StockDriftsStockDriftsTop 50 Silver Oak Advisory Group, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| BND | VANGUARD BD INDEX FDS | 20.03% | 630.8K | $46.4M | +6.23%(+37.00K) | $81.44(-10.14%) | 2026-03-31 | |
| BNDX | VANGUARD CHARLOTTE FDS | 10.99% | 530.3K | $25.5M | +5.50%(+27.63K) | $53.46(-10.39%) | 2026-03-31 | |
| DFAC | DIMENSIONAL ETF TRUST | 7.79% | 464.6K | $18.1M | +16.02%(+64.16K) | $30.22(+43.02%) | 2026-03-31 | |
| BSV | VANGUARD BD INDEX FDS | 7.56% | 223.7K | $17.5M | +6.43%(+13.52K) | $79.99(-2.48%) | 2026-03-31 | |
| DFAX | DIMENSIONAL ETF TRUST | 6.99% | 476.8K | $16.2M | +8.67%(+38.05K) | $26.35(+42.41%) | 2026-03-31 | |
| VTI | VANGUARD INDEX FDS | 4.5% | 32.5K | $10.4M | -1.17%(-384) | $229.75(+58.75%) | 2026-03-31 | |
| VTEB | VANGUARD MUN BD FDS | 4.41% | 204.9K | $10.2M | +3.05%(+6.06K) | $53.38(-6.14%) | 2026-03-31 | |
| VIOV | VANGUARD ADMIRAL FDS INC | 3.85% | 87.7K | $8.9M | -1.45%(-1.29K) | $88.08(+23.46%) | 2026-03-31 | |
| VNQ | VANGUARD INDEX FDS | 3.15% | 82.3K | $7.3M | +8.94%(+6.75K) | $102.78(-6.70%) | 2026-03-31 | |
| BIV | VANGUARD BD INDEX FDS | 3.03% | 91.1K | $7.0M | +5.51%(+4.76K) | $78.95(-2.95%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +4.64% | +14.57% |
| Top 20 Holdings Unweighted | +7.69% | +24.89% |
Sign up free to track Silver Oak Advisory Group, Inc., compare funds side by side, and get alerts the moment positions change.