StockDriftsStockDriftsTop 39 Silver Oak Wealth Advisors Services, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VTIP | VANGUARD MALVERN FDS | 20.4% | 628.8K | $31.4M | +0.91%(+5.68K) | $49.47(+1.99%) | 2026-03-31 | |
| GSIE | GOLDMAN SACHS ETF TR | 19.98% | 713.1K | $30.8M | -0.18%(-1.28K) | $36.02(+26.72%) | 2026-03-31 | |
| ESGV | VANGUARD WORLD FD | 10.8% | 148.1K | $16.6M | +0.33%(+483) | $103.32(+26.44%) | 2026-03-31 | |
| DUHP | DIMENSIONAL ETF TRUST | 6.84% | 286.4K | $10.5M | +0.86%(+2.44K) | $34.02(+17.29%) | 2026-03-31 | |
| AVLV | AMERICAN CENTY ETF TR | 5.71% | 109.0K | $8.8M | +0.50%(+542) | $66.46(+32.82%) | 2026-03-31 | |
| AVEM | AMERICAN CENTY ETF TR | 5.18% | 99.0K | $8.0M | -2.28%(-2.31K) | $61.98(+53.09%) | 2026-03-31 | |
| IMCG | ISHARES TR | 4.52% | 88.4K | $7.0M | +2.64%(+2.27K) | $74.58(+20.82%) | 2026-03-31 | |
| DFGX | DIMENSIONAL ETF TRUST | 3.12% | 91.7K | $4.8M | +7.90%(+6.71K) | $52.92(-0.61%) | 2026-03-31 | |
| AVUV | AMERICAN CENTY ETF TR | 2.5% | 34.9K | $3.9M | +0.56%(+195) | $96.06(+22.65%) | 2026-03-31 | |
| CMF | ISHARES TR | 2.46% | 66.5K | $3.8M | -28.04%(-25.92K) | $56.42(+1.06%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +9.57% | +31.54% |
| Top 20 Holdings Unweighted | +8.16% | +26.55% |
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