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CIK: 0001906937
Total reported value
$253.6M
$253.6M
73 檔
41.6%
As reported in its official Q2 2025 Form 13F filing, Silver Oak Advisory Group, Inc.'s tracked investment portfolio stood at $253.6M with 73 total positions.
During Q2 2025, 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 | 20.04% | -0.58% | +2.95% | |
| 2 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 11.39% | -0.60% | +3.10% | |
| 3 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 7.56% | -0.55% | +3.34% | |
| 4 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 6.21% | +0.71% | +6.46% | |
| 5 | DFAX | Dimensional World Ex US Core | ETF-Other | 5.94% | +0.49% | +4.96% | |
| 6 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 4.96% | -0.37% | -10.13% | |
| 7 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 4.94% | +0.28% | +1.34% | |
| 8 | VIOV | Vanguard S&p Small-cap 600 V | ETF-Other | 3.78% | +0.22% | -1.80% | |
| 9 | VNQ | Vanguard Real Estate ETF | ETF-Other | 3.10% | +0.01% | +1.53% | |
| 10 | BIV | Vanguard Intermediate-term B | ETF-Other | 2.97% | -0.21% | +9.08% | |
| 11 | VXUS | Vanguard Total Intl Stock | ETF-Other | 2.96% | -0.01% | +0.68% | |
| 12 | SCHB | Schwab US Broad Market ETF | ETF-Other | 1.89% | -0.09% | -6.03% | |
| 13 | VTEI | Vanguard Int Tax-exempt Bond | ETF-Other | 1.86% | +0.26% | +492.21% | |
| 14 | VSGX | Vanguard Esg Intl Stock ETF | ETF-Other | 1.43% | +0.06% | +3.42% | |
| 15 | NUBD | Nuveen Esg US Aggregate Bond | ETF-Other | 1.28% | -0.09% | -0.61% | |
| 16 | MSFT | Microsoft CORP | Stock-Tech | 1.19% | -0.05% | +4.25% | |
| 17 | VTIP | Vanguard Short-term Tips | ETF-Other | 1.06% | -0.06% | +3.25% | |
| 18 | VTES | Vanguard Sh Term Tax-ex Bond | ETF-Other | 0.97% | -0.05% | -2.58% | |
| 19 | AAPL | Apple Inc | Stock-Tech | 0.97% | -0.05% | +6.81% | |
| 20 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.82% | +0.03% | +3.12% | |
| 21 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 0.81% | +0.04% | — | |
| 22 | VIOO | Vanguard S&p Small-cap 600 E | ETF-Other | 0.76% | +0.08% | +11.22% | |
| 23 | ESGV | Vanguard Esg US Stock ETF | ETF-Other | 0.72% | +0.03% | +35.12% | |
| 24 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.61% | -0.08% | +22.88% | |
| 25 | VV | Vanguard Large-cap ETF | ETF-Other | 0.59% | — | — | |
| 26 | VGIT | Vanguard Intermediate-term T | ETF-Other | 0.56% | -0.12% | +7.72% | |
| 27 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.55% | +0.02% | — | |
| 28 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 0.53% | -0.04% | +13.12% | |
| 29 | DFUV | Dimensional US Marketwide Va | ETF-Other | 0.48% | -0.04% | — | |
| 30 | EAGG | Ishares Esg Aware US Aggrega | ETF-Other | 0.44% | — | +31.91% | |
| 31 | VTV | Vanguard Value ETF | ETF-Other | 0.44% | — | +5.80% | |
| 32 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.42% | -0.01% | +39.60% | |
| 33 | DFAT | Dimensional US Target Value | ETF-Other | 0.42% | +0.02% | +97.07% | |
| 34 | VGSR | Vert Glb Sust Re ETF | ETF-Other | 0.39% | +0.04% | +18.27% | |
| 35 | NUSC | Nuveen Esg Small-cap ETF | ETF-Other | 0.38% | +0.02% | +18.46% | |
| 36 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 0.37% | -0.02% | +14.14% | |
| 37 | VB | Vanguard Small-cap ETF | ETF-Other | 0.37% | +0.01% | — | |
| 38 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.29% | -0.01% | — | |
| 39 | WFC | Wells Fargo & Co | Stock-Financials | 0.29% | -0.03% | — | |
| 40 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.28% | +0.01% | -12.62% | |
| 41 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.23% | — | +0.32% | |
| 42 | CSX | Csx CORP | Stock-Industrials | 0.22% | +0.01% | — | |
| 43 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.22% | +0.02% | +0.35% | |
| 44 | ABBV | Abbvie Inc | Stock-Healthcare | 0.21% | +0.01% | +4.37% | |
| 45 | GBCI | Glacier Bancorp Inc | Stock-Financials | 0.21% | +0.01% | — | |
| 46 | XOM | Exxon Mobil CORP | Stock-Energy | 0.20% | -0.07% | +2.00% | |
| 47 | DFIV | Dimensional International Va | ETF-Other | 0.20% | -0.03% | -3.85% | |
| 48 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.19% | -0.01% | -11.55% | |
| 49 | IYY | Ishares Dow Jones U.s. ETF | ETF-Other | 0.19% | +0.01% | — | |
| 50 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.19% | — | -28.54% |
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 73 disclosed positions in Q2 2025.
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In terms of portfolio concentration, the top 5 core holdings (including BND, BNDX, BSV) accounted for 41.6% of total reported equity market value during Q2 2025.
During Q2 2025, Silver Oak Advisory Group, Inc.'s top holdings by market value included BND (20.0%)、BNDX (11.4%)、BSV (7.6%). The largest single position, BND, represented 20.0% of total portfolio value.
In Q2 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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