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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 $206,413
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Bond Index Funds
 BND 561,691 $41,357 20.04%
2.
Vanguard Charlotte Fds - TOTAL INT BD ETF
 474,856 $23,510 11.39%
3.
Vanguard Bond Index Funds
 BND 198,275 $15,604 7.56%
4.
Dimensional Etf Trust
 357,826 $12,824 6.21%
5.
Dimensional Etf Trust
 417,170 $12,252 5.94%
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)