Silver Oak Advisory Group, Inc.
PORTLAND OR · SEC CIK 0001906937
$2.32亿2026Q1 申报市值
80持仓数
72.3%前十大占比 · 第一大 20.0%
6 / 0新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
BND 加仓+$272.45万
DIMENSIONAL ETF 加仓+$249.32万
BNDX 加仓+$132.74万
DFAX 加仓+$129.26万
BSV 加仓+$106.00万
2026Q1 卖出最多 按季末市值估算
VSGX 减仓-$26.32万
VXUS 减仓-$25.31万
AAPL 减仓-$24.95万
VIOV 减仓-$13.12万
VTI 减仓-$12.32万
2026Q1 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| BND | VANGUARD BD INDEX FDS | $4,644.80万 | 20.03% | 630,752 | 36,998 | 6.2% | $272.45万 | 加仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $2,548.10万 | 10.99% | 530,313 | 27,626 | 5.5% | $132.74万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $1,805.30万 | 7.79% | 464,582 | 64,161 | 16.0% | $249.32万 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $1,753.70万 | 7.56% | 223,670 | 13,520 | 6.4% | $106.00万 | 加仓 |
| DFAX | DIMENSIONAL ETF TRUST | $1,619.50万 | 6.99% | 476,773 | 38,054 | 8.7% | $129.26万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $1,042.20万 | 4.50% | 32,490 | -384 | -1.2% | -$12.32万 | 减仓 |
| VTEB | VANGUARD MUN BD FDS | $1,022.10万 | 4.41% | 204,877 | 6,057 | 3.0% | $30.22万 | 加仓 |
| VIOV | VANGUARD ADMIRAL FDS INC | $892.00万 | 3.85% | 87,681 | -1,290 | -1.4% | -$13.12万 | 减仓 |
| VNQ | VANGUARD INDEX FDS | $729.80万 | 3.15% | 82,284 | 6,752 | 8.9% | $59.89万 | 加仓 |
| BIV | VANGUARD BD INDEX FDS | $703.30万 | 3.03% | 91,135 | 4,759 | 5.5% | $36.73万 | 加仓 |
| VTEI | VANGUARD MUN BD FDS | $615.60万 | 2.66% | 61,603 | 2,124 | 3.6% | $21.23万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $602.80万 | 2.60% | 78,176 | -3,283 | -4.0% | -$25.31万 | 减仓 |
| SCHB | SCHWAB STRATEGIC TR | $376.90万 | 1.63% | 150,176 | -2,858 | -1.9% | -$7.17万 | 减仓 |
| VSGX | VANGUARD WORLD FD | $301.90万 | 1.30% | 42,088 | -3,669 | -8.0% | -$26.32万 | 减仓 |
| VTES | VANGUARD WELLINGTON FD | $241.30万 | 1.04% | 23,866 | 1,924 | 8.8% | $19.45万 | 加仓 |
| VTIP | VANGUARD MALVERN FDS | $228.80万 | 0.99% | 45,810 | 2,163 | 5.0% | $10.80万 | 加仓 |
| NUBD | NUSHARES ETF TR | $226.90万 | 0.98% | 102,162 | -2,147 | -2.1% | -$4.77万 | 减仓 |
| VIOO | VANGUARD ADMIRAL FDS INC | $192.00万 | 0.83% | 16,727 | -131 | -0.8% | -$1.50万 | 减仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $191.90万 | 0.83% | 13,876 | 90 | 0.7% | $1.24万 | 加仓 |
| ESGV | VANGUARD WORLD FD | $168.60万 | 0.73% | 15,026 | 1,542 | 11.4% | $17.30万 | 加仓 |
| DFUS | DIMENSIONAL ETF TRUST | $168.30万 | 0.73% | 23,735 | -132 | -0.6% | -$9,360 | 减仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $147.00万 | 0.63% | 24,688 | -229 | -0.9% | -$1.36万 | 减仓 |
| MSFT | MICROSOFT CORP | $143.70万 | 0.62% | 3,883 | -40 | -1.0% | -$1.48万 | 减仓 |
| AAPL | APPLE INC | $130.60万 | 0.56% | 5,150 | -984 | -16.0% | -$24.95万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $125.90万 | 0.54% | 20,172 | -51 | -0.3% | -$3,183 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $120.40万 | 0.52% | 1,852 | 11 | 0.6% | $7,151 | 加仓 |
| DFUV | DIMENSIONAL ETF TRUST | $110.80万 | 0.48% | 22,883 | 0 | 0.0% | — | 不变 |
| VCIT | VANGUARD SCOTTSDALE FDS | $108.60万 | 0.47% | 13,127 | 715 | 5.8% | $5.92万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $101.40万 | 0.44% | 1,018 | 0 | 0.0% | — | 不变 |
| VBR | VANGUARD INDEX FDS | $100.80万 | 0.43% | 4,642 | 1,769 | 61.6% | $38.41万 | 加仓 |
| VGSR | MANAGER DIRECTED PORTFOLIOS | $99.30万 | 0.43% | 96,144 | -580 | -0.6% | -$5,990 | 减仓 |
| EAGG | ISHARES TR | $95.50万 | 0.41% | 20,097 | 542 | 2.8% | $2.58万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $94.60万 | 0.41% | 4,825 | -226 | -4.5% | -$4.43万 | 减仓 |
| NUSC | NUSHARES ETF TR | $87.50万 | 0.38% | 19,435 | -1,554 | -7.4% | -$7.00万 | 减仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $85.50万 | 0.37% | 14,617 | 7 | 0.0% | $409 | 加仓 |
