$141 Million is the total value of Silver Oak Advisory Group, Inc.'s 55 reported holdings in Q2 2022. The portfolio turnover from Q1 2022 to Q2 2022 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| New | DIMENSIONAL ETF TRUSTus mktwide value | $922,000 | – | 29,192 | +100.0% | 0.65% | – | |
| GOOGL | New | ALPHABET INCcap stk cl a | $427,000 | – | 196 | +100.0% | 0.30% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-08-11
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD BD INDEX FDS | 8 | Q3 2023 | 24.7% |
| VANGUARD CHARLOTTE FDS | 8 | Q3 2023 | 12.7% |
| VANGUARD BD INDEX FDS | 8 | Q3 2023 | 9.0% |
| VANGUARD MUN BD FDS | 8 | Q3 2023 | 7.2% |
| VANGUARD ADMIRAL FDS INC | 8 | Q3 2023 | 5.3% |
| DIMENSIONAL ETF TRUST | 8 | Q3 2023 | 5.2% |
| DIMENSIONAL ETF TRUST | 8 | Q3 2023 | 5.2% |
| VANGUARD INDEX FDS | 8 | Q3 2023 | 4.9% |
| VANGUARD INDEX FDS | 8 | Q3 2023 | 4.9% |
| SCHWAB STRATEGIC TR | 8 | Q3 2023 | 3.5% |
View Silver Oak Advisory Group, Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-05-03 |
| 13F-HR | 2024-02-02 |
| 13F-HR | 2023-11-06 |
| 13F-HR | 2023-08-07 |
| 13F-HR | 2023-05-05 |
| 13F-HR | 2023-02-13 |
| 13F-HR | 2022-11-01 |
| 13F-HR | 2022-08-11 |
| 13F-HR | 2022-05-03 |
| 13F-HR | 2022-02-14 |
View Silver Oak Advisory Group, Inc.'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.