SOA
Silver Oak Advisory Group Inc. Portfolio
Invests via Silver Oak Advisory Group Inc. | Managed by Jessica M. Howe, Brent Hunsberger, Parker Gallagher, Joanne Boorman
Invests via Silver Oak Advisory Group Inc.
Managed by Jessica M. Howe, Brent Hunsberger, Parker Gallagher, Joanne Boorman
Automatically Tracked
Company Profile
Specializing in financial consulting, Silver Oak Advisory Group Inc. leverages deep industry insights to guide businesses through complex capital market dynamics. With a focus on strategic growth, this firm plays a critical role in advising clients on optimizing operations and enhancing profitability. Their expert team brings extensive experience across various sectors, offering tailored solutions that reflect current market trends and regulatory landscapes. As an influential partner in corporate finance discussions, they are dedicated to fostering sustainable value creation for both their clientele and stakeholders.
Specializing in financial consulting, Silver Oak Advisory Group Inc. leverages deep industry insights to guide businesses through complex capital market dynamics. With a focus on strategic growth, this firm plays a critical role in advising clients on optimizing operations and enhancing profitability. Their expert team brings extensive experience across various sectors, offering tailored solutions that reflect current market trends and regulatory landscapes. As an influential partner in corporate finance discussions, they are dedicated to fostering sustainable value creation for both their clientele and stakeholders.
Investment Philosophy & Strategy
Through a lens of strategic priorities, Silver Oak Advisory Group Inc. positions itself as a pivotal player in corporate finance advisory services. The firm champions innovation within client operations while adeptly navigating the complexities of capital markets. Their focus on enhancing profitability drives engagement with businesses seeking transformative growth pathways and improved operational efficiencies. By harnessing analytical acumen and industry-specific knowledge, they tailor strategies that empower organizations to excel amid shifting market conditions.
Through a lens of strategic priorities, Silver Oak Advisory Group Inc. positions itself as a pivotal player in corporate finance advisory services. The firm champions innovation within client operations while adeptly navigating the complexities of capital markets. Their focus on enhancing profitability drives engagement with businesses seeking transformative growth pathways and improved operational efficiencies. By harnessing analytical acumen and industry-specific knowledge, they tailor strategies that empower organizations to excel amid shifting market conditions.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
29.9%
Gain +0.22%
Monthly
0.16%
Yearly
1.9%
Drawdown
22.32%
$246.65M
Equity
Holdings
$246.65M
Investment
$229.82M
$14.58M
Profit +$359,269.23
Realized
-$2.25M
Unrealized
$16.83M
Dividends
$21.76M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.22%
Profit
$359,269.23
Win %
72%
This Week
Compared To Last Week
Gain
1.08%
Profit
$2.64M
Win %
72%
This Month
Compared to last month
Gain
1.08%
Profit
$2.64M
Win %
72%
This Year
Compared to last year
Gain
6.37%
Profit
$14.77M
Win %
73%
GOOG Alphabet Inc
+6.88%
+$16,216.82 
GOOGL Alphabet Inc
+6.73%
+$16,942.38 
MSFT Microsoft Corp.
+3.02%
+$52,886.42 
CVX Chevron Corporation
+2.35%
+$7,611.68 
CSCO Cisco Systems, Inc.
+2.14%
+$7,802.73 
HWM Howmet Aerospace Inc.
+1.8%
+$5,458.09 
WFC Wells Fargo & Company
+1.19%
+$6,715.68 
VUG Vanguard Growth ETF
+1.1%
+$3,169.44 
VWO Vanguard FTSE Emerging Markets ETF
+0.96%
+$4,035.36 
UNP Union Pacific Corporation
+0.92%
+$2,221.45 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$9,889.73 
DFUS Dimensional U.S. Equity Market ETF
+0.69%
+$13,291.62 
IVV iShares Core S&P 500 ETF
+0.69%
+$3,865.6 
ESGV Vanguard ESG U.S. Stock ETF
+0.68%
+$13,373.2 
DFSU Dimensional US Sustainability Core 1 ETF
+0.67%
+$5,059.48 
IYY iShares Dow Jones U.S. ETF
+0.66%
+$2,806.78 
GBCI Glacier Bancorp Inc.
