Evoke Wealth

Latest statistics and disclosures from Evoke Wealth's latest quarterly 13F-HR filing:

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Portfolio Holdings for Evoke Wealth

Evoke Wealth holds 1223 positions in its portfolio as reported in the June 2022 quarterly 13F filing

Evoke Wealth has 1223 total positions. Only the first 250 positions are shown.

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
RPAR Risk Parity ETF Rpar Risk Pari (RPAR) 20.7 $560M 29M 19.53
iShares Core S&P 500 ETF Core S&p500 Etf (IVV) 7.9 $213M +2% 561k 379.15
Schwab US TIPS ETF Us Tips Etf (SCHP) 7.7 $208M NEW 3.7M 55.80
SPDR Gold MiniShares Spdr Gld Minis (GLDM) 5.6 $151M +17% 4.2M 35.88
FlexShares Global Upstream Resources ETF Mornstar Upstr (GUNR) 4.0 $107M +6% 2.7M 39.67
iShares MSCI ACWI ETF Msci Acwi Etf (ACWI) 3.2 $85M 1.0M 83.89
iShares S&P 100 ETF S&p 100 Etf (OEF) 3.1 $84M 489k 172.47
Vanguard FTSE Emerging Markets ETF Ftse Emr Mkt Etf (VWO) 3.0 $82M -5% 2.0M 41.65
Vanguard Total Stock Market ETF Total Stk Mkt (VTI) 3.0 $80M +9% 425k 188.62
Vanguard S&P 500 ETF S&p 500 Etf Shs (VOO) 1.8 $50M -5% 143k 348.30
Spdr S&p 500 Etf Tr Unit (SPY) 1.7 $46M 122k 378.82
Vanguard Value Index ETF Value Etf (VTV) 1.6 $44M -3% 335k 131.88
Vanguard FTSE Developed Markets ETF Van Ftse Dev Mkt (VEA) 1.6 $44M +9% 1.1M 40.80
Vanguard Russell 2000 ETF Vng Rus2000idx (VTWO) 1.4 $39M +29% 561k 68.59

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Marriott Vacations Wrldwde Cp (VAC) 1.1 $29M 248k 116.20
iShares S&P 500 Value ETF S&p 500 Val Etf (IVE) 1.0 $28M 202k 137.46
Apple (AAPL) 1.0 $27M -3% 198k 136.72
DFA Int Core Equity Market ETF Intl Core Eqt Mk (DFAI) 1.0 $27M +13% 1.1M 24.14
Cibc Cad (CM) 1.0 $27M +100% 541k 49.19
Microsoft Corporation (MSFT) 1.0 $27M +5% 103k 256.83
DFA Emerging Core Equity Market ETF Emgr Cre Eqt Mng (DFAE) 1.0 $26M +17% 1.1M 23.16
DFA US Core Equity Market ETF Us Core Eqt Mkt (DFAU) 1.0 $26M +26% 975k 26.43
Alphabet Inc. Cl A Cap Stk Cl A (GOOGL) 0.9 $25M +13% 11k 2179.30
Bk Nova Cad (BNS) 0.8 $23M 387k 59.21
Global X US Infrastructure Dev ETF Us Infr Dev Etf (PAVE) 0.8 $21M -14% 899k 22.85
iShares Russell 2000 ETF Russell 2000 Etf (IWM) 0.6 $15M -6% 89k 169.36
Johnson & Johnson (JNJ) 0.5 $14M +4% 81k 177.50
Vanguard Dividend Appreciation ETF Div App Etf (VIG) 0.5 $14M +8% 99k 143.47
Analog Devices (ADI) 0.5 $13M +2% 86k 146.09
Doximity Cl A (DOCS) 0.4 $12M 346k 34.82
SPDR Gold Shares Gold Shs (GLD) 0.4 $10M 62k 168.46
UnitedHealth (UNH) 0.4 $9.8M -6% 19k 513.63
