35 
ORCL Oracle Corporation
-3.73%
-$31,093 
AMD Advanced Micro Devices, Inc.
-3.65%
-$35,181.57 
ARKK ARK Innovation ETF Fund
-3.47%
-$265,965 
FFIV F5 Inc.
-3.4%
-$15,106.73 
CRM Salesforce Inc
-3.33%
-$11,055.91 
LRCX Lam Research Corporation
-3.28%
-$32,568.21 
ANET Arista Networks, Inc.
-3.17%
-$9,264.87 
AVGO Broadcom Inc.
-2.86%
-$65,264.99 
DCTH Delcath Systems Inc.
-2.77%
-$6,150 
FUTU Futu Holdings Limited - ADR
-2.76%
-$6,690.24 
NFLX Netflix, Inc.
-2.64%
-$7,393.81 
BITU ProShares Ultra Bitcoin ETF
-2.47%
-$4,192.56 
META Meta Platforms Inc Class A
-2.43%
-$209,922.76 
APP AppLovin Corporation Class A Common Stock
-2.41%
-$3,362.51 
EVLV Evolv Technologies Holdings, Inc.
-2.39%
-$1,633.5 
IDCC InterDigital, Inc.
-2.19%
-$6,467.34 
MSFT Microsoft Corp.
-2.13%
-$171,074 
XLK State Street Technology Select Sector SPDR ETF
-2.11%
-$276,243.66 
IWP iShares Russell Mid-Cap Growth ETF
-2.1%
-$8,878.08 
VBK Vanguard Small-Cap Growth ETF
-2.07%
-$151,560.55 
IXN iShares Global Tech ETF
-2.01%
-$7,065.92 
SPCX Space Exploration Technologies Corp. Class A
-1.93%
-$5,100.25 
IWO iShares Russell 2000 Growth ETF
-1.81%
-$14,020.41 
CVCO Cavco Industries Inc.
-1.8%
-$3,792.45 
ULTA Ulta Beauty Inc.
-1.77%
-$15,741.87 
MEDP Medpace Holdings Inc.
-1.65%
-$5,875.73 
GOOGL Alphabet Inc
-1.63%
-$105,727.52 
QQQ Invesco QQQ Trust, Series 1
-1.63%
-$102,960.64 
AVAV AeroVironment Inc.
-1.6%
-$5,910 
CSCO Cisco Systems, Inc.
-1.59%
-$28,740.15 
VOT Vanguard Mid-Cap Growth ETF
-1.53%
-$3,676.5 
CWB SPDR Bloomberg Convertible Securities ETF
-1.5%
-$30,043.8 
FV First Trust Dorsey Wright Focus 5 ETF
-1.45%
-$113,755.43 
GOOG Alphabet Inc
-1.44%
-$109,733.57 
QCOM QUALCOMM Incorporated
-1.41%
-$17,173.73 
IWF iShares Russell 1000 Growth ETF
-1.38%
-$5,504.49 
TSLA Tesla, Inc.
-1.36%
-$35,581.44 
VONG Vanguard Russell 1000 Growth Fund
-1.35%
-$4,321.54 
IBIT iShares Bitcoin Trust
-1.32%
-$21,273.47 
FBTC Fidelity Wise Origin Bitcoin Index Fund
-1.3%
-$20,407.92 
EEM iShares MSCI Emerging Markets ETF
-1.29%
-$2,822.32 
VUG Vanguard Growth ETF
-1.29%
-$31,041.78 
VEEV Veeva Systems Inc.
-1.28%
-$13,346.4 
XPO XPO Inc.
-1.28%
-$3,940.62 
IBM International Business Machines Corporation
-1.28%
-$64,081.68 
SSO ProShares Ultra S&P500
-1.26%
-$17,442.65 
SCHG Schwab U.S. Large-Cap Growth ETF
-1.25%
-$353,877.75 
FIX Comfort Systems USA, Inc.
-1.25%
-$2,235.48 
TDIV FT NASDAQ Technology Dividend Index Fund
-1.23%
-$2,925.32 
SPYG SPDR Portfolio S&P 500 Growth ETF
-1.18%
-$48,390.16 
UBER Uber Technologies, Inc.
-1.17%
-$7,274.95 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-1.16%
-$10,007.28 
UNH UnitedHealth Group Incorporated
-1.14%
-$2,735.05 
SPEM SPDR Portfolio Emerging Markets ETF
-1.11%
-$5,444.64 
UPS United Parcel Service, Inc.
-1.11%
-$4,311.79 
IWM iShares Russell 2000 ETF
-1.08%
-$8,154.98 
VTWO Vanguard Russell 2000 ETF
-1.08%
-$7,948.18 
VWO Vanguard FTSE Emerging Markets ETF
-1.08%
-$93,913.32 
LCTX Lineage Cell Therapeutics Inc.
