0001906937-22-000001.txt : 20220214 0001906937-22-000001.hdr.sgml : 20220214 20220214162931 ACCESSION NUMBER: 0001906937-22-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20211231 FILED AS OF DATE: 20220214 DATE AS OF CHANGE: 20220214 EFFECTIVENESS DATE: 20220214 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: 22632864 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 12-31-2021 12-31-2021 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 02-14-2022 0 60 157979 false INFORMATION TABLE 2 soag13fexport12312021.xml ABBOTT LABS COM 002824100 303 2152 SH SOLE 0 0 0 2152 ABBVIE INC COM 00287Y109 347 2564 SH SOLE 0 0 0 2564 ALIGN TECHNOLOGY INC COM 016255101 244 372 SH SOLE 0 0 0 372 AMERICAN ELEC PWR CO INC COM 025537101 235 2645 SH SOLE 0 0 0 2645 APPLE INC COM 037833100 742 4177 SH SOLE 0 0 0 4177 CHEVRON CORP NEW COM 166764100 279 2378 SH SOLE 0 0 0 2378 COSTCO WHSL CORP NEW COM 22160K105 379 668 SH SOLE 0 0 0 668 CSX CORP COM 126408103 300 7977 SH SOLE 0 0 0 7977 DIMENSIONAL ETF TRUST US EQUITY ETF 25434V401 1584 30643 SH SOLE 0 0 0 30643 DIMENSIONAL ETF TRUST US CORE EQUITY 2 25434V708 7072 244099 SH SOLE 0 0 0 244099 DIMENSIONAL ETF TRUST US SMALL CAP ETF 25434V500 242 4034 SH SOLE 0 0 0 4034 DIMENSIONAL ETF TRUST US TARGETED VLU 25434V609 425 8948 SH SOLE 0 0 0 8948 DIMENSIONAL ETF TRUST WORLD EX US CORE 25434V880 6989 267678 SH SOLE 0 0 0 267678 EXXON MOBIL CORP COM 30231G102 233 3804 SH SOLE 0 0 0 3804 GLACIER BANCORP INC NEW COM 37637Q105 1359 23973 SH SOLE 0 0 0 23973 INTEL CORP COM 458140100 323 6269 SH SOLE 0 0 0 6269 ISHARES TR CORE S&P500 ETF 464287200 616 1292 SH SOLE 0 0 0 1292 ISHARES TR RUS 1000 ETF 464287622 290 1096 SH SOLE 0 0 0 1096 ISHARES TR DOW JONES US ETF 464287846 342 2901 SH SOLE 0 0 0 2901 ISHARES TR CORE US AGGBD ET 464287226 220 1925 SH SOLE 0 0 0 1925 ISHARES TR ESG AW MSCI EAFE 46435G516 277 3486 SH SOLE 0 0 0 3486 JOHNSON & JOHNSON COM 478160104 238 1390 SH SOLE 0 0 0 1390 LILLY ELI & CO COM 532457108 302 1092 SH SOLE 0 0 0 1092 MCDONALDS CORP COM 580135101 239 892 SH SOLE 0 0 0 892 MICROSOFT CORP COM 594918104 1446 4300 SH SOLE 0 0 0 4300 NIKE INC CL B 654106103 490 2942 SH SOLE 0 0 0 2942 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 5535 48978 SH SOLE 0 0 0 48978 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 639 16436 SH SOLE 0 0 0 16436 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 336 2951 SH SOLE 0 0 0 2951 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 218 2131 SH SOLE 0 0 0 2131 SPDR GOLD TR GOLD SHS 78463V107 242 1417 SH SOLE 0 0 0 1417 SPDR S&P 500 ETF TR TR UNIT 78462F103 1058 2227 SH SOLE 0 0 0 2227 STARBUCKS CORP COM 855244109 203 1732 SH SOLE 0 0 0 1732 UNION PAC CORP COM 907818108 295 1171 SH SOLE 0 0 0 1171 VANGUARD ADMIRAL FDS INC SMLLCP 600 IDX 921932828 1130 5377 SH SOLE 0 0 0 5377 VANGUARD ADMIRAL FDS INC SMLCP 600 VAL 921932778 8118 44978 SH SOLE 0 0 0 44978 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 13157 162774 SH SOLE 0 0 0 162774 VANGUARD BD INDEX FDS INTERMED TERM 921937819 2916 33274 SH SOLE 0 0 0 33274 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 37901 447207 SH SOLE 0 0 0 447207 VANGUARD CHARLOTTE FDS TOTAL INT BD ETF 92203J407 18359 332827 SH SOLE 0 0 0 332827 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 263 602 SH SOLE 0 0 0 602 VANGUARD INDEX FDS VALUE ETF 922908744 744 5055 SH SOLE 0 0 0 5055 VANGUARD INDEX FDS SM CP VAL ETF 922908611 638 3567 SH SOLE 0 0 0 3567 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 7721 66553 SH SOLE 0 0 0 66553 VANGUARD INDEX FDS SMALL CP ETF 922908751 902 3990 SH SOLE 0 0 0 3990 VANGUARD INDEX FDS GROWTH ETF 922908736 484 1507 SH SOLE 0 0 0 1507 VANGUARD INDEX FDS LARGE CAP ETF 922908637 947 4283 SH SOLE 0 0 0 4283 VANGUARD INDEX FDS TOTAL STK MKT 922908769 7697 31879 SH SOLE 0 0 0 31879 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 494 9985 SH SOLE 0 0 0 9985 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 590 9636 SH SOLE 0 0 0 9636 VANGUARD INTL EQUITY INDEX F FTSE SMCAP ETF 922042718 402 3002 SH SOLE 0 0 0 3002 VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 922042742 1256 11694 SH SOLE 0 0 0 11694 VANGUARD MALVERN FDS STRM INFPROIDX 922020805 2302 44793 SH SOLE 0 0 0 44793 VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 10137 184613 SH SOLE 0 0 0 184613 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 243 2996 SH SOLE 0 0 0 2996 VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 1205 12990 SH SOLE 0 0 0 12990 VANGUARD STAR FDS VG TL INTL STK F 921909768 3708 58333 SH SOLE 0 0 0 58333 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF 921943858 273 5341 SH SOLE 0 0 0 5341 VANGUARD WORLD FD ESG US STK ETF 921910733 317 3602 SH SOLE 0 0 0 3602 VANGUARD WORLD FD ESG INTL STK ETF 921910725 2033 32777 SH SOLE 0 0 0 32777