SILVER OAK WEALTH ADVISORS SERVICES, LLC: 13F holdings
CIK 20603682026Q2
| Positions | 40 |
|---|
| Reported value | $167.0m |
|---|
| Filed | 2026-08-05 |
|---|
Change since last quarter
| Positions | 40 (+1 vs prior quarter) |
|---|
| Reported value | $167.0m (+8.5%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| VTIP VANGUARD MALVERN FDS | 683,280 | $34.3m | 20.5% |
| EWU GOLDMAN SACHS ETF TR | 705,471 | $32.2m | 19.3% |
| ESGV VANGUARD WORLD FD | 145,129 | $19.2m | 11.5% |
| DIMENSIONAL ETF TRUST | 292,388 | $12.2m | 7.3% |
| AVLV AMERICAN CENTY ETF TR | 100,249 | $9.1m | 5.5% |
| AVEM AMERICAN CENTY ETF TR | 91,105 | $8.8m | 5.3% |
| IMCG ISHARES TR | 84,468 | $8.3m | 5.0% |
| DFGX DIMENSIONAL ETF TRUST | 91,577 | $4.9m | 2.9% |
| VCSH VANGUARD SCOTTSDALE FDS | 54,099 | $4.3m | 2.6% |
| AVUV AMERICAN CENTY ETF TR | 32,452 | $4.0m | 2.4% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2060368")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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