Silver Oak Wealth Advisors Services

Silver Oak Wealth Advisors Services as of June 30, 2025

Portfolio Holdings for Silver Oak Wealth Advisors Services

Silver Oak Wealth Advisors Services holds 38 positions in its portfolio as reported in the June 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Malvern Fds Strm Infproidx (VTIP) 20.2 $28M 558k 50.27
Goldman Sachs Etf Tr Activebeta Int (GSIE) 18.5 $26M 648k 39.66
Vanguard World Esg Us Stk Etf (ESGV) 11.8 $16M 149k 109.64
Dimensional Etf Trust Us High Profitab (DUHP) 7.3 $10M 285k 35.56
American Centy Etf Tr Us Large Cap Vlu (AVLV) 5.2 $7.2M 106k 68.21
American Centy Etf Tr Avantis Emgmkt (AVEM) 5.0 $6.9M 101k 68.54
Ishares Tr MRGSTR MD CP GRW (IMCG) 4.8 $6.7M 84k 80.23
Ishares Tr Calif Mun Bd Etf (CMF) 3.2 $4.4M 80k 55.74
Dimensional Etf Trust Global Ex Us Cor (DFGX) 2.7 $3.7M 70k 53.36
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 2.5 $3.4M 43k 79.50
Ishares Tr Esg Aw Msci Eafe (ESGD) 2.2 $3.1M 35k 89.22
American Centy Etf Tr Us Sml Cp Valu (AVUV) 2.2 $3.1M 34k 91.10
Vanguard Scottsdale Fds Int-term Corp (VCIT) 1.7 $2.4M 29k 82.92
J P Morgan Exchange Traded F Municipal Etf (JMUB) 1.7 $2.4M 47k 49.64
Ishares Tr 0-5 Yr Tips Etf (STIP) 1.4 $2.0M 19k 102.91
Vanguard Specialized Funds Div App Etf (VIG) 1.0 $1.3M 6.5k 204.66
Apple (AAPL) 0.9 $1.3M 6.2k 205.18
Ishares Esg Awr Msci Em (ESGE) 0.9 $1.2M 31k 39.17
Vanguard Index Fds Total Stk Mkt (VTI) 0.8 $1.2M 3.8k 303.90
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.8 $1.1M 1.9k 551.73
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.5 $745k 13k 57.01
NVIDIA Corporation (NVDA) 0.5 $739k 4.7k 158.01
Microsoft Corporation (MSFT) 0.5 $663k 1.3k 497.25
Ishares Tr Shrt Nat Mun Etf (SUB) 0.4 $575k 5.4k 106.34
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.4 $575k 20k 29.21
Dave Class A Com New (DAVE) 0.4 $501k 1.9k 268.41
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 0.3 $414k 6.9k 59.81
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.3 $381k 2.1k 181.74
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.2 $346k 609.00 567.97
Vanguard Index Fds Growth Etf (VUG) 0.2 $318k 726.00 438.40
Ishares Tr Short Treas Bd (SHV) 0.2 $266k 2.4k 110.42
Vanguard Whitehall Fds High Div Yld (VYM) 0.2 $265k 2.0k 133.32
Oracle Corporation (ORCL) 0.2 $264k 1.2k 218.63
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.2 $219k 8.3k 26.50
Vanguard Admiral Fds Midcp 400 Val (IVOV) 0.2 $215k 2.3k 95.46
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.2 $211k 1.1k 195.10
Dimensional Etf Trust Emerging Mkts Co (DFEM) 0.1 $205k 6.9k 29.68
Ishares Tr Expnd Tec Sc Etf (IGM) 0.1 $202k 1.8k 112.34