The Analysis of SILVER OAK WEALTH ADVISORS SERVICES, LLC's Holdings
Currently, SILVER OAK WEALTH ADVISORS SERVICES, LLC holds 36 types of securities in its portfolio with a total value $155.0M. In the most recent quarter, they have increased their positions in VTIP (+23.9K shares, valued at $1.2M), VCIT (+8.4K shares, valued at $700.7K), STIP (+4.5K shares, valued at $462.9K); decreased their positions in DUHP (-9.5K shares, valued at $359.5K), GSIE (-6.9K shares, valued at $296.8K), AVEM (-2.4K shares, valued at $185.8K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
VTIP VANGUARD MALVERN FDS623.1K shares4.00%2025-12-312026-01-29
GSIE GOLDMAN SACHS ETF TR714.4K shares-0.96%2025-12-312026-01-29 ESGV VANGUARD WORLD FD147.6K shares-0.97%2025-12-312026-01-29 DUHP DIMENSIONAL ETF TRUST283.9K shares-3.22%2025-12-312026-01-29 AVLV AMERICAN CENTY ETF TR108.4K shares-0.43%2025-12-312026-01-29 AVEM AMERICAN CENTY ETF TR101.3K shares-2.33%2025-12-312026-01-29 IMCG ISHARES TR86.2K shares0.56%2025-12-312026-01-29 CMF ISHARES TR92.5K shares0.57%2025-12-312026-01-29 DFGX DIMENSIONAL ETF TRUST84.9K shares7.25%2025-12-312026-01-29 AVUV AMERICAN CENTY ETF TR34.7K shares-0.87%2025-12-312026-01-29 ESGD ISHARES TR34.6K shares-0.92%2025-12-312026-01-29 JMUB J P MORGAN EXCHANGE TRADED F63.0K shares4.71%2025-12-312026-01-29 VCSH VANGUARD SCOTTSDALE FDS39.6K shares2.64%2025-12-312026-01-29 VCIT VANGUARD SCOTTSDALE FDS34.4K shares32.11%2025-12-312026-01-29 STIP ISHARES TR23.6K shares23.64%2025-12-312026-01-29 AAPL APPLE INC6.6K shares0.00%2025-12-312026-01-29 ESGE ISHARES INC31.5K shares0.90%2025-12-312026-01-29 VTI VANGUARD INDEX FDS3.7K shares-4.29%2025-12-312026-01-29 VIG VANGUARD SPECIALIZED FUNDS5.3K shares0.17%2025-12-312026-01-29 MSFT MICROSOFT CORP1.8K shares0.00%2025-12-312026-01-29 NVDA NVIDIA CORPORATION4.4K shares-5.47%2025-12-312026-01-29 VEA VANGUARD TAX-MANAGED FDS12.9K shares-0.54%2025-12-312026-01-29 SCHG SCHWAB STRATEGIC TR19.7K shares0.00%2025-12-312026-01-29 SUB ISHARES TR5.4K shares0.00%2025-12-312026-01-29 DAVE INC DAVE INC1.9K shares0.00%2025-12-312026-01-29 VUG VANGUARD INDEX FDS726 shares0.00%2025-12-312026-01-29 ORCL ORACLE CORP1.6K shares29.67%2025-12-312026-01-29 VYM VANGUARD WHITEHALL FDS1.8K shares0.00%2025-12-312026-01-29 AGX ARGAN INC800 shares0.00%2025-12-312026-01-29 IGM ISHARES TR1.8K shares0.00%2025-12-312026-01-29 DFEM DIMENSIONAL ETF TRUST6.9K shares0.00%2025-12-312026-01-29 IVOV VANGUARD ADMIRAL FDS INC2.3K shares0.00%2025-12-312026-01-29 SCHD SCHWAB STRATEGIC TR7.9K shares0.00%2025-12-312026-01-29 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available