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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs

Institutional Manager · CIK 0001906937

Silver Oak Advisory Group, Inc.

PORTLAND, OR · File #028-22143

Latest AUM
$221,176
Positions
75
Top-10 Concentration
73.7%
Filings
12

Sector Allocation

Technology
1.9%$4,111
Financials
1.6%$3,658
Healthcare
0.6%$1,303
Industrials
0.3%$752
Energy
0.3%$720

Filing History

View all filings →

Top 20 Holdings — Dec 2025

#IssuerTickerSharesValue% of Portfolio
1VANGUARD BD INDEX FDS921937835593,754$43,97920.49%
2VANGUARD CHARLOTTE FDS92203J407502,687$24,28911.31%
3VANGUARD BD INDEX FDS921937827210,150$16,5617.71%
4DIMENSIONAL ETF TRUST25434V708400,421$15,8527.38%
5DIMENSIONAL ETF TRUST25434V880438,719$14,3596.69%
6VANGUARD INDEX FDS92290876932,874$11,0215.13%
7VANGUARD MUN BD FDS922907746198,820$9,9984.66%
8VANGUARD ADMIRAL FDS INC92193277888,971$8,6974.05%
9VANGUARD BD INDEX FDS92193781986,376$6,7263.13%
10VANGUARD INDEX FDS92290855375,532$6,6833.11%
11VANGUARD STAR FDS92190976881,459$6,1452.86%
12VANGUARD MUN BD FDS92290773859,479$5,9972.79%
13SCHWAB STRATEGIC TR808524102153,034$4,0141.87%
14VANGUARD WORLD FD92191072545,757$3,2771.53%
15NUSHARES ETF TRNU104,309$2,3311.09%
16VANGUARD WELLINGTON FD92193587021,942$2,2281.04%
17VANGUARD MALVERN FDS92202080543,647$2,1581.01%
18VANGUARD INTL EQUITY INDEX F92204274213,786$1,9440.91%
19MICROSOFT CORPMSFT3,923$1,8970.88%
20VANGUARD ADMIRAL FDS INC92193282816,858$1,8700.87%