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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 $638,086,493
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds - S&P 500 ETF SHS
 156,251 $97,989,849 15.36%
2.
Vanguard Index Fds - MID CAP ETF
 244,785 $71,041,523 11.13%
3.
Ishares Trust
 IEF 570,356 $70,302,081 11.02%
4.
Spdr Series Trust
 619,961 $66,149,792 10.37%
5.
Ishares Trust
 IEF 410,625 $49,348,852 7.73%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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