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World Fds Tr shares owned by SkyOak Wealt

Quarter-by-quarter ownership of World Fds Tr (BTCL) shares owned by SkyOak Wealt from 13F filings

Historical chart of SkyOak Wealt investment in World Fds Tr

Tip: Access up to 7 years of quarterly data

All positions including World Fds Tr held by SkyOak Wealt consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in World Fds Tr by SkyOak Wealt

Quarter filed Position value Share count Share price at filing
2025-09-30 $907k 16k 56.19
2025-06-30 $865k 16k 53.62
2025-03-31 $550k 16k 34.11
2024-12-31 $785k 16k 48.63

More positions owned by SkyOak Wealt

J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Spdr Series Trust Prtflo S&p500 Vl (SPYV)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Apple (AAPL)
Ishares Tr Core S&p Us Vlu (IUSV)
Ishares Tr Core Msci Eafe (IEFA)
Spdr Series Trust Portfolio S&p500 (SPLG)
Eli Lilly & Co. (LLY)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
J P Morgan Exchange Traded F Short Dura Core (JSCP)
Select Sector Spdr Tr Technology (XLK)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Meta Platforms Cl A (META)
JPMorgan Chase & Co. (JPM)
Ark Etf Tr Innovation Etf (ARKK)

View all positions for SkyOak Wealt

Top funds holding World Fds Tr

SkyOak Wealt
Belvedere Trading
Sandbox Financial Partners
Citadel Advisors
TRUE Private Wealth Advisors
Jane Street
Simplex Trading
Creative Financial Designs
Global Retirement Partners

View all funds holding World Fds Tr