StockDriftsStockDriftsTop 50 SilverOak Wealth Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | 14.89% | 157.6K | $94.2M | +0.89%(+1.39K) | $420.40(+62.32%) | 2026-03-31 | |
| VO | VANGUARD INDEX FDS | 11.52% | 253.8K | $72.9M | +3.68%(+9.00K) | $58.64(+31.37%) | 2026-03-31 | |
| IVW | ISHARES TR | 10.14% | 567.0K | $64.1M | -0.60%(-3.40K) | $71.94(+90.79%) | 2026-03-31 | |
| SPYG | SPDR SERIES TRUST | 9.87% | 637.5K | $62.4M | +2.82%(+17.49K) | $68.47(+73.55%) | 2026-03-31 | |
| IJR | ISHARES TR | 8.23% | 418.9K | $52.1M | +2.01%(+8.27K) | $104.65(+29.27%) | 2026-03-31 | |
| VEA | VANGUARD TAX-MANAGED FDS | 5.82% | 574.5K | $36.8M | +11.50%(+59.24K) | $51.03(+38.42%) | 2026-03-31 | |
| SPYV | SPDR SERIES TRUST | 3.73% | 416.9K | $23.6M | +2.08%(+8.51K) | $46.53(+29.35%) | 2026-03-31 | |
| IVE | ISHARES TR | 3.34% | 99.9K | $21.1M | +0.23%(+233) | $166.47(+34.94%) | 2026-03-31 | |
| VWO | VANGUARD INTL EQUITY INDEX F | 3.08% | 360.1K | $19.5M | +4.04%(+13.99K) | $51.44(+16.53%) | 2026-03-31 | |
| IWM | ISHARES TR | 2.03% | 51.9K | $12.9M | +1.16%(+597) | $190.10(+48.69%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +13.20% | +45.07% |
| Top 20 Holdings Unweighted | +9.81% | +32.40% |
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