§ 13F · FUND PROFILE
Silver Oak Advisory Group, Inc..
AUM · $254K (13F)Positions · 86Turnover · n/a · Q2Filed · Aug 3, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$2K deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 3, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | BND | VANGUARD BD INDEX FDS | 672K | $49K | 19.4% | +7% |
| 2 | BNDX | VANGUARD CHARLOTTE FDS | 544K | $26K | 10.4% | +3% |
| 3 | DFAC | DIMENSIONAL ETF TRUST | 486K | $22K | 8.5% | +5% |
| 4 | DFAX | DIMENSIONAL ETF TRUST | 515K | $19K | 7.5% | +8% |
| 5 | BSV | VANGUARD BD INDEX FDS | 228K | $18K | 7.0% | +2% |
| 6 | VTI | VANGUARD INDEX FDS | 33K | $12K | 4.8% | +1% |
| 7 | VIOV | VANGUARD ADMIRAL FDS INC | 88K | $10K | 4.1% | ±0% |
| 8 | VTEB | VANGUARD MUN BD FDS | 203K | $10K | 4.0% | −1% |
| 9 | VNQ | VANGUARD INDEX FDS | 83K | $8K | 3.2% | +1% |
| 10 | VTEI | VANGUARD MUN BD FDS | 73K | $7K | 2.9% | +19% |
§ 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 $254 thousand in assets. The fund runs a portfolio of 86 positions.
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