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CIK: 0002060368
Total reported value
$167.0M
$167.0M
40 檔
40.6%
At the close of Q4 2024, Silver Oak Wealth Advisors Services, LLC disclosed equity holdings valued at approximately $167.0M, spread across 40 reported holdings.
During Q4 2024, Silver Oak Wealth Advisors Services, LLC'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 | ESGV | Vanguard Esg US Stock ETF | ETF-Other | 16.03% | +0.69% | — | |
| 2 | VTIP | Vanguard Short-term Tips | ETF-Other | 14.86% | +0.15% | — | |
| 3 | GSIE | Goldman Sachs Activebeta Int | ETF-Commodities | 14.03% | -0.68% | — | |
| 4 | AVLV | Avantis US Large Cap Value | ETF-Large Cap & Growth | 7.27% | -0.24% | — | |
| 5 | IMCG | Ishares Morningstar Mid-cap | ETF-Other | 6.65% | +0.45% | — | |
| 6 | DUHP | Dimensional US High Profi Et | ETF-Other | 6.47% | +0.46% | — | |
| 7 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 5.62% | +0.08% | — | |
| 8 | VGIT | Vanguard Intermediate-term T | ETF-Other | 3.67% | -0.02% | — | |
| 9 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 3.53% | +0.40% | — | |
| 10 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 2.96% | -0.04% | — | |
| 11 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 2.87% | -0.08% | — | |
| 12 | ESGD | Ishares Trust Ishares Esg Aw | ETF-Other | 2.13% | — | — | |
| 13 | AAPL | Apple Inc | Stock-Tech | 1.37% | +0.02% | — | |
| 14 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.12% | — | — | |
| 15 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.02% | +0.03% | — | |
| 16 | NVDA | Nvidia CORP | Stock-Tech | 0.99% | +0.03% | — | |
| 17 | MSFT | Microsoft CORP | Stock-Tech | 0.97% | -0.02% | — | |
| 18 | CMF | Ishares California Muni Bond | ETF-Other | 0.96% | -0.37% | — | |
| 19 | ESGE | Ishares Inc Ishares Esg Awar | ETF-Other | 0.93% | +0.10% | — | |
| 20 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.91% | +0.13% | — | |
| 21 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.60% | +0.01% | — | |
| 22 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.48% | +0.03% | — | |
| 23 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 0.42% | -0.02% | — | |
| 24 | AVGO | Broadcom Inc | Stock-Tech | 0.33% | — | — | |
| 25 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.32% | +0.01% | — | |
| 26 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.31% | +0.13% | NEW | |
| 27 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.29% | — | — | |
| 28 | SUB | Ishares Short-term National | ETF-Other | 0.28% | -0.03% | — | |
| 29 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.28% | -0.02% | — | |
| 30 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 0.28% | -0.73% | — | |
| 31 | VUG | Vanguard Growth ETF | ETF-Other | 0.26% | +0.01% | — | |
| 32 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.26% | — | — | |
| 33 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.25% | — | — | |
| 34 | ORCL | Oracle CORP | Stock-Tech | 0.24% | -0.01% | — | |
| 35 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.22% | — | — | |
| 36 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.22% | — | — | |
| 37 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.20% | -0.01% | — | |
| 38 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.19% | — | — | |
| 39 | IVOV | Vanguard S&p Mid-cap 400 Val | ETF-Other | 0.19% | — | — | |
| 40 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.02% | — | — |
According to official SEC Form 13F filings, Silver Oak Wealth Advisors Services, LLC reported a total U.S. public equity portfolio value of $167.0M across 40 disclosed positions in Q4 2024.
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In terms of portfolio concentration, the top 5 core holdings (including ESGV, VTIP, GSIE) accounted for 40.6% of total reported equity market value during Q4 2024.
During Q4 2024, Silver Oak Wealth Advisors Services, LLC's top holdings by market value included ESGV (16.0%)、VTIP (14.9%)、GSIE (14.0%). The largest single position, ESGV, represented 16.0% of total portfolio value.
In Q4 2024, Silver Oak Wealth Advisors Services, LLC 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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