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Silver Oak Securities, Inc

SEC CIK
0001080576
最新申報
2026/8/7

2022 年第 1 季持倉

持倉截至 2022/3/31,2022/5/10 申報。只含多頭部位。

機構總覽
持股檔數
301
2021 年第 4 季沒有申報
總值
$4.92 億
2021 年第 4 季沒有申報
申報日
2022/5/10
SEC

Silver Oak Securities, Inc 沒有申報 2021 年第 4 季的 13F,這一季的持倉沒辦法跟上一季比較,所以不顯示股數變化與動作。

Silver Oak Securities, Inc 在 2022 年第 1 季的持倉
證券類別股數市值佔組合 %股數變化動作紀錄
ProShares Tr74348A467S&P 500 DV ARIST3,941$38.1 萬0.1%–––
First Tr Exch Traded FD III33739E108PFD SECS INC ETF20,343$38.2 萬0.1%–––
Northern LTS FD Tr IV66538H641INSPIRE SML/ MID11,882$38.3 萬0.1%–––
First Tr Exchange-Traded FD33738R746SMAL CP US EQT13,626$38.3 萬0.1%–––
iShares Tr46429B7470-5 YR TIPS ETF3,695$38.4 萬0.1%–––
iShares Tr464288646ISHS 1-5YR INVS7,482$38.4 萬0.1%–––
Vanguard World FD921910709EXTENDED DUR3,427$38.7 萬0.1%–––
BKNGBooking Holdings Inc.Stock179$38.8 萬0.1%––歷史
Northern LTS FD Tr IV66538H534INSPIRE 100 ETF11,024$38.8 萬0.1%–––
BTIBritish American Tobacco p.l.c.SPONSORED ADR9,079$38.9 萬0.1%––歷史
iShares Tr464288638ISHS 5-10YR INVT7,368$39.3 萬0.1%–––
iShares MSCI USA Quality Factor ETF46432F339ETF2,964$39.4 萬0.1%–––
DEDeere & CoStock939$39.4 萬0.1%––歷史
Global X FDS37954Y673US INFR DEV ETF14,559$39.6 萬0.1%–––
iShares Core MSCI Eafe ETF46432F842ETF5,840$40.0 萬0.1%–––
KOCoca Cola CoStock6,301$40.2 萬0.1%––歷史
PIMCO Active Bond Exchange-Traded Fund72201R775ETF4,116$41.0 萬0.1%–––
First Tr Exchange-Traded FD33734X119CONSUMR STAPLE6,253$41.2 萬0.1%–––
GILDGilead Sciences, Inc.Stock6,635$41.3 萬0.1%––歷史
Invesco Exchange Traded FD T46137V258S&P500 PUR VAL4,807$41.3 萬0.1%–––
SPDR Series Trust78468R200ST STR RATE ETF13,561$41.4 萬0.1%–––
TGTTarget CorpStock1,783$41.6 萬0.1%––歷史
ROPRoper Technologies IncStock875$42.2 萬0.1%––歷史
NFLXNetflix IncStock1,189$42.3 萬0.1%––歷史
IBMInternational Business Machines CorpStock3,362$42.9 萬0.1%––歷史
CVSCVS Health CorpStock4,062$43.1 萬0.1%––歷史
INTCIntel CorpStock9,396$44.1 萬0.1%––歷史
ORCLOracle CorpStock5,543$44.8 萬0.1%––歷史
iShares Tr464287119MORNINGSTAR GRWT7,269$45.3 萬0.1%–––
Vanguard Consumer Staples ETF92204A207ETF2,250$45.7 萬0.1%–––
MOAltria Group, Inc.Stock8,478$45.9 萬0.1%––歷史
SMBKSmartfinancial Inc.COM NEW18,326$46.1 萬0.1%––歷史
Schwab U.S. Large-Cap Growth ETF808524300ETF6,613$47.4 萬0.1%–––
iShares Inc464286525MSCI GBL MIN VOL4,447$47.6 萬0.1%–––
FDXFedEx CorpStock2,373$48.3 萬0.1%––歷史
UPSUnited Parcel Service IncStock2,538$48.5 萬0.1%––歷史
Northern LTS FD Tr IV66538H658INSPIRE GBL HOPE13,842$48.8 萬0.1%–––
Vanguard Ftse Developed Markets ETF921943858ETF10,363$49.2 萬0.1%–––
Janus Detroit STR Tr47103U886HENDRSN SHRT ETF10,430$51.1 萬0.1%–––
VanEck ETF Trust92189F437FALLEN ANGEL HG17,349$51.1 萬0.1%–––
JPMJPMorgan Chase & CoStock3,853$51.4 萬0.1%––歷史
Flexshares Tr33939L845QLT DIV DEF IDX9,090$51.7 萬0.1%–––
ACNAccenture plcStock1,563$53.0 萬0.1%––歷史
Invesco Exchange Traded FD T46137V365S&P500 EQL ENR7,932$54.2 萬0.1%–––
VVisa Inc.Stock2,549$55.2 萬0.1%––歷史
VZVerizon Communications IncStock10,357$55.7 萬0.1%––歷史
Schwab Fundamental International Equity ETF808524755ETF17,560$56.0 萬0.1%–––
iShares Tr464287127MORNINGSTR US EQ9,048$56.1 萬0.1%–––