-1.01%
-$150 
VB Vanguard Small-Cap ETF
-0.93%
-$30,104.44 
GVIP Goldman Sachs Hedge Industry VIP ETF
-0.92%
-$18,672.14 
XLC Communication Services Select Sector SPDR Fund
-0.9%
-$3,255.23 
DAL Delta Air Lines, Inc.
-0.87%
-$1,683 
RMD ResMed Inc.
-0.85%
-$2,743.92 
AMZN Amazon.com Inc
-0.84%
-$68,941.58 
MLI Mueller Industries Inc.
-0.83%
-$2,503.79 
UNP Union Pacific Corporation
-0.72%
-$4,135.84 
IYY iShares Dow Jones U.S. ETF
-0.69%
-$4,811.7 
OEF iShares S&P 100 ETF
-0.68%
-$4,534.41 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.68%
-$23,362.92 
TOPT iShares Top 20 U.S. Stocks ETF
-0.67%
-$2,246.6 
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
-0.67%
-$29,140.24 
GRBK Green Brick Partners Inc.
-0.66%
-$1,507.98 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-0.64%
-$2,224.52 
MDY SPDR S&P MidCap 400 ETF Trust
-0.64%
-$1,696 
EMR Emerson Electric Co.
-0.63%
-$24,210.72 
DYNF iShares U.S. Equity Factor Rotation Active ETF
-0.63%
-$64,040.7 
SSUS Day Hagan/Ned Davis Research Smart Sector ETF
-0.61%
-$49,983.6 
VOO Vanguard S&P 500 ETF
-0.6%
-$20,042.83 
IJH iShares Core S&P Mid-Cap ETF
-0.6%
-$2,342.99 
IVV iShares Core S&P 500 ETF
-0.6%
-$10,537.37 
KBH KB Home
-0.6%
-$1,009.58 
SPY SPDR S&P 500 ETF Trust
-0.6%
-$20,262.91 
SPYM State Street SPDR Portfolio S&P 500 ETF
-0.59%
-$102,503.88 
SCHX Schwab U.S. Large-Cap ETF
-0.59%
-$2,626.2 
CHMI Cherry Hill Mortgage Investment Corporation
-0.59%
-$165 
IWB iShares Russell 1000 ETF
-0.57%
-$2,542.56 
NTES NetEase, Inc. American Depositary Receipt
-0.54%
-$1,303.56 
CSX CSX Corporation
-0.53%
-$2,769 
IWV ISHARES RUSSELL 3000 ETF
-0.53%
-$6,098.43 
STWD Starwood Property Trust Inc.
-0.52%
-$22,416.62 
MMM 3M Company
-0.49%
-$1,693.72 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
-0.48%
-$15,996.66 
IJR iShares Core S&P Small-Cap ETF
-0.47%
-$45,503.25 
VV Vanguard Large-Cap Index Fund ETF Shares
-0.44%
-$1,900.75 
LOPE Grand Canyon Education Inc.
-0.44%
-$1,074.23 
VO Vanguard Mid-Cap ETF
-0.44%
-$1,830.38 
NLY Annaly Capital Management, Inc.
-0.41%
-$731.85 
PRU Prudential Financial, Inc.
-0.4%
-$3,129.26 
IWN iShares Russell 2000 Value ETF
-0.4%
-$8,957.3 
DECK Deckers Outdoor Corporation
-0.37%
-$681.52 
NSSC Napco Security Technologies, Inc.
-0.37%
-$949.86 
IWS iShares Russell Mid-Cap Value ETF
-0.33%
-$1,092.8 
PFF iShares Preferred and Income Securities ETF
-0.33%
-$1,021.35 
ABT Abbott Laboratories
-0.29%
-$796.2 
IOO iShares Global 100 ETF
-0.28%
-$1,280.43 
FCVT First Trust SSI Strategic Convertible Securities ETF
-0.26%
-$1,384.32 
RSP Invesco S&P 500 Equal Weight ETF
-0.25%
-$859.14 
VEU Vanguard FTSE All-World ex-US ETF
-0.25%
-$3,939.69 
IJS iShares S&P Small-Cap 600 Value ETF
-0.23%
-$1,220.12 
HYG iShares iBoxx $ High Yield Corporate Bond ETF
-0.19%
-$452.25 
GLD SPDR Gold Shares
-0.17%
-$1,944.77 
XLV Health Care Select Sector SPDR Fund
-0.16%
-$869.96 
RDVY First Trust Rising Dividend Achievers ETF
-0.12%
-$409.8 
SYFI AB Short Duration High Yield ETF
-0.11%
-$256 
MPC Marathon Petroleum Corporation
-0.11%
-$543.16 
XLY Consumer Discretionary Select Sector SPDR Fund
-0.1%
-$373.78 
LNTH Lantheus Holdings, Inc.
