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