0001842974-22-000003.txt : 20220811 0001842974-22-000003.hdr.sgml : 20220811 20220811144311 ACCESSION NUMBER: 0001842974-22-000003 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220630 FILED AS OF DATE: 20220811 DATE AS OF CHANGE: 20220811 EFFECTIVENESS DATE: 20220811 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Silver Oak Advisory Group, Inc. CENTRAL INDEX KEY: 0001906937 IRS NUMBER: 931057082 STATE OF INCORPORATION: OR FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-22143 FILM NUMBER: 221155197 BUSINESS ADDRESS: STREET 1: 1130 SW MORRISON STREET STREET 2: SUITE 312 CITY: PORTLAND STATE: OR ZIP: 97205 BUSINESS PHONE: 503-242-1715 MAIL ADDRESS: STREET 1: 1130 SW MORRISON STREET STREET 2: SUITE 312 CITY: PORTLAND STATE: OR ZIP: 97205 13F-HR 1 primary_doc.xml 13F-HR LIVE false true false 0001906937 XXXXXXXX 06-30-2022 06-30-2022 Silver Oak Advisory Group, Inc.

1130 SW MORRISON STREET SUITE 312 PORTLAND OR 97205

13F HOLDINGS REPORT 028-22143 N Cindi Hill 6197955986 Cindi Hill San Diego CA 08-11-2022 0 55 141114 false INFORMATION TABLE 2 soag13fexport06302022.xml ABBVIE INC COM 00287Y109 353 2303 SH SOLE 0 0 0 2303 ALPHABET INC CAP STK CL A 02079K305 427 196 SH SOLE 0 0 0 196 AMERICAN ELEC PWR CO INC COM 025537101 240 2499 SH SOLE 0 0 0 2499 APPLE INC COM 037833100 537 3925 SH SOLE 0 0 0 3925 COSTCO WHSL CORP NEW COM 22160K105 278 581 SH SOLE 0 0 0 581 CSX CORP COM 126408103 232 7977 SH SOLE 0 0 0 7977 DIMENSIONAL ETF TRUST US EQUITY ETF 25434V401 1186 29111 SH SOLE 0 0 0 29111 DIMENSIONAL ETF TRUST US CORE EQUITY 2 25434V708 5607 240626 SH SOLE 0 0 0 240626 DIMENSIONAL ETF TRUST US TARGETED VLU 25434V609 361 8981 SH SOLE 0 0 0 8981 DIMENSIONAL ETF TRUST WORLD EX US CORE 25434V880 6318 294675 SH SOLE 0 0 0 294675 DIMENSIONAL ETF TRUST US MKTWIDE VALUE 25434V724 922 29192 SH SOLE 0 0 0 29192 EXXON MOBIL CORP COM 30231G102 331 3865 SH SOLE 0 0 0 3865 GLACIER BANCORP INC NEW COM 37637Q105 981 20695 SH SOLE 0 0 0 20695 INTEL CORP COM 458140100 206 5502 SH SOLE 0 0 0 5502 ISHARES TR CORE S&P500 ETF 464287200 450 1188 SH SOLE 0 0 0 1188 ISHARES TR RUS 1000 ETF 464287622 228 1096 SH SOLE 0 0 0 1096 ISHARES TR DOW JONES US ETF 464287846 268 2901 SH SOLE 0 0 0 2901 ISHARES TR CORE US AGGBD ET 464287226 235 2315 SH SOLE 0 0 0 2315 ISHARES TR ESG AW MSCI EAFE 46435G516 219 3486 SH SOLE 0 0 0 3486 JOHNSON & JOHNSON COM 478160104 246 1385 SH SOLE 0 0 0 1385 LILLY ELI & CO COM 532457108 324 999 SH SOLE 0 0 0 999 MICROSOFT CORP COM 594918104 964 3755 SH SOLE 0 0 0 3755 NIKE INC CL B 654106103 292 2859 SH SOLE 0 0 0 2859 NUSHARES ETF TR NUVEEN ESG US 67092P870 822 35956 SH SOLE 0 0 0 35956 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 3941 89173 SH SOLE 0 0 0 89173 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 511 16241 SH SOLE 0 0 0 16241 SPDR GOLD TR GOLD SHS 78463V107 239 1417 SH SOLE 0 0 0 1417 SPDR S&P 500 ETF TR TR UNIT 78462F103 864 2289 SH SOLE 0 0 0 2289 UNION PAC CORP COM 907818108 250 1171 SH SOLE 0 0 0 1171 VANGUARD ADMIRAL FDS INC SMLLCP 600 IDX 921932828 909 5348 SH SOLE 0 0 0 5348 VANGUARD ADMIRAL FDS INC SMLCP 600 VAL 921932778 7194 46739 SH SOLE 0 0 0 46739 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 12098 157547 SH SOLE 0 0 0 157547 VANGUARD BD INDEX FDS INTERMED TERM 921937819 3470 44683 SH SOLE 0 0 0 44683 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 34797 462358 SH SOLE 0 0 0 462358 VANGUARD CHARLOTTE FDS TOTAL INT BD ETF 92203J407 17127 345729 SH SOLE 0 0 0 345729 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 209 603 SH SOLE 0 0 0 603 VANGUARD INDEX FDS VALUE ETF 922908744 699 5300 SH SOLE 0 0 0 5300 VANGUARD INDEX FDS SM CP VAL ETF 922908611 530 3535 SH SOLE 0 0 0 3535 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 6288 69010 SH SOLE 0 0 0 69010 VANGUARD INDEX FDS SMALL CP ETF 922908751 660 3748 SH SOLE 0 0 0 3748 VANGUARD INDEX FDS GROWTH ETF 922908736 336 1507 SH SOLE 0 0 0 1507 VANGUARD INDEX FDS LARGE CAP ETF 922908637 738 4283 SH SOLE 0 0 0 4283 VANGUARD INDEX FDS TOTAL STK MKT 922908769 6167 32697 SH SOLE 0 0 0 32697 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 437 10497 SH SOLE 0 0 0 10497 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 593 11873 SH SOLE 0 0 0 11873 VANGUARD INTL EQUITY INDEX F FTSE SMCAP ETF 922042718 310 3008 SH SOLE 0 0 0 3008 VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 922042742 989 11592 SH SOLE 0 0 0 11592 VANGUARD MALVERN FDS STRM INFPROIDX 922020805 2650 52869 SH SOLE 0 0 0 52869 VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 9695 194212 SH SOLE 0 0 0 194212 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 250 3273 SH SOLE 0 0 0 3273 VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 943 11785 SH SOLE 0 0 0 11785 VANGUARD STAR FDS VG TL INTL STK F 921909768 3900 75574 SH SOLE 0 0 0 75574 VANGUARD TAX-MANAGED INTL FD VAN FTSE DEV MKT 921943858 299 7320 SH SOLE 0 0 0 7320 VANGUARD WORLD FD ESG US STK ETF 921910733 239 3602 SH SOLE 0 0 0 3602 VANGUARD WORLD FD ESG INTL STK ETF 921910725 1755 35797 SH SOLE 0 0 0 35797