SILVER OAK WEALTH ADVISORS SERVICES, LLC 13F Holdings
CIK 0002060368 · LOS ANGELES, CA
As of Sep 30, 2025, SILVER OAK WEALTH ADVISORS SERVICES, LLC reported 37 positions worth
CIK 0002060368 · LOS ANGELES, CA
As of Sep 30, 2025, SILVER OAK WEALTH ADVISORS SERVICES, LLC reported 37 positions worth
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES INDEX FUND | VTIP | — | 599,179 | $30.3M | 19.99% |
| GOLDMAN SACHS ACTIVEBETA(R) INTERNATIONAL EQUITY ETF | GSIE | — | 721,323 | $29.7M | 19.54% |
| VANGUARD ESG US STOCK ETF | ESGV | — | 149,059 | 7.7M | 11.63% |
| DIMENSIONAL US HIGH PROFITABILITY ETF | DUHP | — | 293,362 | 1.1M | 7.30% |
| AVANTIS US LARGE CAP VALUE ETF | AVLV | — | 108,909 | $7.9M | 5.19% |
| AVANTIS EMERGING MARKETS EQUITY ETF | AVEM | Equity | 103,719 | $7.8M | 5.13% |
| ISHARES MORNINGSTAR MID-CAP GROWTH ETF | IMCG | — | 85,684 | $7.1M | 4.67% |
| ISHARES CALIFORNIA MUNI BOND ETF | CMF | — | 91,929 | $5.2M | 3.46% |
| DIMENSIONAL GLOBAL EX US CORE FIXED INCOME ETF | DFGX | — | 79,196 | $4.3M | 2.82% |
| AVANTIS US SMALL CAP VALUE ETF | AVUV | — | 34,998 | $3.5M | 2.30% |
| ISHARES ESG AWARE MSCI EAFE ETF | ESGD | — | 34,958 | $3.3M | 2.14% |
| VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND | VCSH | — | 38,574 | $3.1M | 2.03% |
| JPMORGAN MUNICIPAL ETF | JMUB | — | 60,164 | $3.0M | 2.00% |
| VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUND | VCIT | — | 26,055 | $2.2M | 1.44% |
| ISHARES 0-5 YEAR TIPS BOND ETF | STIP | — | 19,121 | $2.0M | 1.30% |
| APPLE INC | AAPL | Technology | 6,649 | .7M | 1.12% |
| ISHARES ESG AWARE MSCI EM ETF | ESGE | — | 31,181 | .4M | 0.89% |
| VANGUARD TOTAL STOCK MKT ETF | VTI | — | 3,823 | .3M | 0.83% |
| INVESCO QQQ TRUST SERIES 1 | QQQ | — | 1,930 | .2M | 0.76% |
| VANGUARD DIVIDEND APPREC ETF | VIG | — | 5,256 | .1M | 0.75% |
| MICROSOFT CORP | MSFT | Technology | 1,804 | $934.1K | 0.62% |
| NVIDIA CORP | NVDA | Technology | 4,680 | $873.1K | 0.58% |
| VANGUARD TAX-MANAGED FUNDS | VEA | — | 12,945 | $775.7K | 0.51% |
| SCHWAB US LARGE-CAP GROWTH | SCHG | — | 19,694 | $628.4K | 0.41% |
| ISHARES SHORT-TERM NATIONAL MUNI BOND ETF | SUB | — | 5,411 | $577.8K | 0.38% |