0001906937-23-000001.txt : 20230213 0001906937-23-000001.hdr.sgml : 20230213 20230213162937 ACCESSION NUMBER: 0001906937-23-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20221231 FILED AS OF DATE: 20230213 DATE AS OF CHANGE: 20230213 EFFECTIVENESS DATE: 20230213 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: 23618953 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 X0202 13F-HR LIVE false true false 0001906937 XXXXXXXX 12-31-2022 12-31-2022 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 02-13-2023 0 57 141837 false INFORMATION TABLE 2 soag13fexport12312022.xml ABBVIE INC COM 00287Y109 372 2303 SH SOLE 0 0 0 2303 ALPHABET INC CAP STK CL A 02079K305 289 3284 SH SOLE 0 0 0 3284 AMERICAN ELEC PWR CO INC COM 025537101 237 2499 SH SOLE 0 0 0 2499 APPLE INC COM 037833100 493 3795 SH SOLE 0 0 0 3795 COSTCO WHSL CORP NEW COM 22160K105 245 537 SH SOLE 0 0 0 537 CSX CORP COM 126408103 215 6955 SH SOLE 0 0 0 6955 DIMENSIONAL ETF TRUST US CORE EQT MKT 25434V104 219 8126 SH SOLE 0 0 0 8126 DIMENSIONAL ETF TRUST US EQUITY ETF 25434V401 1153 27723 SH SOLE 0 0 0 27723 DIMENSIONAL ETF TRUST US CORE EQUITY 2 25434V708 6654 274088 SH SOLE 0 0 0 274088 DIMENSIONAL ETF TRUST US SMALL CAP ETF 25434V500 206 4034 SH SOLE 0 0 0 4034 DIMENSIONAL ETF TRUST US TARGETED VLU 25434V609 394 8981 SH SOLE 0 0 0 8981 DIMENSIONAL ETF TRUST INTERNATNAL VAL 25434V807 299 9853 SH SOLE 0 0 0 9853 DIMENSIONAL ETF TRUST WORLD EX US CORE 25434V880 6594 305310 SH SOLE 0 0 0 305310 DIMENSIONAL ETF TRUST US MKTWIDE VALUE 25434V724 1065 31823 SH SOLE 0 0 0 31823 EXXON MOBIL CORP COM 30231G102 426 3865 SH SOLE 0 0 0 3865 GLACIER BANCORP INC NEW COM 37637Q105 916 18537 SH SOLE 0 0 0 18537 ISHARES TR CORE US AGGBD ET 464287226 224 2319 SH SOLE 0 0 0 2319 ISHARES TR CORE S&P500 ETF 464287200 456 1188 SH SOLE 0 0 0 1188 ISHARES TR RUS 1000 ETF 464287622 230 1096 SH SOLE 0 0 0 1096 ISHARES TR DOW JONES US ETF 464287846 271 2901 SH SOLE 0 0 0 2901 ISHARES TR ESG AW MSCI EAFE 46435G516 229 3486 SH SOLE 0 0 0 3486 JOHNSON & JOHNSON COM 478160104 245 1392 SH SOLE 0 0 0 1392 LILLY ELI & CO COM 532457108 274 749 SH SOLE 0 0 0 749 MICROSOFT CORP COM 594918104 871 3634 SH SOLE 0 0 0 3634 NIKE INC CL B 654106103 346 2964 SH SOLE 0 0 0 2964 NUSHARES ETF TR NUVEEN ESG SMLCP 67092P607 218 6390 SH SOLE 0 0 0 6390 NUSHARES ETF TR NUVEEN ESG US 67092P870 783 35982 SH SOLE 0 0 0 35982 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 3467 77387 SH SOLE 0 0 0 77387 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 463 14401 SH SOLE 0 0 0 14401 SPDR GOLD TR GOLD SHS 78463V107 240 1417 SH SOLE 0 0 0 1417 SPDR S&P 500 ETF TR TR UNIT 78462F103 810 2119 SH SOLE 0 0 0 2119 UNION PAC CORP COM 907818108 210 1018 SH SOLE 0 0 0 1018 VANGUARD ADMIRAL FDS INC SMLLCP 600 IDX 921932828 956 5517 SH SOLE 0 0 0 5517 VANGUARD ADMIRAL FDS INC SMLCP 600 VAL 921932778 7227 46019 SH SOLE 0 0 0 46019 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 12757 169473 SH SOLE 0 0 0 169473 VANGUARD BD INDEX FDS INTERMED TERM 921937819 4011 53975 SH SOLE 0 0 0 53975 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 33277 463218 SH SOLE 0 0 0 463218 VANGUARD CHARLOTTE FDS TOTAL INT BD ETF 92203J407 17313 365034 SH SOLE 0 0 0 365034 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 260 741 SH SOLE 0 0 0 741 VANGUARD INDEX FDS VALUE ETF 922908744 763 5438 SH SOLE 0 0 0 5438 VANGUARD INDEX FDS SM CP VAL ETF 922908611 493 3106 SH SOLE 0 0 0 3106 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 6105 74022 SH SOLE 0 0 0 74022 VANGUARD INDEX FDS SMALL CP ETF 922908751 683 3723 SH SOLE 0 0 0 3723 VANGUARD INDEX FDS LARGE CAP ETF 922908637 746 4283 SH SOLE 0 0 0 4283 VANGUARD INDEX FDS TOTAL STK MKT 922908769 6385 33401 SH SOLE 0 0 0 33401 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 404 10364 SH SOLE 0 0 0 10364 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 487 9719 SH SOLE 0 0 0 9719 VANGUARD INTL EQUITY INDEX F FTSE SMCAP ETF 922042718 286 2789 SH SOLE 0 0 0 2789 VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 922042742 1050 12183 SH SOLE 0 0 0 12183 VANGUARD MALVERN FDS STRM INFPROIDX 922020805 2179 46651 SH SOLE 0 0 0 46651 VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 9803 198086 SH SOLE 0 0 0 198086 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 232 3088 SH SOLE 0 0 0 3088 VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 891 11506 SH SOLE 0 0 0 11506 VANGUARD STAR FDS VG TL INTL STK F 921909768 4057 78456 SH SOLE 0 0 0 78456 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 239 5710 SH SOLE 0 0 0 5710 VANGUARD WORLD FD ESG US STK ETF 921910733 486 7383 SH SOLE 0 0 0 7383 VANGUARD WORLD FD ESG INTL STK ETF 921910725 1633 33218 SH SOLE 0 0 0 33218