Silver Oak Advisory Group, Inc. Top Holdings and 13F Report (2023) → [FREE Ticket] 27 Crypto Experts Reveal Their #1 Picks (From Crypto 101 Media) (Ad) About Silver Oak Advisory Group, Inc.Investment ActivitySilver Oak Advisory Group, Inc. has $178.16 thousand in total holdings as of March 31, 2023.Silver Oak Advisory Group, Inc. owns shares of 64 different stocks, but just 13 companies or ETFs make up 80% of its holdings.Approximately 3.51% of the portfolio was purchased this quarter.About 0.95% of the portfolio was sold this quarter.This quarter, Silver Oak Advisory Group, Inc. has purchased 61 new stocks and bought additional shares in 26 stocks.Silver Oak Advisory Group, Inc. sold shares of 21 stocks and completely divested from 1 stock this quarter.Largest Holdings Vanguard Total Bond Market ETF $36,395Vanguard Total International Bond ETF $20,921Vanguard Short-Term Bond ETF $13,857Vanguard Tax-Exempt Bond ETF $11,481Dimensional U.S. Core Equity 2 ETF $10,402 Largest New Holdings this Quarter Vanguard Short-Term Treasury Index ETF $388 HoldingDimensional US Sustainability Core 1 ETF $224 HoldingSuper Micro Computer $203 HoldingChevron $201 Holding Largest Purchases this Quarter Vanguard Total Bond Market ETF 21,707 shares (about $1.58K)Vanguard Total International Bond ETF 17,913 shares (about $881.14)Vanguard Intermediate-Term Treasury Index ETF 8,420 shares (about $493.49)Vanguard Tax-Exempt Bond ETF 7,969 shares (about $403.26)Vanguard Short-Term Treasury Index ETF 6,666 shares (about $388.00) Largest Sales this Quarter Vanguard Real Estate ETF 4,262 shares (about $368.62)Vanguard Total Stock Market ETF 1,217 shares (about $316.31)Schwab US Broad Market ETF 2,745 shares (about $167.60)Vanguard Total International Stock ETF 1,621 shares (about $97.75)Nuveen ESG U.S. Aggregate Bond ETF 3,125 shares (about $68.69) Sector Allocation Over TimeMap of 500 Largest Holdings ofSilver Oak Advisory Group, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorBNDVanguard Total Bond Market ETF$36,395$1,577 ▲4.5%501,09020.4%ETFBNDXVanguard Total International Bond ETF$20,921$881 ▲4.4%425,31011.7%ETFBSVVanguard Short-Term Bond ETF$13,857$84 ▲0.6%180,7337.8%ETFVTEBVanguard Tax-Exempt Bond ETF$11,481$403 ▲3.6%226,8816.4%ETFDFACDimensional U.S. Core Equity 2 ETF$10,402$322 ▲3.2%325,5535.8%ETFDFAXDimensional World ex U.S. Core Equity 2 ETF$9,467$150 ▲1.6%372,1175.3%ETFVTIVanguard Total Stock Market ETF$9,031$316 ▼-3.4%34,7475.1%ETFVIOVVanguard S&P Small-Cap 600 Value ETF$8,717$202 ▲2.4%98,5754.9%ETFVNQVanguard Real Estate ETF$6,518$369 ▼-5.4%75,3623.7%ETFBIVVanguard Intermediate-Term Bond ETF$5,418$260 ▲5.0%71,8473.0%ETFVXUSVanguard Total International Stock ETF$4,920$98 ▼-1.9%81,5912.8%ETFSCHBSchwab US Broad Market ETF$4,050$168 ▼-4.0%66,3332.3%ETFVSGXVanguard ESG International Stock ETF$2,267$191 ▲9.2%39,4461.3%ETFVTIPVanguard Short-Term Inflation-Protected Securities ETF$2,153$17 ▲0.8%44,9441.2%ManufacturingNUBDNuveen ESG U.S. Aggregate Bond ETF$2,151$69 ▼-3.1%97,8651.2%ETFMSFTMicrosoft$2,040$41 ▼-2.0%4,8481.1%Computer and TechnologyVTESVanguard Short-Term Tax-Exempt Bond ETF$1,724$121 ▲7.5%17,1191.0%ETFDFUSDimensional U.S. Equity ETF$1,5520.0%27,2230.9%ETFVTVanguard Total World Stock ETF$1,374$30 ▼-2.1%12,4270.8%ETFVIOOVanguard S&P Small-Cap 600 ETF$1,373$57 ▼-4.0%13,5190.8%ETFDFUVDimensional US Marketwide Value