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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
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
MOATVaneck Etf Trust
Recent Activity
Increased 70.37%
0.6%
$5.68M
59,743 shares@ $95.08 avg price
VEAVanguard Tax-managed Fds
Recent Activity
Increased 22.2%
0.6%
$5.597M
105,641 shares@ $52.99 avg price
SCHGSchwab Strategic Tr
Recent Activity
Increased 7.15%
0.58%
$5.45M
52,796 shares@ $103.23 avg price
VXUSVanguard Star Fds
Recent Activity
Increased 4.93%
0.55%
$5.171M
79,451 shares@ $65.09 avg price
IDUBEtf Ser Solutions
Recent Activity
Increased 14.71%
0.54%
$5.092M
233,250 shares@ $21.84 avg price
TPLCTimothy Plan
Recent Activity
Increased 7915.37%
0.52%
$4.919M
112,135 shares@ $43.88 avg price
IJHIshares Tr
Recent Activity
Increased 2.59%
0.5%
$4.705M
75,634 shares@ $62.22 avg price