Silver Oak Advisory Group, Inc. Top Holdings and 13F Report (2025) About Silver Oak Advisory Group, Inc.Investment ActivitySilver Oak Advisory Group, Inc. has $206.41 thousand in total holdings as of June 30, 2025.Silver Oak Advisory Group, Inc. owns shares of 73 different stocks, but just 15 companies or ETFs make up 80% of its holdings.Approximately 6.44% of the portfolio was purchased this quarter.About 0.94% of the portfolio was sold this quarter.This quarter, Silver Oak Advisory Group, Inc. has purchased 65 new stocks and bought additional shares in 42 stocks.Silver Oak Advisory Group, Inc. sold shares of 11 stocks and completely divested from 0 stocks this quarter.Largest Holdings Vanguard Total Bond Market ETF $41,357Vanguard Total International Bond ETF $23,510Vanguard Short-Term Bond ETF $15,604Dimensional U.S. Core Equity 2 ETF $12,824Dimensional World ex U.S. Core Equity 2 ETF $12,252 Largest New Holdings this Quarter 46625H100 - JPMorgan Chase & Co. $606 Holding949746101 - Wells Fargo & Company $590 Holding855244109 - Starbucks $299 Holding922908736 - Vanguard Growth ETF $278 Holding464287242 - iShares iBoxx $ Investment Grade Corporate Bond ETF $263 Holding Largest Purchases this Quarter VANGUARD MUN BD FDS 32,343 shares (about $3.19K)Vanguard Total Bond Market ETF 16,086 shares (about $1.18K)Dimensional U.S. Core Equity 2 ETF 21,725 shares (about $778.59)Vanguard Total International Bond ETF 14,273 shares (about $706.65)JPMorgan Chase & Co. 2,091 shares (about $606.00) Largest Sales this Quarter Vanguard Tax-Exempt Bond ETF 23,548 shares (about $1.15K)Schwab US Broad Market ETF 10,514 shares (about $250.50)Vanguard FTSE Emerging Markets ETF 3,173 shares (about $156.53)Vanguard S&P Small-Cap 600 Value ETF 1,677 shares (about $143.48)Vanguard Small-Cap Value ETF 422 shares (about $82.18) Sector Allocation Over TimeMap of 500 Largest Holdings ofSilver Oak Advisory Group, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorBNDVanguard Total Bond Market ETF$41,357$1,184 ▲2.9%561,69120.0%ETFBNDXVanguard Total International Bond ETF$23,510$707 ▲3.1%474,85611.4%ETFBSVVanguard Short-Term Bond ETF$15,604$504 ▲3.3%198,2757.6%ETFDFACDimensional U.S. Core Equity 2 ETF$12,824$779 ▲6.5%357,8266.2%ETFDFAXDimensional World ex U.S. Core Equity 2 ETF$12,252$579 ▲5.0%417,1705.9%ETFVTEBVanguard Tax-Exempt Bond ETF$10,245$1,155 ▼-10.1%208,9565.0%ETFVTIVanguard Total Stock Market ETF$10,196$135 ▲1.3%33,5484.9%ETFVIOVVanguard S&P Small-Cap 600 Value ETF$7,807$143 ▼-1.8%91,2473.8%ETFVNQVanguard Real Estate ETF$6,394$97 ▲1.5%71,8003.1%ETFBIVVanguard Intermediate-Term Bond ETF$6,130$510 ▲9.1%79,2663.0%ETFVXUSVanguard Total International Stock ETF$6,101$41 ▲0.7%88,3073.0%ETFSCHBSchwab US Broad Market ETF$3,906$250 ▼-6.0%163,9451.9%ETFVANGUARD MUN BD FDS$3,835$3,187 ▲492.2%38,9141.9%INTERMEDIATE TRMVSGXVanguard ESG International Stock ETF$2,946$97 ▲3.4%44,9861.4%ETFNUBDNuveen ESG U.S. Aggregate Bond ETF$2,645$16 ▼-0.6%118,8621.3%ETFMSFTMicrosoft$2,462$100 ▲4.3%4,9511.2%Computer and TechnologyVTIPVanguard Short-Term Inflation-Protected Securities ETF$2,190$69 ▲3.3%43,5751.1%ManufacturingVTESVanguard Short-Term Tax-Exempt Bond ETF$2,010$53 ▼-2.6%19,9201.0%ETFAAPLApple$2,008$128 ▲6.8%9,7891.0%Computer and TechnologyVTVanguard Total World Stock ETF$1,689$51 ▲3.1%13,1480.8%ETFDFUSDimensional U.S. Equity ETF$1,6740.0%24,9810.8%ETFVIOOVanguard S&P Small-Cap 600 ETF$1,578$159 ▲11.2%15,5970.8%ETFESGVVanguard ESG U.S. Stock ETF$1,479$384 ▲35.1%13,4920.7%ETFCOSTCostco Wholesale$1,264$235 ▲22.9%1,2780.6%Retail/WholesaleVVVanguard Large-Cap ETF$1,2210.0%4,2830.6%ETFVGITVanguard Intermediate-Term Treasury ETF$1,163$83 ▲7.7%19,4460.6%ETFSPYSPDR S&P 500 ETF Trust$1,1280.0%1,8260.5%FinanceVCITVanguard Intermediate-Term Corporate Bond ETF$1,093$127 ▲13.1%13,1850.5%ETFDFUVDimensional US Marketwide Value ETF$9890.0%23,4070.5%ETFEAGGiShares ESG Aware U.S. Aggregate Bond ETF$914$221 ▲31.9%19,2320.4%ETFVTVVanguard Value ETF$903$49 ▲5.8%5,1110.4%ETFIVViShares Core S&P 500 ETF$875$248 ▲39.6%1,4100.4%ETFDFATDimensional U.S. Targeted Value ETF$862$425 ▲97.1%15,9860.4%ETFMANAGER DIRECTED PORTFOLIOS$810$125 ▲18.3%77,5120.4%VERT GLB SUST RENUSCNuveen ESG Small-Cap ETF$780$122 ▲18.5%19,1590.4%ETFVGSHVanguard Short-Term Treasury ETF$774$96 ▲14.1%13,1750.4%ETFVBVanguard Small-Cap ETF$7600.0%3,2110.4%ETFJPMJPMorgan Chase & Co.$606$606 ▲New Holding2,0910.3%FinanceWFCWells Fargo & Company$590$590 ▲New Holding7,3740.3%FinanceVBRVanguard Small-Cap Value ETF$569$82 ▼-12.6%2,9220.3%ETFVEUVanguard FTSE All-World ex-US ETF$481$2 ▲0.3%7,1690.2%ETFCSXCSX$4620.0%14,1690.2%TransportationLLYEli Lilly and Company$449$2 ▲0.3%5770.2%MedicalABBVAbbVie$443$19 ▲4.4%2,3870.2%MedicalGBCIGlacier Bancorp$4300.0%9,9930.2%FinanceXOMExxon Mobil$422$8 ▲2.0%3,9210.2%EnergyDFIVDimensional International Value ETF$420$17 ▼-3.8%9,8150.2%ETFSCHFSchwab International Equity ETF$397$52 ▼-11.6%17,9980.2%ETFIYYiShares Dow Jones U.S. ETF$3940.0%2,6160.2%ETFVWOVanguard FTSE Emerging Markets ETF$392$157 ▼-28.5%7,9460.2%ETFAMGNAmgen$383$65 ▲20.4%1,3730.2%MedicalIWBiShares Russell 1000 ETF$3600.0%1,0610.2%ETFSUSBiShares ESG Aware 1-5 Year USD Corporate Bond ETF$315$0 ▲0.1%12,5200.2%ManufacturingCSCOCisco Systems$308$13 ▲4.4%4,4410.1%Computer and TechnologySBUXStarbucks$299$299 ▲New Holding3,2730.1%Retail/WholesaleESGDiShares ESG Aware MSCI EAFE ETF$295$5 ▲1.9%3,3120.1%ManufacturingVUGVanguard Growth ETF$278$278 ▲New Holding6350.1%ETFRTXRTX$271$22 ▲8.7%1,8600.1%AerospaceLQDiShares iBoxx $ Investment Grade Corporate Bond ETF$263$263 ▲New Holding2,4000.1%FinanceDFASDimensional U.S. Small Cap ETF$2570.0%4,0340.1%ETFVSSVanguard FTSE All-World ex-US Small-Cap ETF$256$1 ▲0.4%1,9090.1%ETFHDHome Depot$2500.0%6820.1%Retail/WholesaleVEAVanguard FTSE Developed Markets ETF$244$15 ▲6.7%4,2820.1%ETFCVXChevron$241$10 ▲4.5%1,6840.1%EnergyVCSHVanguard Short-Term Corporate Bond ETF$235$0 ▲0.1%2,9670.1%ETFVOOVanguard S&P 500 ETF$234$10 ▼-4.2%4130.1%ETFAGGiShares Core U.S. Aggregate Bond ETF$2290.0%2,3190.1%FinanceHWMHowmet Aerospace$226$226 ▲New Holding1,2190.1%AerospaceDFSUDimensional US Sustainability Core 1 ETF$220$1 ▲0.2%5,6260.1%ETFGLDSPDR Gold Shares$211$11 ▼-4.8%6940.1%FinancePGProcter & Gamble$203$13 ▲6.9%1,2790.1%Consumer StaplesIBMInternational Business Machines$202$202 ▲New Holding6870.1%Computer and TechnologyIVEiShares S&P 500 Value ETF$200$200 ▲New Holding1,0260.1%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.