The Analysis of Silver Oak Advisory Group, Inc.'s Holdings
Currently, Silver Oak Advisory Group, Inc. holds 75 types of securities in its portfolio with a total value $221.2K. In the most recent quarter, they have increased their positions in VTEI (+7.2K shares, valued at $726.0444358513088), BND (+8.5K shares, valued at $628.8491698582242), BNDX (+10.3K shares, valued at $496.08436860312685); decreased their positions in AAPL (-3.4K shares, valued at $919.1056406912293), DFAX (-18.7K shares, valued at $612.5957685899175), MSFT (-910 shares, valued at $440.038236043844); initiated new positions in DFAW (+3.9K shares, valued at $285), MDY (+333 shares, valued at $200). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
BND VANGUARD BD INDEX FDS593.8K shares1.45%2025-12-312026-02-03
BNDX VANGUARD CHARLOTTE FDS502.7K shares2.09%2025-12-312026-02-03 BSV VANGUARD BD INDEX FDS210.2K shares0.58%2025-12-312026-02-03 DFAC DIMENSIONAL ETF TRUST400.4K shares0.63%2025-12-312026-02-03 DFAX DIMENSIONAL ETF TRUST438.7K shares-4.09%2025-12-312026-02-03 VTI VANGUARD INDEX FDS32.9K shares-0.55%2025-12-312026-02-03 VTEB VANGUARD MUN BD FDS198.8K shares2.93%2025-12-312026-02-03 VIOV VANGUARD ADMIRAL FDS INC89.0K shares-0.43%2025-12-312026-02-03 BIV VANGUARD BD INDEX FDS86.4K shares7.11%2025-12-312026-02-03 VNQ VANGUARD INDEX FDS75.5K shares1.12%2025-12-312026-02-03 VXUS VANGUARD STAR FDS81.5K shares-0.94%2025-12-312026-02-03 VTEI VANGUARD MUN BD FDS59.5K shares13.77%2025-12-312026-02-03 SCHB SCHWAB STRATEGIC TR153.0K shares-3.57%2025-12-312026-02-03 VSGX VANGUARD WORLD FD45.8K shares4.17%2025-12-312026-02-03 NUBD NUSHARES ETF TR104.3K shares-2.69%2025-12-312026-02-03 VTES VANGUARD WELLINGTON FD21.9K shares0.26%2025-12-312026-02-03 VTIP VANGUARD MALVERN FDS43.6K shares-1.07%2025-12-312026-02-03 VT VANGUARD INTL EQUITY INDEX F13.8K shares0.37%2025-12-312026-02-03 MSFT MICROSOFT CORP3.9K shares-18.83%2025-12-312026-02-03 VIOO VANGUARD ADMIRAL FDS INC16.9K shares0.15%2025-12-312026-02-03 DFUS DIMENSIONAL ETF TRUST23.9K shares-3.79%2025-12-312026-02-03 AAPL APPLE INC6.1K shares-35.54%2025-12-312026-02-03 ESGV VANGUARD WORLD FD13.5K shares0.52%2025-12-312026-02-03 VGIT VANGUARD SCOTTSDALE FDS24.9K shares18.85%2025-12-312026-02-03 SPY SPDR S&P 500 ETF TR1.8K shares0.82%2025-12-312026-02-03 DFAT DIMENSIONAL ETF TRUST20.2K shares22.75%2025-12-312026-02-03 DFUV DIMENSIONAL ETF TRUST22.9K shares0.00%2025-12-312026-02-03 VCIT VANGUARD SCOTTSDALE FDS12.4K shares7.86%2025-12-312026-02-03 VGSR MANAGER DIRECTED PORTFOLIOS96.7K shares14.02%2025-12-312026-02-03 VTV VANGUARD INDEX FDS5.1K shares-1.21%2025-12-312026-02-03 NUSC NUSHARES ETF TR21.0K