Pepsi (PEP) 0.4 $9.6M +3% 58k 166.66
Mastercard Inc CL A Cl A (MA) 0.3 $9.2M -9% 29k 315.48
Moody's Corporation (MCO) 0.3 $9.2M +15% 34k 271.97
Amazon (AMZN) 0.3 $9.1M +1751% 86k 106.22
Fiserv (FISV) 0.3 $8.9M -6% 100k 88.97
Otis Worldwide Corp (OTIS) 0.3 $8.8M +4% 124k 70.67
SYSCO Corporation (SYY) 0.3 $8.7M -13% 102k 85.20
iShares MSCI Emerging Markets ETF Msci Emg Mkt Etf (EEM) 0.3 $8.7M 217k 40.10
Crown Castle Intl (CCI) 0.3 $8.5M +4% 50k 168.38
Lowe's Companies (LOW) 0.3 $8.3M +5% 48k 174.67
Dimensional International Value ETF Internatnal Val (DFIV) 0.3 $8.0M NEW 276k 28.89
Consumer Staples Select Sector SPDR ETF Sbi Cons Stpls (XLP) 0.3 $7.7M +7561% 107k 72.18
Invesco Financial Preferred ETF Finl Pfd Etf (PGF) 0.3 $7.7M +46% 496k 15.54
AutoZone (AZO) 0.3 $7.5M -5% 3.5k 2149.18
UPAR Ultra Risk Parity ETF Upar Ultra Risk (UPAR) 0.3 $7.4M +254% 516k 14.42
Braze Inc Com CL A Com Cl A (BRZE) 0.3 $7.2M NEW 198k 36.23
Invesco High Yield Equity Dividend Achievers Hig Yld Eq Div (PEY) 0.2 $6.7M 325k 20.55
iShares Gold Trust Ishares New (IAU) 0.2 $6.5M 189k 34.31
S&p Global (SPGI) 0.2 $6.3M -7% 19k 337.05
SM Energy (SM) 0.2 $6.1M -20% 178k 34.19
Vanguard Real Estate Index Fund ETF Real Estate Etf (VNQ) 0.2 $5.9M 65k 91.11
LKQ Corporation (LKQ) 0.2 $5.9M -6% 119k 49.09
Adobe Systems Incorporated (ADBE) 0.2 $5.8M +579% 16k 366.04
Medtronic SHS (MDT) 0.2 $5.7M -22% 63k 90.42
Colgate-Palmolive Company (CL) 0.2 $5.6M 70k 80.13
Waste Management (WM) 0.2 $5.4M -22% 35k 152.97
Skyworks Solutions (SWKS) 0.2 $5.0M +2% 54k 92.63
Snowflake Cl A (SNOW) 0.2 $5.0M +69% 36k 139.05
Oracle Corporation (ORCL) 0.2 $4.8M -12% 69k 69.87
Nike Inc. B CL B (NKE) 0.2 $4.7M -5% 46k 102.51
Linde SHS (LIN) 0.2 $4.7M +5% 17k 287.54
Visa Inc A Com Cl A (V) 0.2 $4.7M -14% 24k 196.89
Msci (MSCI) 0.2 $4.6M -26% 11k 412.17
Becton, Dickinson and (BDX) 0.2 $4.3M -8% 18k 246.51
Inari Medical Ord (NARI) 0.2 $4.3M +2% 64k 67.98
Vanguard Health Care ETF Health Car Etf (VHT) 0.2 $4.3M 18k 235.49
Verisign (VRSN) 0.2 $4.2M +91% 25k 167.33
Dollar Tree (DLTR) 0.2 $4.2M -38% 27k 155.85
Sherwin-Williams Company (SHW) 0.2 $4.1M -27% 18k 223.89
Cme (CME) 0.2 $4.1M +10% 20k 204.70
TJX Companies (TJX) 0.2 $4.1M 73k 55.86
Vanguard Energy ETF Energy Etf (VDE) 0.1 $4.0M 40k 99.48
Procter & Gamble Company (PG) 0.1 $4.0M 28k 143.79
Annaly Capital Management (NLY) 0.1 $4.0M +99% 648k 6.13
Walt Disney Company (DIS) 0.1 $3.9M -2% 42k 94.39
Vanguard Extended Duration Treasury ETF Extended Dur (EDV) 0.1 $3.9M +33% 39k 100.12
