Silver Oak Advisory Group, Inc. Portfolio Holdings - 13F Filings | 13F Fund Database
Silver Oak Advisory Group, Inc. 13F Holdings
CIK 0001906937 · PORTLAND, OR
As of Sep 30, 2025, Silver Oak Advisory Group, Inc. reported
77 positions worth $221.0K in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|
| VANGUARD TOTAL BOND MARKET INDEX FUND | BND | — | 585,264 | $43.5K | 19.69% |
| VANGUARD CHARLOTTE FUNDS | BNDX | — | 492,420 | $24.4K | 11.02% |
| VANGUARD SHORT-TERM BOND INDEX FUND | BSV | — | 208,945 |
|
6.5K7.46% |
| DIMENSIONAL US CORE EQUITY 2 ETF | DFAC | — | 397,898 |
5.3K | 6.94% |
| DIMENSIONAL WORLD EX US CORE EQUITY 2 ETF | DFAX | — | 457,436 |
4.4K | 6.49% |
| VANGUARD TOTAL STOCK MKT ETF | VTI | — | 33,056 |
0.8K | 4.91% |
| VANGUARD TAX-EXEMPT BOND INDEX FUND | VTEB | — | 193,167 | $9.7K | 4.38% |
| VANGUARD S&P SMALL-CAP 600 VALUE INDEX FUND | VIOV | — | 89,355 | $8.5K | 3.85% |
| VANGUARD REAL ESTATE INDEX FUND | VNQ | — | 74,696 | $6.8K | 3.09% |
| VANGUARD INTERMEDIATE-TERM B | BIV | — | 80,644 | $6.3K | 2.85% |
| VANGUARD TOTAL INTERNATIONAL STOCK INDEX FUND | VXUS | — | 82,229 | $6.0K | 2.73% |
| VANGUARD MUN BD FD INC | — | — | 52,278 | $5.2K | 2.37% |
| SCHWAB US BROAD MARKET ETF | SCHB | — | 158,704 | $4.1K | 1.85% |
| VANGUARD ESG INTERNATIONAL STOCK ETF | VSGX | — | 43,926 | $3.0K | 1.38% |
| MICROSOFT CORP | MSFT | Technology | 4,833 | $2.5K | 1.13% |
| APPLE INC | AAPL | Technology | 9,516 | $2.4K | 1.10% |
| NUSHARES ETF TR | NUBD | — | 107,187 | $2.4K | 1.09% |
| VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES INDEX FUND | VTIP | — | 44,119 | $2.2K | 1.01% |
| VANGUARD SHORT-TERM TAX-EXEMPT BOND ETF | VTES | — | 21,886 | $2.2K | 1.01% |
| VANGUARD TOTAL WORLD STOCK INDEX FUND | VT | — | 13,735 |
.9K | 0.86% |
| VANGUARD S&P SMALL-CAP 600 INDEX FUND | VIOO | — | 16,832 |
.9K | 0.84% |
| DIMENSIONAL US EQUITY MARKET ETF | DFUS | — | 24,807 |
.8K | 0.81% |
| VANGUARD ESG US STOCK ETF | ESGV | — | 13,414 |
.6K | 0.72% |
| VANGUARD LARGE-CAP INDEX FUND | VV | — | 4,283 |
.3K | 0.60% |
| VANGUARD INTERMEDIATE-TERM TREASURY INDEX FUND | VGIT | — | 20,965 |
.3K | 0.57% |