Companies 0 See All
Hedge Funds 0 See All
Insiders 0 See All
Institutional Investors 0 See All
Click here to see all results for
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 $776,503,767
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds - S&P 500 ETF SHS
 158,557 $108,898,684 14.02%
2.
Vanguard Index Fds - MID CAP ETF
 1,051,352 $84,707,441 10.91%
3.
Spdr Series Trust
 KRE 681,977 $81,148,483 10.45%
4.
Ishares Trust
 IEF 559,953 $77,010,336 9.92%
5.
Ishares Trust
 IEF 416,780 $61,812,582 7.96%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

Subscribe Now

30 day money back guarantee. Cancel anytime.