Sky Oak Wealth, LLC ETFs

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
DVY Ishares Tr	$0	$608,000 0.14% of portfolio	4,507	Q3 2024 Added 16.37%
VTIP Vanguard Sht Trm Inflt Prot Fd	$0	$581,000 0.13% of portfolio	11,795	Q1 2024 Reduced 0.29%
XLV Select Sector Spdr Fund Health	$0	$528,000 0.12% of portfolio	3,430	Q3 2024 Reduced 7.17%
IWM Ishares Russell 2000 ETF	$0	$524,000 0.12% of portfolio	2,374	Q2 2024 Added 25.54%
OEF Ishares S&P 100 ETF	$0	$503,000 0.11% of portfolio	1,893	Q3 2024 Added 1.39%
IJS Ishares S&P Smallcap 600 Value	$0	$487,000 0.11% of portfolio	4,525	Q3 2024 Reduced 32.64%
IVE Ishares S&P 500 Value ETF	$0	$484,000 0.11% of portfolio	2,457	Q2 2024 New
PFF Ishares Trust Ishares Pfd And	$0	$440,000 0.1% of portfolio	13,256	Q3 2024 Added 2.87%
FCVT First Tr Exchange Traded Fd Iv	$0	$413,000 0.09% of portfolio	11,574	Q3 2024 Reduced 0.53%
IWB Ishares Tr Russell 1000 ETF	$0	$400,000 0.09% of portfolio	1,274	Q3 2024 Reduced 0.16%
VNQ Vanguard Specialized Funds Van	$0	$398,000 0.09% of portfolio	4,091	Q4 2023 Added 0.94%
SDY Spdr Series Tr Spdr S&P Divide	$0	$395,000 0.09% of portfolio	2,785	Q2 2024 Added 26.76%
IWP Ishares Russell Mid Cap Growth	$0	$382,000 0.09% of portfolio	3,262	Q2 2024 Reduced 10.21%
KWEB Kraneshares Tr Csi China Inter	$0	$354,000 0.08% of portfolio	10,433	Q3 2024 New
XLY Select Sector Spdr Consumer Di	$0	$343,000 0.08% of portfolio	1,716	Q3 2024 Reduced 10.02%
SPEM Spdr Ser Tr Fds Spdr Portfolio	$0	$334,000 0.08% of portfolio	8,115	Q3 2024 Added 8.16%
IJH Ishares Core S&P Mid Cap ETF	$0	$331,000 0.07% of portfolio	5,325	Q1 2024 Added 515.61%
VO Vanguard Mid Cap ETF	$0	$313,000 0.07% of portfolio	1,189	Q2 2024 Added 2.32%
VOE Vanguard Mid Cap Value Index F	$0	$298,000 0.07% of portfolio	1,782	Q3 2024 Reduced 3.62%
XLC Select Sector Spdr Tr Communic	$0	$295,000 0.07% of portfolio	3,272	Q3 2024 Reduced 12.89%
SPSB Spdr Portfolio Short Term Corp	$0	$287,000 0.06% of portfolio	9,502	Q2 2024 Reduced 2.13%
IWS Ishares Russell Midcap Value E	$0	$273,000 0.06% of portfolio	2,068	Q2 2024 Reduced 16.61%
ITOT Ishares Core S&P Total U.S. St	$0	$262,000 0.06% of portfolio	2,088	Q2 2024 Reduced 1.32%
PGX Invesco ETF Tr Ii Pfd ETF	$0	$244,000 0.05% of portfolio	19,778	Q2 2024 Added 52.37%
GOVT Ishares U.S. Treasury Bond ETF	$0	$238,000 0.05% of portfolio	10,152	Q3 2024 New
VEA Vanguard Ftse Developed Market	$0	$236,000 0.05% of portfolio	4,482	Q2 2024 Added 1.72%
VV Vanguard Large Cap ETF	$0	$227,000 0.05% of portfolio	864	Q1 2024 New
RDVY First Trust Rising Dividend Ac	$0	$221,000 0.05% of portfolio	3,733	Q3 2024 Reduced 1.84%
REGL Proshares Tr S&P Midcap 400 Di	$0	$209,000 0.05% of portfolio	2,556	Q3 2024 New
VOT Vanguard Mid Cap Growth Index	$0	$207,000 0.05% of portfolio	854	Q3 2024 Reduced 3.17%

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