Institutions / Silver Oak Advisory Group, Inc.

Silver Oak Advisory Group, Inc.

CIK 1906937 · Institution · as of Dec 31, 2025
Portfolio value
$221.2K
Positions
75
As of
Dec 31, 2025

Top holdings

Dec 31, 2025View all 75 →
CompanyClassValueShares% of portfolio
Vanguard Bd Index Fds—$44.0K593,75419.9%
Vanguard Charlotte Fds—$24.3K502,68711.0%
Vanguard Bd Index Fds—$16.6K210,1507.5%
Dimensional ETF Trust—$15.9K400,4217.2%
Dimensional ETF Trust—$14.4K438,7196.5%
Vanguard Index Fds—$11.0K32,8745.0%
Vanguard Mun Bd Fds—$10.0K198,8204.5%
Vanguard Admiral Fds Inc—$8.7K88,9713.9%
Vanguard Bd Index Fds—$6.7K86,3763.0%
Vanguard Index Fds—$6.7K75,5323.0%
Vanguard Star Fds—$6.1K81,4592.8%
Vanguard Mun Bd Fds—$6.0K59,4792.7%
Schwab Strategic Tr—$4.0K153,0341.8%
Vanguard World Fd—$3.3K45,7571.5%
Nushares ETF Tr—$2.3K104,3091.1%
Vanguard Wellington Fd—$2.2K21,9421.0%
Vanguard Malvern Fds—$2.2K43,6471.0%
Vanguard Intl Equity Index F—$1.9K13,7860.9%
Microsoft Corp—$1.9K3,9230.9%
Vanguard Admiral Fds Inc—$1.9K16,8580.8%
Dimensional ETF Trust—$1.8K23,8670.8%
Apple Inc.—$1.7K6,1340.8%
Vanguard World Fd—$1.6K13,4840.7%
Vanguard Scottsdale Fds—$1.5K24,9170.7%
SPDR S&P 500 ETF Tr—$1.3K1,8410.6%

Activity

Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.
No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.