Filer Name: SILVER OAK WEALTH ADVISORS SERVICES, LLC
CIK: 2060368
Period: 2024-12-31
Filed At: 2025-03-13
Number of Holdings: 40
Portfolio Value: $0.12B

Silver Oak Wealth Advisors Services, Llc Top Holdings

Ticker Exchange Security Shares Value % of Portfolio Position Change Put/Call
ESGV US VANGUARD ESG US STOCK ETF 176,371 $18M 16.00% - -
VTIP US VANGUARD SHORT-TERM TIPS 354,078 $17M 14.83% - -
GSIE US GOLDMAN SACHS ACTIVEBETA INT 485,691 $16M 14.01% - -
AVLV US AVANTIS US LARGE CAP VALUE 125,597 $8M 7.25% - -
IMCG US ISHARES MORNINGSTAR MID-CAP 101,555 $8M 6.64% - -
DUHP US DIMENSIONAL US HIGH PROFI ET 221,084 $7M 6.46% - -
AVEM US AVANTIS EMERGING MARKETS EQ 110,241 $6M 5.61% - -
VGIT US VANGUARD INTERMEDIATE-TERM T 73,110 $4M 3.67% - -
VCSH US VANGUARD S/T CORP BOND ETF 52,255 $4M 3.53% - -
VCIT US VANGUARD INT-TERM CORPORATE 42,621 $3M 2.96% - -
AVUV US AVANTIS US SMALL CAP VALUE 34,268 $3M 2.86% - -
ESGD US ISHARES TRUST ISHARES ESG AW 32,250 $2M 2.12% - -
AAPL US APPLE INC 6,302 $2M 1.37% - -
VIG US VANGUARD DIVIDEND APPREC ETF 6,612 $1M 1.12% - -
VTI US VANGUARD TOTAL STOCK MKT ETF 4,073 $1M 1.02% - -
NVDA US NVIDIA CORP 4,399 $1M 0.98% - -
MSFT US MICROSOFT CORP 1,441 $1M 0.97% - -
CMF US ISHARES CALIFORNIA MUNI BOND 19,424 $1M 0.96% - -
ESGE US ISHARES INC ISHARES ESG AWAR 32,086 $1M 0.93% - -
QQQ US INVESCO QQQ TRUST SERIES 1 2,062 $1M 0.91% - -
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