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 WEALTH ADVISORS SERVICES, LLC (CIK 2060368) reported $154.0M across 39 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VTIP ($31.4M, 20.40%), GSIE ($30.8M, 19.98%), ESGV ($16.6M, 10.80%), DUHP ($10.5M, 6.84%), AVLV ($8.8M, 5.71%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VTIP | VANGUARD MALVERN FDS | $31.4M | 20.40% | 628,807 | Added |
| 2 | GSIE | GOLDMAN SACHS ETF TR | $30.8M | 19.98% | 713,127 | Trimmed |
| 3 | ESGV | VANGUARD WORLD FD | $16.6M | 10.80% | 148,097 | Added |
| 4 | DUHP | DIMENSIONAL ETF TRUST | $10.5M | 6.84% | 286,353 | Added |
| 5 | AVLV | AMERICAN CENTY ETF TR | $8.8M | 5.71% | 108,988 | Added |
| 6 | AVEM | AMERICAN CENTY ETF TR | $8.0M | 5.18% | 99,000 | Trimmed |
| 7 | IMCG | ISHARES TR | $7.0M | 4.52% | 88,437 | Added |
| 8 | DFGX | DIMENSIONAL ETF TRUST | $4.8M | 3.12% | 91,654 | Added |
| 9 | AVUV | AMERICAN CENTY ETF TR | $3.9M | 2.50% | 34,889 | Added |
| 10 | CMF | ISHARES TR | $3.8M | 2.46% | 66,536 | Trimmed |
| 11 | ESGD | ISHARES TR | $3.3M | 2.17% | 34,944 | Added |
| 12 | VCSH | VANGUARD SCOTTSDALE FDS | $3.3M | 2.16% | 41,859 | Added |
| 13 | JMUB | J P MORGAN EXCHANGE TRADED F | $3.2M | 2.06% | 63,487 | Added |
| 14 | VCIT | VANGUARD SCOTTSDALE FDS | $2.8M | 1.84% | 34,225 | Trimmed |
| 15 | STIP | ISHARES TR | $2.2M | 1.46% | 21,738 | Trimmed |
| 16 | AAPL | APPLE INC | $1.7M | 1.09% | 6,621 | Trimmed |
| 17 | ESGE | ISHARES INC | $1.4M | 0.92% | 31,156 | Trimmed |
| 18 | VTI | VANGUARD INDEX FDS | $1.2M | 0.75% | 3,613 | Trimmed |
| 19 | VIG | VANGUARD SPECIALIZED FUNDS | $1.1M | 0.74% | 5,266 | Added |
| 20 | QQQ | INVESCO QQQ TR | $1.1M | 0.72% | 1,930 | Hold |
| 21 | VEA | VANGUARD TAX-MANAGED FDS | $816,956 | 0.53% | 12,749 | Trimmed |
| 22 | NVDA | NVIDIA CORPORATION | $727,232 | 0.47% | 4,170 | Trimmed |
| 23 | SCHG | SCHWAB STRATEGIC TR | $573,676 | 0.37% | 19,694 | Hold |
| 24 | SUB | ISHARES TR | $554,333 | 0.36% | 5,205 | Trimmed |
| 25 | MSFT | MICROSOFT CORP | $484,900 | 0.31% | 1,310 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31