StockDriftsStockDriftsTop 50 SkyOak Wealth, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPYV | SPDR SERIES TRUST | 5.38% | 519.1K | $29.4M | +4.44%(+22.07K) | $42.77(+40.70%) | 2026-03-31 | |
| JPST | J P MORGAN EXCHANGE TRADED F | 5.09% | 549.6K | $27.8M | +0.86%(+4.71K) | $50.46(+0.11%) | 2026-03-31 | |
| SCHG | SCHWAB STRATEGIC TR | 4.06% | 760.5K | $22.2M | +4.26%(+31.08K) | $17.77(+93.11%) | 2026-03-31 | |
| AAPL | APPLE INC | 3.93% | 84.5K | $21.4M | -1.43%(-1.23K) | $70.34(+324.88%) | 2026-03-31 | |
| IUSV | ISHARES TR | 3.75% | 200.5K | $20.5M | -0.27%(-545) | $61.33(+77.24%) | 2026-03-31 | |
| IEFA | ISHARES TR | 3.18% | 191.7K | $17.4M | +2.78%(+5.19K) | $70.55(+37.69%) | 2026-03-31 | |
| IEF | ISHARES TR | 2.83% | 161.8K | $15.4M | +15.76%(+22.02K) | $95.17(-0.90%) | 2026-03-31 | |
| LLY | ELI LILLY & CO | 2.73% | 16.2K | $14.9M | -3.05%(-509) | $125.36(+710.26%) | 2026-03-31 | |
| SPYM | SPDR SERIES TRUST | 2.68% | 191.4K | $14.7M | +0.88%(+1.67K) | $39.99(+118.51%) | 2026-03-31 | |
| JSCP | J P MORGAN EXCHANGE TRADED F | 2.52% | 291.4K | $13.8M | +7.47%(+20.26K) | $46.90(+0.45%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +14.25% | +49.12% |
| Top 20 Holdings Unweighted | +14.67% | +50.78% |
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