Chief Compliance Officer

0001800379-23-000002.txt : 20230502 0001800379-23-000002.hdr.sgml : 20230502 20230502134320 ACCESSION NUMBER: 0001800379-23-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230331 FILED AS OF DATE: 20230502 DATE AS OF CHANGE: 20230502 EFFECTIVENESS DATE: 20230502 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: 23877840 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 false false 0001800379 XXXXXXXX 03-31-2023 03-31-2023 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 05-02-2023 0 256 327794905 false INFORMATION TABLE 2 1q2023sko2.xml 13F 1 Q 2023 SKO A K A BRANDS HLDG CORP COM 00152K101 31423 57689 SH SOLE 0 0 57689 ABBOTT LABS COM 002824100 272086 2687 SH SOLE 0 0 2687 ABBVIE INC COM 00287Y109 1692031 10617 SH SOLE 0 0 10617 ABM INDS INC COM 000957100 364598 8113 SH SOLE 0 0 8113 ABRDN GLOBAL DYNAMIC DIVIDEN COM 00302M106 93300 10000 SH SOLE 0 0 10000 ACADEMY SPORTS & OUTDOORS IN COM 00402L107 298845 4580 SH SOLE 0 0 4580 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 245225 858 SH SOLE 0 0 858 ADVANCED MICRO DEVICES INC COM 007903107 219248 2237 SH SOLE 0 0 2237 AFLAC INC COM 001055102 486997 7548 SH SOLE 0 0 7548 AGNC INVT CORP COM 00123Q104 121501 12054 SH SOLE 0 0 12054 ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 405859 3972 SH SOLE 0 0 3972 ALLEGRO MICROSYSTEMS INC COM 01749D105 507158 10568 SH SOLE 0 0 10568 ALPHABET INC 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