Titelia

Holdings of SILVER OAK WEALTH ADVISORS SERVICES, LLC

32 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 87.6 % of the equity sleeve

Sector breakdown

  • Technology 2.6 %
  • Funds 0.3 %
  • Unattributed 97.1 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 100.0 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US32121.7M $100.00 %

Positions

RankCompanySharesValueWeight
1Vanguard Malvern Funds 628,80731.4M $
2Goldman Sachs ActiveBeta International Equity ETF 713,12730.8M $
3Dimensional ETF Trust 286,35310.5M $
4Avantis US Large Cap Value ETF 108,9888.8M $
5Avantis Emerging Markets Equity ETF 99,0008M $
6American Century ETF Trust 34,8893.9M $
7iShares California Muni Bond ETF 66,5363.8M $
8iShares ESG Aware MSCI EAFE ETF 34,9443.3M $
9VANGUARD SHORT-TERM CORPORATE VANGUARD S/T CORP BOND ETF 41,8593.3M $
10Vanguard Intermediate-Term Corporate Bond ETF 34,2252.8M $
11iShares 0-5 Year TIPS Bond ETF 21,7382.2M $
12Apple Inc 6,6211.7M $
13iShares ESG Aware MSCI EM ETF 31,1561.4M $
14Vanguard Total Stock Market ETF 3,6131.2M $
15VANGUARD DIVIDEND APPRECIATION VANGUARD DIVIDEND APPREC ETF 5,2661.1M $
16Invesco QQQ Trust Series 1 1,9301.1M $
17Vanguard FTSE Developed Markets ETF 12,749817K $
18NVIDIA Corp 4,170727.2K $
19Schwab Strategic Trust 19,694573.7K $
20iShares Short-Term National Muni Bond ETF 5,205554.3K $
21Microsoft Corp 1,310484.9K $
22Argan Inc 800435.7K $
23Invesco S&P 500 Equal Weight ETF 2,094401.9K $
24Vanguard S&P 500 ETF 595355.6K $
25Vanguard Growth ETF 726317.1K $
26Dave Inc 1,776309.2K $
27Vanguard High Dividend Yield E 1,793265.6K $
28Schwab US Dividend Equity ETF 7,937243.5K $
29Oracle Corp 1,556228.9K $
30Vanguard Scottsdale Funds 3,773224.7K $
31iShares 0-1 Year Treasury Bond ETF 1,960216.4K $
32iShares Expanded Tech Sector ETF 1,800213.3K $