Blackstone Mortgage Com Cl A (BXMT) 0.1 $3.9M +203% 137k 28.29
Carrier Global Corporation (CARR) 0.1 $3.6M -5% 101k 35.81
Berkshire Hathaway Cl B Cl B New (BRK.B) 0.1 $3.6M -2% 13k 273.03
iShares S&P GSCI Commodity-Indexed Trust Unit Ben Int (GSG) 0.1 $3.6M -24% 155k 23.10
ConocoPhillips (COP) 0.1 $3.4M -2% 38k 90.51
Gra (GGG) 0.1 $3.2M -10% 55k 59.41
Invesco QQQ Trust Unit Ser 1 (QQQ) 0.1 $3.2M +7% 12k 280.82
Middleby Corporation (MIDD) 0.1 $3.2M +14% 26k 125.37
FactSet Research Systems (FDS) 0.1 $3.1M 8.1k 384.53
Vail Resorts (MTN) 0.1 $3.1M +16% 14k 219.97
Mettler-Toledo International (MTD) 0.1 $3.1M -23% 2.7k 1148.63
Abbvie (ABBV) 0.1 $3.1M 20k 153.15
PIMCO 15 Year US TIPS ETF 15+ Yr Us Tips (LTPZ) 0.1 $3.1M +39672% 47k 65.18
Vulcan Materials Company (VMC) 0.1 $3.0M -19% 21k 142.12
JPMorgan Chase & Co. (JPM) 0.1 $2.9M +4% 26k 112.60
iShares Russell 1000 ETF Rus 1000 Etf (IWB) 0.1 $2.8M 13k 207.79
iShares TIPS Bond ETF Tips Bd Etf (TIP) 0.1 $2.7M -97% 24k 113.89
Doubleline Income Solutions (DSL) 0.1 $2.6M +27% 217k 12.13
Verisk Analytics (VRSK) 0.1 $2.6M -6% 15k 173.11
Tpg Re Finance Trust Inc reit (TRTX) 0.1 $2.5M -26% 267k 9.25
Intuit (INTU) 0.1 $2.5M 6.4k 385.53
Exxon Mobil Corporation (XOM) 0.1 $2.3M -7% 27k 85.66
Armstrong World Industries (AWI) 0.1 $2.3M -6% 31k 74.98
iShares Russell 3000 ETF Russell 3000 Etf (IWV) 0.1 $2.2M 10k 217.40
Envista Hldgs Corp (NVST) 0.1 $2.2M +58975% 58k 38.54
Invesco S&P Global Water ETF S&p Gbl Water (CGW) 0.1 $2.2M 50k 44.13
Union Pacific Corporation (UNP) 0.1 $2.1M 9.7k 213.25
Nuveen Insured Tax-Free Adv Munici (NEA) 0.1 $2.1M -3% 174k 11.80
BlackRock Core Bond Shs Ben Int (BHK) 0.1 $2.0M +114% 179k 11.32
Alphabet Inc. Cl C Cap Stk Cl C (GOOG) 0.1 $2.0M -9% 910.00 2187.91
Pfizer (PFE) 0.1 $1.9M 37k 52.42
Nuveen Ins Ca Tx Fr Adv Mun (NKX) 0.1 $1.9M 147k 12.94
Danaher Corporation (DHR) 0.1 $1.9M +10% 7.5k 253.74
Pmv Pharmaceuticals (PMVP) 0.1 $1.9M +317% 133k 14.25
Amgen (AMGN) 0.1 $1.9M +2% 7.8k 243.34
iShares MSCI EAFE ETF Msci Eafe Etf (EFA) 0.1 $1.8M -6% 29k 62.49
iShares Core S&P U.S. Growth ETF Core S&p Us Gwt (IUSG) 0.1 $1.7M 21k 83.68
Toronto-Dominion Com New (TD) 0.1 $1.7M 26k 65.57
Vanguard Information Technology ETF Inf Tech Etf (VGT) 0.1 $1.7M 5.1k 326.65
Washington REIT Sh Ben Int (WRE) 0.1 $1.7M 78k 21.48
Vanguard Mid Cap Index ETF Mid Cap Etf (VO) 0.1 $1.7M +491% 8.4k 196.95
Berkshire Hathaway Class A Cl A (BRK.A) 0.1 $1.6M 4.00 409000.00
Nuveen CA Dividend Advantage Muni. Fund (NAC) 0.1 $1.6M +185% 129k 12.38
