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CIK: 0001906937
Total reported value
$253.6M
$253.6M
65 檔
39.5%
During the Q1 2025 filing period, Silver Oak Advisory Group, Inc. (CIK: 0001906937) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $253.6M across 65 reported positions.
During Q1 2025, Silver Oak Advisory Group, Inc.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including BND, BNDX, BSV) accounted for 39.5% of total reported equity market value during Q1 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BND | Vanguard Total Bond Market | ETF-Other | 21.28% | -0.58% | +0.54% | |
| 2 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 11.94% | -0.60% | +0.13% | |
| 3 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 7.98% | -0.55% | +0.52% | |
| 4 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 6.13% | -0.37% | -2.75% | |
| 5 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 5.89% | +0.71% | -0.37% | |
| 6 | DFAX | Dimensional World Ex US Core | ETF-Other | 5.53% | +0.49% | +0.18% | |
| 7 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 4.83% | +0.28% | +0.24% | |
| 8 | VIOV | Vanguard S&p Small-cap 600 V | ETF-Other | 4.14% | +0.22% | -2.90% | |
| 9 | VNQ | Vanguard Real Estate ETF | ETF-Other | 3.40% | +0.01% | +0.14% | |
| 10 | BIV | Vanguard Intermediate-term B | ETF-Other | 2.95% | -0.21% | +10.01% | |
| 11 | VXUS | Vanguard Total Intl Stock | ETF-Other | 2.89% | -0.01% | +0.50% | |
| 12 | SCHB | Schwab US Broad Market ETF | ETF-Other | 1.99% | -0.09% | -7.40% | |
| 13 | NUBD | Nuveen Esg US Aggregate Bond | ETF-Other | 1.41% | -0.09% | -5.22% | |
| 14 | VSGX | Vanguard Esg Intl Stock ETF | ETF-Other | 1.36% | +0.06% | -4.05% | |
| 15 | VTIP | Vanguard Short-term Tips | ETF-Other | 1.12% | -0.06% | +0.57% | |
| 16 | VTES | Vanguard Sh Term Tax-ex Bond | ETF-Other | 1.09% | -0.05% | +3.39% | |
| 17 | AAPL | Apple Inc | Stock-Tech | 1.08% | -0.05% | -6.22% | |
| 18 | MSFT | Microsoft CORP | Stock-Tech | 0.95% | -0.05% | -0.92% | |
| 19 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 0.80% | +0.04% | -2.42% | |
| 20 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.78% | +0.03% | +0.05% | |
| 21 | VIOO | Vanguard S&p Small-cap 600 E | ETF-Other | 0.72% | +0.08% | -1.09% | |
| 22 | VV | Vanguard Large-cap ETF | ETF-Other | 0.58% | — | — | |
| 23 | VGIT | Vanguard Intermediate-term T | ETF-Other | 0.57% | -0.12% | +0.13% | |
| 24 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.54% | +0.02% | +0.16% | |
| 25 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.52% | -0.08% | +0.10% | |
| 26 | ESGV | Vanguard Esg US Stock ETF | ETF-Other | 0.52% | +0.03% | +4.08% | |
| 27 | DFUV | Dimensional US Marketwide Va | ETF-Other | 0.51% | -0.04% | -16.29% | |
| 28 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 0.51% | -0.04% | +1.10% | |
| 29 | VTV | Vanguard Value ETF | ETF-Other | 0.44% | — | -3.99% | |
| 30 | VB | Vanguard Small-cap ETF | ETF-Other | 0.38% | +0.01% | -10.90% | |
| 31 | EAGG | Ishares Esg Aware US Aggrega | ETF-Other | 0.37% | — | +151.64% | |
| 32 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 0.36% | -0.02% | +0.90% | |
| 33 | VGSR | Vert Glb Sust Re ETF | ETF-Other | 0.35% | +0.04% | +1.58% | |
| 34 | VTEI | Vanguard Int Tax-exempt Bond | ETF-Other | 0.34% | +0.26% | +194.80% | |
| 35 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.33% | +0.01% | +14.44% | |
| 36 | NUSC | Nuveen Esg Small-cap ETF | ETF-Other | 0.33% | +0.02% | -1.41% | |
| 37 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.30% | -0.01% | -0.88% | |
| 38 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.27% | — | +5.18% | |
| 39 | ABBV | Abbvie Inc | Stock-Healthcare | 0.25% | +0.01% | +3.95% | |
| 40 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.25% | +0.02% | -6.96% | |
| 41 | XOM | Exxon Mobil CORP | Stock-Energy | 0.24% | -0.07% | — | |
| 42 | GBCI | Glacier Bancorp Inc | Stock-Financials | 0.23% | +0.01% | -5.65% | |
| 43 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.23% | — | -20.85% | |
| 44 | DFAT | Dimensional US Target Value | ETF-Other | 0.22% | +0.02% | — | |
| 45 | CSX | Csx CORP | Stock-Industrials | 0.22% | +0.01% | — | |
| 46 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.21% | -0.01% | — | |
| 47 | DFIV | Dimensional International Va | ETF-Other | 0.21% | -0.03% | — | |
| 48 | IYY | Ishares Dow Jones U.s. ETF | ETF-Other | 0.19% | +0.01% | -4.94% | |
| 49 | AMGN | Amgen Inc | Stock-Healthcare | 0.19% | — | +0.18% | |
| 50 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.17% | +0.01% | — |
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 Q1 2025.
During Q1 2025, Silver Oak Advisory Group, Inc.'s top holdings by market value included BND (21.3%)、BNDX (11.9%)、BSV (8.0%). The largest single position, BND, represented 21.3% of total portfolio value.
In Q1 2025, 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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