Silver Oak Advisory Group, Inc. - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 3, 2026, for the 2025 Q4 period, Silver Oak Advisory Group, Inc. held in its portfolio 75 assets valued at $221,176 (i.e. $221.18K).
The most valuable assets in the portfolio included: VANGUARD BD INDEX FDS ($43.98K), VANGUARD CHARLOTTE FDS ($24.29K), and VANGUARD BD INDEX FDS ($16.56K).
The chart below shows the top 10 valuable assets, and the table below shows the top 75 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Silver Oak Advisory Group, Inc. - Stock Holdings in 13F Filings (SEC)
Items per page:
25
0 of 0
| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| VANGUARD BD INDEX FDS | 593754 | 43979 | TOTAL BND MRKT |
| VANGUARD CHARLOTTE FDS | 502687 | 24289 | TOTAL INT BD ETF |
| VANGUARD BD INDEX FDS | 210150 | 16561 | SHORT TRM BOND |
| DIMENSIONAL ETF TRUST | 400421 | 15852 | US CORE EQUITY 2 |
| DIMENSIONAL ETF TRUST | 438719 | 14359 | WORLD EX US CORE |
| VANGUARD INDEX FDS | 32874 | 11021 | TOTAL STK MKT |
| VANGUARD MUN BD FDS | 198820 | 9998 | TAX EXEMPT BD |
| VANGUARD ADMIRAL FDS INC | 88971 | 8697 | SMLCP 600 VAL |
| VANGUARD BD INDEX FDS | 86376 | 6726 | INTERMED TERM |
| VANGUARD INDEX FDS | 75532 | 6683 | REAL ESTATE ETF |
| VANGUARD STAR FDS | 81459 | 6145 | VG TL INTL STK F |
| VANGUARD MUN BD FDS | 59479 | 5997 | INTERMEDIATE TRM |
| SCHWAB STRATEGIC TR | 153034 | 4014 | US BRD MKT ETF |
| VANGUARD WORLD FD | 45757 | 3277 | ESG INTL STK ETF |
| NUSHARES ETF TR | 104309 | 2331 | NUVEEN ESG US |
| VANGUARD WELLINGTON FD | 21942 | 2228 | SHORT TRM TAX EX |
| VANGUARD MALVERN FDS | 43647 | 2158 | STRM INFPROIDX |
| VANGUARD INTL EQUITY INDEX F | 13786 | 1944 | TT WRLD ST ETF |
| MICROSOFT CORP | 3923 | 1897 | COM |
| VANGUARD ADMIRAL FDS INC | 16858 | 1870 | SMLLCP 600 IDX |
| DIMENSIONAL ETF TRUST | 23867 | 1770 | US EQUITY MARKET |
| APPLE INC | 6134 | 1667 | COM |
| VANGUARD WORLD FD | 13484 | 1631 | ESG US STK ETF |
| VANGUARD SCOTTSDALE FDS | 24917 | 1493 | INTER TERM TREAS |
| SPDR S&P 500 ETF TR | 1841 | 1255 | TR UNIT |
| DIMENSIONAL ETF TRUST | 20223 | 1204 | US TARGETED VLU |
| DIMENSIONAL ETF TRUST | 22883 | 1066 | US MKTWIDE VALUE |
| VANGUARD SCOTTSDALE FDS | 12412 | 1039 | INT-TERM CORP |
| MANAGER DIRECTED PORTFOLIOS | 96724 | 1005 | VERT GLB SUST RE |
| VANGUARD INDEX FDS | 5051 | 964 | VALUE ETF |
| NUSHARES ETF TR | 20989 | 937 | NUVEEN ESG SMLCP |
| ISHARES TR | 19555 | 935 | ESG AWR US AGRGT |
| COSTCO WHSL CORP NEW | 1018 | 877 | COM |
| VANGUARD SCOTTSDALE FDS | 14610 | 858 | SHORT TERM TREAS |
| WELLS FARGO CO NEW | 6584 | 613 | COM |
| VANGUARD INDEX FDS | 2873 | 608 | SM CP VAL ETF |
| DIMENSIONAL ETF TRUST | 13764 | 597 | US SUSTAINABILTY |
| JPMORGAN CHASE & CO. | 1729 | 557 | COM |
| ABBVIE INC | 2387 | 545 | COM |
| ISHARES TR | 772 | 528 | CORE S&P500 ETF |
| VANGUARD INTL EQUITY INDEX F | 7044 | 518 | ALLWRLD EX US |
| ELI LILLY & CO | 474 | 509 | COM |
| CSX CORP | 13892 | 503 | COM |
| EXXON MOBIL CORP | 3856 | 464 | COM |
| DIMENSIONAL ETF TRUST | 9294 | 463 | INTERNATNAL VAL |
| VANGUARD INDEX FDS | 1783 | 459 | SMALL CP ETF |
| SCHWAB STRATEGIC TR | 17446 | 419 | INTL EQTY ETF |
| ISHARES TR | 2416 | 400 | DOW JONES US ETF |
| GLACIER BANCORP INC NEW | 8858 | 390 | COM |
| ISHARES TR | 994 | 371 | RUS 1000 ETF |
| VANGUARD INTL EQUITY INDEX F | 6720 | 361 | FTSE EMR MKT ETF |
| NIKE INC | 5617 | 357 | CL B |
| ISHARES TR | 12566 | 317 | ESG AWRE 1 5 YR |
| ISHARES TR | 3262 | 310 | ESG AW MSCI EAFE |
| INTEL CORP | 8136 | 300 | COM |
| DIMENSIONAL ETF TRUST | 3853 | 285 | WORLD EQUITY ETF |
| DIMENSIONAL ETF TRUST | 4034 | 281 | US SMALL CAP ETF |
| VANGUARD INDEX FDS | 568 | 277 | GROWTH ETF |
| STARBUCKS CORP | 3249 | 273 | COM |
| VANGUARD INTL EQUITY INDEX F | 1896 | 271 | FTSE SMCAP ETF |
| VANGUARD TAX-MANAGED FDS | 4141 | 258 | VAN FTSE DEV MKT |
| CHEVRON CORP NEW | 1684 | 256 | COM |
| HOWMET AEROSPACE INC | 1219 | 249 | COM |
| JOHNSON & JOHNSON | 1204 | 249 | COM |
| ALPHABET INC | 792 | 247 | CAP STK CL A |
| CISCO SYS INC | 3211 | 247 | COM |
| ISHARES TR | 2379 | 237 | CORE US AGGBD ET |
| SPDR GOLD TR | 577 | 228 | GOLD SHS |
| VANGUARD SCOTTSDALE FDS | 2853 | 227 | SHRT TRM CORP BD |
| ALPHABET INC | 721 | 226 | CAP STK CL C |
| BIO RAD LABS INC | 726 | 219 | CL A |
| ISHARES TR | 1026 | 217 | S&P 500 VAL ETF |
| VANGUARD INDEX FDS | 332 | 208 | S&P 500 ETF SHS |
| DIMENSIONAL ETF TRUST | 6318 | 205 | EMGR CRE EQT MNG |
| SPDR S&P MIDCAP 400 ETF TR | 333 | 200 | UTSER1 S&PDCRP |
Popular Topics:
Find us
Copyright © Beautify Data LLC. All Rights Reserved.