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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 $170,259
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Bond Index Funds
 BND 479,383 $35,259 20.7%
2.
Vanguard Charlotte Fds
 407,397 $20,111 11.81%
3.
Vanguard Bond Index Funds
 BND 179,639 $13,836 8.12%
4.
Vanguard Mun Bd Fds
 218,912 $11,175 6.56%
5.
Dimensional Etf Trust
 315,479 $9,221 5.41%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
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Returns since its inception in May 2014 (through Feb 16th, 2024)