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Home > Institutional Investor > Sylvest Advisors, Llc > 13F Holdings

Instuitional Investor - Sylvest Advisors, Llc

13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 132,225 $32,055,381 14.45%
2.
Ishares Trust
 IEF 206,645 $25,659,089 11.57%
3.
Schwab Strategic Trust
 SCHD 874,202 $24,215,387 10.92%
4.
Vanguard Index Fds - MID CAP ETF
 231,722 $18,669,874 8.42%
5.
Ishares Trust
 IEF 95,087 $14,102,284 6.36%
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)

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