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CIK: 0001906937
Total reported value
$253.6M
$253.6M
65 檔
39.4%
At the close of Q4 2024, Silver Oak Advisory Group, Inc. disclosed equity holdings valued at approximately $253.6M, spread across 65 reported holdings.
During Q4 2024, Silver Oak Advisory Group, Inc.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BND | Vanguard Total Bond Market | ETF-Other | 20.64% | -0.58% | +2.82% | |
| 2 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 11.93% | -0.60% | +1.96% | |
| 3 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 7.80% | -0.55% | +1.31% | |
| 4 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 6.34% | -0.37% | +0.07% | |
| 5 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 6.17% | +0.71% | -1.48% | |
| 6 | DFAX | Dimensional World Ex US Core | ETF-Other | 5.22% | +0.49% | +0.36% | |
| 7 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 5.06% | +0.28% | -1.88% | |
| 8 | VIOV | Vanguard S&p Small-cap 600 V | ETF-Other | 4.72% | +0.22% | -2.57% | |
| 9 | VNQ | Vanguard Real Estate ETF | ETF-Other | 3.33% | +0.01% | +0.31% | |
| 10 | VXUS | Vanguard Total Intl Stock | ETF-Other | 2.72% | -0.01% | +1.32% | |
| 11 | BIV | Vanguard Intermediate-term B | ETF-Other | 2.61% | -0.21% | -8.46% | |
| 12 | SCHB | Schwab US Broad Market ETF | ETF-Other | 2.26% | -0.09% | +191.98% | |
| 13 | NUBD | Nuveen Esg US Aggregate Bond | ETF-Other | 1.45% | -0.09% | +0.02% | |
| 14 | VSGX | Vanguard Esg Intl Stock ETF | ETF-Other | 1.36% | +0.06% | +1.16% | |
| 15 | AAPL | Apple Inc | Stock-Tech | 1.29% | -0.05% | -1.99% | |
| 16 | VTIP | Vanguard Short-term Tips | ETF-Other | 1.07% | -0.06% | -1.45% | |
| 17 | MSFT | Microsoft CORP | Stock-Tech | 1.07% | -0.05% | — | |
| 18 | VTES | Vanguard Sh Term Tax-ex Bond | ETF-Other | 1.05% | -0.05% | +1.37% | |
| 19 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 0.86% | +0.04% | -1.48% | |
| 20 | VIOO | Vanguard S&p Small-cap 600 E | ETF-Other | 0.79% | +0.08% | -0.62% | |
| 21 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.79% | +0.03% | +0.09% | |
| 22 | VV | Vanguard Large-cap ETF | ETF-Other | 0.61% | — | — | |
| 23 | DFUV | Dimensional US Marketwide Va | ETF-Other | 0.60% | -0.04% | -1.45% | |
| 24 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.56% | +0.02% | -6.27% | |
| 25 | VGIT | Vanguard Intermediate-term T | ETF-Other | 0.55% | -0.12% | +13.00% | |
| 26 | ESGV | Vanguard Esg US Stock ETF | ETF-Other | 0.53% | +0.03% | -2.80% | |
| 27 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.50% | -0.08% | -0.29% | |
| 28 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 0.49% | -0.04% | +0.34% | |
| 29 | VB | Vanguard Small-cap ETF | ETF-Other | 0.46% | +0.01% | +0.08% | |
| 30 | VTV | Vanguard Value ETF | ETF-Other | 0.45% | — | -3.38% | |
| 31 | NUSC | Nuveen Esg Small-cap ETF | ETF-Other | 0.36% | +0.02% | +0.18% | |
| 32 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 0.35% | -0.02% | +5.71% | |
| 33 | VGSR | Vert Glb Sust Re ETF | ETF-Other | 0.34% | +0.04% | +5.14% | |
| 34 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.32% | -0.01% | — | |
| 35 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.31% | +0.01% | -0.10% | |
| 36 | GBCI | Glacier Bancorp Inc | Stock-Financials | 0.28% | +0.01% | -34.52% | |
| 37 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.27% | — | -0.30% | |
| 38 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.25% | +0.02% | -0.32% | |
| 39 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.25% | — | +1.18% | |
| 40 | CSX | Csx CORP | Stock-Industrials | 0.24% | +0.01% | — | |
| 41 | DFAT | Dimensional US Target Value | ETF-Other | 0.24% | +0.02% | -3.19% | |
| 42 | XOM | Exxon Mobil CORP | Stock-Energy | 0.22% | -0.07% | -0.54% | |
| 43 | IYY | Ishares Dow Jones U.s. ETF | ETF-Other | 0.21% | +0.01% | — | |
| 44 | ABBV | Abbvie Inc | Stock-Healthcare | 0.21% | +0.01% | — | |
| 45 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.20% | -0.01% | +97.47% | |
| 46 | DFIV | Dimensional International Va | ETF-Other | 0.19% | -0.03% | — | |
| 47 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.18% | +0.01% | — | |
| 48 | AMGN | Amgen Inc | Stock-Healthcare | 0.16% | — | -0.70% | |
| 49 | ESGD | Ishares Trust Ishares Esg Aw | ETF-Other | 0.15% | -0.02% | +1.35% | |
| 50 | SUSB | Ishares Esg Aware 1-5 Year U | ETF-Other | 0.15% | -0.01% | +0.21% |
According to official SEC Form 13F filings, Silver Oak Advisory Group, Inc. reported a total U.S. public equity portfolio value of $253.6M across 65 disclosed positions in Q4 2024.
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In terms of portfolio concentration, the top 5 core holdings (including BND, BNDX, BSV) accounted for 39.4% of total reported equity market value during Q4 2024.
During Q4 2024, Silver Oak Advisory Group, Inc.'s top holdings by market value included BND (20.6%)、BNDX (11.9%)、BSV (7.8%). The largest single position, BND, represented 20.6% of total portfolio value.
In Q4 2024, Silver Oak Advisory Group, Inc. made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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