-0.09%
-$3,997.71 
BA Boeing Company
-0.06%
-$122.01 
DIA SPDR Dow Jones Industrial Average ETF Trust
-0.04%
-$244.13 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.02%
-$1,505.35 
IEF iShares 7-10 Year Treasury Bond ETF
-0.01%
-$2,476.64 
CR Crane NXT Co.
-0.01%
-$30 Events
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Dividends
Dividend Analysis
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No Data
| Trades 4949 | Longs Won 3114/4949 62% | Profit Factor 4.48 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $464,061.11 |
| Average Win $111,445.3 | Best Trade (Oct 16) $17.78M | Sharpe Ratio -17.89 |
| Average Loss -$42,192.44 | Worst Trade (Mar 30) -$3.06M | Z-Score 12.35 (100%) |
| Commissions $0 | Avg. Trade Length 2y 1m 4w | Expectancy $54,479.19 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 14,706 | 13,235 | 11,765 | 10,294 | 8,824 | 7,353 | 5,882 | 4,412 | 2,941 | 1,471 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 84,424 | $7M | $29.11M | - | $22.12M | 316.16% | +0.825% |
| ABBV AbbVie Inc. | 6,725 | $975,288.28 | $1.91M | - | $938,377.72 | 96.22% | +0.409% |
| ABM ABM Industries Inc. | 5,250 | $195,187.67 | $266,752.5 | - | $71,564.83 | 36.66% | +0.099% |
| ABT Abbott Laboratories | 2,654 | $300,722.19 | $277,024.52 | - | -$23,697.67 | -7.88% | -0.287% |
| ACGL Arch Capital Group Ltd | 2,492 | $239,207.08 | $250,810.58 | - | $11,603.5 | 4.85% | +1.346% |
| ACHR Archer Aviation Inc. | 25,000 | $173,810 | $102,500 | - | -$71,310 | -41.03% | -3.981% |
| AFL Aflac Inc. | 5,661 | $300,112.19 | $674,281.71 | - | $374,169.52 | 124.68% | +0.898% |
| ALNY Alnylam Pharmaceuticals Inc | 760 | $346,560 | $178,649.4 | - | -$167,910.6 | -48.45% | +0.442% |
| AMD Advanced Micro Devices, Inc. | 1,712 | $220,600.26 | $927,356.16 | - | $706,755.9 | 320.38% | -3.655% |
| AMGN Amgen Inc. | 764 | $206,552.72 | $332,737.28 | - | $126,184.56 | 61.09% | +0.343% |
| AMZN Amazon.com Inc | 32,066 | $4.28M | $8.1M | - | $3.82M | 89.2% | -0.844% |
| ANET Arista Networks, Inc. | 1,577 | $168,920.41 | $283,394.78 | - | $114,474.37 | 67.77% | -3.166% |
| APP AppLovin Corporation Class A Common Stock | 500 | $257,614.99 | $136,282.5 | - | -$121,332.49 | -47.1% | -2.408% |
| ARKG ARK Genomic Revolution ETF | 5,068 | $214,680.48 | $238,652.12 | - | $23,971.64 | 11.17% | -4.366% |
| ARKK ARK Innovation ETF Fund | 89,400 | $5.01M | $7.39M | - | $2.38M | 47.47% | -3.472% |
| AVAV AeroVironment Inc. | 3,000 | $643,294 | $363,750 | - | -$279,544 | -43.46% | -1.599% |
| AVGO Broadcom Inc. | 6,636 | $1.37M | $2.22M | - | $846,918.69 | 61.69% | -2.856% |
| AVUV Avantis U.S. Small Cap Value ETF | 89,676 | $9.21M | $10.81M | - | $1.6M | 17.36% | +0.125% |
| AWR American States Water Co. | 36,258 | $3.14M | $3.02M | - | -$123,874.94 | -3.94% | +0.628% |
| AXON Axon Enterprise, Inc. | 373 | $209,107.53 | $149,099.29 | - | -$60,008.24 | -28.7% | -4.185% |
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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 - $9.59M, Apple Inc - $8.63M, NVIDIA Corporation - $5.3M, JPMorgan Ultra-Short Income ETF - $4.17M, and State Street Technology Select Sector SPDR ETF - $3.48M. 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 - $2.42M, 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 $46.64M earned over time. The largest contributors to dividend income include JPMorgan Ultra-Short Income ETF - $4.15M, Starwood Property Trust Inc - $2.09M, iShares Core S&P U.S. Value ETF - $1.8M, iShares Core MSCI EAFE ETF - $1.7M, and SPDR Portfolio S&P 500 Value ETF - $1.64M. 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.
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