+0.65%
+$2,834.56 
IWB iShares Russell 1000 ETF
+0.64%
+$2,564.53 
SCHB Schwab U.S. Broad Market ETF
+0.59%
+$25,529.92 
DFAU Dimensional US Core Equity Market ETF
+0.54%
+$2,128 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.53%
+$63,030.6 
DFAE Dimensional Emerging Core Equity Market ETF
+0.46%
+$1,116.22 
CSX CSX Corporation
+0.42%
+$2,598.96 
PG Procter & Gamble Co
+0.37%
+$889.87 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.36%
+$74,333.12 
JPM JPMorgan Chase & Co.
+0.27%
+$1,625.26 
VT Vanguard Total World Stock ETF
+0.26%
+$5,689.16 
DFAW Dimensional World Equity ETF
+0.22%
+$713.7 
DFUV Dimensional US Marketwide Value ETF
+0.22%
+$2,745.96 
JNJ Johnson & Johnson
+0.21%
+$636 
VIOV Vanguard S&P Small-Cap 600 Value ETF
+0.17%
+$17,536.2 
NUSC Nuveen ESG Small-Cap ETF
+0.1%
+$971.75 
AEP American Electric Power Company, Inc.
+0.06%
+$120.75 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
0%
$0 
AAPL Apple Inc.
-7.35%
-$126,278 
ABBV AbbVie Inc.
-2.51%
-$15,016.87 
GLD SPDR Gold Shares
-1.49%
-$3,141.57 
NKE Nike, Inc. - Class B
-1.37%
-$3,132.58 
INTC Intel Corporation
-1.02%
-$8,205.39 
XOM Exxon Mobil Corporation
-0.97%
-$5,899.68 
VGSR Vert Global Sustainable Real Estate ETF
-0.87%
-$9,806.69 
VPU Vanguard Utilities ETF
-0.71%
-$1,802 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.66%
-$1,946.25 
ESGD iShares ESG Aware MSCI EAFE ETF
-0.61%
-$2,087.68 
SCHF Schwab International Equity ETF
-0.58%
-$2,681.6 
SBUX Starbucks Corporation
-0.57%
-$1,949.4 
VNQ Vanguard Real Estate ETF
-0.54%
-$44,433.36 
LLY Eli Lilly and Company
-0.53%
-$2,605.25 
DFIV Dimensional International Value ETF
-0.47%
-$2,509.38 
BIO Bio-Rad Laboratories Inc.
-0.38%
-$900.23 
NUBD Nuveen ESG U.S. Aggregate Bond ETF
-0.28%
-$6,129.72 
VBK Vanguard Small-Cap Growth ETF
-0.27%
-$1,802.3 
VTV Vanguard Value ETF
-0.27%
-$2,846.7 
BND Vanguard Total Bond Market Index Fund
-0.26%
-$119,842.88 
AGG iShares Core U.S. Aggregate Bond ETF
-0.26%
-$594.75 
COST Costco Wholesale Corporation
-0.24%
-$2,321.01 
BNDX Vanguard Total International Bond ETF
-0.23%
-$58,334.43 
VB Vanguard Small-Cap ETF
-0.22%
-$1,177.4 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
-0.22%
-$38,141.84 
VEU Vanguard FTSE All-World ex-US ETF
-0.22%
-$1,268.81 
EAGG iShares ESG Aware U.S. Aggregate Bond ETF
-0.21%
-$2,009.7 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.21%
-$14,071.68 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
-0.2%
-$13,670.25 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.2%
-$2,228.16 
IVE ISHARES S&P 500 VALUE ETF
-0.19%
-$461.69 
DFAS Dimensional U.S. Small Cap ETF
-0.17%
-$602.7 
VGIT Vanguard Intermediate-Term Treasury Fund
-0.17%
-$2,468.8 
VSS Vanguard FTSE All-World ex-US Small-Cap ETF
-0.16%
-$377.26 
DFAT Dimensional US Targeted Value ETF
-0.15%
-$2,218.92 
VSGX Vanguard ESG International Stock ETF
-0.15%
-$5,050.56 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
-0.15%
-$1,575.24 
MDY SPDR S&P MidCap 400 ETF Trust
-0.13%
-$289.71 
VTEB Vanguard Tax-Exempt Bond ETF
-0.1%
-$10,243.85 
SUSB iShares ESG Aware 1-5 Year USD Bond ETF
-0.08%
-$258.8 
BSV Vanguard Short-Term Bond ETF
-0.08%
