SILVER OAK WEALTH ADVISORS SERVICES, LLC Q1 2025 Filing
Filed April 28, 2025
Portfolio Value
$112.1B
Holdings
31
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (31 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | ESGVVANGUARD WORLD FD | 177,091 | $17.3B | 15.47% | |
| 2 | GSIEGOLDMAN SACHS ETF TR | 485,582 | $17.3B | 15.44% | |
| 3 | VTIPVANGUARD MALVERN FDS | 320,889 | $16.0B | 14.28% | |
| 4 | DUHPDIMENSIONAL ETF TRUST | 250,095 | $8.3B | 7.39% | |
| 5 | AVLVAMERICAN CENTY ETF TR | 122,680 | $8.0B | 7.13% | |
| 6 | IMCGISHARES TR | 102,406 | $7.3B | 6.52% | |
| 7 | AVEMAMERICAN CENTY ETF TR | 108,731 | $6.5B | 5.83% | |
| 8 | VGITVANGUARD SCOTTSDALE FDS | 76,339 | $4.5B | 4.04% | |
| 9 | VCSHVANGUARD SCOTTSDALE FDS | 56,875 | $4.5B | 4.00% | |
| 10 | AVUVAMERICAN CENTY ETF TR | 36,135 | $3.1B | 2.81% | |
| 11 | VCITVANGUARD SCOTTSDALE FDS | 36,925 | $3.0B | 2.69% | |
| 12 | ESGDISHARES TR | 32,320 | $2.6B | 2.35% | |
| 13 | STIPISHARES TR | 16,161 | $1.7B | 1.49% | |
| 14 | AAPLAPPLE INC | 6,249 | $1.4B | 1.24% | |
| 15 | CMFISHARES TR | 24,135 | $1.4B | 1.21% | |
| 16 | VIGVANGUARD SPECIALIZED FUNDS | 6,508 | $1.3B | 1.13% | |
| 17 | ESGEISHARES INC | 32,086 | $1.1B | 1.00% | |
| 18 | VTIVANGUARD INDEX FDS | 4,041 | $1.1B | 0.99% | |
| 19 | NDQINVESCO QQQ TR | 1,930 | $905.2M | 0.81% | |
| 20 | VEAVANGUARD TAX-MANAGED FDS | 13,070 | $664.3M | 0.59% | |
| 21 | SUBISHARES TR | 5,464 | $577.0M | 0.51% | |
| 22 | MSFTMICROSOFT CORP | 1,442 | $541.3M | 0.48% | |
| 23 | NVDANVIDIA CORPORATION | 4,679 | $507.1M | 0.45% | |
| 24 | SCHGSCHWAB STRATEGIC TR | 19,694 | $493.1M | 0.44% | |
| 25 | RSPINVESCO EXCHANGE TRADED FD T | 2,094 | $362.7M | 0.32% | |
| 26 | VOOVANGUARD INDEX FDS | 606 | $311.4M | 0.28% | |
| 27 | VUGVANGUARD INDEX FDS | 726 | $269.2M | 0.24% | |
| 28 | SHVISHARES TR | 2,336 | $258.0M | 0.23% | |
| 29 | VYMVANGUARD WHITEHALL FDS | 1,991 | $256.8M | 0.23% | |
| 30 | SCHDSCHWAB STRATEGIC TR | 8,270 | $231.2M | 0.21% | |
| 31 | IVOVVANGUARD ADMIRAL FDS INC | 2,255 | $207.5M | 0.19% |