Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Silver Oak Advisory Group, Inc. (CIK 1906937) reported $231.8M across 80 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: BND ($46.4M, 20.03%), BNDX ($25.5M, 10.99%), DFAC ($18.1M, 7.79%), BSV ($17.5M, 7.56%), DFAX ($16.2M, 6.99%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | BND | VANGUARD BD INDEX FDS | $46.4M | 20.03% | 630,752 | Added |
| 2 | BNDX | VANGUARD CHARLOTTE FDS | $25.5M | 10.99% | 530,313 | Added |
| 3 | DFAC | DIMENSIONAL ETF TRUST | $18.1M | 7.79% | 464,582 | Added |
| 4 | BSV | VANGUARD BD INDEX FDS | $17.5M | 7.56% | 223,670 | Added |
| 5 | DFAX | DIMENSIONAL ETF TRUST | $16.2M | 6.99% | 476,773 | Added |
| 6 | VTI | VANGUARD INDEX FDS | $10.4M | 4.50% | 32,490 | Trimmed |
| 7 | VTEB | VANGUARD MUN BD FDS | $10.2M | 4.41% | 204,877 | Added |
| 8 | VIOV | VANGUARD ADMIRAL FDS INC | $8.9M | 3.85% | 87,681 | Trimmed |
| 9 | VNQ | VANGUARD INDEX FDS | $7.3M | 3.15% | 82,284 | Added |
| 10 | BIV | VANGUARD BD INDEX FDS | $7.0M | 3.03% | 91,135 | Added |
| 11 | VTEI | VANGUARD MUN BD FDS | $6.2M | 2.66% | 61,603 | Added |
| 12 | VXUS | VANGUARD STAR FDS | $6.0M | 2.60% | 78,176 | Trimmed |
| 13 | SCHB | SCHWAB STRATEGIC TR | $3.8M | 1.63% | 150,176 | Trimmed |
| 14 | VSGX | VANGUARD WORLD FD | $3.0M | 1.30% | 42,088 | Trimmed |
| 15 | VTES | VANGUARD WELLINGTON FD | $2.4M | 1.04% | 23,866 | Added |
| 16 | VTIP | VANGUARD MALVERN FDS | $2.3M | 0.99% | 45,810 | Added |
| 17 | NUBD | NUSHARES ETF TR | $2.3M | 0.98% | 102,162 | Trimmed |
| 18 | VT | VANGUARD INTL EQUITY INDEX F | $1.9M | 0.83% | 13,876 | Added |
| 19 | VIOO | VANGUARD ADMIRAL FDS INC | $1.9M | 0.83% | 16,727 | Trimmed |
| 20 | DFUS | DIMENSIONAL ETF TRUST | $1.7M | 0.73% | 23,735 | Trimmed |
| 21 | ESGV | VANGUARD WORLD FD | $1.7M | 0.73% | 15,026 | Added |
| 22 | VGIT | VANGUARD SCOTTSDALE FDS | $1.5M | 0.63% | 24,688 | Trimmed |
| 23 | MSFT | MICROSOFT CORP | $1.4M | 0.62% | 3,883 | Trimmed |
| 24 | AAPL | APPLE INC | $1.3M | 0.56% | 5,150 | Trimmed |
| 25 | DFAT | DIMENSIONAL ETF TRUST | $1.3M | 0.54% | 20,172 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31