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SILVER OAK WEALTH ADVISORS SERVICES, LLC

13F
SILVER OAK WEALTH ADVISORS SERVICES, LLC
Last update 2025-04-28 31 Stocks (0 new)
Value $112.00 Mil Turnover 3 %
Countries:
Top Holdings: ESGV(15.47%)GSIE(15.44%)VTIP(14.28%)DUHP(7.39%)AVLV(7.13%)
Summary Stock Picks Current Portfolio
SILVER OAK WEALTH ADVISORS SER... 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
ESGV
Vanguard ESG U.S. Stock ETF
177,091
17,346.0
+0.41%
15.470
+0.06%
0.160
+9.58%
+4.41%
9,854.4
 
GSIE
Goldman Sachs ActiveBeta International Equity ETF
Goldman Sachs ActiveBeta International Equity ETF
485,582
17,311.0
-0.02%
15.440
0%
0.470
+10.72%
+20.85%
4,035.8
 
VTIP
Vanguard Short-Term Inflation-Protected Securities
Vanguard Short-Term Inflation-Protected Securities
320,889
16,012.4
-9.37%
14.280
-1.39%
0.120
+1.24%
+3.94%
14,827.4
 
DUHP
Dimensional US High Profitability ETF
Dimensional US High Profitability ETF
250,095
8,288.1
+13.12%
7.390
+0.86%
0.110
+6.08%
+5.04%
8,527.8
 
AVLV
Avantis U.S. Large Cap Value ETF
122,680
8,000.0
-2.32%
7.130
-0.17%
0.120
+3.65%
+2.83%
7,534.6
 
JKH
iShares Morningstar Mid-Cap Growth ETF
iShares Morningstar Mid-Cap Growth ETF
102,406
7,314.9
+0.84%
6.520
+0.05%
-
+7.10%
+3.01%
0
 
AVEM
Avantis Emerging Markets Equity ETF
108,731
6,542.4
-1.37%
5.830
-0.08%
0.080
+12.11%
+17.36%
10,466.1
 
VGIT
Vanguard Intermediate-Term Government Bond ETF
Vanguard Intermediate-Term Government Bond ETF
76,339
4,534.5
+4.42%
4.040
+0.17%
0.010
+2.16%
+4.49%
32,115.7
 
VCSH
Vanguard Short-Term Corporate Bond ETF
Vanguard Short-Term Corporate Bond ETF
56,875
4,489.7
+8.84%
4.000
+0.32%
0.010
+1.93%
+3.62%
34,985.6
 
AVUV
Avantis U.S. Small Cap Value ETF
36,135
3,149.9
+5.45%
2.810
+0.15%
0.020
+3.06%
-4.69%
15,987.3
 

SILVER OAK WEALTH ADVISORS SERVICES, LLC's Historical Top Holdings Breakdowns

SILVER OAK WEALTH ADVISORS SERVICES, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
VTIP
Vanguard Short-Term Inflation-Protected Securities
Vanguard Short-Term Inflation-Protected Securities
2025-03-31
Reduce
Reduce
-1.39%
●
48.43 ($49.09) 49.9
$50.23
2.32%
Reduce -9.37%
320,889
-33,189
STIP
iShares 0-5 Year TIPS Bond ETF
2025-03-31
Add
Add
+1.20%
●
100.59 ($101.89) 103.47
$102.81
0.90%
Add 410.62%
16,161
12,996
DUHP
Dimensional US High Profitability ETF
Dimensional US High Profitability ETF
2025-03-31
Add
Add
+0.86%
●
32.57 ($34.36) 35.83
$35.29
2.71%
Add 13.12%
250,095
29,011
VCIT
Vanguard Intermediate-Term Corporate Bond ETF
Vanguard Intermediate-Term Corporate Bond ETF
2025-03-31
Reduce
Reduce
-0.40%
●
79.17 ($80.9) 82.04
$82.59
2.09%
Reduce -13.36%
36,925
-5,696
AVGO
Broadcom Inc
2025-03-31
Sold Out
Sold Out
-0.33%
●
167.43 ($211.65) 244.7
$269.35
27.26%
Sold Out
0
-510
VCSH
Vanguard Short-Term Corporate Bond ETF
Vanguard Short-Term Corporate Bond ETF
2025-03-31
Add
Add
+0.32%
●
77.7 ($78.41) 78.94
$79.40
1.26%
Add 8.84%
56,875
4,620
VBR
Vanguard Small Cap Value ETF
2025-03-31
Sold Out
Sold Out
-0.31%
●
182.99 ($197.54) 207.75
$195.77
-0.90%
Sold Out
0
-1,815
AMZN
Amazon.com Inc
2025-03-31
Sold Out
Sold Out
-0.29%
●
190.26 ($217) 242.06
$223.30
2.90%
Sold Out
0
-719
JPM
JPMorgan Chase & Co
2025-03-31
Sold Out
Sold Out
-0.26%
●
225.19 ($254.94) 279.95
$287.11
12.62%
Sold Out
0
-520
GOOGL
Alphabet Inc
2025-03-31
Sold Out
Sold Out
-0.25%
●
154.33 ($181.36) 206.38
$178.53
-1.56%
Sold Out
0
-467

SILVER OAK WEALTH ADVISORS SERVICES, LLC Total Holding History ($B)

To

SILVER OAK WEALTH ADVISORS SERVICES, LLC's Asset Allocation

To

SILVER OAK WEALTH ADVISORS SERVICES, LLC Past Portfolios

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

Top Ranked Articles

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SILVER OAK WEALTH ADVISORS SERVICES, LLC's Hypothetical Growth since 2025-03-31

SILVER OAK WEALTH ADVISORS SERVICES, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

SILVER OAK WEALTH ADVISORS SERVICES, LLC's Holdings Heat Map

Size field:

SILVER OAK WEALTH ADVISORS SERVICES, LLC's Holdings Bubble Chart

SILVER OAK WEALTH ADVISORS SERVICES, LLC News

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