| DFSU | DIMENSIONAL ETF TRUST | $66.20万 | 0.29% | 16,113 | 2,349 | 17.1% | $9.65万 | 加仓 |
| — | EXXON MOBIL CORP | $65.40万 | 0.28% | 3,856 | 0 | 0.0% | — | 不变 |
| VBK | VANGUARD INDEX FDS | $59.20万 | 0.26% | 1,959 | 1,959 | — | $59.20万 | 新建仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $52.90万 | 0.23% | 7,049 | 5 | 0.1% | $375 | 加仓 |
| WFC | WELLS FARGO & CO | $52.40万 | 0.23% | 6,584 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO | $50.80万 | 0.22% | 1,729 | 0 | 0.0% | — | 不变 |
| CSX | CSX CORP | $50.80万 | 0.22% | 12,376 | -1,516 | -10.9% | -$6.22万 | 减仓 |
| ABBV | ABBVIE INC | $50.40万 | 0.22% | 2,321 | -66 | -2.8% | -$1.43万 | 减仓 |
| IVV | ISHARES TR | $49.30万 | 0.21% | 755 | -17 | -2.2% | -$1.11万 | 减仓 |
| DFIV | DIMENSIONAL ETF TRUST | $49.00万 | 0.21% | 9,294 | 0 | 0.0% | — | 不变 |
| VB | VANGUARD INDEX FDS | $46.70万 | 0.20% | 1,784 | 1 | 0.1% | $262 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $41.40万 | 0.18% | 16,760 | -686 | -3.9% | -$1.69万 | 减仓 |
| GBCI | GLACIER BANCORP INC NEW | $39.50万 | 0.17% | 8,858 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY & CO | $39.00万 | 0.17% | 425 | -49 | -10.3% | -$4.50万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $38.90万 | 0.17% | 7,206 | 486 | 7.2% | $2.62万 | 加仓 |
| INTC | INTEL CORP | $38.90万 | 0.17% | 8,823 | 687 | 8.4% | $3.03万 | 加仓 |
| IYY | ISHARES TR | $37.00万 | 0.16% | 2,339 | -77 | -3.2% | -$1.22万 | 减仓 |
| IWB | ISHARES TR | $35.40万 | 0.15% | 994 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORPORATION | $34.80万 | 0.15% | 1,684 | 0 | 0.0% | — | 不变 |
| DFAU | DIMENSIONAL ETF TRUST | $34.20万 | 0.15% | 7,600 | 7,600 | — | $34.20万 | 新建仓 |
| SUSB | ISHARES TR | $32.40万 | 0.14% | 12,940 | 374 | 3.0% | $9,364 | 加仓 |
| ESGD | ISHARES TR | $31.10万 | 0.13% | 3,262 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL ETF TRUST | $30.60万 | 0.13% | 4,305 | 271 | 6.7% | $1.93万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $29.30万 | 0.13% | 1,200 | -4 | -0.3% | -$977 | 减仓 |
| DFAW | DIMENSIONAL ETF TRUST | $29.20万 | 0.13% | 3,965 | 112 | 2.9% | $8,248 | 加仓 |
| SBUX | STARBUCKS CORP | $29.10万 | 0.13% | 3,249 | 0 | 0.0% | — | 不变 |
| NKE | NIKE INC | $28.50万 | 0.12% | 5,401 | -216 | -3.8% | -$1.14万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $26.50万 | 0.11% | 4,141 | 0 | 0.0% | — | 不变 |
| VPU | VANGUARD WORLD FD | $26.20万 | 0.11% | 1,325 | 1,325 | — | $26.20万 | 新建仓 |
| HWM | HOWMET AEROSPACE INC | $25.20万 | 0.11% | 1,096 | -123 | -10.1% | -$2.83万 | 减仓 |
| CSCO | CISCO SYS INC | $24.90万 | 0.11% | 3,211 | 0 | 0.0% | — | 不变 |
| VUG | VANGUARD INDEX FDS | $24.80万 | 0.11% | 568 | 0 | 0.0% | — | 不变 |
| PG | PROCTER & GAMBLE CO | $24.20万 | 0.10% | 1,679 | 1,679 | — | $24.20万 | 新建仓 |
| GLD | SPDR GOLD TR | $24.00万 | 0.10% | 559 | -18 | -3.1% | -$7,728 | 减仓 |
| AGG | ISHARES TR | $23.60万 | 0.10% | 2,379 | 0 | 0.0% | — | 不变 |
| VCSH | VANGUARD SCOTTSDALE FDS | $23.60万 | 0.10% | 2,982 | 129 | 4.5% | $1.02万 | 加仓 |
| VSS | VANGUARD INTL EQUITY INDEX F | $22.90万 | 0.10% | 1,572 | -324 | -17.1% | -$4.72万 | 减仓 |
| AEP | AMERICAN ELEC PWR CO INC | $22.60万 | 0.10% | 1,725 | 1,725 | — | $22.60万 | 新建仓 |
| DFAE | DIMENSIONAL ETF TRUST | $22.20万 | 0.10% | 6,566 | 248 | 3.9% | $8,385 | 加仓 |
| GOOGL | ALPHABET INC | $21.60万 | 0.09% | 754 | -38 | -4.8% | -$1.09万 | 减仓 |
| IVE | ISHARES TR | $21.60万 | 0.09% | 1,026 | 0 | 0.0% | — | 不变 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $20.50万 | 0.09% | 333 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC | $20.20万 | 0.09% | 706 | -15 | -2.1% | -$4,292 | 减仓 |
| BIO | BIO RAD LABS INC | $20.20万 | 0.09% | 726 | 0 | 0.0% | — | 不变 |
| UNP | UNION PAC CORP | $20.10万 | 0.09% | 832 | 832 | — | $20.10万 | 新建仓 |
| VOO | VANGUARD INDEX FDS | $0 | 0.00% | 0 | — | — | — | 申报中断 |