Silver Oak Advisory Group, Inc.
- SEC CIK
- 0001906937
- 最新申報
- 2026/7/31
2021 年第 4 季持倉
持倉截至 2021/12/31，2022/2/14 申報。只含多頭部位。
- 持股檔數
- 60
- 2021 年第 3 季沒有申報
- 總值
- $1.58 億
- 2021 年第 3 季沒有申報
Silver Oak Advisory Group, Inc. 沒有申報 2021 年第 3 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。
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| Vanguard Total Bond Market ETF921937835 | ETF | 447,207 | $3,790 萬 | 24.0% | – | – | – |
| Vanguard Total International Bond ETF92203J407 | ETF | 332,827 | $1,836 萬 | 11.6% | – | – | – |
| Vanguard Short-Term Bond ETF921937827 | ETF | 162,774 | $1,316 萬 | 8.3% | – | – | – |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 184,613 | $1,014 萬 | 6.4% | – | – | – |
| Vanguard Admiral FDS Inc921932778 | SMLCP 600 VAL | 44,978 | $811.8 萬 | 5.1% | – | – | – |
| Vanguard Real Estate ETF922908553 | ETF | 66,553 | $772.1 萬 | 4.9% | – | – | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 31,879 | $769.7 萬 | 4.9% | – | – | – |
| Dimensional U.S. Core Equity 2 ETF25434V708 | ETF | 244,099 | $707.2 萬 | 4.5% | – | – | – |
| Dimensional World Ex U.S. Core Equity 2 ETF25434V880 | ETF | 267,678 | $698.9 萬 | 4.4% | – | – | – |
| Schwab U.S. Broad Market ETF808524102 | ETF | 48,978 | $553.5 萬 | 3.5% | – | – | – |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 58,333 | $370.8 萬 | 2.3% | – | – | – |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 33,274 | $291.6 萬 | 1.8% | – | – | – |
| Vanguard Malvern FDS922020805 | STRM INFPROIDX | 44,793 | $230.2 萬 | 1.5% | – | – | – |
| Vanguard World FD921910725 | ESG INTL STK ETF | 32,777 | $203.3 萬 | 1.3% | – | – | – |
| Dimensional ETF Trust25434V401 | US EQUI MARK ETF | 30,643 | $158.4 萬 | 1.0% | – | – | – |
| MSFTMicrosoft Corp | Stock | 4,300 | $144.6 萬 | 0.9% | – | – | 歷史 |
| GBCIGlacier Bancorp, Inc. | COM | 23,973 | $135.9 萬 | 0.9% | – | – | 歷史 |
| Vanguard Total World Stock ETF922042742 | ETF | 11,694 | $125.6 萬 | 0.8% | – | – | – |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 12,990 | $120.5 萬 | 0.8% | – | – | – |
| Vanguard Admiral FDS Inc921932828 | SMLLCP 600 IDX | 5,377 | $113.0 萬 | 0.7% | – | – | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 2,227 | $105.8 萬 | 0.7% | – | – | 歷史 |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 4,283 | $94.7 萬 | 0.6% | – | – | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 3,990 | $90.2 萬 | 0.6% | – | – | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 5,055 | $74.4 萬 | 0.5% | – | – | – |
| AAPLApple Inc. | Stock | 4,177 | $74.2 萬 | 0.5% | – | – | 歷史 |
| Schwab International Equity ETF808524805 | ETF | 16,436 | $63.9 萬 | 0.4% | – | – | – |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 3,567 | $63.8 萬 | 0.4% | – | – | – |
| iShares Core S&P 500 ETF464287200 | ETF | 1,292 | $61.6 萬 | 0.4% | – | – | – |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 9,636 | $59.0 萬 | 0.4% | – | – | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 9,985 | $49.4 萬 | 0.3% | – | – | – |
| NKENIKE, Inc. | Stock | 2,942 | $49.0 萬 | 0.3% | – | – | 歷史 |
| Vanguard Morningstar Growth ETF922908736 | ETF | 1,507 | $48.4 萬 | 0.3% | – | – | – |
| Dimensional U.S. Targeted Value ETF25434V609 | ETF | 8,948 | $42.5 萬 | 0.3% | – | – | – |
| Vanguard Ftse All-World Ex-US Small-Cap ETF922042718 | ETF | 3,002 | $40.2 萬 | 0.3% | – | – | – |
| COSTCostco Wholesale Corp | Stock | 668 | $37.9 萬 | 0.2% | – | – | 歷史 |
| ABBVAbbVie Inc. | Stock | 2,564 | $34.7 萬 | 0.2% | – | – | 歷史 |
| iShares Tr464287846 | DOW JONES US ETF | 2,901 | $34.2 萬 | 0.2% | – | – | – |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 2,951 | $33.6 萬 | 0.2% | – | – | – |
| INTCIntel Corp | Stock | 6,269 | $32.3 萬 | 0.2% | – | – | 歷史 |
| Vanguard World FD921910733 | ESG US STK ETF | 3,602 | $31.7 萬 | 0.2% | – | – | – |
| ABTAbbott Laboratories | Stock | 2,152 | $30.3 萬 | 0.2% | – | – | 歷史 |
| LLYEli Lilly & Co | Stock | 1,092 | $30.2 萬 | 0.2% | – | – | 歷史 |
| CSXCSX Corp | Stock | 7,977 | $30.0 萬 | 0.2% | – | – | 歷史 |
| UNPUnion Pacific Corp | Stock | 1,171 | $29.5 萬 | 0.2% | – | – | 歷史 |
| iShares Tr464287622 | RUS 1000 ETF | 1,096 | $29.0 萬 | 0.2% | – | – | – |
| CVXChevron Corp | Stock | 2,378 | $27.9 萬 | 0.2% | – | – | 歷史 |
| iShares Tr46435G516 | ESG AW MSCI EAFE | 3,486 | $27.7 萬 | 0.2% | – | – | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 5,341 | $27.3 萬 | 0.2% | – | – | – |
| Vanguard S&P 500 ETF922908363 | ETF | 602 | $26.3 萬 | 0.2% | – | – | – |
| ALGNAlign Technology Inc | COM | 372 | $24.4 萬 | 0.2% | – | – | 歷史 |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 2,996 | $24.3 萬 | 0.2% | – | – | – |
| GLDSPDR Gold Trust | ETF | 1,417 | $24.2 萬 | 0.2% | – | – | 歷史 |
| Dimensional U.S. Small Cap ETF25434V500 | ETF | 4,034 | $24.2 萬 | 0.2% | – | – | – |
| MCDMcDonalds Corp | Stock | 892 | $23.9 萬 | 0.2% | – | – | 歷史 |
| JNJJohnson & Johnson | Stock | 1,390 | $23.8 萬 | 0.2% | – | – | 歷史 |
| AEPAmerican Electric Power Co Inc | Stock | 2,645 | $23.5 萬 | 0.1% | – | – | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 3,804 | $23.3 萬 | 0.1% | – | – | 歷史 |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 1,925 | $22.0 萬 | 0.1% | – | – | – |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 2,131 | $21.8 萬 | 0.1% | – | – | – |
| SBUXStarbucks Corp | Stock | 1,732 | $20.3 萬 | 0.1% | – | – | 歷史 |