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Silver Oak Wealth Advisors Services, LLC

All holdings · as of Dec 31, 2025

36 positions

CompanyClassValueShares% of portfolio
SCHWAB STRATEGIC TR$217.7K7,9370.1%
VANGUARD ADMIRAL FDS INC$227.8K2,2550.1%
DIMENSIONAL ETF TRUST$228.3K6,9000.1%
ISHARES TR$232.5K1,8000.1%
Argan, Inc.$250.7K8000.2%
VANGUARD WHITEHALL FDS$257.4K1,7930.2%
ORACLE CORP$303.3K1,5560.2%
VANGUARD INDEX FDS$354.2K7260.2%
VANGUARD INDEX FDS$369.8K5900.2%
INVESCO EXCHANGE TRADED FD T$401.1K2,0940.3%
Dave Inc./DE$413.2K1,8660.3%
iShares MSCI UAE ETF$577.4K5,4110.4%
SCHWAB STRATEGIC TR$642.4K19,6940.4%
VANGUARD TAX-MANAGED FDS$804.3K12,8750.5%
NVIDIA Corp$825.1K4,4240.5%
MICROSOFT CORP$872.5K1,8040.6%
VANGUARD SPECIALIZED FUNDS$1.16M5,2650.7%
INVESCO QQQ TR$1.19M1,9300.8%
VANGUARD INDEX FDS$1.23M3,6590.8%
ISHARES INC$1.39M31,4620.9%
Apple Inc.$1.81M6,6491.2%
iShares MSCI UAE ETF$2.42M23,6421.6%
VANGUARD SCOTTSDALE FDS$2.88M34,4221.9%
VANGUARD SCOTTSDALE FDS$3.16M39,5922.0%
J P MORGAN EXCHANGE TRADED F$3.18M62,9972.1%
ISHARES TR$3.29M34,6362.1%
AMERICAN CENTY ETF TR$3.54M34,6942.3%
DIMENSIONAL ETF TRUST$4.47M84,9412.9%
ISHARES TR$5.31M92,4573.4%
ISHARES TR$6.88M86,1624.4%
AMERICAN CENTY ETF TR$7.80M101,3065.0%
AMERICAN CENTY ETF TR$8.22M108,4465.3%
DIMENSIONAL ETF TRUST$10.80M283,9087.0%
VANGUARD WORLD FD$17.86M147,61411.5%
GOLDMAN SACHS ETF TR$30.68M714,41019.8%
VANGUARD MALVERN FDS$30.82M623,12719.9%
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