0001906937-22-000003.txt : 20221101
0001906937-22-000003.hdr.sgml : 20221101
20221031182058
ACCESSION NUMBER: 0001906937-22-000003
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20220930
FILED AS OF DATE: 20221101
DATE AS OF CHANGE: 20221031
EFFECTIVENESS DATE: 20221101
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: 221347801
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
09-30-2022
09-30-2022
Silver Oak Advisory Group, Inc.
1130 SW MORRISON STREET
SUITE 312
PORTLAND
OR
97205
13F HOLDINGS REPORT
028-22143
N
Cindi Hill
Filing Agent
6197955986
Cindi Hill
San Diego
CA
10-31-2022
0
51
133394
false
INFORMATION TABLE
2
soag13fexport09302022.xml
ABBVIE INC
COM
00287Y109
309
2303
SH
SOLE
0
0
0
2303
ALPHABET INC
CAP STK CL A
02079K305
311
3253
SH
SOLE
0
0
0
3253
AMERICAN ELEC PWR CO INC
COM
025537101
216
2499
SH
SOLE
0
0
0
2499
APPLE INC
COM
037833100
533
3856
SH
SOLE
0
0
0
3856
COSTCO WHSL CORP NEW
COM
22160K105
252
534
SH
SOLE
0
0
0
534
CSX CORP
COM
126408103
213
7977
SH
SOLE
0
0
0
7977
DIMENSIONAL ETF TRUST
US EQUITY ETF
25434V401
1094
28176
SH
SOLE
0
0
0
28176
DIMENSIONAL ETF TRUST
US CORE EQUITY 2
25434V708
6209
279198
SH
SOLE
0
0
0
279198
DIMENSIONAL ETF TRUST
US TARGETED VLU
25434V609
350
8981
SH
SOLE
0
0
0
8981
DIMENSIONAL ETF TRUST
WORLD EX US CORE
25434V880
5934
314109
SH
SOLE
0
0
0
314109
DIMENSIONAL ETF TRUST
US MKTWIDE VALUE
25434V724
942
31822
SH
SOLE
0
0
0
31822
EXXON MOBIL CORP
COM
30231G102
337
3865
SH
SOLE
0
0
0
3865
GLACIER BANCORP INC NEW
COM
37637Q105
1017
20695
SH
SOLE
0
0
0
20695
ISHARES TR
CORE US AGGBD ET
464287226
223
2317
SH
SOLE
0
0
0
2317
ISHARES TR
CORE S&P500 ETF
464287200
426
1188
SH
SOLE
0
0
0
1188
ISHARES TR
RUS 1000 ETF
464287622
216
1096
SH
SOLE
0
0
0
1096
ISHARES TR
DOW JONES US ETF
464287846
254
2901
SH
SOLE
0
0
0
2901
JOHNSON & JOHNSON
COM
478160104
226
1385
SH
SOLE
0
0
0
1385
LILLY ELI & CO
COM
532457108
323
999
SH
SOLE
0
0
0
999
MICROSOFT CORP
COM
594918104
859
3689
SH
SOLE
0
0
0
3689
NIKE INC
CL B
654106103
246
2964
SH
SOLE
0
0
0
2964
NUSHARES ETF TR
NUVEEN ESG US
67092P870
505
23313
SH
SOLE
0
0
0
23313
SCHWAB STRATEGIC TR
US BRD MKT ETF
808524102
3154
75116
SH
SOLE
0
0
0
75116
SCHWAB STRATEGIC TR
INTL EQTY ETF
808524805
457
16241
SH
SOLE
0
0
0
16241
SPDR GOLD TR
GOLD SHS
78463V107
219
1417
SH
SOLE
0
0
0
1417
SPDR S&P 500 ETF TR
TR UNIT
78462F103
756
2118
SH
SOLE
0
0
0
2118
UNION PAC CORP
COM
907818108
228
1171
SH
SOLE
0
0
0
1171
VANGUARD ADMIRAL FDS INC
SMLLCP 600 IDX
921932828
805
4985
SH
SOLE
0
0
0
4985
VANGUARD ADMIRAL FDS INC
SMLCP 600 VAL
921932778
6544
45833
SH
SOLE
0
0
0
45833
VANGUARD BD INDEX FDS
SHORT TRM BOND
921937827
11630
155433
SH
SOLE
0
0
0
155433
VANGUARD BD INDEX FDS
INTERMED TERM
921937819
4431
60299
SH
SOLE
0
0
0
60299
VANGUARD BD INDEX FDS
TOTAL BND MRKT
921937835
32439
454776
SH
SOLE
0
0
0
454776
VANGUARD CHARLOTTE FDS
TOTAL INT BD ETF
92203J407
16927
354634
SH
SOLE
0
0
0
354634
VANGUARD INDEX FDS
VALUE ETF
922908744
626
5069
SH
SOLE
0
0
0
5069
VANGUARD INDEX FDS
SM CP VAL ETF
922908611
578
4029
SH
SOLE
0
0
0
4029
VANGUARD INDEX FDS
REAL ESTATE ETF
922908553
5732
71494
SH
SOLE
0
0
0
71494
VANGUARD INDEX FDS
SMALL CP ETF
922908751
636
3723
SH
SOLE
0
0
0
3723
VANGUARD INDEX FDS
GROWTH ETF
922908736
257
1203
SH
SOLE
0
0
0
1203
VANGUARD INDEX FDS
LARGE CAP ETF
922908637
701
4283
SH
SOLE
0
0
0
4283
VANGUARD INDEX FDS
TOTAL STK MKT
922908769
5917
32970
SH
SOLE
0
0
0
32970
VANGUARD INTL EQUITY INDEX F
FTSE EMR MKT ETF
922042858
385
10560
SH
SOLE
0
0
0
10560
VANGUARD INTL EQUITY INDEX F
ALLWRLD EX US
922042775
527
11888
SH
SOLE
0
0
0
11888
VANGUARD INTL EQUITY INDEX F
FTSE SMCAP ETF
922042718
279
3010
SH
SOLE
0
0
0
3010
VANGUARD INTL EQUITY INDEX F
TT WRLD ST ETF
922042742
915
11595
SH
SOLE
0
0
0
11595
VANGUARD MALVERN FDS
STRM INFPROIDX
922020805
2232
46386
SH
SOLE
0
0
0
46386
VANGUARD MUN BD FDS
TAX EXEMPT BD
922907746
9651
200488
SH
SOLE
0
0
0
200488
VANGUARD SCOTTSDALE FDS
INT-TERM CORP
92206C870
870
11498
SH
SOLE
0
0
0
11498
VANGUARD SCOTTSDALE FDS
SHRT TRM CORP BD
92206C409
232
3120
SH
SOLE
0
0
0
3120
VANGUARD STAR FDS
VG TL INTL STK F
921909768
3379
73822
SH
SOLE
0
0
0
73822
VANGUARD WORLD FD
ESG US STK ETF
921910733
500
7950
SH
SOLE
0
0
0
7950
VANGUARD WORLD FD
ESG INTL STK ETF
921910725
1392
32050
SH
SOLE
0
0
0
32050