Silver Oak Wealth Advisors Services, LLC
- SEC CIK
- 0002060368
- 最新申報
- 2026/8/5
2024 年第 4 季持倉
持倉截至 2024/12/31，2025/3/13 申報。只含多頭部位。
- 持股檔數
- 40
- 2024 年第 3 季沒有申報
- 總值
- $1.14 億
- 2024 年第 3 季沒有申報
Silver Oak Wealth Advisors Services, LLC 沒有申報 2024 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 World FD921910733 | ESG US STK ETF | 176,371 | $1,850 萬 | 16.2% | – | – | – |
| Vanguard Malvern FDS922020805 | STRM INFPROIDX | 354,078 | $1,714 萬 | 15.0% | – | – | – |
| Goldman Sachs ETF Tr381430107 | ACTIVEBETA INT | 485,691 | $1,619 萬 | 14.1% | – | – | – |
| American Centy ETF Tr025072349 | US LARGE CAP VLU | 125,597 | $838.6 萬 | 7.3% | – | – | – |
| iShares Tr464288307 | MRGSTR MD CP GRW | 101,555 | $767.0 萬 | 6.7% | – | – | – |
| Dimensional ETF Trust25434V831 | US HIGH PROF ETF | 221,084 | $747.0 萬 | 6.5% | – | – | – |
| American Centy ETF Tr025072604 | AVANTIS EMGMKT | 110,241 | $648.1 萬 | 5.7% | – | – | – |
| Vanguard Scottsdale FDS92206C706 | INTER TERM TREAS | 73,110 | $424.0 萬 | 3.7% | – | – | – |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 52,255 | $407.6 萬 | 3.6% | – | – | – |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 42,621 | $342.1 萬 | 3.0% | – | – | – |
| American Centy ETF Tr025072877 | US SML CP VALU | 34,268 | $330.8 萬 | 2.9% | – | – | – |
| iShares Tr46435G516 | ESG AW MSCI EAFE | 32,250 | $245.6 萬 | 2.1% | – | – | – |
| AAPLApple Inc. | Stock | 6,302 | $157.8 萬 | 1.4% | – | – | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 6,612 | $129.5 萬 | 1.1% | – | – | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 4,073 | $118.1 萬 | 1.0% | – | – | – |
| NVDANVIDIA Corp | Stock | 4,399 | $113.8 萬 | 1.0% | – | – | 歷史 |
| MSFTMicrosoft Corp | Stock | 1,441 | $112.2 萬 | 1.0% | – | – | 歷史 |
| iShares Tr464288356 | CALIF MUN BD ETF | 19,424 | $111.3 萬 | 1.0% | – | – | – |
| iShares Inc46434G863 | ESG AWR MSCI EM | 32,086 | $107.1 萬 | 0.9% | – | – | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 2,062 | $105.4 萬 | 0.9% | – | – | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 14,536 | $69.5 萬 | 0.6% | – | – | – |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 19,694 | $54.9 萬 | 0.5% | – | – | – |
| iShares Trust iShares 0-1 Year Treasury Bond ETF464288679 | ETF | 4,398 | $48.4 萬 | 0.4% | – | – | – |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 2,094 | $36.7 萬 | 0.3% | – | – | – |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 1,815 | $36.0 萬 | 0.3% | – | – | – |
| AMZNAmazon Com Inc | Stock | 719 | $33.9 萬 | 0.3% | – | – | 歷史 |
| iShares Tr464288158 | SHRT NAT MUN ETF | 3,082 | $32.5 萬 | 0.3% | – | – | – |
| Vanguard S&P 500 ETF922908363 | ETF | 594 | $32.0 萬 | 0.3% | – | – | – |
| iShares Tr46429B747 | 0-5 YR TIPS ETF | 3,165 | $31.8 萬 | 0.3% | – | – | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 726 | $29.8 萬 | 0.3% | – | – | – |
| JPMJPMorgan Chase & Co | Stock | 520 | $29.5 萬 | 0.3% | – | – | 歷史 |
| ORCLOracle Corp | Stock | 1,200 | $27.8 萬 | 0.2% | – | – | 歷史 |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 1,991 | $25.4 萬 | 0.2% | – | – | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 8,270 | $22.6 萬 | 0.2% | – | – | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 381 | $22.3 萬 | 0.2% | – | – | 歷史 |
| Vanguard Admiral FDS Inc921932844 | MIDCP 400 VAL | 2,255 | $21.5 萬 | 0.2% | – | – | – |
| GOOGLAlphabet Inc. | Stock | 467 | – | – | – | – | 歷史 |
| TSLATesla, Inc. | Stock | 50 | – | – | – | – | 歷史 |
| METAMeta Platforms, Inc. | Stock | 24 | – | – | – | – | 歷史 |
| AVGOBroadcom Inc. | Stock | 510 | – | – | – | – | 歷史 |