The Analysis of SILVER OAK WEALTH ADVISORS SERVICES, LLC's Holdings
Currently, SILVER OAK WEALTH ADVISORS SERVICES, LLC holds 37 types of securities in its portfolio with a total value $151.8M. In the most recent quarter, they have increased their positions in GSIE (+73.2K shares, valued at $3.0M), VTIP (+41.3K shares, valued at $2.1M), CMF (+12.4K shares, valued at $706.4K); decreased their positions in VCSH (-4.3K shares, valued at $345.6K), VIG (-1.3K shares, valued at $277.3K), VCIT (-3.0K shares, valued at $252.7K); initiated new positions in AGX (+800 shares, valued at $216.0K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
VTIP VANGUARD MALVERN FDS599.2K shares7.41%2025-09-302025-10-23
GSIE GOLDMAN SACHS ETF TR721.3K shares11.30%2025-09-302025-10-23 ESGV VANGUARD WORLD FD149.1K shares0.13%2025-09-302025-10-23 DUHP DIMENSIONAL ETF TRUST293.4K shares2.78%2025-09-302025-10-23 AVLV AMERICAN CENTY ETF TR108.9K shares2.60%2025-09-302025-10-23 AVEM AMERICAN CENTY ETF TR103.7K shares2.84%2025-09-302025-10-23 IMCG ISHARES TR85.7K shares2.46%2025-09-302025-10-23 CMF ISHARES TR91.9K shares15.57%2025-09-302025-10-23 DFGX DIMENSIONAL ETF TRUST79.2K shares13.43%2025-09-302025-10-23 AVUV AMERICAN CENTY ETF TR35.0K shares2.23%2025-09-302025-10-23 ESGD ISHARES TR35.0K shares0.00%2025-09-302025-10-23 VCSH VANGUARD SCOTTSDALE FDS38.6K shares-10.08%2025-09-302025-10-23 JMUB J P MORGAN EXCHANGE TRADED F60.2K shares27.00%2025-09-302025-10-23 VCIT VANGUARD SCOTTSDALE FDS26.1K shares-10.34%2025-09-302025-10-23 STIP ISHARES TR19.1K shares0.00%2025-09-302025-10-23 AAPL APPLE INC6.6K shares6.40%2025-09-302025-10-23 ESGE ISHARES INC31.2K shares0.00%2025-09-302025-10-23 VTI VANGUARD INDEX FDS3.8K shares0.13%2025-09-302025-10-23 QQQ INVESCO QQQ TR1.9K shares0.00%2025-09-302025-10-23 VIG VANGUARD SPECIALIZED FUNDS5.3K shares-19.65%2025-09-302025-10-23 MSFT MICROSOFT CORP1.8K shares35.33%2025-09-302025-10-23 NVDA NVIDIA CORPORATION4.7K shares0.02%2025-09-302025-10-23 VEA VANGUARD TAX-MANAGED FDS12.9K shares-0.96%2025-09-302025-10-23 SCHG SCHWAB STRATEGIC TR19.7K shares0.00%2025-09-302025-10-23 SUB ISHARES TR5.4K shares0.00%2025-09-302025-10-23 RSP INVESCO EXCHANGE TRADED FD T2.1K shares0.00%2025-09-302025-10-23 DAVE DAVE INC1.9K shares0.00%2025-09-302025-10-23 VOO VANGUARD INDEX FDS582 shares-4.43%2025-09-302025-10-23 VUG VANGUARD INDEX FDS726 shares0.00%2025-09-302025-10-23 ORCL ORACLE CORP1.2K shares-0.50%2025-09-302025-10-23 VYM VANGUARD WHITEHALL FDS1.8K shares-9.94%2025-09-302025-10-23 IVOV VANGUARD ADMIRAL FDS INC2.3K shares0.00%2025-09-302025-10-23 IGM ISHARES TR1.8K shares0.00%2025-09-302025-10-23 DFEM DIMENSIONAL ETF TRUST6.9K shares0.00%2025-09-302025-10-23 SCHD SCHWAB STRATEGIC TR7.9K shares-4.03%2025-09-302025-10-23 AGX ARGAN INC800 sharesnew addition2025-09-302025-10-23 SHV ISHARES TR1.8K shares-24.53%2025-09-302025-10-23 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available