Silver Oak Advisory Group, Inc. Top Holdings and 13F Report (2025) About Silver Oak Advisory Group, Inc.Investment ActivitySilver Oak Advisory Group, Inc. has $253.63 thousand in total holdings as of June 30, 2025.Silver Oak Advisory Group, Inc. owns shares of 86 different stocks, but just 14 companies or ETFs make up 80% of its holdings.Approximately 4.19% of the portfolio was purchased this quarter.About 0.98% of the portfolio was sold this quarter.This quarter, Silver Oak Advisory Group, Inc. has purchased 80 new stocks and bought additional shares in 29 stocks.Silver Oak Advisory Group, Inc. sold shares of 30 stocks and completely divested from 1 stock this quarter.Largest Holdings Vanguard Total Bond Market ETF $49,330Vanguard Total International Bond ETF $26,361Dimensional U.S. Core Equity 2 ETF $21,558Dimensional World ex U.S. Core Equity 2 ETF $18,984Vanguard Short-Term Bond ETF $17,788 Largest New Holdings this Quarter 025072281 - Avantis Responsible U.S. Equity ETF $567 Holding922908363 - Vanguard S&P 500 ETF $257 Holding369604301 - GE Aerospace $240 Holding46435U663 - iShares ESG Aware MSCI USA Small-Cap ETF $221 Holding882508104 - Texas Instruments $214 Holding Largest Purchases this Quarter Vanguard Total Bond Market ETF 41,234 shares (about $3.03K)Dimensional World ex U.S. Core Equity 2 ETF 38,545 shares (about $1.42K)VANGUARD MUN BD FDS 11,629 shares (about $1.17K)Dimensional U.S. Core Equity 2 ETF 21,418 shares (about $950.06)Vanguard Total International Bond ETF 14,011 shares (about $678.54) Largest Sales this Quarter Schwab US Broad Market ETF 15,566 shares (about $450.76)Dimensional US Sustainability Core 1 ETF 6,471 shares (about $301.34)Apple 714 shares (about $206.51)Intel 1,282 shares (about $178.84)Vanguard Intermediate-Term Treasury ETF 2,825 shares (about $166.56) 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$49,330$3,027 â–²6.5%671,98619.4%ETFBNDXVanguard Total International Bond ETF$26,361$679 â–²2.6%544,32410.4%ETFDFACDimensional U.S. Core Equity 2 ETF$21,558$950 â–²4.6%486,0008.5%ETFDFAXDimensional World ex U.S. Core Equity 2 ETF$18,984$1,420 â–²8.1%515,3187.5%ETFBSVVanguard Short-Term Bond ETF$17,788$363 â–²2.1%228,3257.0%ETFVTIVanguard Total Stock Market ETF$12,128$106 â–²0.9%32,7764.8%ETFVIOVVanguard S&P Small-Cap 600 Value ETF$10,324$37 â–²0.4%87,9954.1%ETFVTEBVanguard Tax-Exempt Bond ETF$10,245$117 â–¼-1.1%202,5684.0%ETFVNQVanguard Real Estate ETF$8,009$75 â–²0.9%83,0583.2%ETFVANGUARD MUN BD FDS$7,394$1,174 â–²18.9%73,2322.9%INTERMEDIATE TRMBIVVanguard Intermediate-Term Bond ETF$7,155$166 â–²2.4%93,2942.8%ETFVXUSVanguard Total International Stock ETF$6,581$102 â–¼-1.5%76,9862.6%ETFSCHBSchwab US Broad Market ETF$3,898$451 â–¼-10.4%134,6101.5%ETFVSGXVanguard ESG International Stock ETF$3,460$5 â–¼-0.2%42,0221.4%ETFVTESVanguard Short-Term Tax-Exempt Bond ETF$2,512$95 â–²3.9%24,8041.0%ETFVTIPVanguard Short-Term Inflation-Protected Securities ETF$2,354$54 â–²2.3%46,8790.9%ETFVIOOVanguard S&P Small-Cap 600 ETF$2,308$8 â–²0.3%16,7830.9%ETFNUBDNuveen ESG U.S. Aggregate Bond ETF$2,251$9 â–¼-0.4%101,7390.9%ETFVTVanguard Total World Stock ETF$2,169$8 â–¼-0.4%13,8250.9%ETFDFUSDimensional U.S. Equity ETF$1,9440.0%23,7350.8%ETFESGVVanguard ESG U.S. Stock ETF$1,930$56 â–¼-2.8%14,5990.8%ETFMSFTMicrosoft$1,440$8 â–¼-0.6%3,8610.6%TechnologyDFATDimensional U.S. Targeted Value ETF$1,415$6 â–²0.4%20,2570.6%ETFSPYSPDR S&P 500 ETF Trust$1,357$25 â–¼-1.8%1,8180.5%ETFVGITVanguard Intermediate-Term Treasury ETF$1,289$167 â–¼-11.4%21,8630.5%ETFAAPLApple$1,283$207 â–¼-13.9%4,4360.5%TechnologyMANAGER DIRECTED PORTFOLIOS$1,192$98 â–²9.0%104,7670.5%VERT GLB SUST REDFUVDimensional US Marketwide Value ETF$1,123$135 