Silver Oak Advisory Group, Inc. has filed its 13F form on February 07, 2025 for Q4 2024 where it was disclosed a total value porftolio of $189 Million distributed in 65 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Bd Index Fd Inc Total with a value of $39M, Vanguard Total International B with a value of $22.6M, Vanguard Bd Index Fd Inc Short with a value of $14.7M, Vanguard Mun Bd Fds Tax Exempt with a value of $12M, and Dimensional ETF Tr U S Core Eq with a value of $11.7M.

Examining the 13F form we can see an decrease of $5.91M in the current position value, from $195M to 189M.

Silver Oak Advisory Group, Inc. is based out at Portland, OR

Below you can find more details about Silver Oak Advisory Group, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $189 Million
ETFs: $167 Million
Technology: $4.67 Million
Healthcare: $1.42 Million
Consumer Defensive: $1.15 Million
Financial Services: $531,000
Industrials: $457,000
Consumer Cyclical: $443,000
Energy: $413,000
Other: $214,000

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 65
  • Current Value $189 Million
  • Prior Value $195 Million
  • Filing
  • Period Q4 2024
  • Filing Date February 07, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 2 stocks
  • Additional Purchases 26 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 23 stocks
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