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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 $632,436,166
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds - S&P 500 ETF SHS
 157,644 $94,200,283 14.89%
2.
Vanguard Index Fds - MID CAP ETF
 253,783 $72,881,395 11.52%
3.
Ishares Trust
 IEF 566,951 $64,127,828 10.14%
4.
Spdr Series Trust
 637,452 $62,412,970 9.87%
5.
Ishares Trust
 IEF 418,893 $52,072,622 8.23%
Insider Monkey Quarterly Strategy
+498.7% Insider Monkey Quarterly Strategy
+195% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through February 18th, 2026)

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