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Investment manager · 13F filer · SEC CIK 1906937
Silver Oak Advisory Group, Inc.
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Reported value$258Mas of Sep 30, 2026
Positions94 9 new, 1 sold out
Top 10 weight70.6%BND alone is 19%
FiledNov 637 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
BNDVanguard Bd Index FDS
18.6%
BNDXVanguard Charlotte FDS
10.1%
DFACDimensional ETF Trust
8.9%Added +6%
DFAXDimensional ETF Trust
7.5%
BSVVanguard Bd Index FDS
7.1%Added +5%
VTIVanguard Index FDS
4.7%
VIOVVanguard Admiral FDS Inc
3.7%
VTEBVanguard Mun Bd FDS
3.5%Trimmed −7%
VTEIVanguard Mun Bd FDS
3.4%+27%
BIVVanguard Bd Index FDS
3.2%+20%
VNQVanguard Index FDS
2.9%
VXUSVanguard Star FDS
2.5%
BNDVanguard Bd Index FDS
18.6%
BNDXVanguard Charlotte FDS
10.1%
DFACDimensional ETF Trust
8.9%+6%
DFAXDimensional ETF Trust
7.5%
BSVVanguard Bd Index FDS
7.1%+5%
VTIVanguard Index FDS
4.7%
VIOVVanguard Admiral FDS Inc
3.7%
VTEBVanguard Mun Bd FDS
3.5%
VTEI3.4%
BIV3.2%
VNQ2.9%
VXUS
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
BND Vanguard Bd Index FDS 18.6% Held
BNDX Vanguard Charlotte FDS 10.1% Held
DFAC Dimensional ETF Trust 8.9% Added +6%
DFAX Dimensional ETF Trust 7.5% Held
BSV Vanguard Bd Index FDS 7.1% Added +5%
VTI Vanguard Index FDS 4.7% Held
VIOV Vanguard Admiral FDS Inc 3.7% Held
VTEB Vanguard Mun Bd FDS 3.5% Trimmed −7%
VTEI Vanguard Mun Bd FDS 3.4% Added +27%
BIV Vanguard Bd Index FDS 3.2% Added +20%
VNQ Vanguard Index FDS 2.9% Held
VXUS Vanguard Star FDS 2.5% Trimmed −3%
What changed
Biggest moves since Jun 30, 2026
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