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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 $370,028,160
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds
 156,115 $68,190,948 18.42%
2.
Ishares Trust
 IEF 590,996 $44,383,800 11.99%
3.
Vanguard Index Fds
 187,839 $43,698,783 11.8%
4.
Ishares Trust
 IEF 303,115 $32,812,243 8.86%
5.
Spdr Series Trust
 486,405 $31,645,507 8.55%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through Feb 16th, 2024)