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Cindi Hill

Silver Oak Advisory Group, Inc.

Assets Managed
$231.847M
Holdings
80
Last Quarter
2026 - Q1
Filed Date
2mo 26d ago
Growth Rate
4.83%(2Q avg: 2.45%)
Sustained Growth
4 quarters

Portfolio positions

This chart displays the top 10 holdings in Silver Oak Advisory Group, Inc.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 80 positions.

Assets under management

The assets under management (AUM) of Silver Oak Advisory Group, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 231.847M in assets, with a quarterly growth rate of 4.83% and a 2-quarter average growth rate of 2.45%. The portfolio is managed by Cindi Hill, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
BND
Vanguard Total Bond Market
Recent Activity
Increased 6.24%
20.04%
$46.448M
630,752 shares@ $73.64 avg price
BNDX
Vanguard Total Intl Bond Etf
Recent Activity
Increased 5.5%
11%
$25.481M
530,313 shares@ $48.05 avg price
DFAC
Dimensional Us Core Equity 2
Recent Activity
Increased 16.03%
7.79%
$18.053M
464,582 shares@ $38.86 avg price
BSV
Vanguard Short-term Bond Etf
Recent Activity
Increased 6.44%
7.57%
$17.537M
223,670 shares@ $78.41 avg price
DFAX
Dimensional World Ex Us Core
Recent Activity
Increased 8.68%
6.99%
$16.195M
476,773 shares@ $33.97 avg price
VTI
Vanguard Total Stock Mkt Etf
Recent Activity
Decreased -1.16%
4.5%
$10.422M
32,490 shares@ $320.78 avg price
VTEB
Vanguard Tax-exempt Bond Etf
Recent Activity
Increased 3.05%
4.41%
$10.221M
204,877 shares@ $49.89 avg price
VIOV
Vanguard S&p Small-cap 600 V
Recent Activity
Decreased -1.44%
3.85%
$8.92M
87,681 shares@ $101.74 avg price
VNQ
Vanguard Real Estate Etf
Recent Activity
Increased 8.94%
3.15%
$7.298M
82,284 shares@ $88.7 avg price
BIV
Vanguard Intermediate-term B
Recent Activity
Increased 5.51%
3.04%
$7.033M
91,135 shares@ $77.18 avg price

1-10 of 80