Institutional Fund
Silver Oak Advisory Group, Inc.
Portland, ORCIK 19069375 filings on record
Portfolio Value
$231.8K
Q1 2026
Holdings
80
Reported positions
New Buys
6
Opened this quarter
QoQ Change
+4.8%
from $221.2K
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Vanguard Bd Index Fds20.0%
- Vanguard Charlotte Fds11.0%
- Dimensional ETF Trust7.8%
- Vanguard Bd Index Fds7.6%
- Dimensional ETF Trust7.0%
- Vanguard Index Fds4.5%
- Other42.1%
Portfolio Holdings
80 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Bd Index Fds | 630.8K | $46.4K | 20.0% | +37.0K | Added |
| 2 | Vanguard Charlotte Fds | 530.3K | $25.5K | 11.0% | +27.6K | Added |
| 3 | Dimensional ETF Trust | 464.6K | $18.1K | 7.8% | +64.2K | Added |
| 4 | Vanguard Bd Index Fds | 223.7K | $17.5K | 7.6% | +13.5K | Added |
| 5 | Dimensional ETF Trust | 476.8K | $16.2K | 7.0% | +38.1K | Added |
| 6 | Vanguard Index Fds | 32.5K | $10.4K | 4.5% | −384 | Reduced |
| 7 | Vanguard Mun Bd Fds | 204.9K | $10.2K | 4.4% | +6.1K | Added |
| 8 | Vanguard Admiral Fds Inc | 87.7K | $8.9K | 3.8% | −1.3K | Reduced |
| 9 | Vanguard Index Fds | 82.3K | $7.3K | 3.1% | +6.8K | Added |
| 10 | Vanguard Bd Index Fds | 91.1K | $7.0K | 3.0% | +4.8K | Added |
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