CIK: 0001802437
Total reported value
$2.4M
Reporting period: 2021-06-30 · Number of holdings: 6
Silversage Advisors disclosed 6 holdings in its latest 13F filing for the period ending 2021-06-30, with total reported value of $2.4M and a quarterly turnover rate of 26.9%.
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Silversage Advisors's disclosed holdings carry a Herfindahl concentration index of 0.206 — mathematically equivalent to about 5 equally-sized positions, close to its 6 actual disclosed holdings. Value is spread relatively evenly across the portfolio rather than concentrated in a handful of names.
Position sizes are fairly uniform across the portfolio (a coefficient of variation of 0.53), suggesting a disciplined, rules-based approach to how much capital goes into each idea.
No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.
Sector classification currently covers about 47% of this portfolio's disclosed value; the remainder includes holdings (e.g. unmapped tickers, options, or other security types) not yet covered by our sector mapping.
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| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend | |
|---|---|---|---|---|---|---|---|---|
| 1 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 30.33% | — | — | ||
| 2 | ADBE | Adobe INC | Stock-Tech | 24.77% | — | — | ||
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 14.61% | -100.00% | EXIT | ||
| 4 | MSFT | Microsoft CORP | Stock-Tech | 11.41% | — | — | ||
| 5 | TSLA | Tesla INC | Stock-Consumer Disc | 10.58% | — | — | ||
| 6 | VB | Vanguard Small-cap ETF | ETF-Other | 8.30% | — | — |
Not enough priced holdings yet to compute performance
| Period | Holdings | Total value | Stability | Top holdings | |
|---|---|---|---|---|---|
| 2021-06-30 | 6 | $2.4M | 27 | ||
| 2021-03-31 | 1 | $375.0K | 100 | ||
| 2020-12-31 | 3 | $1.3M | 100 | ||
| 2020-09-30 | 14 | $27.7M | 100 | ||
| 2020-06-30 | 33 | $96.4M | 34 | ||
| 2020-03-31 | 28 | $68.4M | 32 | ||
| 2019-12-31 | 32 | $94.7M | 0 |
Silversage Advisors's most significant position changes for 2021-06-30: Sold out: Ishares Core S&p 500 ETF (IVV).
| # | Ticker | Issuer | Weight Change | Shares Change | Action | |
|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | — | EXIT | Sold out |
| Period | Filed | Type | EDGAR |
|---|---|---|---|
| 2021-06-30 | 2021-08-10 | 13F-HR | View on EDGAR |
| 2021-03-31 | 2021-05-24 | 13F-HR | View on EDGAR |
| 2020-12-31 | 2021-02-16 | 13F-HR | View on EDGAR |
| 2020-09-30 | 2020-12-23 | 13F-HR | View on EDGAR |
| 2020-06-30 | 2020-07-29 | 13F-HR | View on EDGAR |
| 2020-03-31 | 2020-05-22 | 13F-HR | View on EDGAR |
| 2019-12-31 | 2020-02-14 | 13F-HR | View on EDGAR |
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