SILVER OAK WEALTH ADVISORS SERVICES, LLC has disclosed 31 total holdings in their latest 13F filing with the SEC for the portfolio
date of 2025-03-31. The current portfolio value is calculated to be $112.00 Mil. The turnover rate is 3%.
In SILVER OAK WEALTH ADVISORS SERVICES, LLC's current portfolio as of 2025-03-31, the top 5 holdings are
Vanguard ESG U.S. Stock ETF (ESGV), Goldman Sachs ActiveBeta International Equity ETF (GSIE), Vanguard Short-Term Inflation-Protected Securities (VTIP), Dimensional US High Profitability ETF (DUHP), Avantis U.S. Large Cap Value ETF (AVLV), not including call and put options.
SILVER OAK WEALTH ADVISORS SERVICES, LLC did not buy any new stocks in the current portfolio.
Please visit the "Current Portfolio" tab to see the current and past 13F holdings for SILVER OAK WEALTH ADVISORS SERVICES, LLC, as well as holding map,
valuations for each stock, which positions are undervalued, have low PE Ratios, are considered high quality and recently traded at
52-week lows, etc.
Please visit the "Stock Picks" tab to see the latest guru trades and stock picks for SILVER OAK WEALTH ADVISORS SERVICES, LLC, which include data from
13F quarterly reports, 13D/G beneficial ownership reports and form 4 insider ownership change reports.
Please visit the "Summary" page to see the top 10 holdings, recent stock picks, performance, sector / industry breakdown details, as well as past holding history summary for SILVER OAK WEALTH ADVISORS SERVICES, LLC.