Investor
Silver Oak Advisory Group, Inc.
CIK 0001906937 · filed 2026-05-01 · SEC filing
13F book
$231.8K
Positions
80
6 new · 1 sold
Largest name
20.0%
Vanguard Bd Index Fds
Est. mark
−$930
Price effect on 74 names still held. Flow $11.6K.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Vanguard Bd Index Fds | — | 630.8K | $46.4K | 20.0% | −$255 | Added$2.47K |
| Vanguard Charlotte Fds | — | 530.3K | $25.5K | 11.0% | −$135 | Added$1.19K |
| Dimensional Etf Trust | — | 464.6K | $18.1K | 7.8% | −$292 | Added$2.2K |
| Vanguard Bd Index Fds | — | 223.7K | $17.5K | 7.6% | −$84 | Added$976 |
| Dimensional Etf Trust | — | 476.8K | $16.2K | 7.0% | $543 | Added$1.84K |
| Vanguard Index Fds | — | 32.5K | $10.4K | 4.5% | −$470 | Cut−$599 |
| Vanguard Mun Bd Fds | — | 204.9K | $10.2K | 4.4% | −$79 | Added$223 |
| Vanguard Admiral Fds Inc | — | 87.7K | $8.92K | 3.8% | $349 | Cut$223 |
| Vanguard Index Fds | — | 82.3K | $7.3K | 3.1% | $16 | Added$615 |
| Vanguard Bd Index Fds | — | 91.1K | $7.03K | 3.0% | −$60 | Added$307 |
| Vanguard Mun Bd Fds | — | 61.6K | $6.16K | 2.7% | −$53 | Added$159 |
| Vanguard Star Fds | — | 78.2K | $6.03K | 2.6% | $131 | Cut−$117 |
| Schwab Strategic Tr | — | 150.2K | $3.77K | 1.6% | −$170 | Cut−$245 |
| Vanguard World Fd | — | 42.1K | $3.02K | 1.3% | $5 | Cut−$258 |
| Vanguard Wellington Fd | — | 23.9K | $2.41K | 1.0% | −$10 | Added$185 |
| Vanguard Malvern Fds | — | 45.8K | $2.29K | 1.0% | $22 | Added$130 |
| Nushares Etf Tr | — | 102.2K | $2.27K | 1.0% | −$14 | Cut−$62 |
| Vanguard Admiral Fds Inc | — | 16.7K | $1.92K | 0.8% | $65 | Cut$50 |
| Vanguard Intl Equity Index F | — | 13.9K | $1.92K | 0.8% | −$37 | Added−$25 |
| Vanguard World Fd | — | 15K | $1.69K | 0.7% | −$118 | Added$55 |
| Dimensional Etf Trust | — | 23.7K | $1.68K | 0.7% | −$77 | Cut−$87 |
| Vanguard Scottsdale Fds | — | 24.7K | $1.47K | 0.6% | −$9 | Cut−$23 |
| Microsoft Corp | MSFT | 3.88K | $1.44K | 0.6% | −$441 | Cut−$460 |
| Apple Inc. | AAPL | 5.15K | $1.31K | 0.6% | −$94 | Cut−$361 |
| Dimensional Etf Trust | — | 20.2K | $1.26K | 0.5% | $58 | Cut$55 |
| Spdr S&P 500 Etf Tr | — | 1.85K | $1.2K | 0.5% | −$58 | Added−$51 |
| Dimensional Etf Trust | — | 22.9K | $1.11K | 0.5% | $42 | Held |
| Vanguard Scottsdale Fds | — | 13.1K | $1.09K | 0.5% | −$12 | Added$47 |
| Costco Whsl Corp New | — | 1.02K | $1.01K | 0.4% | $137 | Held |
| Vanguard Index Fds | — | 4.64K | $1.01K | 0.4% | $16 | Added$400 |
| Manager Directed Portfolios | — | 96.1K | $993 | 0.4% | −$6 | Cut−$12 |
| Ishares Tr | — | 20.1K | $955 | 0.4% | −$6 | Added$20 |
| Vanguard Index Fds | — | 4.83K | $946 | 0.4% | $25 | Cut−$18 |
| Nushares Etf Tr | — | 19.4K | $875 | 0.4% | $7 | Cut−$62 |
| Vanguard Scottsdale Fds | — | 14.6K | $855 | 0.4% | −$3 | Added−$3 |
| Dimensional Etf Trust | — | 16.1K | $662 | 0.3% | −$32 | Added$65 |