Qualcomm (QCOM) 0.1 $1.6M 12k 127.73
Sotera Health (SHC) 0.1 $1.5M -6% 79k 19.59
Bright Health Group (BHG) 0.1 $1.5M NEW 842k 1.82
Accenture PLC A Shs Class A (ACN) 0.1 $1.5M +9% 5.4k 277.63
iShares Silver Trust Ishares (SLV) 0.1 $1.5M 80k 18.64
Abbott Laboratories (ABT) 0.1 $1.5M 13k 108.68
Electronic Arts (EA) 0.1 $1.4M -5% 12k 121.63
iShares Core S&P Total U.S. Stock Market ETF Core S&p Ttl Stk (ITOT) 0.1 $1.4M -4% 17k 83.78
Blackrock Multi-sector Incom other (BIT) 0.1 $1.4M 100k 14.21
iShares Russell 2000 Value ETF Rus 2000 Val Etf (IWN) 0.1 $1.4M -42% 10k 136.16
iShares Select Dividend ETF Select Divid Etf (DVY) 0.1 $1.4M 12k 117.65
Ziprecruiter Cl A (ZIP) 0.1 $1.4M -34% 95k 14.81
Rexford Industrial Realty Inc reit (REXR) 0.1 $1.4M 24k 57.92
Cisco Systems (CSCO) 0.0 $1.3M 31k 42.63
MFS Intermediate Income TR Sh Ben Int (MIN) 0.0 $1.3M 440k 2.97
Meta Platforms Cl A (META) 0.0 $1.3M -32% 8.0k 161.22
Energy Select Sector SPDR ETF Energy (XLE) 0.0 $1.3M -95% 18k 71.52
Raytheon Technologies Corp (RTX) 0.0 $1.3M -8% 13k 96.12
NVIDIA Corporation (NVDA) 0.0 $1.3M 8.3k 151.62
Vanguard Financials ETF Financials Etf (VFH) 0.0 $1.2M 16k 77.21
McDonald's Corporation (MCD) 0.0 $1.2M -2% 4.9k 246.80
Invesco Van Kampen Cal Val Mun Inc Trust (VCV) 0.0 $1.2M -8% 114k 10.56
Church & Dwight (CHD) 0.0 $1.2M 13k 92.67
Blackrock MuniHoldings CA Insrd Fnd (MUC) 0.0 $1.2M NEW 99k 12.03
American Express Company (AXP) 0.0 $1.2M 8.4k 139.15
Datadog Inc CL A Cl A Com (DDOG) 0.0 $1.2M +13% 12k 95.20
Vanguard High Dividend Yield ETF High Div Yld (VYM) 0.0 $1.2M 11k 101.71
SPDR Dow Jones Industrial Average ETF Ut Ser 1 (DIA) 0.0 $1.1M 3.7k 308.40
Vanguard Industrials ETF Industrial Etf (VIS) 0.0 $1.1M 7.0k 163.41
Eaton Vance Cali Muni Bnd Fnd (EVM) 0.0 $1.1M -8% 122k 9.27
iShares Russell Mid-Cap ETF Rus Mid Cap Etf (IWR) 0.0 $1.1M 18k 64.66
iShares Core S&P Mid-Cap ETF Core S&p Mcp Etf (IJH) 0.0 $1.1M 4.8k 226.33
Vanguard Total Bond Market ETF Total Bnd Mrkt (BND) 0.0 $1.1M 14k 75.29
Veeva SYS Inc CL A Cl A Com (VEEV) 0.0 $1.1M -38% 5.4k 198.12
Automatic Data Processing (ADP) 0.0 $1.1M -6% 5.1k 211.08
Asana Inc A Cl A (ASAN) 0.0 $1.1M NEW 60k 17.59
Healthcare Select Sector SPDR Sbi Healthcare (XLV) 0.0 $1.0M 8.1k 128.26
Paycom Software (PAYC) 0.0 $976k 3.5k 280.06
At&t (T) 0.0 $970k 46k 20.97
SPDR S&P Metals & Mining ETF S&p Metals Mng (XME) 0.0 $951k -2% 22k 43.40
Boeing Company (BA) 0.0 $948k -3% 6.9k 136.66
Doubleline Yield (DLY) 0.0 $929k 65k 14.34
C3 Ai Inc CL A Cl A (AI) 0.0 $928k 51k 18.26
