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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 $231,847
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Bond Index Funds
 BND 630,752 $46,448 20.03%
2.
Vanguard Charlotte Fds - TOTAL INT BD ETF
 530,313 $25,481 10.99%
3.
Dimensional Etf Trust
 464,582 $18,053 7.79%
4.
Vanguard Bond Index Funds
 BND 223,670 $17,537 7.56%
5.
Dimensional Etf Trust
 476,773 $16,195 6.99%
Insider Monkey Quarterly Strategy
+498.7% Insider Monkey Quarterly Strategy
+195% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through February 18th, 2026)

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