FSKFS KKR Capital CorpCOM24,545$56.2 萬0.1%––歷史
SPDR Index Shs FDS78463X509ST PORT MARK ETF14,705$56.9 萬0.1%–––
DIASPDR Dow Jones Industrial Average ETF TrustUT SER 11,649$57.3 萬0.1%––歷史
Vanguard Energy ETF92204A306ETF5,343$58.4 萬0.1%–––
DUKDuke Energy CORPStock5,273$60.6 萬0.1%––歷史
KRKroger CoStock9,883$60.7 萬0.1%––歷史
First Tr Exchange-Traded Alp33734Y109COM SHS6,910$60.7 萬0.1%–––
iShares Tr464287689RUSSELL 3000 ETF2,375$61.0 萬0.1%–––
Invesco Exchange Traded FD T46137V837DORS WRI MOM ETF7,686$61.5 萬0.1%–––
First Tr Exchange-Traded FD33738R753MID CAP US EQT21,726$62.7 萬0.1%–––
APDAir Products & Chemicals, Inc.Stock2,615$65.7 萬0.1%––歷史
BRK.BBerkshire Hathaway IncStock1,895$66.8 萬0.1%––歷史
iShares Tr46434V647GLOBAL REIT ETF23,700$69.4 萬0.1%–––
Invesco Exchange Traded FD T46137V845DORSEY WRGT INDS7,549$70.8 萬0.1%–––
Invesco Exchange Traded FD T46137V860DWA FINL MUMT14,787$71.8 萬0.1%–––
PHYSSprott Physical Gold TrustPHYSICAL GOLD TR46,718$71.9 萬0.1%––歷史
VanEck Vectors ETF Tr92189F148LONG TREND ETF18,058$75.2 萬0.2%–––
SOSouthern CoStock10,097$75.8 萬0.2%––歷史
First Tr Exchange-Traded FD33738R787DEVELOPED INTL14,610$75.8 萬0.2%–––
DISWalt Disney CoStock5,758$75.9 萬0.2%––歷史
Invesco Exchange Traded FD T46137V233S&P 500 TOP 502,195$75.9 萬0.2%–––
PFEPfizer IncStock14,034$77.1 萬0.2%––歷史
iShares Core U.S. Aggregate Bond ETF464287226ETF7,383$77.1 萬0.2%–––
DBCInvesco DB Commodity Index Tracking FundUNIT29,734$79.4 萬0.2%––歷史
Invesco Exchange Traded FD T46137V704DORSEY WRGT BASC8,186$80.5 萬0.2%–––
Vanguard Scottsdale FDS92206C680VNG RUS1000GRW12,035$81.9 萬0.2%–––
Vanguard Ftse Emerging Markets ETF922042858ETF18,088$83.2 萬0.2%–––
ALBOAlbireo Pharma, Inc.COM23,795$83.6 萬0.2%––歷史
MAMastercard IncStock2,414$85.0 萬0.2%––歷史
iShares Iboxx $ Investment Grade Corporate Bond ETF464287242ETF7,297$85.1 萬0.2%–––
GOOGAlphabet Inc.Stock320$85.6 萬0.2%––歷史
Schwab US Dividend Equity ETF808524797ETF10,807$85.8 萬0.2%–––
WisdomTree Tr97717W760INTL SMCAP DIV12,825$86.4 萬0.2%–––
WMTWalmart Inc.Stock5,526$86.6 萬0.2%––歷史
Vanguard Real Estate ETF922908553ETF7,984$87.7 萬0.2%–––
UNHUnitedHealth Group IncStock1,625$88.7 萬0.2%––歷史
ABTAbbott LaboratoriesStock7,214$88.8 萬0.2%––歷史
Vanguard High Dividend Yield Index ETF921946406ETF8,142$92.3 萬0.2%–––
RIGTransocean Ltd.REGISTERED SHS209,267$93.1 萬0.2%––歷史
State Street SPDR Portfolio Developed World Ex-US ETF78463X889ETF27,654$93.6 萬0.2%–––
CVXChevron CorpStock5,601$94.7 萬0.2%––歷史
First Tr Exchange-Traded FD33739Q408FIRST TR ENH NEW15,958$95.0 萬0.2%–––
State Street SPDR Portfolio S&P 500 ETF78464A854ETF18,064$95.1 萬0.2%–––
First Tr Exchng Traded FD VI33740U109TCW SECURITIZED40,191$95.4 萬0.2%–––
First Tr Exchange-Traded FD33738R761LARGE CP US EQ29,409$96.9 萬0.2%–––
Invesco Exchange Traded FD T46137V357S&P500 EQL WGT6,451$101.2 萬0.2%–––
LOWLowes Companies IncStock5,145$105.1 萬0.2%––歷史
iShares Tr464287721U.S. TECH ETF10,826$105.7 萬0.2%–––
iShares Tr464288885EAFE GRWTH ETF11,356$106.5 萬0.2%–––
Vanguard S&P 500 ETF922908363ETF2,709$111.1 萬0.2%–––
Invesco Exchange Traded FD T46137V431S&P 500 GARP ETF12,267$112.0 萬0.2%–––
ABBVAbbVie Inc.Stock6,460$112.5 萬0.2%––歷史