iShares Russell 1000 Value ETF Rus 1000 Val Etf (IWD) 0.0 $872k 6.0k 144.92
Sixth Street Specialty Lending (TSLX) 0.0 $867k 46k 18.92
Rbc Cad (RY) 0.0 $856k 8.8k 96.87
Stryker Corporation (SYK) 0.0 $854k +13% 4.3k 199.67
Chevron Corporation (CVX) 0.0 $849k 5.9k 144.78
Bank of America Corporation (BAC) 0.0 $847k +4% 27k 31.14
Vanguard Total World Tt Wrld St Etf (VT) 0.0 $846k 9.9k 85.35
Newmont Mining Corporation (NEM) 0.0 $838k +22% 14k 59.64
Marqeta Class A Com (MQ) 0.0 $830k 102k 8.11
3M Company (MMM) 0.0 $826k -9% 6.4k 129.47
Nextera Energy (NEE) 0.0 $821k 11k 77.47
Verizon Communications (VZ) 0.0 $816k -8% 16k 50.77
Vanguard Consumer Staples ETF Consum Stp Etf (VDC) 0.0 $799k +2% 4.3k 185.25
Intel Corporation (INTC) 0.0 $785k -3% 21k 37.39
Home Depot (HD) 0.0 $779k +14% 2.8k 274.30
VanEck Vectors Gold Miners ETF Gold Miners Etf (GDX) 0.0 $757k 28k 27.39
iShares Russell 1000 Growth ETF Rus 1000 Grw Etf (IWF) 0.0 $753k 3.4k 218.64
Zoom Video Cl A (ZM) 0.0 $753k 7.0k 108.02
First Trust/Four Corners SFRI Fund II (FCT) 0.0 $749k -5% 75k 10.00
DFA US Core Equity 2 ETF Us Core Equity 2 (DFAC) 0.0 $749k 32k 23.30
Dynavax Technologies Com New (DVAX) 0.0 $735k +62% 58k 12.58
Technology Select Sector SPDR ETF Technology (XLK) 0.0 $728k 5.7k 127.16
iShares Core US Aggregate Bond ETF Core Us Aggbd Et (AGG) 0.0 $727k -59% 7.2k 101.68
Vanguard Short-Term Bond ETF Short Trm Bond (BSV) 0.0 $710k 9.2k 76.84
iShares Nasdaq Biotechnology ETF Ishares Biotech (IBB) 0.0 $699k 5.9k 117.68
Canadian Natl Ry (CNI) 0.0 $697k 6.2k 112.44
Vanguard Short-Term Corporate Bond ETF Shrt Trm Corp Bd (VCSH) 0.0 $686k 9.0k 76.22
AvalonBay Communities (AVB) 0.0 $685k 3.5k 195.77
Tesla Motors (TSLA) 0.0 $684k +7% 1.0k 673.23
Pimco CA Muni. Income Fund II (PCK) 0.0 $677k 98k 6.89
Coca-Cola Company (KO) 0.0 $672k +2% 11k 63.32
Coupang Cl A (CPNG) 0.0 $671k 53k 12.75
Vanguard Growth Index ETF Growth Etf (VUG) 0.0 $662k +6% 3.0k 223.05
Thermo Fisher Scientific (TMO) 0.0 $651k -31% 1.2k 543.86
Essex Property Trust (ESS) 0.0 $649k 2.5k 263.82
Netflix (NFLX) 0.0 $625k 3.6k 174.97
Kkr Real Estate Finance Trust (KREF) 0.0 $599k 34k 17.88
Blackline (BL) 0.0 $591k 8.9k 66.65
Uber Technologies (UBER) 0.0 $587k -5% 29k 20.47
iShares Core S&P Small-Cap ETF Core S&p Scp Etf (IJR) 0.0 $580k +3% 6.3k 92.39
Merck & Co (MRK) 0.0 $562k -3% 6.1k 91.94
salesforce (CRM) 0.0 $561k -31% 3.4k 165.10
Ross Stores (ROST) 0.0 $558k 7.9k 70.29
Servicenow (NOW) 0.0 $526k 1.1k 475.16
Shell Spon Ads (SHEL) 0.0 $523k 10k 52.33
