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Ann Zemann

@Skyoak Wealth, Llc

Latest period2024 - Q3ReportedManaged Assets$451.709MTotal holdings242
Assets growth rate5.44%Assets growth rate (2-Q avg)3.98%Continuous growth in asset value4 quarters

Portfolio positions

This chart displays the top 10 holdings in Skyoak Wealth, Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 242 positions.

Assets under management

The assets under management (AUM) of Skyoak Wealth, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 451.709M in assets, with a quarterly growth rate of 5.44% and a 2-quarter average growth rate of 3.98%. The portfolio is managed by Ann Zemann, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
JPSTJ P Morgan Exchange Traded F
Recent Activity
Increased 6.03%
5.51%
$24.851M
489,771 shares@ $50.75 avg price
AAPLApple Inc
Recent Activity
Decreased -2.57%
4.72%
$21.282M
91,338 shares@ $233.0 avg price
SPYVSpdr Ser Tr
Recent Activity
Increased 1.44%
4.59%
$20.702M
391,646 shares@ $52.87 avg price
IUSVIshares Tr
Recent Activity
Increased 4.02%
4.18%
$18.845M
197,353 shares@ $95.49 avg price
SCHGSchwab Strategic Tr
Recent Activity
Increased 1.61%
4.16%
$18.751M
179,990 shares@ $104.19 avg price
LLYEli Lilly & Co
Recent Activity
Decreased -2.56%
3.82%
$17.244M
19,464 shares@ $885.95 avg price
SPLGSpdr Ser Tr
Recent Activity
Decreased -0.58%
2.99%
$13.503M
200,020 shares@ $67.51 avg price
IEFAIshares Tr
Recent Activity
Increased 4.3%
2.59%
$11.677M
149,605 shares@ $78.05 avg price
IJRIshares Tr
Recent Activity
Decreased -4.49%
2.13%
$9.586M
81,956 shares@ $116.97 avg price
DYNFBlackrock Etf Trust
Recent Activity
Decreased -0.91%
1.92%
$8.671M
175,284 shares@ $49.47 avg price