Silver Oak Advisory Group, Inc. has filed its 13F form on May 03, 2024 for Q1 2024 where it was disclosed a total value porftolio of $178 Million distributed in 64 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Bd Index Fd Inc Total with a value of $36.4M, Vanguard Total International B with a value of $20.9M, Vanguard Bd Index Fd Inc Short with a value of $13.9M, Vanguard Mun Bd Fds Tax Exempt with a value of $11.5M, and Dimensional ETF Tr U S Core Eq with a value of $10.4M.

Examining the 13F form we can see an increase of $7.9M in the current position value, from $170M to 178M.

Silver Oak Advisory Group, Inc. is based out at Portland, OR

Below you can find more details about Silver Oak Advisory Group, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $178 Million
ETFs: $157 Million
Technology: $3.61 Million
Healthcare: $1.5 Million
Consumer Defensive: $764,000
Industrials: $731,000
Financial Services: $652,000
Energy: $651,000
Consumer Cyclical: $601,000
Other: $225,000

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 64
  • Current Value $178 Million
  • Prior Value $170 Million
  • Filing
  • Period Q1 2024
  • Filing Date May 03, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 4 stocks
  • Additional Purchases 26 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 21 stocks
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