The Analysis of Silver Oak Advisory Group, Inc.'s Holdings


Currently, Silver Oak Advisory Group, Inc. holds 77 types of securities in its portfolio with a total value $221.0K. In the most recent quarter, they have increased their positions in BND (+23.6K shares, valued at $1.8K), DFAC (+40.1K shares, valued at $1.5K), VTEI (+13.4K shares, valued at $1.3K); decreased their positions in VTEB (-15.8K shares, valued at $790.4839801829505), VXUS (-6.1K shares, valued at $446.4497926522273), IVV (-412 shares, valued at $275.3547094188377); initiated new positions in NKE (+5.6K shares, valued at $391), INTC (+8.8K shares, valued at $295), GOOGL (+1.1K shares, valued at $267).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
BND VANGUARD BD INDEX FDS585.3K shares4.20%2025-09-302025-11-07history
BNDX VANGUARD CHARLOTTE FDS492.4K shares3.70%2025-09-302025-11-07history
BSV VANGUARD BD INDEX FDS208.9K shares5.38%2025-09-302025-11-07history
DFAC DIMENSIONAL ETF TRUST397.9K shares11.20%2025-09-302025-11-07history
DFAX DIMENSIONAL ETF TRUST457.4K shares9.65%2025-09-302025-11-07history
VTI VANGUARD INDEX FDS33.1K shares-1.47%2025-09-302025-11-07history
VTEB VANGUARD MUN BD FDS193.2K shares-7.56%2025-09-302025-11-07history
VIOV VANGUARD ADMIRAL FDS INC89.4K shares-2.07%2025-09-302025-11-07history
Sponsored
VNQ VANGUARD INDEX FDS74.7K shares4.03%2025-09-302025-11-07history
BIV VANGUARD BD INDEX FDS80.6K shares1.74%2025-09-302025-11-07history
VXUS VANGUARD STAR FDS82.2K shares-6.88%2025-09-302025-11-07history
VTEI VANGUARD MUN BD FDS52.3K shares34.34%2025-09-302025-11-07history
SCHB SCHWAB STRATEGIC TR158.7K shares-3.20%2025-09-302025-11-07history
VSGX VANGUARD WORLD FD43.9K shares-2.36%2025-09-302025-11-07history
MSFT MICROSOFT CORP4.8K shares-2.38%2025-09-302025-11-07history
AAPL APPLE INC9.5K shares-2.79%2025-09-302025-11-07history
Sponsored
NUBD NUSHARES ETF TR107.2K shares-9.82%2025-09-302025-11-07history
VTIP VANGUARD MALVERN FDS44.1K shares1.25%2025-09-302025-11-07history
VTES VANGUARD WELLINGTON FD21.9K shares9.87%2025-09-302025-11-07history
VT VANGUARD INTL EQUITY INDEX F13.7K shares4.46%2025-09-302025-11-07history
VIOO VANGUARD ADMIRAL FDS INC16.8K shares7.92%2025-09-302025-11-07history
DFUS DIMENSIONAL ETF TRUST24.8K shares-0.70%2025-09-302025-11-07history
ESGV VANGUARD WORLD FD13.4K shares-0.58%2025-09-302025-11-07history
VV VANGUARD INDEX FDS4.3K shares0.00%2025-09-302025-11-07history
Sponsored
VGIT VANGUARD SCOTTSDALE FDS21.0K shares7.81%2025-09-302025-11-07history
SPY SPDR S&P 500 ETF TR1.8K shares0.00%2025-09-302025-11-07history
COST COSTCO WHSL CORP NEW1.3K shares0.00%2025-09-302025-11-07history
DFUV DIMENSIONAL ETF TRUST22.9K shares-2.24%2025-09-302025-11-07history
VCIT VANGUARD SCOTTSDALE FDS11.5K shares-12.73%2025-09-302025-11-07history
DFAT DIMENSIONAL ETF TRUST16.5K shares3.06%2025-09-302025-11-07history
VTV VANGUARD INDEX FDS5.1K shares0.04%2025-09-302025-11-07history
EAGG ISHARES TR19.2K shares-0.10%2025-09-302025-11-07history
Sponsored
VGSR MANAGER DIRECTED PORTFOLIOS84.8K shares9.44%2025-09-302025-11-07history
