Chief Compliance Officer

0001800379-23-000001.txt : 20230126 0001800379-23-000001.hdr.sgml : 20230126 20230126093757 ACCESSION NUMBER: 0001800379-23-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20221231 FILED AS OF DATE: 20230126 DATE AS OF CHANGE: 20230126 EFFECTIVENESS DATE: 20230126 FILER: COMPANY DATA: COMPANY CONFORMED NAME: SkyOak Wealth, LLC CENTRAL INDEX KEY: 0001800379 IRS NUMBER: 830960582 STATE OF INCORPORATION: NV FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-19736 FILM NUMBER: 23555129 BUSINESS ADDRESS: STREET 1: 28411 NORTHWESTERN HIGHWAY STREET 2: SUITE 760 CITY: SOUTHFIELD STATE: MI ZIP: 48034 BUSINESS PHONE: 8009718070 MAIL ADDRESS: STREET 1: 28411 NORTHWESTERN HIGHWAY STREET 2: SUITE 760 CITY: SOUTHFIELD STATE: MI ZIP: 48034 FORMER COMPANY: FORMER CONFORMED NAME: SkyOak Wealt, LLC DATE OF NAME CHANGE: 20200116 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false true false 0001800379 XXXXXXXX 12-31-2022 12-31-2022 SkyOak Wealth, LLC

28411 NORTHWESTERN HIGHWAY SUITE 760 SOUTHFIELD MI 48034

13F HOLDINGS REPORT 028-19736 000299564 801-114715 N Ann Zemann Chief Compliance Officer 402-250-2691 Ann Zemann Omaha NE 01-26-2023 0 231 297486173 false INFORMATION TABLE 2 4q2022sko.xml 13F4Q SKYOAK A K A BRANDS HLDG CORP COM 00152K101 78104 61499 SH SOLE 0 0 61499 ABBOTT LABS COM 002824100 273048 2487 SH SOLE 0 0 2487 ABBVIE INC COM 00287Y109 1602686 9917 SH SOLE 0 0 9917 ABM INDS INC COM 000957100 340346 7662 SH SOLE 0 0 7662 ABRDN GLOBAL DYNAMIC DIVIDEN COM 00302M106 94600 10000 SH SOLE 0 0 10000 AFLAC INC COM 001055102 538974 7492 SH SOLE 0 0 7492 AGNC INVT CORP COM 00123Q104 124755 12054 SH SOLE 0 0 12054 ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 358702 4072 SH SOLE 0 0 4072 ALPHABET INC CAP STK CL C 02079K107 2633861 29684 SH SOLE 0 0 29684 ALPHABET INC CAP STK CL A 02079K305 1837213 20823 SH SOLE 0 0 20823 ALTRIA GROUP INC COM 02209S103 488183 10680 SH SOLE 0 0 10680 AMARIN CORP PLC SPONS ADR NEW 023111206 15730 13000 SH SOLE 0 0 13000 AMAZON COM INC COM 023135106 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