ETF$1,298$0 ▲0.0%31,7180.7%ETFVVVanguard Large-Cap ETF$1,0380.0%4,3280.6%ETFVCITVanguard Intermediate-Term Corporate Bond ETF$1,027$125 ▲13.8%12,7460.6%ETFSPYSPDR S&P 500 ETF Trust$1,018$4 ▲0.4%1,9450.6%FinanceAAPLApple$989$1 ▼-0.1%5,7660.6%Computer and TechnologyESGVVanguard ESG US Stock ETF$937$5 ▼-0.6%10,0440.5%ETFVTVVanguard Value ETF$889$0 ▲0.1%5,4540.5%ETFVBVanguard Small-Cap ETF$823$0 ▲0.0%3,6000.5%ETFCOSTCostco Wholesale$764$1 ▲0.1%1,0420.4%Retail/WholesaleVGITVanguard Intermediate-Term Treasury Index ETF$709$493 ▲229.0%12,0970.4%ETFNUSCNuveen ESG Small-Cap ETF$693$196 ▲39.4%16,6400.4%ETFGBCIGlacier Bancorp$6520.0%16,1750.4%FinanceVBRVanguard Small-Cap Value ETF$556$0 ▲0.0%2,8960.3%ETFIVViShares Core S&P 500 ETF$547$5 ▼-1.0%1,0390.3%ETFMANAGER DIRECTED PORTFOLIOS$542$3 ▼-0.5%55,2680.3%VERT GLB SUST REVEUVanguard FTSE All-World ex-US ETF$530$4 ▲0.8%9,0250.3%ETFCSXCSX$526$15 ▼-2.7%14,1690.3%TransportationLLYEli Lilly and Company$504$53 ▼-9.5%6470.3%MedicalDFATDimensional U.S. Targeted Value ETF$471$21 ▼-4.3%8,6520.3%ETFDFAUDimensional US Core Equity Market ETF$4690.0%12,8190.3%ETFXOMExxon Mobil$4500.0%3,8650.3%Oils/EnergySCHFSchwab International Equity ETF$431$17 ▼-3.8%11,0340.2%ETFVWOVanguard FTSE Emerging Markets ETF$410$20 ▲5.3%9,8060.2%ETFABBVAbbVie$4070.0%2,2310.2%MedicalVGSHVanguard Short-Term Treasury Index ETF$388$388 ▲New Holding6,6660.2%ETFDFIVDimensional International Value ETF$3760.0%10,2080.2%ETFNKENIKE$3750.0%3,9830.2%Consumer DiscretionaryINTCIntel$375$130 ▲52.9%8,4820.2%Computer and TechnologyIYYiShares Dow Jones U.S. ETF$343$29 ▼-7.8%2,6740.2%ETFAMGNAmgen$323$0 ▲0.1%1,1340.2%MedicalIWBiShares Russell 1000 ETF$306$10 ▼-3.2%1,0610.2%ETFVSSVanguard FTSE All-World ex-US Small-Cap ETF$300$26 ▼-8.1%2,5670.2%ETFESGDiShares ESG Aware MSCI EAFE ETF$291$8 ▲3.0%3,6330.2%ManufacturingVEAVanguard FTSE Developed Markets ETF$2870.0%5,7100.2%ETFVCSHVanguard Short-Term Corporate Bond ETF$275$39 ▲16.8%3,5470.2%ETFBIOBio-Rad Laboratories$2690.0%7770.2%MedicalDFASDimensional U.S. Small Cap ETF$2520.0%4,0340.1%ETFAGGiShares Core U.S. Aggregate Bond ETF$2280.0%2,3190.1%FinanceHDHome Depot$2260.0%5890.1%Retail/WholesaleGOOGLAlphabet$225$52 ▼-18.7%1,4900.1%Computer and TechnologyDFSUDimensional US Sustainability Core 1 ETF$224$224 ▲New Holding6,4930.1%ETFUNPUnion Pacific$205$15 ▼-6.7%8320.1%TransportationSMCISuper Micro Computer$203$203 ▲New Holding2000.1%Computer and TechnologyCVXChevron$201$201 ▲New Holding1,2720.1%Oils/EnergyVOOVanguard S&P 500 ETF$0$288 ▼-100.0%00.0%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data: SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools: Best-in-Class Portfolio Monitoring View the latest news, buy/sell ratings, SEC filings and insider transactions for your stocks. Compare your portfolio performance to leading indices and get personalized stock ideas based on your portfolio. Stock Ideas and Recommendations Get daily stock ideas from top-performing Wall Street analysts. Get short term trading ideas from the MarketBeat Idea Engine. View which stocks are hot on social media with MarketBeat's trending stocks report. Advanced Stock Screeners and Research Tools Identify stocks that meet your criteria using seven unique stock screeners. See what's happening in the market right now with MarketBeat's real-time news feed. 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