NUSC NUSHARES ETF TR18.6K shares-2.90%2025-09-302025-11-07history
VB VANGUARD INDEX FDS3.2K shares0.03%2025-09-302025-11-07history
VGSH VANGUARD SCOTTSDALE FDS13.2K shares0.35%2025-09-302025-11-07history
IVV ISHARES TR998 shares-29.22%2025-09-302025-11-07history
VBR VANGUARD INDEX FDS2.9K shares-1.68%2025-09-302025-11-07history
WFC WELLS FARGO CO NEW7.0K shares-5.02%2025-09-302025-11-07history
JPM JPMORGAN CHASE & CO.1.8K shares-11.57%2025-09-302025-11-07history
Sponsored
ABBV ABBVIE INC2.4K shares0.00%2025-09-302025-11-07history
CSX CSX CORP14.2K shares0.00%2025-09-302025-11-07history
VEU VANGUARD INTL EQUITY INDEX F7.0K shares-1.74%2025-09-302025-11-07history
GBCI GLACIER BANCORP INC NEW10.0K shares0.00%2025-09-302025-11-07history
DFIV DIMENSIONAL ETF TRUST9.8K shares0.00%2025-09-302025-11-07history
XOM EXXON MOBIL CORP3.9K shares-1.56%2025-09-302025-11-07history
LLY ELI LILLY & CO553 shares-4.16%2025-09-302025-11-07history
SCHF SCHWAB STRATEGIC TR18.0K shares0.00%2025-09-302025-11-07history
Sponsored
IYY ISHARES TR2.5K shares-2.94%2025-09-302025-11-07history
VWO VANGUARD INTL EQUITY INDEX F7.3K shares-8.63%2025-09-302025-11-07history
NKE NIKE INC5.6K sharesnew addition2025-09-302025-11-07history
IWB ISHARES TR1.1K shares0.00%2025-09-302025-11-07history
AMGN AMGEN INC1.4K shares-0.15%2025-09-302025-11-07history
SUSB ISHARES TR12.5K shares0.15%2025-09-302025-11-07history
CSCO CISCO SYS INC4.4K shares0.00%2025-09-302025-11-07history
RTX RTX CORPORATION1.8K shares-2.37%2025-09-302025-11-07history
Sponsored
ESGD ISHARES TR3.2K shares-3.32%2025-09-302025-11-07history
INTC INTEL CORP8.8K sharesnew addition2025-09-302025-11-07history
DFAS DIMENSIONAL ETF TRUST4.0K shares0.00%2025-09-302025-11-07history
SBUX STARBUCKS CORP3.3K shares0.00%2025-09-302025-11-07history
VUG VANGUARD INDEX FDS568 shares-10.55%2025-09-302025-11-07history
GOOGL ALPHABET INC1.1K sharesnew addition2025-09-302025-11-07history
HD HOME DEPOT INC659 shares-3.37%2025-09-302025-11-07history
VSS VANGUARD INTL EQUITY INDEX F1.9K shares-2.04%2025-09-302025-11-07history
Sponsored
CVX CHEVRON CORP NEW1.7K shares0.00%2025-09-302025-11-07history
VEA VANGUARD TAX-MANAGED FDS4.3K shares0.05%2025-09-302025-11-07history
VOO VANGUARD INDEX FDS413 shares0.00%2025-09-302025-11-07history
GLD SPDR GOLD TR694 shares0.00%2025-09-302025-11-07history
DFSU DIMENSIONAL ETF TRUST5.6K shares0.25%2025-09-302025-11-07history
HWM HOWMET AEROSPACE INC1.2K shares0.00%2025-09-302025-11-07history
VCSH VANGUARD SCOTTSDALE FDS3.0K shares0.17%2025-09-302025-11-07history
AGG ISHARES TR2.3K shares0.00%2025-09-302025-11-07history
Sponsored
JNJ JOHNSON & JOHNSON1.2K sharesnew addition2025-09-302025-11-07history
GOOG ALPHABET INC897 sharesnew addition2025-09-302025-11-07history
IVE ISHARES TR1.0K shares0.00%2025-09-302025-11-07history
DFAE DIMENSIONAL ETF TRUST6.5K sharesnew addition2025-09-302025-11-07history
BIO BIO RAD LABS INC726 sharesnew addition2025-09-302025-11-07history

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available