Silver Oak Advisory Group, Inc. - Portfolio overview

Silver Oak Advisory Group, Inc. has 85 reported holdings in this dataset, with the latest filing dated 2026-05-01.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. BND - VANGUARD BD INDEX FDS, 20.03%
2. BNDX - VANGUARD CHARLOTTE FDS, 10.99%
3. DFAC - DIMENSIONAL ETF TRUST, 7.79%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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