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Home > Institutional Investor > Svb Wealth Advisory, Inc. > Profile

Instuitional Investor - Svb Wealth Advisory, Inc.

Fund Profile
Filing Period:
Fund Name: Svb Wealth Advisory, Inc.
Portfolio Value $161,205,000
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds
 106,050 $44,029,000 27.31%
2.
Schwab Strategic Trust
 FNDF 526,403 $19,330,000 11.99%
3.
Schwab Strategic Trust
 FNDF 230,030 $13,965,000 8.66%
4.
Ishares Tr
 368,543 $10,765,000 6.67%
5.
Vanguard Bond Index Funds
 BND 102,556 $8,157,000 5.06%
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)