Silver Oak Advisory Group, Inc. Top Holdings and 13F Report (2025) About Silver Oak Advisory Group, Inc.Investment ActivitySilver Oak Advisory Group, Inc. has $231.85 thousand in total holdings as of June 30, 2025.Silver Oak Advisory Group, Inc. owns shares of 80 different stocks, but just 14 companies or ETFs make up 80% of its holdings.Approximately 5.79% of the portfolio was purchased this quarter.About 0.77% of the portfolio was sold this quarter.This quarter, Silver Oak Advisory Group, Inc. has purchased 75 new stocks and bought additional shares in 28 stocks.Silver Oak Advisory Group, Inc. sold shares of 28 stocks and completely divested from 1 stock this quarter.Largest Holdings Vanguard Total Bond Market ETF $46,448Vanguard Total International Bond ETF $25,481Dimensional U.S. Core Equity 2 ETF $18,053Vanguard Short-Term Bond ETF $17,537Dimensional World ex U.S. Core Equity 2 ETF $16,195 Largest New Holdings this Quarter 922908595 - Vanguard Small-Cap Growth ETF $592 Holding25434V104 - Dimensional US Core Equity Market ETF $342 Holding92204A876 - Vanguard Utilities ETF $262 Holding742718109 - Procter & Gamble $242 Holding025537101 - American Electric Power $226 Holding Largest Purchases this Quarter Vanguard Total Bond Market ETF 36,998 shares (about $2.72K)Dimensional U.S. Core Equity 2 ETF 64,161 shares (about $2.49K)Vanguard Total International Bond ETF 27,626 shares (about $1.33K)Dimensional World ex U.S. Core Equity 2 ETF 38,054 shares (about $1.29K)Vanguard Short-Term Bond ETF 13,520 shares (about $1.06K) Largest Sales this Quarter Vanguard ESG International Stock ETF 3,669 shares (about $263.18)Vanguard Total International Stock ETF 3,283 shares (about $253.15)Apple 984 shares (about $249.53)Vanguard S&P Small-Cap 600 Value ETF 1,290 shares (about $131.23)Vanguard Total Stock Market ETF 384 shares (about $123.18) 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$46,448$2,724 ▲6.2%630,75220.0%ETFBNDXVanguard Total International Bond ETF$25,481$1,327 ▲5.5%530,31311.0%ETFDFACDimensional U.S. Core Equity 2 ETF$18,053$2,493 ▲16.0%464,5827.8%ETFBSVVanguard Short-Term Bond ETF$17,537$1,060 ▲6.4%223,6707.6%ETFDFAXDimensional World ex U.S. Core Equity 2 ETF$16,195$1,293 ▲8.7%476,7737.0%ETFVTIVanguard Total Stock Market ETF$10,422$123 ▼-1.2%32,4904.5%ETFVTEBVanguard Tax-Exempt Bond ETF$10,221$302 ▲3.0%204,8774.4%ETFVIOVVanguard S&P Small-Cap 600 Value ETF$8,920$131 ▼-1.4%87,6813.8%ETFVNQVanguard Real Estate ETF$7,298$599 ▲8.9%82,2843.1%ETFBIVVanguard Intermediate-Term Bond ETF$7,033$367 ▲5.5%91,1353.0%ETFVANGUARD MUN BD FDS$6,156$212 ▲3.6%61,6032.7%INTERMEDIATE TRMVXUSVanguard Total International Stock ETF$6,028$253 ▼-4.0%78,1762.6%ETFSCHBSchwab US Broad Market ETF$3,769$72 ▼-1.9%150,1761.6%ETFVSGXVanguard ESG International Stock ETF$3,019$263 ▼-8.0%42,0881.3%ETFVTESVanguard Short-Term Tax-Exempt Bond ETF$2,413$195 ▲8.8%23,8661.0%ETFVTIPVanguard Short-Term Inflation-Protected Securities ETF$2,288$108 ▲5.0%45,8101.0%ManufacturingNUBDNuveen ESG U.S. Aggregate Bond ETF$2,269$48 ▼-2.1%102,1621.0%ETFVIOOVanguard S&P Small-Cap 600 ETF$1,920$15 ▼-0.8%16,7270.8%ETFVTVanguard Total World Stock ETF$1,919$12 ▲0.7%13,8760.8%ETFESGVVanguard ESG U.S. Stock ETF$1,686$173 ▲11.4%15,0260.7%ETFDFUSDimensional U.S. Equity ETF$1,683$9 ▼-0.6%23,7350.7%ETFVGITVanguard Intermediate-Term Treasury ETF$1,470$14 ▼-0.9%24,6880.6%ETFMSFTMicrosoft$1,437$15 ▼-1.0%3,8830.6%Computer and TechnologyAAPLApple$1,306$250 ▼-16.0%5,1500.6%Computer and TechnologyDFATDimensional U.S. Targeted Value ETF$1,259$3 ▼-0.3%20,1720.5%ETFSPYSPDR S&P 500 ETF Trust$1,204$7 ▲0.6%1,8520.5%FinanceDFUVDimensional US Marketwide Value ETF$1,1080.0%22,8830.5%ETFVCITVanguard Intermediate-Term Corporate Bond ETF$1,086$59 ▲5.8%13,1270.5%ETFCOSTCostco Wholesale$1,0140.0%1,0180.4%Retail/WholesaleVBRVanguard Small-Cap Value ETF$1,008$384 ▲61.6%4,6420.4%ETFMANAGER DIRECTED PORTFOLIOS$993$6 ▼-0.6%96,1440.4%VERT GLB SUST REEAGGiShares ESG Aware U.S. Aggregate Bond ETF$955$26 ▲2.8%20,0970.4%ETFVTVVanguard Value ETF$946$44 ▼-4.5%4,8250.4%ETFNUSCNuveen ESG Small-Cap ETF$875$70 ▼-7.4%19,4350.4%ETFVGSHVanguard Short-Term Treasury ETF$855$0 ▲0.0%14,6170.4%ETFDFSUDimensional US Sustainability Core 1 ETF$662$97 ▲17.1%16,1130.3%ETFXOMExxonMobil$6540.0%3,8560.3%EnergyVBKVanguard Small-Cap Growth ETF$592$592 ▲New Holding1,9590.3%ETFVEUVanguard FTSE All-World ex-US ETF$529$0 ▲0.1%7,0490.2%ETFWFCWells Fargo & Company$5240.0%6,5840.2%FinanceJPMJPMorgan Chase & Co.$5080.0%1,7290.2%FinanceCSXCSX$508$62 ▼-10.9%12,3760.2%TransportationABBVAbbVie$504$14 ▼-2.8%2,3210.2%MedicalIVViShares Core S&P 500 ETF$493$11 ▼-2.2%7550.2%ETFDFIVDimensional International Value ETF$4900.0%9,2940.2%ETFVBVanguard Small-Cap ETF$467$0 ▲0.1%1,7840.2%ETFSCHFSchwab International Equity ETF$414$17 ▼-3.9%16,7600.2%ETFGLACIER BANCORP INC NEW$3950.0%8,8580.2%COMLLYEli Lilly and Company$390$45 ▼-10.3%4250.2%MedicalINTCIntel$389$30 ▲8.4%8,8230.2%Computer and TechnologyVWOVanguard FTSE Emerging Markets ETF$389$26 ▲7.2%7,2060.2%ETFIYYiShares Dow Jones U.S. ETF$370$12 ▼-3.2%2,3390.2%ETFIWBiShares Russell 1000 ETF$3540.0%9940.2%ETFCVXChevron$3480.0%1,6840.2%EnergyDFAUDimensional US Core Equity Market ETF$342$342 ▲New Holding7,6000.1%ETFSUSBiShares ESG Aware 1-5 Year USD Corporate Bond ETF$324$9 ▲3.0%12,9400.1%ManufacturingESGDiShares ESG Aware MSCI EAFE ETF$3110.0%3,2620.1%ManufacturingDFASDimensional U.S. Small Cap ETF$306$19 ▲6.7%4,3050.1%ETFJNJJohnson & Johnson$293$1 ▼-0.3%1,2000.1%MedicalDIMENSIONAL ETF TRUST$292$8 ▲2.9%3,9650.1%WORLD EQUITY ETFSBUXStarbucks$2910.0%3,2490.1%Retail/WholesaleNKENIKE$285$11 ▼-3.8%5,4010.1%Consumer DiscretionaryVEAVanguard FTSE Developed Markets ETF$2650.0%4,1410.1%ETFVPUVanguard Utilities ETF$262$262 ▲New Holding1,3250.1%ETFHWMHowmet Aerospace$252$28 ▼-10.1%1,0960.1%AerospaceCSCOCisco Systems$2490.0%3,2110.1%Computer and TechnologyVUGVanguard Growth ETF$2480.0%5680.1%ETFPGProcter & Gamble$242$242 ▲New Holding1,6790.1%Consumer StaplesGLDSPDR Gold Shares$240$8 ▼-3.1%5590.1%FinanceVCSHVanguard Short-Term Corporate Bond ETF$236$10 ▲4.5%2,9820.1%ETFAGGiShares Core U.S. Aggregate Bond ETF$2360.0%2,3790.1%FinanceVSSVanguard FTSE All-World ex-US Small-Cap ETF$229$47 ▼-17.1%1,5720.1%ETFAEPAmerican Electric Power$226$226 ▲New Holding1,7250.1%UtilitiesDFAEDimensional Emerging Core Equity Market ETF$222$8 ▲3.9%6,5660.1%ETFGOOGLAlphabet$216$11 ▼-4.8%7540.1%Computer and TechnologyIVEiShares S&P 500 Value ETF$2160.0%1,0260.1%ETFMDYSPDR S&P MidCap 400 ETF Trust$2050.0%3330.1%ETFGOOGAlphabet$202$4 ▼-2.1%7060.1%Computer and TechnologyBIOBio-Rad Laboratories$2020.0%7260.1%MedicalUNPUnion Pacific$201$201 ▲New Holding8320.1%TransportationVOOVanguard S&P 500 ETF$0$208 ▼-100.0%00.0%ETFShowing largest 100 holdings. 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