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Home > Institutional Investor > Silveroak Wealth Management Llc > Profile

Instuitional Investor - Silveroak Wealth Management Llc

Fund Profile
Filing Period:
Fund Name: Silveroak Wealth Management Llc
Portfolio Value $462,474,734
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds - S&P 500 ETF SHS
 157,160 $80,766,119 17.46%
2.
Ishares Trust
 IEF 581,149 $53,948,062 11.67%
3.
Vanguard Index Fds - MID CAP ETF
 205,593 $53,170,408 11.5%
4.
Spdr Series Trust
 573,700 $46,108,293 9.97%
5.
Ishares Trust
 IEF 369,132 $38,600,143 8.35%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)