Silver Oak Wealth Advisors Services, LLC Top Holdings and 13F Report (2025) About Silver Oak Wealth Advisors Services, LLCInvestment ActivitySilver Oak Wealth Advisors Services, LLC has $112.15 million in total holdings as of March 31, 2025.Silver Oak Wealth Advisors Services, LLC owns shares of 31 different stocks, but just 9 companies or ETFs make up 80% of its holdings.Approximately 3.31% of the portfolio was purchased this quarter.About 4.86% of the portfolio was sold this quarter.This quarter, Silver Oak Wealth Advisors Services, LLC has purchased 40 new stocks and bought additional shares in 13 stocks.Silver Oak Wealth Advisors Services, LLC sold shares of 11 stocks and completely divested from 9 stocks this quarter.Largest Holdings Vanguard ESG U.S. Stock ETF $17,346,053Goldman Sachs ActiveBeta International Equity ETF $17,311,003Vanguard Short-Term Inflation-Protected Securities ETF $16,012,383Dimensional US High Profitability ETF $8,288,148Avantis U.S. Large Cap Value ETF $7,999,962 Largest Purchases this Quarter iShares 0-5 Year TIPS Bond ETF 12,996 shares (about $1.34M)Dimensional US High Profitability ETF 29,011 shares (about $961.42K)Vanguard Short-Term Corporate Bond ETF 4,620 shares (about $364.70K)iShares California Muni Bond ETF 4,711 shares (about $265.14K)iShares Short-Term National Muni Bond ETF 2,382 shares (about $251.54K) Largest Sales this Quarter Vanguard Short-Term Inflation-Protected Securities ETF 33,189 shares (about $1.66M)Vanguard Intermediate-Term Corporate Bond ETF 5,696 shares (about $465.71K)iShares Short Treasury Bond ETF 2,062 shares (about $227.77K)Avantis U.S. Large Cap Value ETF 2,917 shares (about $190.22K)Avantis Emerging Markets Equity ETF 1,510 shares (about $90.86K) Sector Allocation Over TimeMap of 500 Largest Holdings ofSilver Oak Wealth Advisors Services, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorESGVVanguard ESG U.S. Stock ETF$17,346,053$70,524 ▲0.4%177,09115.5%ETFGSIEGoldman Sachs ActiveBeta International Equity ETF$17,311,003$3,886 ▼0.0%485,58215.4%ETFVTIPVanguard Short-Term Inflation-Protected Securities ETF$16,012,383$1,656,133 ▼-9.4%320,88914.3%ManufacturingDUHPDimensional US High Profitability ETF$8,288,148$961,425 ▲13.1%250,0957.4%ETFAVLVAvantis U.S. Large Cap Value ETF$7,999,962$190,218 ▼-2.3%122,6807.1%ETFIMCGiShares Morningstar Mid-Cap Growth ETF$7,314,863$60,787 ▲0.8%102,4066.5%ETFAVEMAvantis Emerging Markets Equity ETF$6,542,362$90,857 ▼-1.4%108,7315.8%ETFVGITVanguard Intermediate-Term Treasury ETF$4,534,531$191,802 ▲4.4%76,3394.0%ETFVCSHVanguard Short-Term Corporate Bond ETF$4,489,715$364,703 ▲8.8%56,8754.0%ETFAVUVAvantis U.S. Small Cap Value ETF$3,149,897$162,747 ▲5.4%36,1352.8%ETFVCITVanguard Intermediate-Term Corporate Bond ETF$3,019,005$465,708 ▼-13.4%36,9252.7%ETFESGDiShares ESG Aware MSCI EAFE ETF$2,640,221$5,718 ▲0.2%32,3202.4%ManufacturingSTIPiShares 0-5 Year TIPS Bond ETF$1,672,179$1,344,696 ▲410.6%16,1611.5%ETFAAPLApple$1,388,150$11,773 ▼-0.8%6,2491.2%Computer and TechnologyCMFiShares California Muni Bond ETF$1,358,318$265,135 ▲24.3%24,1351.2%ETFVIGVanguard Dividend Appreciation ETF$1,262,440$20,174 ▼-1.6%6,5081.1%ETFESGEiShares ESG Aware MSCI EM ETF$1,121,4060.0%32,0861.0%ManufacturingVTIVanguard Total Stock Market ETF$1,110,508$8,794 ▼-0.8%4,0411.0%ETFQQQInvesco QQQ$905,156$61,907 ▼-6.4%1,9300.8%FinanceVEAVanguard FTSE Developed Markets ETF$664,348$74,517 ▼-10.1%13,0700.6%ETFSUBiShares Short-Term National Muni Bond ETF$576,998$251,539 ▲77.3%5,4640.5%ETFMSFTMicrosoft$541,267$375 ▲0.1%1,4420.5%Computer and TechnologyNVDANVIDIA$507,138$30,348 ▲6.4%4,6790.5%Computer and TechnologySCHGSchwab U.S. Large-Cap Growth ETF$493,1290.0%19,6940.4%ETFRSPInvesco S&P 500 Equal Weight ETF$362,7440.0%2,0940.3%ETFVOOVanguard S&P 500 ETF$311,393$6,166 ▲2.0%6060.3%ETFVUGVanguard Growth ETF$269,2150.0%7260.2%ETFSHViShares Short Treasury Bond ETF$258,035$227,769 ▼-46.9%2,3360.2%ETFVYMVanguard High Dividend Yield ETF$256,7810.0%1,9910.2%ETFSCHDSchwab US Dividend Equity ETF$231,2290.0%8,2700.2%ETFIVOVVanguard S&P Mid-Cap 400 Value ETF$207,5300.0%2,2550.2%ETFAVGOBroadcom$0$377,204 ▼-100.0%00.0%Computer and TechnologyVBRVanguard Small-Cap Value ETF$0$359,700 ▼-100.0%00.0%ETFAMZNAmazon.com$0$338,738 ▼-100.0%00.0%Retail/WholesaleJPMJPMorgan Chase & Co.$0$294,843 ▼-100.0%00.0%FinanceGOOGLAlphabet$0$289,440 ▼-100.0%00.0%Computer and TechnologyORCLOracle$0$278,289 ▼-100.0%00.0%Computer and TechnologyMETAMeta Platforms$0$251,184 ▼-100.0%00.0%Computer and TechnologyTSLATesla$0$230,189 ▼-100.0%00.0%Auto/Tires/TrucksSPYSPDR S&P 500 ETF Trust$0$223,298 ▼-100.0%00.0%FinanceShowing 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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