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Manager Directed Portfolios shares owned by Silver Oak Advisory Group

Quarter-by-quarter ownership of Manager Directed Portfolios (VGSR) shares owned by Silver Oak Advisory Group from 13F filings

Historical chart of Silver Oak Advisory Group investment in Manager Directed Portfolios

Tip: Access up to 7 years of quarterly data

All positions including Manager Directed Portfolios held by Silver Oak Advisory Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Manager Directed Portfolios by Silver Oak Advisory Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $681k 61k 11.10
2024-06-30 $592k 61k 9.66
2024-03-31 $542k 55k 9.81
2023-12-31 $553k 56k 9.95

More positions owned by Silver Oak Advisory Group

Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust World Ex Us Core (DFAX)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Admiral Fds Smlcp 600 Val (VIOV)
Vanguard Index Fds Real Estate Etf (VNQ)
Vanguard Bd Index Fds Intermed Term (BIV)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Nushares Etf Tr Nuveen Esg Us (NUBD)
Vanguard World Esg Intl Stk Etf (VSGX)
Apple (AAPL)

View all positions for Silver Oak Advisory Group

Top funds holding Manager Directed Portfolios

Abacus Wealth Partners
Brighton Jones
Merriman Wealth Management
First Pacific Financial
Vista Wealth Management Group
WCG Wealth Advisors
Mission Wealth Management
PFG Investments
HighTower Advisors
Colorado Capital Management
Balanced Rock Investment Advisors
SOA Wealth Advisors
Koss-Olinger Consulting
Colony
Red Lighthouse Investment Management

View all funds holding Manager Directed Portfolios