| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q2 2019 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD INDEX FDS | 3 | Q2 2024 | 18.7% |
| ISHARES TR | 3 | Q2 2024 | 12.9% |
| VANGUARD INDEX FDS | 3 | Q2 2024 | 11.8% |
| SPDR SER TR | 3 | Q2 2024 | 9.6% |
| ISHARES TR | 3 | Q2 2024 | 8.9% |
| ISHARES TR | 3 | Q2 2024 | 4.6% |
| SPDR SER TR | 3 | Q2 2024 | 3.6% |
| VANGUARD TAX-MANAGED FDS | 3 | Q2 2024 | 3.5% |
| ISHARES TR | 3 | Q2 2024 | 3.0% |
| 3M CO | 3 | Q2 2024 | 2.8% |
View SilverOak Wealth Management LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-11-01 |
| N-PX | 2024-08-29 |
| 13F-HR | 2024-08-08 |
| 13F-HR | 2024-05-07 |
| 13F-HR | 2024-02-14 |
View SilverOak Wealth Management LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.