Instuitional Investor - Silver Oak Wealth Advisors Services, Llc
Fund Profile
Filing Period:
Fund Name: | Silver Oak Wealth Advisors Services, Llc |
Portfolio Value | $115,593,476 |
Top 13F Holdings
Filing Period:
No. | Security | Ticker | Shares | Value | % Port |
---|---|---|---|---|---|
1. | Vanguard World Fd - ESG US STK ETF | 176,371 | $18,499,513 | 16% | |
2. | Vanguard Malvern Fds | 354,078 | $17,144,478 | 14.83% | |
3. | Goldman Sachs Etf Tr | 485,691 | $16,192,928 | 14.01% | |
4. | American Centy Etf Tr | 125,597 | $8,386,139 | 7.25% | |
5. | Ishares Tr | 101,555 | $7,670,469 | 6.64% |