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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 $464,854,049
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds - S&P 500 ETF SHS
 154,495 $83,243,452 17.9%
2.
Ishares Trust
 IEF 577,636 $58,647,383 12.61%
3.
Vanguard Index Fds - MID CAP ETF
 202,512 $53,489,425 11.5%
4.
Spdr Series Trust
 541,456 $47,594,016 10.23%
5.
Ishares Trust
 IEF 349,064 $40,219,135 8.65%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)