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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 $532,868,417
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds - S&P 500 ETF SHS
 157,770 $89,618,119 16.82%
2.
Ishares Trust
 IEF 581,186 $63,988,579 12.01%
3.
Vanguard Index Fds - MID CAP ETF
 223,290 $62,483,183 11.73%
4.
Spdr Series Trust
 591,043 $56,338,259 10.57%
5.
Ishares Trust
 IEF 374,936 $40,976,800 7.69%
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)