Silver Oak Wealth Advisors Services

Silver Oak Wealth Advisors Services as of March 31, 2025

Portfolio Holdings for Silver Oak Wealth Advisors Services

Silver Oak Wealth Advisors Services holds 31 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard World Esg Us Stk Etf (ESGV) 15.5 $17M 177k 97.95
Goldman Sachs Etf Tr Activebeta Int (GSIE) 15.4 $17M 486k 35.65
Vanguard Malvern Fds Strm Infproidx (VTIP) 14.3 $16M 321k 49.90
Dimensional Etf Trust Us High Profitab (DUHP) 7.4 $8.3M 250k 33.14
American Centy Etf Tr Us Large Cap Vlu (AVLV) 7.1 $8.0M 123k 65.21
Ishares Tr MRGSTR MD CP GRW (IMCG) 6.5 $7.3M 102k 71.43
American Centy Etf Tr Avantis Emgmkt (AVEM) 5.8 $6.5M 109k 60.17
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 4.0 $4.5M 76k 59.40
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 4.0 $4.5M 57k 78.94
American Centy Etf Tr Us Sml Cp Valu (AVUV) 2.8 $3.1M 36k 87.17
Vanguard Scottsdale Fds Int-term Corp (VCIT) 2.7 $3.0M 37k 81.76
Ishares Tr Esg Aw Msci Eafe (ESGD) 2.4 $2.6M 32k 81.69
Ishares Tr 0-5 Yr Tips Etf (STIP) 1.5 $1.7M 16k 103.47
Apple (AAPL) 1.2 $1.4M 6.2k 222.14
Ishares Tr Calif Mun Bd Etf (CMF) 1.2 $1.4M 24k 56.28
Vanguard Specialized Funds Div App Etf (VIG) 1.1 $1.3M 6.5k 193.98
Ishares Esg Awr Msci Em (ESGE) 1.0 $1.1M 32k 34.95
Vanguard Index Fds Total Stk Mkt (VTI) 1.0 $1.1M 4.0k 274.81
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.8 $905k 1.9k 468.99
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.6 $664k 13k 50.83
Ishares Tr Shrt Nat Mun Etf (SUB) 0.5 $577k 5.5k 105.60
Microsoft Corporation (MSFT) 0.5 $541k 1.4k 375.36
NVIDIA Corporation (NVDA) 0.5 $507k 4.7k 108.39
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.4 $493k 20k 25.04
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.3 $363k 2.1k 173.23
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.3 $311k 606.00 513.85
Vanguard Index Fds Growth Etf (VUG) 0.2 $269k 726.00 370.82
Ishares Tr Short Treas Bd (SHV) 0.2 $258k 2.3k 110.46
Vanguard Whitehall Fds High Div Yld (VYM) 0.2 $257k 2.0k 128.97
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.2 $231k 8.3k 27.96
Vanguard Admiral Fds Midcp 400 Val (IVOV) 0.2 $208k 2.3k 92.03