Silver Oak Wealth Advisors Services

Silver Oak Wealth Advisors Services as of June 30, 2026

Portfolio Holdings for Silver Oak Wealth Advisors Services

Silver Oak Wealth Advisors Services holds 40 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Malvern Fds Strm Infproidx (VTIP) 20.5 $34M 683k 50.23
Goldman Sachs Etf Tr Activebeta Int (GSIE) 19.3 $32M 706k 45.70
Vanguard World Esg Us Stk Etf (ESGV) 11.5 $19M 145k 132.24
Dimensional Etf Trust Us High Prof Etf (DUHP) 7.3 $12M 292k 41.73
American Centy Etf Tr Us Large Cap Vlu (AVLV) 5.5 $9.1M 100k 91.21
American Centy Etf Tr Avantis Emgmkt (AVEM) 5.3 $8.8M 91k 96.49
Ishares Tr MRGSTR MD CP GRW (IMCG) 5.0 $8.3M 85k 98.30
Dimensional Etf Trust Intl Cor Fix Etf (DFGX) 2.9 $4.9M 92k 53.59
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 2.6 $4.3M 54k 79.03
American Centy Etf Tr Us Sml Cp Valu (AVUV) 2.4 $4.0M 33k 124.76
Ishares Tr Esg Aw Msci Eafe (ESGD) 2.2 $3.6M 35k 102.81
Ishares Tr Calif Mun Bd Etf (CMF) 2.1 $3.5M 61k 57.64
J P Morgan Exchange Traded F Municipal Etf (JMUB) 1.9 $3.2M 63k 50.66
Vanguard Scottsdale Fds Int-term Corp (VCIT) 1.8 $3.0M 37k 82.65
Apple (AAPL) 1.1 $1.9M 6.4k 289.37
Ishares Esg Awr Msci Em (ESGE) 1.0 $1.7M 31k 54.69
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.9 $1.4M 1.9k 736.51
Vanguard Index Fds Total Stk Mkt (VTI) 0.8 $1.3M 3.5k 370.02
Vanguard Specialized Funds Div App Etf (VIG) 0.7 $1.2M 5.2k 236.61
Ishares Tr 0-5 Yr Tips Etf (STIP) 0.7 $1.2M 12k 102.16
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.5 $906k 13k 71.25
NVIDIA Corporation (NVDA) 0.5 $835k 4.2k 200.09
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.4 $666k 20k 33.84
Ishares Tr Shrt Nat Mun Etf (SUB) 0.3 $554k 5.2k 106.47
Microsoft Corporation (MSFT) 0.3 $489k 1.3k 372.99
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.3 $446k 2.1k 212.77
Vanguard Index Fds Growth Etf (VUG) 0.2 $375k 4.4k 86.14
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.2 $354k 515.00 687.20
Ishares Tr Expnd Tec Sc Etf (IGM) 0.2 $294k 1.8k 163.58
Vanguard Whitehall Fds High Div Yld (VYM) 0.2 $283k 1.8k 158.05
Dimensional Etf Trust Emerging Mkts Co (DFEM) 0.2 $280k 6.9k 40.64
Vanguard Admiral Fds Midcp 400 Val (IVOV) 0.2 $257k 2.3k 114.06
Cisco Systems (CSCO) 0.2 $256k 2.2k 117.46
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.2 $252k 7.9k 31.71
Oracle Corporation (ORCL) 0.1 $226k 1.5k 146.55
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 0.1 $225k 3.8k 58.98
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.1 $220k 904.00 243.12
Ishares Tr Core Us Aggbd Et (AGG) 0.1 $219k 2.2k 98.97
Vanguard World Esg Us Corp Bd (VCEB) 0.1 $215k 3.4k 62.76
Ishares Tr Trust Ishare 0-1 (SHV) 0.1 $202k 1.8k 110.35