shares12.82%2025-12-312026-02-03 EAGG ISHARES TR19.6K shares1.78%2025-12-312026-02-03 COST COSTCO WHSL CORP NEW1.0K shares-20.34%2025-12-312026-02-03 VGSH VANGUARD SCOTTSDALE FDS14.6K shares10.51%2025-12-312026-02-03 WFC WELLS FARGO CO NEW6.6K shares-6.00%2025-12-312026-02-03 VBR VANGUARD INDEX FDS2.9K shares0.00%2025-12-312026-02-03 DFSU DIMENSIONAL ETF TRUST13.8K shares144.04%2025-12-312026-02-03 JPM JPMORGAN CHASE & CO.1.7K shares-6.49%2025-12-312026-02-03 ABBV ABBVIE INC2.4K shares0.00%2025-12-312026-02-03 IVV ISHARES TR772 shares-22.65%2025-12-312026-02-03 VEU VANGUARD INTL EQUITY INDEX F7.0K shares0.00%2025-12-312026-02-03 LLY ELI LILLY & CO474 shares-14.29%2025-12-312026-02-03 CSX CSX CORP13.9K shares-1.95%2025-12-312026-02-03 XOM EXXON MOBIL CORP3.9K shares-0.10%2025-12-312026-02-03 DFIV DIMENSIONAL ETF TRUST9.3K shares-5.31%2025-12-312026-02-03 VB VANGUARD INDEX FDS1.8K shares-44.49%2025-12-312026-02-03 SCHF SCHWAB STRATEGIC TR17.4K shares-3.07%2025-12-312026-02-03 IYY ISHARES TR2.4K shares-4.84%2025-12-312026-02-03 GBCI GLACIER BANCORP INC NEW8.9K shares-11.36%2025-12-312026-02-03 IWB ISHARES TR994 shares-6.31%2025-12-312026-02-03 VWO VANGUARD INTL EQUITY INDEX F6.7K shares-7.44%2025-12-312026-02-03 NKE NIKE INC5.6K shares0.00%2025-12-312026-02-03 SUSB ISHARES TR12.6K shares0.22%2025-12-312026-02-03 ESGD ISHARES TR3.3K shares1.87%2025-12-312026-02-03 INTC INTEL CORP8.1K shares-7.65%2025-12-312026-02-03 DFAW DIMENSIONAL ETF TRUST3.9K sharesnew addition2025-12-312026-02-03 DFAS DIMENSIONAL ETF TRUST4.0K shares0.00%2025-12-312026-02-03 VUG VANGUARD INDEX FDS568 shares0.00%2025-12-312026-02-03 SBUX STARBUCKS CORP3.2K shares-0.73%2025-12-312026-02-03 VSS VANGUARD INTL EQUITY INDEX F1.9K shares1.39%2025-12-312026-02-03 VEA VANGUARD TAX-MANAGED FDS4.1K shares-3.34%2025-12-312026-02-03 CVX CHEVRON CORP NEW1.7K shares0.00%2025-12-312026-02-03 HWM HOWMET AEROSPACE INC1.2K shares0.00%2025-12-312026-02-03 JNJ JOHNSON & JOHNSON1.2K shares0.00%2025-12-312026-02-03 ALPHABET INC ALPHABET INC792 shares-28.07%2025-12-312026-02-03 CSCO CISCO SYS INC3.2K shares-27.70%2025-12-312026-02-03 AGG ISHARES TR2.4K shares2.59%2025-12-312026-02-03 GLD SPDR GOLD TR577 shares-16.86%2025-12-312026-02-03 VCSH VANGUARD SCOTTSDALE FDS2.9K shares-4.00%2025-12-312026-02-03 ALPHABET INC ALPHABET INC721 shares-19.62%2025-12-312026-02-03 BIO BIO RAD LABS INC726 shares0.00%2025-12-312026-02-03 IVE ISHARES TR1.0K shares0.00%2025-12-312026-02-03 DFAE DIMENSIONAL ETF TRUST6.3K shares-2.61%2025-12-312026-02-03 MDY SPDR S&P MIDCAP 400 ETF TR333 sharesnew addition2025-12-312026-02-03 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available