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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 $189,094
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Bond Index Funds
 BND 542,655 $39,022 20.63%
2.
Vanguard Charlotte Fds
 459,986 $22,562 11.93%
3.
Vanguard Bond Index Funds
 BND 190,874 $14,748 7.79%
4.
Vanguard Mun Bd Fds
 239,067 $11,984 6.33%
5.
Dimensional Etf Trust
 337,363 $11,669 6.17%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% 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 November 14th, 2024)