Chief Compliance Officer

0001800379-24-000003.txt : 20240429 0001800379-24-000003.hdr.sgml : 20240429 20240429131727 ACCESSION NUMBER: 0001800379-24-000003 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240331 FILED AS OF DATE: 20240429 DATE AS OF CHANGE: 20240429 EFFECTIVENESS DATE: 20240429 FILER: COMPANY DATA: COMPANY CONFORMED NAME: SkyOak Wealth, LLC CENTRAL INDEX KEY: 0001800379 ORGANIZATION NAME: 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: 24889079 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 03-31-2024 03-31-2024 SkyOak Wealth, LLC

28411 NORTHWESTERN HIGHWAY SUITE 760 SOUTHFIELD MI 48034

13F HOLDINGS REPORT 028-19736 000299564 801-14715 N Ann Zemann Chief Compliance Officer 402-250-2691 Ann Zemann Omaha NE 04-29-2024 0 249 417917399 false INFORMATION TABLE 2 1q23sko.xml 13F 1 Q 2024 ABBOTT LABS COM 002824100 305177 2685 SH SOLE 0 0 2685 ABBVIE INC COM 00287Y109 1173088 6442 SH SOLE 0 0 6442 ABM INDS INC COM 000957100 321978 7216 SH SOLE 0 0 7216 ABRDN GLOBAL DYNAMIC DIVIDEN COM 00302M106 97100 10000 SH SOLE 0 0 10000 ADVANCED MICRO DEVICES INC COM 007903107 335170 1857 SH SOLE 0 0 1857 AFLAC INC COM 001055102 508119 5918 SH SOLE 0 0 5918 AGNC INVT CORP COM 00123Q104 103472 10452 SH SOLE 0 0 10452 ALPHABET INC CAP STK CL C 02079K107 4194763 27550 SH SOLE 0 0 27550 ALPHABET INC CAP STK CL A 02079K305 3170285 21005 SH SOLE 0 0 21005 ALTRIA GROUP INC COM 02209S103 462808 10610 SH SOLE 0 0 10610 AMARIN CORP PLC SPONS ADR NEW 023111206 11580 13000 SH SOLE 0 0 13000 AMAZON COM INC COM 023135106 5814730 32236 SH SOLE 0 0 32236 AMER STATES WTR CO COM 029899101 2882062 39896 SH 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