| Exxon Mobil Corp | — | 3.86K | $654 | 0.3% | $190 | Held |
| Vanguard Index Fds | — | 1.96K | $592 | 0.3% | — | New |
| Vanguard Intl Equity Index F | — | 7.05K | $529 | 0.2% | $11 | Added$11 |
| Wells Fargo Co New | — | 6.58K | $524 | 0.2% | −$89 | Held |
| Csx Corp | CSX | 12.4K | $508 | 0.2% | $60 | Cut$5 |
| Jpmorgan Chase & Co. | — | 1.73K | $508 | 0.2% | −$49 | Held |
| AbbVie Inc. | ABBV | 2.32K | $504 | 0.2% | −$26 | Cut−$41 |
| Ishares Tr | — | 755 | $493 | 0.2% | −$23 | Cut−$35 |
| Dimensional Etf Trust | — | 9.29K | $490 | 0.2% | $27 | Held |
| Vanguard Index Fds | — | 1.78K | $467 | 0.2% | $8 | Added$8 |
| Schwab Strategic Tr | — | 16.8K | $414 | 0.2% | $11 | Cut−$5 |
| Glacier Bancorp Inc New | — | 8.86K | $395 | 0.2% | $5 | Held |
| Eli Lilly & Co | LLY | 425 | $390 | 0.2% | −$66 | Cut−$119 |
| Intel Corp | INTC | 8.82K | $389 | 0.2% | $59 | Added$89 |
| Vanguard Intl Equity Index F | — | 7.21K | $389 | 0.2% | $2 | Added$28 |
| Ishares Tr | — | 2.34K | $370 | 0.2% | −$17 | Cut−$30 |
| Ishares Tr | — | 994 | $354 | 0.2% | −$17 | Held |
| Chevron Corp New | CVX | 1.68K | $348 | 0.1% | $92 | Held |
| Dimensional Etf Trust | — | 7.6K | $342 | 0.1% | — | New |
| Ishares Tr | — | 12.9K | $324 | 0.1% | −$2 | Added$7 |
| Ishares Tr | — | 3.26K | $311 | 0.1% | $1 | Held |
| Dimensional Etf Trust | — | 4.3K | $306 | 0.1% | $6 | Added$25 |
| Johnson & Johnson | JNJ | 1.2K | $293 | 0.1% | $45 | Cut$44 |
| Dimensional World Equity | — | 3.96K | $292 | 0.1% | −$1 | Added$7 |
| Starbucks Corp | SBUX | 3.25K | $291 | 0.1% | $18 | Held |
| NIKE, Inc. | NKE | 5.4K | $285 | 0.1% | −$58 | Cut−$72 |
| Vanguard Tax-Managed Fds | — | 4.14K | $265 | 0.1% | $7 | Held |
| Vanguard World Fd | — | 1.32K | $262 | 0.1% | — | New |
| Howmet Aerospace Inc. | HWM | 1.1K | $252 | 0.1% | $28 | Cut$3 |
| Cisco Sys Inc | — | 3.21K | $249 | 0.1% | $2 | Held |
| Vanguard Growth Etf | — | 568 | $248 | 0.1% | −$29 | Held |
| Procter And Gamble Co | PG | 1.68K | $242 | 0.1% | — | New |
| Spdr Gold Tr | — | 559 | $240 | 0.1% | $19 | Cut$12 |
| Vanguard Scottsdale Fds | — | 2.98K | $236 | 0.1% | −$1 | Added$9 |
| Ishares Tr | — | 2.38K | $236 | 0.1% | −$1 | Held |
| Vanguard Intl Equity Index F | — | 1.57K | $229 | 0.1% | $4 | Cut−$42 |
| American Elec Pwr Co Inc | — | 1.73K | $226 | 0.1% | — | New |
| Dimensional Etf Trust | — | 6.57K | $222 | 0.1% | $9 | Added$17 |
| Ishares Tr | — | 1.03K | $216 | 0.1% | −$1 | Held |
| Alphabet Inc | — | 754 | $216 | 0.1% | −$19 | Cut−$31 |
| Spdr S&P Midcap 400 Etf Tr | — | 333 | $205 | 0.1% | $5 | Held |
| Bio Rad Labs Inc | — | 726 | $202 | 0.1% | −$17 | Held |
| Alphabet Inc | — | 706 | $202 | 0.1% | −$19 | Cut−$24 |
| Union Pac Corp | — | 832 | $201 | 0.1% | — | New |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.