Silver Oak Advisory Group, Inc.
CIK 1906937 · Holdings on Jun 30, 2025 · First reported Jul 31, 2025
Top ten holdings
Q2 2025- BND20.04%
- BNDX11.39%
- BSV7.56%
- DFAC6.21%
- DFAX5.94%
- VTEB4.96%
- VTI4.94%
- VIOV3.78%
- VNQ3.10%
- BIV2.97%
Share classes counted separately70.89%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- VTEIWeight increased · +1.52 pp0.34% → 1.86%Shares +32.34K (+492.21%)
- BNDWeight decreased · -1.24 pp21.28% → 20.04%Shares +16.09K (+2.95%)
- VTEBWeight decreased · -1.17 pp6.13% → 4.96%Shares -23.55K (-10.13%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | BNDVANGUARD TOTAL BOND MARKETTOTAL BND MRKT View history and evidence | $41.36M | 20.04% | 561.69K shares | 21.28% → 20.04%-1.24 pp +16.09K (+2.95%) | Added | ↗▾ |
| 02 | BNDXVANGUARD TOTAL INTL BOND ETFTOTAL INT BD ETF View history and evidence | $23.51M | 11.39% | 474.86K shares | 11.94% → 11.39%-0.55 pp +14.27K (+3.10%) | Added | ↗▾ |
| 03 | BSVVANGUARD SHORT-TERM BOND ETFSHORT TRM BOND View history and evidence | $15.60M | 7.56% | 198.28K shares | 7.98% → 7.56%-0.42 pp +6.40K (+3.34%) | Added | ↗▾ |
| 04 | DFACDIMENSIONAL US CORE EQUITY 2US CORE EQUITY 2 View history and evidence | $12.82M | 6.21% | 357.83K shares | 5.89% → 6.21%+0.32 pp +21.73K (+6.46%) | Added | ↗▾ |
| 05 | DFAXDIMENSIONAL WORLD EX US COREWORLD EX US CORE View history and evidence | $12.25M | 5.94% | 417.17K shares | 5.53% → 5.94%+0.41 pp +19.71K (+4.96%) | Added | ↗▾ |
| 06 | VTEBVANGUARD TAX-EXEMPT BOND ETFTAX EXEMPT BD View history and evidence | $10.24M | 4.96% | 208.96K shares | 6.13% → 4.96%-1.17 pp -23.55K (-10.13%) | Reduced | ↗▾ |
| 07 | VTIVG MORNINGSTAR TS MKT ETF-USTOTAL STK MKT View history and evidence | $10.20M | 4.94% | 33.55K shares | 4.83% → 4.94%+0.11 pp +445 (+1.34%) | Added | ↗▾ |
| 08 | VIOVVANGUARD S&P SMALL-CAP 600 VSMLCP 600 VAL View history and evidence | $7.81M | 3.78% | 91.25K shares | 4.14% → 3.78%-0.36 pp -1.68K (-1.80%) | Reduced | ↗▾ |
| 09 | VNQVANGUARD REAL ESTATE ETFREAL ESTATE ETF View history and evidence | $6.39M | 3.10% | 71.80K shares | 3.40% → 3.10%-0.30 pp +1.08K (+1.53%) | Added | ↗▾ |
| 10 | BIVVANGUARD INTERMEDIATE-TERM BINTERMED TERM View history and evidence | $6.13M | 2.97% | 79.27K shares | 2.95% → 2.97%+0.02 pp +6.59K (+9.08%) | Added | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 1906937 · Period 2025-06-30
Data loaded 2026-09-23 · First reported 2025-07-31
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 206413
}Research all 73 reported holdings.
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