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Bill Reuther

@Silver Oak Securities, Incorporated

Latest period2024 - Q3ReportedManaged Assets$946.969MTotal holdings545
Assets growth rate41.98%Assets growth rate (2-Q avg)22.03%Continuous growth in asset value2 quarters

Portfolio positions

This chart displays the top 10 holdings in Silver Oak Securities, Incorporated's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 545 positions.

Assets under management

The assets under management (AUM) of Silver Oak Securities, Incorporated over the past 10 years (40 quarters) show continuous growth in total asset value over the last 2 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 946.969M in assets, with a quarterly growth rate of 41.98% and a 2-quarter average growth rate of 22.03%. The portfolio is managed by Bill Reuther, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
IVWIshares Tr
Recent Activity
Increased 108.54%
0.81%
$7.656M
80,404 shares@ $95.22 avg price
BILSpdr Ser Tr
Recent Activity
New Position
0.76%
$7.133M
79,151 shares@ $90.12 avg price
OUNZVaneck Merk Gold Etf
Recent Activity
Increased 50.67%
0.75%
$7.076M
276,303 shares@ $25.62 avg price
DRSKEtf Ser Solutions
Recent Activity
Increased 7.51%
0.72%
$6.758M
238,391 shares@ $28.35 avg price
SPLGSpdr Ser Tr
Recent Activity
Increased 51.73%
0.67%
$6.304M
96,111 shares@ $65.6 avg price
IUSVIshares Tr
Recent Activity
Decreased -0.33%
0.65%
$6.08M
63,908 shares@ $95.14 avg price
FBNDFidelity Merrimack Str Tr
Recent Activity
Increased 67.5%
0.65%
$6.074M
129,638 shares@ $46.85 avg price
SCHMSchwab Strategic Tr
Recent Activity
Increased 16.93%
0.62%
$5.861M
70,533 shares@ $83.1 avg price
CGMSCapital Grp Fixed Incm Etf T
Recent Activity
Increased 38.11%
0.62%
$5.808M
210,146 shares@ $27.64 avg price
PTLNorthern Lts Fd Tr Iv
Recent Activity
New Position
0.61%
$5.694M
26,712 shares@ $213.16 avg price