HDFC Bank Sponsored Ads (HDB) 0.0 $516k 9.3k 55.51
Warby Parker Cl A Com (WRBY) 0.0 $510k -4% 45k 11.26
Nuveen Insd Dividend Advantage (NVG) 0.0 $509k -4% 39k 13.17
Palo Alto Networks (PANW) 0.0 $508k -23% 1.0k 494.16
iShares China Large-Cap ETF China Lg-cap Etf (FXI) 0.0 $500k +93% 15k 33.92
Neuberger Ber. CA Intermediate Muni Fund (NBW) 0.0 $498k 44k 11.25
JPMorgan Alerian MLP Index ETN Alerian Ml Etn (AMJ) 0.0 $494k +84% 26k 18.97
Wal-Mart Stores (WMT) 0.0 $493k -6% 4.1k 121.49
Barrick Gold Corp (GOLD) 0.0 $489k +42% 28k 17.68
iShares MSCI EAFE GRWTH ETF Eafe Grwth Etf (EFG) 0.0 $487k -3% 6.1k 80.42
United Parcel SVC CL B (UPS) 0.0 $485k -19% 2.7k 182.40
Goldman Sachs BDC SHS (GSBD) 0.0 $483k 28k 17.25
Eli Lilly & Co. (LLY) 0.0 $482k -9% 1.5k 323.92
SPDR S&P MidCap 400 ETF Utser1 S&pdcrp (MDY) 0.0 $477k 1.2k 414.42
Paypal Holdings (PYPL) 0.0 $475k +35% 6.8k 69.85
Schwab Fundamental US Large Schwab Fdt Us Lg (FNDX) 0.0 $469k 9.2k 50.88
Goldman Sachs (GS) 0.0 $467k +5% 1.6k 297.26
iShares Preferred and Income Securities ETF Pfd And Incm Sec (PFF) 0.0 $464k 14k 32.91
Starbucks Corporation (SBUX) 0.0 $462k -10% 6.1k 76.33
Global X Lithium & Battery Tech ETF Lithium Btry Etf (LIT) 0.0 $462k 6.4k 72.64
Vanguard Large Cap Index ETF Large Cap Etf (VV) 0.0 $461k +78% 2.7k 172.27
Corning Incorporated (GLW) 0.0 $460k 15k 31.52
Rockwell Automation (ROK) 0.0 $460k +11% 2.3k 199.31
Schwab International Equity ETF Intl Eqty Etf (SCHF) 0.0 $443k +70% 14k 31.47
iShares Core MSCI EAFE ETF Core Msci Eafe (IEFA) 0.0 $431k +96% 7.3k 58.83
Agnico (AEM) 0.0 $427k 9.3k 45.78
General Mills (GIS) 0.0 $421k 5.6k 75.52
Owl Rock Capital Corporation (ORCC) 0.0 $417k 33k 12.64
Alamos Gold Com Cl A (AGI) 0.0 $411k 59k 7.01
Stanley Black & Decker (SWK) 0.0 $410k 3.9k 104.81
Morgan Stanley Com New (MS) 0.0 $410k -4% 5.4k 76.09
Apollo Investment Corp Com New (AINV) 0.0 $410k 37k 11.14
Valero Energy Corporation (VLO) 0.0 $406k +11% 3.8k 106.37
Schwab US Large Cap ETF Us Lrg Cap Etf (SCHX) 0.0 $402k 9.0k 44.62
SPDR S&P Dividend ETF S&p Divid Etf (SDY) 0.0 $402k 3.4k 118.76
Golub Capital BDC (GBDC) 0.0 $391k 30k 12.95
T. Rowe Price (TROW) 0.0 $390k 3.4k 113.74
Vanguard Consumer Discretionary ETF Consum Dis Etf (VCR) 0.0 $388k 1.7k 227.43
McKesson Corporation (MCK) 0.0 $384k 1.2k 326.25
Zoetis Cl A (ZTS) 0.0 $382k -29% 2.2k 171.69
Global X Silver Miners ETF Global X Silver (SIL) 0.0 $361k 14k 26.00

Past Filings by Evoke Wealth

SEC 13F filings are viewable for Evoke Wealth going back to 2019