SO

Silver Oak Advisory Group, Inc.

13F
Silver Oak Advisory Group, Inc.
Last update 2025-05-09 65 Stocks (4 new)
Value $188.00 Mil Turnover 2 %
Countries:
Top Holdings: BND(21.28%)BNDX(11.94%)BSV(7.97%)VTEB(6.13%)DFAC(5.89%)
Summary Stock Picks Current Portfolio
Silver Oak Advisory Group, Inc... Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
BND
Vanguard Total Bond Market ETF
545,605
40,070.0
+0.54%
21.280
+0.12%
0.030
+0.85%
+3.26%
127,042.1
 
BNDX
Vanguard Total International Bond ETF
Vanguard Total International Bond ETF
460,583
22,490.0
+0.13%
11.940
+0.02%
0.040
+1.57%
+1.80%
66,038.2
 
BSV
Vanguard Short-Term Bond ETF
191,871
15,020.0
+0.52%
7.970
+0.04%
0.040
+0.94%
+3.12%
38,386.4
 
VTEB
Vanguard Tax-Exempt Bond ETF
232,504
11,540.0
-2.75%
6.130
-0.17%
0.030
+1.15%
-0.63%
35,668.2
 
DFAC
Dimensional U.S. Core Equity 2 ETF
336,101
11,090.0
-0.37%
5.890
-0.02%
0.040
+22.33%
+5.26%
35,119.7
 
DFAX
Dimensional World ex U.S. Core Equity 2 ETF
Dimensional World ex U.S. Core Equity 2 ETF
397,455
10,410.0
+0.18%
5.530
+0.01%
0.140
+25.78%
+19.46%
8,722.9
 
VTI
Vanguard Total Stock Market ETF
33,103
9,100.0
+0.24%
4.830
+0.01%
0.000
+23.77%
+6.14%
469,536.3
 
VIOV
Vanguard S&P Small-Cap 600 Value ETF
Vanguard S&P Small-Cap 600 Value ETF
92,924
7,800.0
-2.90%
4.140
-0.14%
0.580
+18.70%
-5.31%
1,194.6
 
VNQ
Vanguard Real Estate Index Fund ETF
70,716
6,400.0
+0.14%
3.400
0%
0.020
+9.92%
+2.21%
33,109.3
 
BIV
Vanguard Intermediate-Term Bond ETF
72,671
5,560.0
+10.01%
2.950
+0.27%
0.030
+1.37%
+4.46%
23,037.0
 

Silver Oak Advisory Group, Inc.'s Historical Top Holdings Breakdowns

Silver Oak Advisory Group, Inc.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
BIV
Vanguard Intermediate-Term Bond ETF
2025-03-31
Add
Add
+0.27%
●
73.78 ($75.44) 76.59
$76.52
1.43%
Add 10.01%
72,671
6,613
VTEI
Vanguard Intermediate-Term Tax-Exempt Bond ETF
Vanguard Intermediate-Term Tax-Exempt Bond ETF
2025-03-31
Add
Add
+0.23%
●
98.4 ($99.51) 100.5
$98.41
-1.11%
Add 194.8%
6,571
4,342
EAGG
iShares ESG Aware U.S. Aggregate Bond ETF
iShares ESG Aware U.S. Aggregate Bond ETF
2025-03-31
Add
Add
+0.22%
●
45.92 ($46.87) 47.58
$47.04
0.36%
Add 151.64%
14,580
8,786
SCHB
Schwab U.S. Broad Market ETF
2025-03-31
Reduce
Reduce
-0.17%
●
21.23 ($22.75) 23.75
$23.97
5.36%
Reduce -7.4%
174,459
-13,944
VTEB
Vanguard Tax-Exempt Bond ETF
2025-03-31
Reduce
Reduce
-0.17%
●
49.25 ($50.03) 50.66
$49.00
-2.06%
Reduce -2.75%
232,504
-6,563
CVX
Chevron Corp
2025-03-31
New Buy
New Buy
+0.14%
●
146.71 ($156.54) 167.97
$147.40
-5.84%
New holding
1,612
1,612
VIOV
Vanguard S&P Small-Cap 600 Value ETF
Vanguard S&P Small-Cap 600 Value ETF
2025-03-31
Reduce
Reduce
-0.14%
●
82.81 ($90.71) 96.53
$87.77
-3.24%
Reduce -2.9%
92,924
-2,774
BIO
Bio-Rad Laboratories Inc
2025-03-31
Sold Out
Sold Out
-0.13%
●
243 ($300.83) 367
$247.06
-17.87%
Sold Out
0
-770
RTX
RTX Corp
2025-03-31
New Buy
New Buy
+0.12%
●
114.1 ($126.79) 135.66
$145.92
15.09%
New holding
1,711
1,711
BND
Vanguard Total Bond Market ETF
2025-03-31
Add
Add
+0.12%
●
71.17 ($72.57) 73.66
$72.84
0.37%
Add 0.54%
545,605
2,950

Silver Oak Advisory Group, Inc. Total Holding History ($B)

To

Silver Oak Advisory Group, Inc.'s Asset Allocation

To

Silver Oak Advisory Group, Inc. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Silver Oak Advisory Group, Inc.'s Hypothetical Growth since 2025-03-31

Silver Oak Advisory Group, Inc.'s Yearly Returns

Year Portfolio % % Excess Gain %

Silver Oak Advisory Group, Inc.'s Holdings Heat Map

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Silver Oak Advisory Group, Inc.'s Holdings Bubble Chart

Silver Oak Advisory Group, Inc. News

  • 1

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