SILVER OAK WEALTH ADVISORS SERVICES, LLC Q4 2025 Filing
Filed January 29, 2026
Portfolio Value
$155.0B
Holdings
36
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (36 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | VTIPVANGUARD MALVERN FDS | 623,127 | $30.8B | 19.88% | |
| 2 | GSIEGOLDMAN SACHS ETF TR | 714,410 | $30.7B | 19.78% | |
| 3 | ESGVVANGUARD WORLD FD | 147,614 | $17.9B | 11.52% | |
| 4 | DUHPDIMENSIONAL ETF TRUST | 283,908 | $10.8B | 6.96% | |
| 5 | AVLVAMERICAN CENTY ETF TR | 108,446 | $8.2B | 5.30% | |
| 6 | AVEMAMERICAN CENTY ETF TR | 101,306 | $7.8B | 5.03% | |
| 7 | IMCGISHARES TR | 86,162 | $6.9B | 4.44% | |
| 8 | CMFISHARES TR | 92,457 | $5.3B | 3.43% | |
| 9 | DFGXDIMENSIONAL ETF TRUST | 84,941 | $4.5B | 2.88% | |
| 10 | AVUVAMERICAN CENTY ETF TR | 34,694 | $3.5B | 2.28% | |
| 11 | ESGDISHARES TR | 34,636 | $3.3B | 2.12% | |
| 12 | JMUBJ P MORGAN EXCHANGE TRADED F | 62,997 | $3.2B | 2.05% | |
| 13 | VCSHVANGUARD SCOTTSDALE FDS | 39,592 | $3.2B | 2.04% | |
| 14 | VCITVANGUARD SCOTTSDALE FDS | 34,422 | $2.9B | 1.86% | |
| 15 | STIPISHARES TR | 23,642 | $2.4B | 1.56% | |
| 16 | AAPLAPPLE INC | 6,649 | $1.8B | 1.17% | |
| 17 | ESGEISHARES INC | 31,462 | $1.4B | 0.90% | |
| 18 | VTIVANGUARD INDEX FDS | 3,659 | $1.2B | 0.79% | |
| 19 | NDQINVESCO QQQ TR | 1,930 | $1.2B | 0.76% | |
| 20 | VIGVANGUARD SPECIALIZED FUNDS | 5,265 | $1.2B | 0.75% | |
| 21 | MSFTMICROSOFT CORP | 1,804 | $872.0M | 0.56% | |
| 22 | NVDANVIDIA CORPORATION | 4,424 | $825.0M | 0.53% | |
| 23 | VEAVANGUARD TAX-MANAGED FDS | 12,875 | $804.0M | 0.52% | |
| 24 | SCHGSCHWAB STRATEGIC TR | 19,694 | $642.0M | 0.41% | |
| 25 | SUBISHARES TR | 5,411 | $577.0M | 0.37% | |
| 26 | DAVEDAVE INC | 1,866 | $413.0M | 0.27% | |
| 27 | RSPINVESCO EXCHANGE TRADED FD T | 2,094 | $401.0M | 0.26% | |
| 28 | VOOVANGUARD INDEX FDS | 590 | $369.0M | 0.24% | |
| 29 | VUGVANGUARD INDEX FDS | 726 | $354.0M | 0.23% | |
| 30 | ORCLORACLE CORP | 1,556 | $303.0M | 0.20% | |
| 31 | VYMVANGUARD WHITEHALL FDS | 1,793 | $257.0M | 0.17% | |
| 32 | AGXARGAN INC | 800 | $250.0M | 0.16% | |
| 33 | IGMISHARES TR | 1,800 | $232.0M | 0.15% | |
| 34 | DFEMDIMENSIONAL ETF TRUST | 6,900 | $228.0M | 0.15% | |
| 35 | IVOVVANGUARD ADMIRAL FDS INC | 2,255 | $227.0M | 0.15% | |
| 36 | SCHDSCHWAB STRATEGIC TR | 7,937 | $217.0M | 0.14% |