account_balance
Investment manager · 13F filer · SEC CIK 2060368
Silver Oak Wealth Advisors Services, LLC
Reported value$167Mas of Sep 30, 2026
Positions42 2 new, 0 sold out
Top 10 weight79.8%VTIP alone is 21%
FiledNov 940 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
VTIPVanguard Malvern FDS
20.8%Added +3%
ESGVVanguard World Fd
11.9%
VEAVanguard Tax-Managed FDS
11.1%Added +1956%
GSIEGoldman Sachs ETF Tr
8.4%Trimmed −57%
DUHPDfa Invt Dimensions Group In
7.4%
AVLVAmerican Centy ETF Tr
5.4%
AVEMAmerican Centy ETF Tr
5.1%
IMCGiShares Tr
4.7%
DFGXDimensional ETF Trust
2.5%
VCSHVanguard Scottsdale FDS
2.4%
AVUVAmerican Centy ETF Tr
2.3%
ESGDiShares Tr
2.2%
VTIPVanguard Malvern FDS
20.8%Added +3%
ESGVVanguard World Fd
11.9%
VEAVanguard Tax-Managed FDS
11.1%+1956%
GSIEGoldman Sachs ETF Tr
8.4%−57%
DUHPDfa Invt Dimensions Group In
7.4%
AVLVAmerican Centy ETF Tr
5.4%
AVEMAmerican Centy ETF Tr
5.1%
IMCG4.7%
DFGX
AVUV
ESGD
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
VTIP Vanguard Malvern FDS 20.8% Added +3%
ESGV Vanguard World Fd 11.9% Held
VEA Vanguard Tax-Managed FDS 11.1% Added +1956%
GSIE Goldman Sachs ETF Tr 8.4% Trimmed −57%
DUHP Dfa Invt Dimensions Group In 7.4% Held
AVLV American Centy ETF Tr 5.4% Held
AVEM American Centy ETF Tr 5.1% Held
IMCG iShares Tr 4.7% Held
DFGX Dimensional ETF Trust 2.5% Trimmed −10%
VCSH Vanguard Scottsdale FDS 2.4% Trimmed −4%
AVUV American Centy ETF Tr 2.3% Held
ESGD iShares Tr 2.2% Held
What changed
Biggest moves since Jun 30, 2026
add_circleNew
- VEU $842K
- AVGO $200K
arrow_upwardAdded
- VEA +1956%
- VTIP +3%
- VOO +3%
arrow_downwardTrimmed
- GSIE −57%
- DFGX −10%
- VCSH −4%
remove_circleSold out
None
Free weekly email
Each week's biggest real insider buys, cluster buys and fund moves, every one dated. One email a week. Unsubscribe in one click.