0001906937-23-000002.txt : 20230505 0001906937-23-000002.hdr.sgml : 20230505 20230505150154 ACCESSION NUMBER: 0001906937-23-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230331 FILED AS OF DATE: 20230505 DATE AS OF CHANGE: 20230505 EFFECTIVENESS DATE: 20230505 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: 23893273 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 03-31-2023 03-31-2023 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 05-05-2023 0 57 148802 false INFORMATION TABLE 2 soag13fexport03312023.xml ABBVIE INC COM 00287Y109 355 2231 SH SOLE 0 0 0 2231 ALPHABET INC CAP STK CL A 02079K305 340 3284 SH SOLE 0 0 0 3284 AMERICAN ELEC PWR CO INC COM 025537101 227 2499 SH SOLE 0 0 0 2499 APPLE INC COM 037833100 589 3576 SH SOLE 0 0 0 3576 BIO RAD LABS INC CL A 090572207 429 897 SH SOLE 0 0 0 897 COSTCO WHSL CORP NEW COM 22160K105 267 538 SH SOLE 0 0 0 538 CSX CORP COM 126408103 208 6955 SH SOLE 0 0 0 6955 DIMENSIONAL ETF TRUST US CORE EQT MKT 25434V104 236 8221 SH SOLE 0 0 0 8221 DIMENSIONAL ETF TRUST US EQUITY ETF 25434V401 1231 27723 SH SOLE 0 0 0 27723 DIMENSIONAL ETF TRUST US CORE EQUITY 2 25434V708 7325 287505 SH SOLE 0 0 0 287505 DIMENSIONAL ETF TRUST US SMALL CAP ETF 25434V500 212 4034 SH SOLE 0 0 0 4034 DIMENSIONAL ETF TRUST US TARGETED VLU 25434V609 399 8981 SH SOLE 0 0 0 8981 DIMENSIONAL ETF TRUST INTERNATNAL VAL 25434V807 318 9891 SH SOLE 0 0 0 9891 DIMENSIONAL ETF TRUST WORLD EX US CORE 25434V880 7243 314112 SH SOLE 0 0 0 314112 DIMENSIONAL ETF TRUST US MKTWIDE VALUE 25434V724 1061 31709 SH SOLE 0 0 0 31709 EXXON MOBIL CORP COM 30231G102 423 3865 SH SOLE 0 0 0 3865 GLACIER BANCORP INC NEW COM 37637Q105 778 18537 SH SOLE 0 0 0 18537 ISHARES TR CORE US AGGBD ET 464287226 231 2319 SH SOLE 0 0 0 2319 ISHARES TR CORE S&P500 ETF 464287200 488 1188 SH SOLE 0 0 0 1188 ISHARES TR RUS 1000 ETF 464287622 246 1096 SH SOLE 0 0 0 1096 ISHARES TR DOW JONES US ETF 464287846 290 2901 SH SOLE 0 0 0 2901 ISHARES TR ESG AW MSCI EAFE 46435G516 250 3486 SH SOLE 0 0 0 3486 JOHNSON & JOHNSON COM 478160104 215 1392 SH SOLE 0 0 0 1392 LILLY ELI & CO COM 532457108 262 763 SH SOLE 0 0 0 763 MICROSOFT CORP COM 594918104 1018 3534 SH SOLE 0 0 0 3534 NIKE INC CL B 654106103 379 3094 SH SOLE 0 0 0 3094 NUSHARES ETF TR NUVEEN ESG SMLCP 67092P607 251 7097 SH SOLE 0 0 0 7097 NUSHARES ETF TR NUVEEN ESG US 67092P870 821 36747 SH SOLE 0 0 0 36747 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 3657 76441 SH SOLE 0 0 0 76441 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 420 12086 SH SOLE 0 0 0 12086 SPDR S&P 500 ETF TR TR UNIT 78462F103 867 2119 SH SOLE 0 0 0 2119 UNION PAC CORP COM 907818108 204 1018 SH SOLE 0 0 0 1018 VANGUARD ADMIRAL FDS INC SMLLCP 600 IDX 921932828 938 10571 SH SOLE 0 0 0 10571 VANGUARD ADMIRAL FDS INC SMLCP 600 VAL 921932778 7325 90713 SH SOLE 0 0 0 90713 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 13104 171325 SH SOLE 0 0 0 171325 VANGUARD BD INDEX FDS INTERMED TERM 921937819 3797 49486 SH SOLE 0 0 0 49486 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 35008 474175 SH SOLE 0 0 0 474175 VANGUARD CHARLOTTE FDS TOTAL INT BD ETF 92203J407 18757 383435 SH SOLE 0 0 0 383435 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 270 720 SH SOLE 0 0 0 720 VANGUARD INDEX FDS LARGE CAP ETF 922908637 800 4283 SH SOLE 0 0 0 4283 VANGUARD INDEX FDS VALUE ETF 922908744 751 5441 SH SOLE 0 0 0 5441 VANGUARD INDEX FDS SM CP VAL ETF 922908611 483 3043 SH SOLE 0 0 0 3043 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 6309 75978 SH SOLE 0 0 0 75978 VANGUARD INDEX FDS SMALL CP ETF 922908751 681 3597 SH SOLE 0 0 0 3597 VANGUARD INDEX FDS TOTAL STK MKT 922908769 6896 33792 SH SOLE 0 0 0 33792 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 379 9387 SH SOLE 0 0 0 9387 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 520 9725 SH SOLE 0 0 0 9725 VANGUARD INTL EQUITY INDEX F FTSE SMCAP ETF 922042718 303 2779 SH SOLE 0 0 0 2779 VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 922042742 1131 12288 SH SOLE 0 0 0 12288 VANGUARD MALVERN FDS STRM INFPROIDX 922020805 2199 46000 SH SOLE 0 0 0 46000 VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 9948 196380 SH SOLE 0 0 0 196380 VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 901 11239 SH SOLE 0 0 0 11239 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 230 3024 SH SOLE 0 0 0 3024 VANGUARD STAR FDS VG TL INTL STK F 921909768 4300 77902 SH SOLE 0 0 0 77902 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 257 5710 SH SOLE 0 0 0 5710 VANGUARD WORLD FD ESG US STK ETF 921910733 529 7386 SH SOLE 0 0 0 7386 VANGUARD WORLD FD ESG INTL STK ETF 921910725 1746 33350 SH SOLE 0 0 0 33350