Silver Oak Advisory Group, Inc.
CIK: 0001906937SEC EDGAR →
Portfolio Value
$221.2M
Holdings
75
As of
Q4 2025
New Positions
7
Closed Positions
3
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | VANGUARD BD INDEX FDS | 593,754 | $44.0M | 19.88% |
| 2 | VANGUARD CHARLOTTE FDS | 502,687 | $24.3M | 10.98% |
| 3 | VANGUARD BD INDEX FDS | 210,150 | $16.6M | 7.49% |
| 4 | DIMENSIONAL ETF TRUST | 400,421 | $15.9M | 7.17% |
| 5 | DIMENSIONAL ETF TRUST | 438,719 | $14.4M | 6.49% |
| 6 | VANGUARD INDEX FDS | 32,874 | $11.0M | 4.98% |
| 7 | VANGUARD MUN BD FDS | 198,820 | $10.0M | 4.52% |
| 8 | VANGUARD ADMIRAL FDS INC | 88,971 | $8.7M | 3.93% |
| 9 | VANGUARD BD INDEX FDS | 86,376 | $6.7M | 3.04% |
| 10 | VANGUARD INDEX FDS | 75,532 | $6.7M | 3.02% |
Quarterly Changes
Top Buys
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 55 | $205.5M | 92.9% |
| Unknown | 4 | $6.8M | 3.1% |
| Technology | 4 | $4.1M | 1.9% |
| Healthcare | 3 | $1.3M | 0.6% |
| Consumer Defensive | 1 | $877K | 0.4% |
| Industrials | 2 | $752K | 0.3% |
| Energy | 2 | $720K | 0.3% |
| Consumer Cyclical | 2 | $630K | 0.3% |
| Communication Services | 2 | $473K | 0.2% |