13F COMBINATION REPORT
SILVER OAK WEALTH ADVISORS SERVICES, LLC
Quarter ended Q2 2025 · Filed July 30, 2025 · Accession 0001941040-25-000380
Total Value
$138.8M
Positions
38
Other Managers
0
Confidential Omitted
No
Holdings (38)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | VANGUARD MALVERN FDS | 922020805 | 557,845 | $28.0M | 20.21% |
| 2 | GOLDMAN SACHS ETF TR | NVGLF | 648,111 | $25.7M | 18.52% |
| 3 | VANGUARD WORLD FD | 921910733 | 148,866 | $16.3M | 11.76% |
| 4 | DIMENSIONAL ETF TRUST | 25434V831 | 285,414 | $10.1M | 7.31% |
| 5 | AMERICAN CENTY ETF TR | 025072349 | 106,153 | $7.2M | 5.22% |
| 6 | AMERICAN CENTY ETF TR | 025072604 | 100,852 | $6.9M | 4.98% |
| 7 | ISHARES TR | 464288307 | 83,628 | $6.7M | 4.83% |
| 8 | ISHARES TR | 464288356 | 79,545 | $4.4M | 3.19% |
| 9 | DIMENSIONAL ETF TRUST | 25434V575 | 69,821 | $3.7M | 2.68% |
| 10 | VANGUARD SCOTTSDALE FDS | 92206C409 | 42,898 | $3.4M | 2.46% |
| 11 | ISHARES TR | 46435G516 | 34,958 | $3.1M | 2.25% |
| 12 | AMERICAN CENTY ETF TR | 025072877 | 34,234 | $3.1M | 2.25% |
| 13 | VANGUARD SCOTTSDALE FDS | 92206C870 | 29,060 | $2.4M | 1.74% |
| 14 | J P MORGAN EXCHANGE TRADED F | 46641Q647 | 47,374 | $2.4M | 1.69% |
| 15 | ISHARES TR | 46429B747 | 19,121 | $2.0M | 1.42% |
| 16 | VANGUARD SPECIALIZED FUNDS | 921908844 | 6,541 | $1.3M | 0.96% |
| 17 | APPLE INC | AAPL | 6,249 | $1.3M | 0.92% |
| 18 | ISHARES INC | 46434G863 | 31,181 | $1.2M | 0.88% |
| 19 | VANGUARD INDEX FDS | 922908769 | 3,818 | $1.2M | 0.84% |
| 20 | INVESCO QQQ TR | IVZ | 1,930 | $1.1M | 0.77% |
| 21 | VANGUARD TAX-MANAGED FDS | 921943858 | 13,070 | $745,121 | 0.54% |
| 22 | NVIDIA CORPORATION | NVDA | 4,679 | $739,313 | 0.53% |
| 23 | MICROSOFT CORP | MSFT | 1,333 | $662,839 | 0.48% |
| 24 | ISHARES TR | 464288158 | 5,411 | $575,406 | 0.41% |
| 25 | SCHWAB STRATEGIC TR | 808524300 | 19,694 | $575,251 | 0.41% |
| 26 | DAVE INC | 23834J201 | 1,866 | $500,853 | 0.36% |
| 27 | VANGUARD SCOTTSDALE FDS | 92206C706 | 6,924 | $414,148 | 0.30% |
| 28 | INVESCO EXCHANGE TRADED FD T | IVZ | 2,094 | $380,564 | 0.27% |
| 29 | VANGUARD INDEX FDS | 922908363 | 609 | $345,891 | 0.25% |
| 30 | VANGUARD INDEX FDS | 922908736 | 726 | $318,278 | 0.23% |
| 31 | ISHARES TR | 464288679 | 2,405 | $265,560 | 0.19% |
| 32 | VANGUARD WHITEHALL FDS | 921946406 | 1,991 | $265,443 | 0.19% |
| 33 | ORACLE CORP | ORCL-PD | 1,206 | $263,668 | 0.19% |
| 34 | SCHWAB STRATEGIC TR | 808524797 | 8,270 | $219,154 | 0.16% |
| 35 | VANGUARD ADMIRAL FDS INC | 921932844 | 2,255 | $215,264 | 0.16% |
| 36 | VANGUARD INDEX FDS | 922908611 | 1,079 | $210,511 | 0.15% |
| 37 | DIMENSIONAL ETF TRUST | 25434V732 | 6,900 | $204,792 | 0.15% |
| 38 | ISHARES TR | 464287549 | 1,800 | $202,212 | 0.15% |