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Home > Institutional Investor > Silver Oak Advisory Group, Inc. > Profile

Instuitional Investor - Silver Oak Advisory Group, Inc.

Fund Profile
Filing Period:
Fund Name: Silver Oak Advisory Group, Inc.
Portfolio Value $188,322
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Bond Index Funds
 BND 545,605 $40,074 21.28%
2.
Vanguard Charlotte Fds - TOTAL INT BD ETF
 460,583 $22,485 11.94%
3.
Vanguard Bond Index Funds
 BND 191,871 $15,019 7.98%
4.
Vanguard Mun Bd Fds
 232,504 $11,536 6.13%
5.
Dimensional Etf Trust
 336,101 $11,087 5.89%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)