Silver Oak Wealth Advisors Services, LLC New Holdings in Q4 2024

Silver Oak Wealth Advisors Services, LLC

  • $116 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
176K
New
$100.18 - $109.1 $17.7M - $19.2M
176K $18.5B
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
354K
New
$48.33 - $49.08 $17.1M - $17.4M
354K $17.1B
GSIE
Goldman Sachs ETF Tr Activebet

ETFs
486K
New
N/A
486K $16.2B
AVLV
American Centy ETF Tr Avantis
126K
New
$65.51 - $71.22 $8.23M - $8.95M
126K $8.39B
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
102K
New
$72.18 - $81.41 $7.33M - $8.27M
102K $7.67B
DUHP
Dimensional ETF Tr Dimensional

ETFs
221K
New
$33.62 - $35.69 $7.43M - $7.89M
221K $7.47B
AVEM
American Centy ETF Tr Avantis

ETFs
110K
New
$58.59 - $66.14 $6.46M - $7.29M
110K $6.48B
VGIT
Vanguard Intermediate Term Tre

ETFs
73.1K
New
$57.78 - $60.4 $4.22M - $4.42M
73.1K $4.24B
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
52.3K
New
$77.86 - $79.27 $4.07M - $4.14M
52.3K $4.08B
VCIT
Vanguard Intermediate Term Cor

ETFs
42.6K
New
$80.13 - $83.77 $3.42M - $3.57M
42.6K $3.42B
ESGD
Ishares Trust Ishares Esg Awar

ETFs
32.3K
New
$75.65 - $83.47 $2.44M - $2.69M
32.3K $2.46B
AAPL
Apple Inc.

Technology
6.3K
New
$221.69 - $259.02 $1.4M - $1.63M
6.3K $1.58B
VIG
Vanguard Dividend Appreciation

ETFs
6.61K
New
N/A
6.61K $1.29B
VTI
Vanguard Total Stock Market Et

ETFs
4.07K
New
$280.04 - $302.45 $1.14M - $1.23M
4.07K $1.18B
NVDA
Nvidia Corp

Technology
4.4K
New
$117.0 - $148.88 $515K - $655K
4.4K $1.14B
MSFT
Microsoft Corp

Technology
1.44K
New
$406.35 - $454.46 $586K - $655K
1.44K $1.12B
CMF
Ishares California Muni Bond E

ETFs
19.4K
New
$56.66 - $58.1 $1.1M - $1.13M
19.4K $1.11B
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
32.1K
New
$33.39 - $37.66 $1.07M - $1.21M
32.1K $1.07B
QQQ
Invesco Qqq Trust, Series 1

ETFs
2.06K
New
$481.22 - $538.17 $992K - $1.11M
2.06K $1.05B
VEA
Vanguard Ftse Developed Market

ETFs
14.5K
New
$47.57 - $52.44 $691K - $762K
14.5K $695M
SCHG
Schwab Strategic Tr Us Large C

ETFs
19.7K
New
$25.93 - $105.3 $511K - $2.07M
19.7K $549M
SHV
Ishares Tr

ETFs
4.4K
New
$109.92 - $110.57 $483K - $486K
4.4K $484M
AVGO
Broadcom Inc.

Technology
510
New
$159.67 - $250.0 $81.4K - $128K
510 $377M
RSP
Invesco S&P 500 Equal Weight E

ETFs
2.09K
New
$174.22 - $187.62 $365K - $393K
2.09K $367M
VBR
Vanguard Small Cap Value ETF

ETFs
1.82K
New
$197.36 - $217.3 $358K - $394K
1.82K $360M
AMZN
Amazon Com Inc

Consumer Cyclical
719
New
$180.88 - $232.93 $130K - $167K
719 $339M
SUB
Ishares Short Term National Mu

ETFs
3.08K
New
$104.94 - $106.2 $323K - $327K
3.08K $325M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
594
New
$521.84 - $558.82 $310K - $332K
594 $320M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
3.17K
New
$100.24 - $101.35 $317K - $321K
3.17K $318M
VUG
Vanguard Growth ETF

ETFs
726
New
$378.79 - $428.11 $275K - $311K
726 $298M
JPM
Jpmorgan Chase & CO

Financial Services
520
New
$205.18 - $250.29 $107K - $130K
520 $295M
GOOGL
Alphabet Inc.

Communication Services
467
New
$161.86 - $196.66 $75.6K - $91.8K
467 $289M
ORCL
Oracle Corp

Technology
1.2K
New
$165.41 - $192.43 $198K - $231K
1.2K $278M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
1.99K
New
$126.68 - $134.74 $252K - $268K
1.99K $254M
META
Meta Platforms, Inc.

Communication Services
24
New
$554.08 - $632.68 $13.3K - $15.2K
24 $251M
TSLA
Tesla, Inc.

Consumer Cyclical
50
New
$213.65 - $479.86 $10.7K - $24K
50 $230M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
8.27K
New
$26.93 - $84.95 $223K - $703K
8.27K $226M
SPY
Spdr S&P 500 ETF Trust

ETFs
381
New
$567.81 - $607.81 $216K - $232K
381 $223M
IVOV
Vanguard S&P Mid Cap 400 Value

ETFs
2.26K
New
$94.54 - $104.98 $213K - $237K
2.26K $215M
Activity Summary
Buys All Purchases 40 New Holdings 40 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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