Silver Oak Advisory Group, Inc.

Est. AUM

$231.8M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	VANGUARD BD INDEX FDS	TOTAL BND MRKT	$46.4M	630752	20.03%	SOLE
2	VANGUARD CHARLOTTE FDS	TOTAL INT BD ETF	$25.5M	530313	10.99%	SOLE
3	DIMENSIONAL ETF TRUST	US CORE EQUITY 2	$18.1M	464582	7.79%	SOLE
4	VANGUARD BD INDEX FDS	SHORT TRM BOND	$17.5M	223670	7.56%	SOLE
5	DIMENSIONAL ETF TRUST	WORLD EX US CORE	$16.2M	476773	6.99%	SOLE
6	VANGUARD INDEX FDS	TOTAL STK MKT	$10.4M	32490	4.50%	SOLE
7	VANGUARD MUN BD FDS	TAX EXEMPT BD	$10.2M	204877	4.41%	SOLE
8	VANGUARD ADMIRAL FDS INC	SMLCP 600 VAL	$8.9M	87681	3.85%	SOLE
9	VANGUARD INDEX FDS	REAL ESTATE ETF	$7.3M	82284	3.15%	SOLE
10	VANGUARD BD INDEX FDS	INTERMED TERM	$7.0M	91135	3.03%	SOLE
11	VANGUARD MUN BD FDS	INTERMEDIATE TRM	$6.2M	61603	2.66%	SOLE
12	VANGUARD STAR FDS	VG TL INTL STK F	$6.0M	78176	2.60%	SOLE
13	SCHWAB STRATEGIC TR	US BRD MKT ETF	$3.8M	150176	1.63%	SOLE
14	VANGUARD WORLD FD	ESG INTL STK ETF	$3.0M	42088	1.30%	SOLE
15	VANGUARD WELLINGTON FD	SHORT TRM TAX EX	$2.4M	23866	1.04%	SOLE
16	VANGUARD MALVERN FDS	STRM INFPROIDX	$2.3M	45810	0.99%	SOLE
17	NUSHARES ETF TR	NUVEEN ESG US	$2.3M	102162	0.98%	SOLE
18	VANGUARD ADMIRAL FDS INC	SMLLCP 600 IDX	$1.9M	16727	0.83%	SOLE
19	VANGUARD INTL EQUITY INDEX F	TT WRLD ST ETF	$1.9M	13876	0.83%	SOLE
20	VANGUARD WORLD FD	ESG US STK ETF	$1.7M	15026	0.73%	SOLE
21	DIMENSIONAL ETF TRUST	US EQUITY MARKET	$1.7M	23735	0.73%	SOLE
22	VANGUARD SCOTTSDALE FDS	INTER TERM TREAS	$1.5M	24688	0.63%	SOLE
23	MICROSOFT CORP	COM	$1.4M	3883	0.62%	SOLE
24	APPLE INC	COM	$1.3M	5150	0.56%	SOLE
25	DIMENSIONAL ETF TRUST	US TARGETED VLU	$1.3M	20172	0.54%	SOLE
26	STATE STR SPDR S&P 500 ETF T	TR UNIT	$1.2M	1852	0.52%	SOLE
27	DIMENSIONAL ETF TRUST	US MKTWIDE VALUE	$1.1M	22883	0.48%	SOLE
28	VANGUARD SCOTTSDALE FDS	INT-TERM CORP	$1.1M	13127	0.47%	SOLE
29	COSTCO WHOLESALE CORPORATION	COM	$1.0M	1018	0.44%	SOLE
30	VANGUARD INDEX FDS	SM CP VAL ETF	$1.0M	4642	0.43%	SOLE
31	MANAGER DIRECTED PORTFOLIOS	VERT GLB SUST RE	$993K	96144	0.43%	SOLE
32	ISHARES TR	ESG AWR US AGRGT	$955K	20097	0.41%	SOLE
33	VANGUARD INDEX FDS	VALUE ETF	$946K	4825	0.41%	SOLE
34	NUSHARES ETF TR	NUVEEN ESG SMLCP	$875K	19435	0.38%	SOLE
35	VANGUARD SCOTTSDALE FDS	SHORT TERM TREAS	$855K	14617	0.37%	SOLE
36	DIMENSIONAL ETF TRUST	US SUSTAINABILTY	$662K	16113	0.29%	SOLE
37	EXXON MOBIL CORP	COM	$654K	3856	0.28%	SOLE
38	VANGUARD INDEX FDS	SML CP GRW ETF	$592K	1959	0.26%	SOLE
39	VANGUARD INTL EQUITY INDEX F	ALLWRLD EX US	$529K	7049	0.23%	SOLE
40	WELLS FARGO & CO	COM	$524K	6584	0.23%	SOLE
41	CSX CORP	COM	$508K	12376	0.22%	SOLE
42	JPMORGAN CHASE & CO	COM	$508K	1729	0.22%	SOLE
43	ABBVIE INC	COM	$504K	2321	0.22%	SOLE
44	ISHARES TR	CORE S&P500 ETF	$493K	755	0.21%	SOLE
45	DIMENSIONAL ETF TRUST	INTERNATNAL VAL	$490K	9294	0.21%	SOLE
46	VANGUARD INDEX FDS	SMALL CP ETF	$467K	1784	0.20%	SOLE
47	SCHWAB STRATEGIC TR	INTL EQTY ETF	$414K	16760	0.18%	SOLE
48	GLACIER BANCORP INC NEW	COM	$395K	8858	0.17%	SOLE
49	ELI LILLY & CO	COM	$390K	425	0.17%	SOLE
50	INTEL CORP	COM	$389K	8823	0.17%	SOLE

1–50 of 80

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.