Silver Oak Wealth Advisors Services

Silver Oak Wealth Advisors Services as of March 31, 2026

Portfolio Holdings for Silver Oak Wealth Advisors Services

Silver Oak Wealth Advisors Services holds 39 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Malvern Fds Strm Infproidx (VTIP) 20.4 $31M 629k 49.95
Goldman Sachs Etf Tr Activebeta Int (GSIE) 20.0 $31M 713k 43.13
Vanguard World Esg Us Stk Etf (ESGV) 10.8 $17M 148k 112.27
Dimensional Etf Trust Us High Profitab (DUHP) 6.8 $11M 286k 36.76
American Centy Etf Tr Us Large Cap Vlu (AVLV) 5.7 $8.8M 109k 80.61
American Centy Etf Tr Avantis Emgmkt (AVEM) 5.2 $8.0M 99k 80.58
Ishares Tr MRGSTR MD CP GRW (IMCG) 4.5 $7.0M 88k 78.77
Dimensional Etf Trust Dimensional Inte (DFGX) 3.1 $4.8M 92k 52.45
American Centy Etf Tr Us Sml Cp Valu (AVUV) 2.5 $3.9M 35k 110.47
Ishares Tr Calif Mun Bd Etf (CMF) 2.5 $3.8M 67k 56.86
Ishares Tr Esg Aw Msci Eafe (ESGD) 2.2 $3.3M 35k 95.62
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 2.2 $3.3M 42k 79.27
J P Morgan Exchange Traded F Municipal Etf (JMUB) 2.1 $3.2M 64k 49.99
Vanguard Scottsdale Fds Int-term Corp (VCIT) 1.8 $2.8M 34k 82.75
Ishares Tr 0-5 Yr Tips Etf (STIP) 1.5 $2.2M 22k 103.43
Apple (AAPL) 1.1 $1.7M 6.6k 253.80
Ishares Esg Awr Msci Em (ESGE) 0.9 $1.4M 31k 45.47
Vanguard Index Fds Total Stk Mkt (VTI) 0.8 $1.2M 3.6k 320.83
Vanguard Specialized Funds Div App Etf (VIG) 0.7 $1.1M 5.3k 215.04
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.7 $1.1M 1.9k 577.27
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.5 $817k 13k 64.08
NVIDIA Corporation (NVDA) 0.5 $727k 4.2k 174.40
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.4 $574k 20k 29.13
Ishares Tr Shrt Nat Mun Etf (SUB) 0.4 $554k 5.2k 106.50
Microsoft Corporation (MSFT) 0.3 $485k 1.3k 370.15
Argan (AGX) 0.3 $436k 800.00 544.65
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.3 $402k 2.1k 191.92
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.2 $356k 595.00 597.60
Vanguard Index Fds Growth Etf (VUG) 0.2 $317k 726.00 436.79
Dave Class A Com New (DAVE) 0.2 $309k 1.8k 174.09
Vanguard Whitehall Fds High Div Yld (VYM) 0.2 $266k 1.8k 148.11
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.2 $244k 7.9k 30.68
Dimensional Etf Trust Emerging Mkts Co (DFEM) 0.2 $238k 6.9k 34.55
Vanguard Admiral Fds Midcp 400 Val (IVOV) 0.1 $230k 2.3k 101.94
Oracle Corporation (ORCL) 0.1 $229k 1.6k 147.11
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 0.1 $225k 3.8k 59.55
Ishares Tr Trust Ishare 0-1 (SHV) 0.1 $216k 2.0k 110.39
Vanguard World Esg Us Corp Bd (VCEB) 0.1 $215k 3.4k 62.83
Ishares Tr Expnd Tec Sc Etf (IGM) 0.1 $213k 1.8k 118.51