â–¼-10.7%20,4290.4%ETFVBRVanguard Small-Cap Value ETF$1,109$19 â–¼-1.7%4,5650.4%ETFVCITVanguard Intermediate-Term Corporate Bond ETF$1,085$1 â–²0.1%13,1340.4%ETFINTCIntel$1,052$179 â–¼-14.5%7,5410.4%TechnologyEAGGiShares ESG Aware U.S. Aggregate Bond ETF$1,036$84 â–²8.8%21,8640.4%ETFVTVVanguard Value ETF$1,030$21 â–¼-2.0%4,7290.4%ETFNUSCNuveen ESG Small-Cap ETF$1,010$3 â–¼-0.2%19,3870.4%ETFCOSTCostco Wholesale$905$47 â–¼-4.9%9680.4%Consumer StaplesVGSHVanguard Short-Term Treasury ETF$883$33 â–²3.9%15,1830.3%ETFVBKVanguard Small-Cap Growth ETF$7160.0%1,9590.3%ETFVEUVanguard FTSE All-World ex-US ETF$591$1 â–²0.2%7,0640.2%ETFCSXCSX$5880.0%12,3760.2%IndustrialsABBVAbbVie$587$3 â–²0.5%2,3330.2%HealthcareAVSUAvantis Responsible U.S. Equity ETF$567$567 â–²New Holding6,4090.2%ETFVBVanguard Small-Cap ETF$5400.0%1,7840.2%ETFXOMExxonMobil$5270.0%3,8560.2%EnergyJPMJPMorgan Chase & Co.$522$43 â–¼-7.6%1,5970.2%FinanceWFCWells Fargo & Company$503$40 â–¼-7.4%6,0950.2%FinanceIVViShares Core S&P 500 ETF$496$69 â–¼-12.2%6630.2%ETFLLYEli Lilly and Company$472$37 â–¼-7.3%3940.2%HealthcareDFIVDimensional International Value ETF$452$49 â–¼-9.8%8,3810.2%ETFDFSUDimensional US Sustainability Core 1 ETF$449$301 â–¼-40.2%9,6420.2%ETFGLACIER BANCORP INC NEW$445$11 â–¼-2.5%8,6380.2%COMSCHFSchwab International Equity ETF$443$21 â–¼-4.5%16,0070.2%ETFVWOVanguard FTSE Emerging Markets ETF$430$0 â–²0.0%7,2090.2%ETFIYYiShares Dow Jones U.S. ETF$4260.0%2,3390.2%ETFIWBiShares Russell 1000 ETF$4070.0%9940.2%ETFDFAUDimensional US Core Equity Market ETF$387$5 â–¼-1.3%7,5000.2%ETFCSCOCisco Systems$3770.0%3,2110.1%TechnologyDFAEDimensional Emerging Core Equity Market ETF$345$82 â–²31.0%8,6040.1%ETFDFASDimensional U.S. Small Cap ETF$334$20 â–¼-5.7%4,0580.1%ETFSBUXStarbucks$3320.0%3,2490.1%Consumer DiscretionaryDIMENSIONAL ETF TRUST$328$0 â–²0.0%3,9660.1%WORLD EQUITY ETFSUSBiShares ESG Aware 1-5 Year USD Corporate Bond ETF$323$0 â–²0.1%12,9580.1%ETFJNJJohnson & Johnson$3040.0%1,2000.1%HealthcareVEAVanguard FTSE Developed Markets ETF$295$0 â–²0.0%4,1430.1%ETFVUGVanguard Growth ETF$288$239 â–²489.6%3,3490.1%ETFCVXChevron$2790.0%1,6840.1%EnergyESGDiShares ESG Aware MSCI EAFE ETF$276$59 â–¼-17.6%2,6870.1%ETFGOOGLAlphabet$269$0 â–²0.1%7550.1%Communication ServicesHWMHowmet Aerospace$266$28 â–¼-9.6%9910.1%IndustrialsVPUVanguard Utilities ETF$2590.0%1,3250.1%ETFVOOVanguard S&P 500 ETF$257$257 â–²New Holding3760.1%ETFGOOGAlphabet$2490.0%7060.1%Communication ServicesPGProcter & Gamble$2460.0%1,6790.1%Consumer StaplesVSSVanguard FTSE All-World ex-US Small-Cap ETF$243$1 â–²0.3%1,5760.1%ETFGEGE Aerospace$240$240 â–²New Holding6440.1%IndustrialsVCSHVanguard Short-Term Corporate Bond ETF$236$0 â–²0.2%2,9880.1%ETFAGGiShares Core U.S. Aggregate Bond ETF$2350.0%2,3790.1%ETFAEPAmerican Electric Power$2350.0%1,7250.1%UtilitiesMDYSPDR S&P MidCap 400 ETF Trust$2340.0%3330.1%ETFIVEiShares S&P 500 Value ETF$2320.0%1,0260.1%ETFUNPUnion Pacific$2260.0%8320.1%IndustrialsNKENIKE$2210.0%5,4010.1%Consumer DiscretionaryESMLiShares ESG Aware MSCI USA Small-Cap ETF$221$221 â–²New Holding3,9580.1%ETFTXNTexas Instruments$214$214 â–²New Holding7200.1%TechnologySCHVSchwab U.S. Large-Cap Value ETF$213$213 â–²New Holding6,1380.1%ETFIBMInternational Business Machines$211$211 â–²New Holding7530.1%TechnologyBIOBio-Rad Laboratories$200$13 â–¼-6.1%6820.1%HealthcareGLDSPDR Gold Shares$0$240 â–¼-100.0%00.0%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 Unlock superior investment research and tools. Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools and reports. Get MarketBeat All Access 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 Email Me a Login Link 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.
