Silver Oak Advisory Group, Inc.: 13F holdings
CIK 19069372026Q2
| Positions | 86 |
|---|---|
| Reported value | $253.6m |
| Filed | 2026-08-03 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| BND VANGUARD BD INDEX FDS | 671,986 | $49.3m | 19.4% |
| BNDX VANGUARD CHARLOTTE FDS | 544,324 | $26.4m | 10.4% |
| DIMENSIONAL ETF TRUST | 486,000 | $21.6m | 8.5% |
| DFAX DIMENSIONAL ETF TRUST | 515,318 | $19.0m | 7.5% |
| BSV VANGUARD BD INDEX FDS | 228,325 | $17.8m | 7.0% |
| VTI VANGUARD INDEX FDS | 32,776 | $12.1m | 4.8% |
| VIOV VANGUARD ADMIRAL FDS INC | 87,995 | $10.3m | 4.1% |
| VTEB VANGUARD MUN BD FDS | 202,568 | $10.2m | 4.0% |
| VNQ VANGUARD INDEX FDS | 83,058 | $8.0m | 3.2% |
| VANGUARD MUN BD FDS | 73,232 | $7.4m | 2.9% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1906937")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.