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 $253.6M across 86 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: BND ($49.3M, 19.45%), BNDX ($26.4M, 10.39%), DFAC ($21.6M, 8.50%), DFAX ($19.0M, 7.48%), BSV ($17.8M, 7.01%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | BND | VANGUARD BD INDEX FDS | $49.3M | 19.45% | 671,986 | Added |
| 2 | BNDX | VANGUARD CHARLOTTE FDS | $26.4M | 10.39% | 544,324 | Added |
| 3 | DFAC | DIMENSIONAL ETF TRUST | $21.6M | 8.50% | 486,000 | Added |
| 4 | DFAX | DIMENSIONAL ETF TRUST | $19.0M | 7.48% | 515,318 | Added |
| 5 | BSV | VANGUARD BD INDEX FDS | $17.8M | 7.01% | 228,325 | Added |
| 6 | VTI | VANGUARD INDEX FDS | $12.1M | 4.78% | 32,776 | Added |
| 7 | VIOV | VANGUARD ADMIRAL FDS INC | $10.3M | 4.07% | 87,995 | Added |
| 8 | VTEB | VANGUARD MUN BD FDS | $10.2M | 4.04% | 202,568 | Trimmed |
| 9 | VNQ | VANGUARD INDEX FDS | $8.0M | 3.16% | 83,058 | Added |
| 10 | VTEI | VANGUARD MUN BD FDS | $7.4M | 2.92% | 73,232 | Added |
| 11 | BIV | VANGUARD BD INDEX FDS | $7.2M | 2.82% | 93,294 | Added |
| 12 | VXUS | VANGUARD STAR FDS | $6.6M | 2.59% | 76,986 | Trimmed |
| 13 | SCHB | SCHWAB STRATEGIC TR | $3.9M | 1.54% | 134,610 | Trimmed |
| 14 | VSGX | VANGUARD WORLD FD | $3.5M | 1.36% | 42,022 | Trimmed |
| 15 | VTES | VANGUARD WELLINGTON FD | $2.5M | 0.99% | 24,804 | Added |
| 16 | VTIP | VANGUARD MALVERN FDS | $2.4M | 0.93% | 46,879 | Added |
| 17 | VIOO | VANGUARD ADMIRAL FDS INC | $2.3M | 0.91% | 16,783 | Added |
| 18 | NUBD | NUSHARES ETF TR | $2.3M | 0.89% | 101,739 | Trimmed |
| 19 | VT | VANGUARD INTL EQUITY INDEX F | $2.2M | 0.86% | 13,825 | Trimmed |
| 20 | DFUS | DIMENSIONAL ETF TRUST | $1.9M | 0.77% | 23,735 | Hold |
| 21 | ESGV | VANGUARD WORLD FD | $1.9M | 0.76% | 14,599 | Trimmed |
| 22 | MSFT | MICROSOFT CORP | $1.4M | 0.57% | 3,861 | Trimmed |
| 23 | DFAT | DIMENSIONAL ETF TRUST | $1.4M | 0.56% | 20,257 | Added |
| 24 | SPY | STATE STR SPDR S&P 500 ETF T | $1.4M | 0.54% | 1,818 | Trimmed |
| 25 | VGIT | VANGUARD SCOTTSDALE FDS | $1.3M | 0.51% | 21,863 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30