Sky Oak Wealth, LLC ETFs

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
DVY Ishares Tr	$0	$586,000 0.13% of portfolio	4,369	Q1 2025 Reduced 3.06%
SCHV Schwab Strategic Tr Us Large C	$0	$579,000 0.13% of portfolio	21,798	Q1 2025 Reduced 7.26%
DIA Spdr Dow Jones Industrial Average ETF Trust	$0	$562,000 0.12% of portfolio	1,339	Q1 2025 Reduced 12.83%
IWM Ishares Russell 2000 ETF	$0	$545,000 0.12% of portfolio	2,732	Q4 2024 Added 15.08%
XLF Financial Sector Spdr	$0	$517,000 0.11% of portfolio	10,381	Q1 2025 Reduced 0.19%
VEA Vanguard Ftse Developed Market	$0	$489,000 0.11% of portfolio	9,634	Q1 2025 Reduced 4.0%
OEF Ishares S&P 100 ETF	$0	$486,000 0.11% of portfolio	1,830	Q1 2025 Reduced 0.27%
IJS Ishares S&P Smallcap 600 Value	$0	$478,000 0.11% of portfolio	4,911	Q4 2024 Added 8.53%
IVE Ishares S&P 500 Value ETF	$0	$468,000 0.1% of portfolio	2,460	Q1 2025 Added 0.12%
PFF Ishares Trust Ishares Pfd And	$0	$459,000 0.1% of portfolio	14,960	Q4 2024 Added 12.85%
XLV Select Sector Spdr Fund Health	$0	$455,000 0.1% of portfolio	3,117	Q1 2025 Reduced 0.45%
VTWO Vanguard Russell 2000 ETF	$0	$445,000 0.1% of portfolio	5,523	Q1 2025 Added 0.02%
FCVT First Tr Exchange Traded Fd Iv	$0	$404,000 0.09% of portfolio	11,574	Q3 2024 Reduced 0.53%
ITOT Ishares Core S&P Total U.S. St	$0	$377,000 0.08% of portfolio	3,097	Q1 2025 Added 0.29%
IWP Ishares Russell Mid Cap Growth	$0	$368,000 0.08% of portfolio	3,134	Q1 2025 Reduced 3.42%
VNQ Vanguard Specialized Funds Van	$0	$362,000 0.08% of portfolio	4,009	Q1 2025 Reduced 2.0%
SDY Spdr Series Tr Spdr S&P Divide	$0	$358,000 0.08% of portfolio	2,641	Q4 2024 Reduced 5.17%
SPEM Spdr Ser Tr Fds Spdr Portfolio	$0	$357,000 0.08% of portfolio	9,087	Q1 2025 Reduced 2.95%
IWB Ishares Tr Russell 1000 ETF	$0	$353,000 0.08% of portfolio	1,153	Q1 2025 Added 0.17%
VV Vanguard Large Cap ETF	$0	$338,000 0.07% of portfolio	1,317	Q1 2025 Added 10.77%
XLY Select Sector Spdr Consumer Di	$0	$335,000 0.07% of portfolio	1,699	Q4 2024 Reduced 0.99%
IOO Ishares Tr Global 100 ETF	$0	$335,000 0.07% of portfolio	3,489	Q4 2024 New
SCHD Schwab Strategic Tr Us Dividen	$0	$331,000 0.07% of portfolio	11,854	Q1 2025 Added 0.83%
KWEB Kraneshares Tr Csi China Inter	$0	$330,000 0.07% of portfolio	9,454	Q1 2025 Reduced 13.68%
PGX Invesco ETF Tr Ii Pfd ETF	$0	$322,000 0.07% of portfolio	28,778	Q4 2024 Added 45.51%
MDY Spdr S&P Midcap 400 ETF Trust	$0	$320,000 0.07% of portfolio	600	Q4 2024 New
IYY Ishares Tr	$0	$315,000 0.07% of portfolio	2,315	Q4 2024 New
XLC Select Sector Spdr Tr Communic	$0	$313,000 0.07% of portfolio	3,248	Q1 2025 Reduced 0.73%
IJH Ishares Core S&P Mid Cap ETF	$0	$310,000 0.07% of portfolio	5,325	Q1 2025 Reduced 10.5%
HYG Ishares Tr	$0	$295,000 0.06% of portfolio	3,740	Q4 2024 New
VO Vanguard Mid Cap ETF	$0	$295,000 0.06% of portfolio	1,143	Q1 2025 Reduced 3.87%
SPSB Spdr Portfolio Short Term Corp	$0	$286,000 0.06% of portfolio	9,502	Q2 2024 Reduced 2.13%
VOE Vanguard Mid Cap Value Index F	$0	$286,000 0.06% of portfolio	1,786	Q1 2025 Added 0.22%
RSP Invesco S&P 500 Equal Weight E	$0	$275,000 0.06% of portfolio	1,591	Q1 2025 Added 0.19%
TLT Ishares Barclays 20+ Year Trea	$0	$273,000 0.06% of portfolio	3,000	Q1 2025 Reduced 1.22%
VONG Vanguard Russell 1000 Growth E	$0	$267,000 0.06% of portfolio	2,885	Q1 2025 Added 1.73%
IWS Ishares Russell Midcap Value E	$0	$259,000 0.06% of portfolio	2,058	Q1 2025 Reduced 0.24%
XLU Utilities Sector Spdr	$0	$238,000 0.05% of portfolio	3,022	Q1 2025 Reduced 1.53%
RDVY First Trust Rising Dividend Ac	$0	$220,000 0.05% of portfolio	3,775	Q1 2025 Reduced 2.15%
SPTS Spdr Portfolio Short Term Trea	$0	$206,000 0.05% of portfolio	7,071	Q1 2025 New

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