Silver Oak Advisory Group, Inc. Top Holdings and 13F Report (2024) About Silver Oak Advisory Group, Inc.Investment ActivitySilver Oak Advisory Group, Inc. has $188.32 thousand in total holdings as of September 30, 2024.Silver Oak Advisory Group, Inc. owns shares of 65 different stocks, but just 13 companies or ETFs make up 80% of its holdings.Approximately 1.62% of the portfolio was purchased this quarter.About 1.52% of the portfolio was sold this quarter.This quarter, Silver Oak Advisory Group, Inc. has purchased 65 new stocks and bought additional shares in 29 stocks.Silver Oak Advisory Group, Inc. sold shares of 21 stocks and completely divested from 4 stocks this quarter.Largest Holdings Vanguard Total Bond Market ETF $40,074Vanguard Total International Bond ETF $22,485Vanguard Short-Term Bond ETF $15,019Vanguard Tax-Exempt Bond ETF $11,536Dimensional U.S. Core Equity 2 ETF $11,087 Largest New Holdings this Quarter 166764100 - Chevron $269 Holding75513E101 - RTX $226 Holding78463V107 - SPDR Gold Shares $210 Holding921943858 - Vanguard FTSE Developed Markets ETF $203 Holding Largest Purchases this Quarter Vanguard Intermediate-Term Bond ETF 6,613 shares (about $506.32)VANGUARD MUN BD FDS 4,342 shares (about $428.85)iShares ESG Aware U.S. Aggregate Bond ETF 8,786 shares (about $417.00)Chevron 1,612 shares (about $269.00)RTX 1,711 shares (about $226.00) Largest Sales this Quarter Vanguard Tax-Exempt Bond ETF 6,563 shares (about $325.63)Schwab US Broad Market ETF 13,944 shares (about $300.21)Vanguard S&P Small-Cap 600 Value ETF 2,774 shares (about $232.76)Dimensional US Marketwide Value ETF 4,554 shares (about $187.55)Nuveen ESG U.S. Aggregate Bond ETF 6,593 shares (about $146.26) 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$40,074$217 ▲0.5%545,60521.3%ETFBNDXVanguard Total International Bond ETF$22,485$29 ▲0.1%460,58311.9%ETFBSVVanguard Short-Term Bond ETF$15,019$78 ▲0.5%191,8718.0%ETFVTEBVanguard Tax-Exempt Bond ETF$11,536$326 ▼-2.7%232,5046.1%ETFDFACDimensional U.S. Core Equity 2 ETF$11,087$42 ▼-0.4%336,1015.9%ETFDFAXDimensional World ex U.S. Core Equity 2 ETF$10,413$19 ▲0.2%397,4555.5%ETFVTIVanguard Total Stock Market ETF$9,097$21 ▲0.2%33,1034.8%ETFVIOVVanguard S&P Small-Cap 600 Value ETF$7,797$233 ▼-2.9%92,9244.1%ETFVNQVanguard Real Estate ETF$6,402$9 ▲0.1%70,7163.4%ETFBIVVanguard Intermediate-Term Bond ETF$5,564$506 ▲10.0%72,6713.0%ETFVXUSVanguard Total International Stock ETF$5,446$27 ▲0.5%87,7122.9%ETFSCHBSchwab US Broad Market ETF$3,756$300 ▼-7.4%174,4592.0%ETFNUBDNuveen ESG U.S. Aggregate Bond ETF$2,653$146 ▼-5.2%119,5891.4%ETFVSGXVanguard ESG International Stock ETF$2,565$108 ▼-4.1%43,5001.4%ETFVTIPVanguard Short-Term Inflation-Protected Securities ETF$2,105$12 ▲0.6%42,2031.1%ManufacturingVTESVanguard Short-Term Tax-Exempt Bond ETF$2,055$67 ▲3.4%20,4481.1%ETFAAPLApple$2,035$135 ▼-6.2%9,1651.1%Computer and TechnologyMSFTMicrosoft$1,782$17 ▼-0.9%4,7490.9%Computer and TechnologyDFUSDimensional U.S. Equity ETF$1,510$37 ▼-2.4%24,9810.8%ETFVTVanguard Total World Stock ETF$1,478$1 ▲0.0%12,7500.8%ETFVIOOVanguard S&P Small-Cap 600 ETF$1,353$15 ▼-1.1%14,0240.7%ETFVVVanguard Large-Cap ETF$1,1000.0%4,2830.6%ETFVGITVanguard Intermediate-Term Treasury Index ETF$1,072$1 ▲0.1%18,0530.6%ETFSPYSPDR S&P 500 ETF Trust$1,021$2 ▲0.2%1,8260.5%FinanceCOSTCostco Wholesale$983$1 ▲0.1%1,0400.5%Retail/WholesaleESGVVanguard ESG US Stock ETF$978$38 ▲4.1%9,9850.5%ETFDFUVDimensional US Marketwide Value ETF$964$188 ▼-16.3%23,4070.5%ETFVCITVanguard Intermediate-Term Corporate Bond ETF$953$10 ▲1.1%11,6560.5%ETFVTVVanguard Value ETF$834$35 ▼-4.0%4,8310.4%ETFVBVanguard Small-Cap ETF$712$87 ▼-10.9%3,2110.4%ETFEAGGiShares ESG Aware U.S. Aggregate Bond ETF$692$417 ▲151.6%14,5800.4%ETFVGSHVanguard Short-Term Treasury Index ETF$677$6 ▲0.9%11,5430.4%ETFMANAGER DIRECTED PORTFOLIOS$664$10 ▲1.6%65,5360.4%VERT GLB SUST REVANGUARD MUN BD FDS$649$429 ▲194.8%6,5710.3%INTERMEDIATE TRMVBRVanguard Small-Cap Value ETF$623$79 ▲14.4%3,3440.3%ETFNUSCNuveen ESG Small-Cap ETF$620$9 ▼-1.4%16,1730.3%ETFIVViShares Core S&P 500 ETF$567$5 ▼-0.9%1,0100.3%ETFVWOVanguard FTSE Emerging Markets ETF$503$25 ▲5.2%11,1190.3%ETFABBVAbbVie$479$18 ▲4.0%2,2870.3%MedicalLLYEli Lilly and Company$474$35 ▼-7.0%5750.3%MedicalXOMExxon Mobil$4570.0%3,8440.2%EnergyGBCIGlacier Bancorp$441$26 ▼-5.6%9,9930.2%FinanceVEUVanguard FTSE All-World ex-US ETF$433$114 ▼-20.8%7,1460.2%ETFDFATDimensional U.S. Targeted Value ETF$4170.0%8,1120.2%ETFCSXCSX$4160.0%14,1690.2%TransportationSCHFSchwab International Equity ETF$4020.0%20,3490.2%ETFDFIVDimensional International Value ETF$4010.0%10,2080.2%ETFIYYiShares Dow Jones U.S. ETF$356$19 ▼-4.9%2,6160.2%ETFAMGNAmgen$355$1 ▲0.2%1,1400.2%MedicalIWBiShares Russell 1000 ETF$3250.0%1,0610.2%ETFSUSBiShares ESG Aware 1-5 Year USD Corporate Bond ETF$312$32 ▲11.6%12,5020.2%ManufacturingCVXChevron$269$269 ▲New Holding1,6120.1%EnergyESGDiShares ESG Aware MSCI EAFE ETF$265$41 ▼-13.3%3,2510.1%ManufacturingCSCOCisco Systems$262$49 ▲23.2%4,2520.1%Computer and TechnologyHDHome Depot$249$34 ▲15.8%6820.1%Retail/WholesaleDFASDimensional U.S. Small Cap ETF$2410.0%4,0340.1%ETFVCSHVanguard Short-Term Corporate Bond ETF$233$0 ▲0.1%2,9630.1%ETFAGGiShares Core U.S. Aggregate Bond ETF$2290.0%2,3190.1%FinanceRTXRTX$226$226 ▲New Holding1,7110.1%AerospaceVOOVanguard S&P 500 ETF$221$1 ▲0.2%4310.1%ETFVSSVanguard FTSE All-World ex-US Small-Cap ETF$2190.0%1,9020.1%ETFGLDSPDR Gold Shares$210$210 ▲New Holding7290.1%FinancePGProcter & Gamble$2030.0%1,1970.1%Consumer StaplesVEAVanguard FTSE Developed Markets ETF$203$203 ▲New Holding4,0130.1%ETFDFSUDimensional US Sustainability Core 1 ETF$200$33 ▼-14.3%5,6120.1%ETFBIOBio-Rad Laboratories$0$252 ▼-100.0%00.0%MedicalVUGVanguard Growth ETF$0$232 ▼-100.0%00.0%ETFNKENIKE$0$214 ▼-100.0%00.0%Consumer DiscretionaryGOOGLAlphabet$0$214 ▼-100.0%00.0%Computer and TechnologyShowing 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. 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