§ 13F · FUND PROFILE
Silver Oak Advisory Group, Inc..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $221K (13F)Positions · 77Turnover · — · Q1Filed · May 1, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$2K deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 1, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | BND | VANGUARD BD INDEX FDS | 631K | $46K | 20.0% | +6% |
| 2 | BNDX | VANGUARD CHARLOTTE FDS | 530K | $25K | 11.0% | +6% |
| 3 | DFAC | DIMENSIONAL ETF TRUST | 465K | $18K | 7.8% | +16% |
| 4 | BSV | VANGUARD BD INDEX FDS | 224K | $18K | 7.6% | +6% |
| 5 | DFAX | DIMENSIONAL ETF TRUST | 477K | $16K | 7.0% | +9% |
| 6 | VTI | VANGUARD INDEX FDS | 32K | $10K | 4.5% | −1% |
| 7 | VTEB | VANGUARD MUN BD FDS | 205K | $10K | 4.4% | +3% |
| 8 | VIOV | VANGUARD ADMIRAL FDS INC | 88K | $9K | 3.8% | −1% |
| 9 | VNQ | VANGUARD INDEX FDS | 82K | $7K | 3.1% | +9% |
| 10 | BIV | VANGUARD BD INDEX FDS | 91K | $7K | 3.0% | +6% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE SILVER SIGNAL
AC read
Silver Oak Advisory Group, Inc. is a Other fund managing $221 thousand in assets. The fund runs a portfolio of 77 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed