SILVER OAK WEALTH ADVISORS SERVICES, LLC - Portfolio overview

SILVER OAK WEALTH ADVISORS SERVICES, LLC has 39 reported holdings in this dataset, with the latest filing dated 2026-04-29.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Industrials.

Largest reported holdings by portfolio allocation

1. VTIP - VANGUARD MALVERN FDS, 20.40%
2. GSIE - GOLDMAN SACHS ETF TR, 19.98%
3. ESGV - VANGUARD WORLD FD, 10.80%

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

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