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CIK: 0001764766
Total reported value
$776.5M
$776.5M
99 檔
36.5%
At the close of Q4 2024, SilverOak Wealth Management LLC disclosed equity holdings valued at approximately $776.5M, spread across 99 reported holdings.
During Q4 2024, SilverOak Wealth Management 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 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 17.91% | -0.87% | +0.96% | |
| 2 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 12.62% | -0.22% | +0.04% | |
| 3 | VO | Vanguard Mid-cap ETF | ETF-Other | 11.51% | -0.61% | +3.08% | |
| 4 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 10.24% | +0.58% | +5.67% | |
| 5 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 8.65% | -0.27% | +4.72% | |
| 6 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 3.89% | -0.50% | +0.93% | |
| 7 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 3.84% | -0.36% | +10.69% | |
| 8 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 3.30% | -0.12% | +7.42% | |
| 9 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 2.42% | -0.04% | -1.77% | |
| 10 | MMM | 3m Co | Stock-Industrials | 2.41% | -0.19% | +4.47% | |
| 11 | JTEK | Jpmorgan US Tech Leaders | ETF-Tech | 1.24% | +0.23% | +1886.92% | |
| 12 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.08% | -0.04% | +4.75% | |
| 13 | FUL | H.b. Fuller Co. | Stock-Materials | 1.00% | -0.19% | -1.33% | |
| 14 | CMS | Cms Energy CORP | Stock-Utilities | 0.99% | -0.16% | +0.02% | |
| 15 | AAPL | Apple Inc | Stock-Tech | 0.90% | +0.04% | -2.91% | |
| 16 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.90% | -0.04% | — | |
| 17 | FBND | Fidelity Total Bond ETF | ETF-Other | 0.89% | +0.05% | +34.62% | |
| 18 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.74% | -0.04% | -23.14% | |
| 19 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.72% | -0.02% | +1.06% | |
| 20 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 0.70% | -0.01% | — | |
| 21 | ECL | Ecolab Inc | Stock-Materials | 0.69% | -0.07% | -0.68% | |
| 22 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 0.68% | +0.29% | +0.29% | |
| 23 | ROK | Rockwell Automation Inc | Stock-Industrials | 0.66% | -0.06% | +2.25% | |
| 24 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 0.63% | -0.01% | +3.46% | |
| 25 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.59% | -0.04% | +0.24% | |
| 26 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.49% | +0.06% | -0.20% | |
| 27 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.44% | -0.03% | — | |
| 28 | NUSC | Nuveen Esg Small-cap ETF | ETF-Other | 0.44% | -0.02% | +0.38% | |
| 29 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 0.42% | -0.09% | -1.06% | |
| 30 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.42% | -0.20% | +22.34% | |
| 31 | HRL | Hormel Foods CORP | Stock-Consumer Staples | 0.41% | -0.05% | +0.02% | |
| 32 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.36% | -0.01% | -4.57% | |
| 33 | MSFT | Microsoft CORP | Stock-Tech | 0.34% | -0.01% | +0.35% | |
| 34 | SOLV | Solventum CORP | Stock-Healthcare | 0.32% | — | +5.21% | |
| 35 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.32% | -0.04% | +12.65% | |
| 36 | PTRB | Pgim Total Return Bond ETF | ETF-Other | 0.31% | -0.03% | +113.94% | |
| 37 | IWO | Ishares Russell 2000 Growth | ETF-Small Cap | 0.30% | +0.01% | -3.87% | |
| 38 | NVDA | Nvidia CORP | Stock-Tech | 0.29% | -0.01% | +1.85% | |
| 39 | IWV | Ishares Russell 3000 ETF | ETF-Other | 0.28% | -0.01% | — | |
| 40 | IWN | Ishares Russell 2000 Value E | ETF-Small Cap | 0.26% | -0.02% | -0.71% | |
| 41 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 0.23% | -0.02% | +7.45% | |
| 42 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.22% | -0.02% | — | |
| 43 | DBND | Doubleline Oppor Cor Bnd-usd | ETF-Other | 0.20% | +1.57% | — | |
| 44 | BND | Vanguard Total Bond Market | ETF-Other | 0.20% | -0.01% | +16.50% | |
| 45 | SLV | Ishares Silver Trust | ETF-Commodities | 0.19% | -0.13% | — | |
| 46 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.18% | — | +0.78% | |
| 47 | GIS | General Mills Inc | Stock-Consumer Staples | 0.18% | -0.01% | -9.69% | |
| 48 | TGT | Target CORP | Stock-Consumer Disc | 0.16% | -0.07% | +222.45% | |
| 49 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.16% | — | -0.16% | |
| 50 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.15% | -0.02% | +0.50% |
According to official SEC Form 13F filings, SilverOak Wealth Management LLC reported a total U.S. public equity portfolio value of $776.5M across 99 disclosed positions in Q4 2024.
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In terms of portfolio concentration, the top 5 core holdings (including VOO, IVW, VO) accounted for 36.5% of total reported equity market value during Q4 2024.
During Q4 2024, SilverOak Wealth Management LLC's top holdings by market value included VOO (17.9%)、IVW (12.6%)、VO (11.5%). The largest single position, VOO, represented 17.9% of total portfolio value.
In Q4 2024, SilverOak Wealth Management 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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