Silver Oak Wealth Advisors Services

Silver Oak Wealth Advisors Services as of Dec. 31, 2024

Portfolio Holdings for Silver Oak Wealth Advisors Services

Silver Oak Wealth Advisors Services holds 40 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard World Esg Us Stk Etf (ESGV) 16.0 $19M 176k 104.89
Vanguard Malvern Fds Strm Infproidx (VTIP) 14.8 $17M 354k 48.42
Goldman Sachs Etf Tr Activebeta Int (GSIE) 14.0 $16M 486k 33.34
American Centy Etf Tr Us Large Cap Vlu (AVLV) 7.3 $8.4M 126k 66.77
Ishares Tr MRGSTR MD CP GRW (IMCG) 6.6 $7.7M 102k 75.53
Dimensional Etf Trust Us High Profitab (DUHP) 6.5 $7.5M 221k 33.79
American Centy Etf Tr Avantis Emgmkt (AVEM) 5.6 $6.5M 110k 58.79
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 3.7 $4.2M 73k 58.00
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 3.5 $4.1M 52k 78.01
Vanguard Scottsdale Fds Int-term Corp (VCIT) 3.0 $3.4M 43k 80.27
American Centy Etf Tr Us Sml Cp Valu (AVUV) 2.9 $3.3M 34k 96.53
Ishares Tr Esg Aw Msci Eafe (ESGD) 2.1 $2.5M 32k 76.14
Apple (AAPL) 1.4 $1.6M 6.3k 250.43
Vanguard Specialized Funds Div App Etf (VIG) 1.1 $1.3M 6.6k 195.83
Vanguard Index Fds Total Stk Mkt (VTI) 1.0 $1.2M 4.1k 289.84
NVIDIA Corporation (NVDA) 1.0 $1.1M 4.4k 258.61
Microsoft Corporation (MSFT) 1.0 $1.1M 1.4k 778.94
Ishares Tr Calif Mun Bd Etf (CMF) 1.0 $1.1M 19k 57.28
Ishares Esg Awr Msci Em (ESGE) 0.9 $1.1M 32k 33.39
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.9 $1.1M 2.1k 511.31
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.6 $695k 15k 47.82
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.5 $549k 20k 27.87
Ishares Tr Short Treas Bd (SHV) 0.4 $484k 4.4k 110.11
Broadcom (AVGO) 0.3 $377k 510.00 739.62
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.3 $367k 2.1k 175.23
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.3 $360k 1.8k 198.18
Amazon (AMZN) 0.3 $339k 719.00 471.12
Ishares Tr Shrt Nat Mun Etf (SUB) 0.3 $325k 3.1k 105.48
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.3 $320k 594.00 539.13
Ishares Tr 0-5 Yr Tips Etf (STIP) 0.3 $318k 3.2k 100.60
Vanguard Index Fds Growth Etf (VUG) 0.3 $298k 726.00 410.44
JPMorgan Chase & Co. (JPM) 0.3 $295k 520.00 567.01
Alphabet Cap Stk Cl A (GOOGL) 0.3 $289k 467.00 619.79
Oracle Corporation (ORCL) 0.2 $278k 1.2k 231.91
Vanguard Whitehall Fds High Div Yld (VYM) 0.2 $254k 2.0k 127.60
Meta Platforms Cl A (META) 0.2 $251k 24.00 10466.00
Tesla Motors (TSLA) 0.2 $230k 50.00 4603.78
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.2 $226k 8.3k 27.32
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.2 $223k 381.00 586.08
Vanguard Admiral Fds Midcp 400 Val (IVOV) 0.2 $216k 2.3k 95.55