-$13,420.2 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.06%
-$149.1 
VGSH Vanguard Short-Term Treasury Fund
-0.05%
-$438.54 
VTES Vanguard Short-Term Tax-Exempt Bond ETF
-0.04%
-$954.64 
VTEI Vanguard International Tax-Exempt Bond Fund
-0.04%
-$2,156.11 
VIOO Vanguard S&P Small-Cap 600 ETF
-0.01%
-$167.27 Events
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Dividends
Dividend Analysis
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| Trades 890 | Longs Won 543/890 61% | Profit Factor 1.65 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $339,417.03 |
| Average Win $67,993.23 | Best Trade (Aug 05) $3.83M | Sharpe Ratio -11.4 |
| Average Loss -$64,381.23 | Worst Trade (Aug 02) -$5.34M | Z-Score 3.39 (99.93%) |
| Commissions $0 | Avg. Trade Length 2y 1m 3w 1d | Expectancy $16,382.06 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.06% |
| Consecutive Losing Trades | 3,831 | 3,448 | 3,065 | 2,682 | 2,299 | 1,916 | 1,533 | 1,149 | 766 | 383 |
Hover over the desired column for a detailed explanation.
Returns
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Option values are updated at end of day.
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Option values are updated at end of day.
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FAQ
Which stocks have generated the highest profits for Silver Oak Advisory Group Inc.?
The largest contributions to the portfolio's profits come from the following stocks: Vanguard Total Bond Market Index Fund - $5.71M, Vanguard Total International Bond ETF - $3.43M, Vanguard Short-Term Bond ETF - $1.62M, Dimensional World ex U.S. Core Equity 2 ETF - $1.39M, and Vanguard Tax-Exempt Bond ETF - $1.12M. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
Which stocks have generated the largest losses for this investor?
The largest losses in the portfolio are associated with the following stocks: Vanguard S&P Small-Cap 600 Value ETF - $796,583.45, Nike, Inc. - Class B - $272,814.62, Vanguard S&P Small-Cap 600 ETF - $176,475.59, Bio-Rad Laboratories Inc - $135,681.85, and Vanguard Growth ETF - $133,807.56. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Silver Oak Advisory Group Inc.'s portfolio generate?
The portfolio generates substantial dividend income, with a total of $21.76M earned over time. The largest contributors to dividend income include Vanguard Total Bond Market Index Fund - $5.96M, Vanguard Total International Bond ETF - $3.45M, Vanguard Short-Term Bond ETF - $1.72M, Vanguard Tax-Exempt Bond ETF - $1.42M, and Dimensional World ex U.S. Core Equity 2 ETF - $1.3M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Silver Oak Advisory Group Inc.'s monthly returns?
Silver Oak Advisory Group Inc.'s monthly returns show a mixed pattern. Some months are relatively calm, while others are noticeably stronger or weaker, which suggests that performance is not fully consistent over time. This points to a strategy that may offer attractive upside but can also experience uneven short-term results.
Can Silver Oak Advisory Group Inc.'s strategy be considered aggressive or moderate?
Silver Oak Advisory Group Inc.'s strategy can be described as moderate. It balances growth potential with risk management, showing a willingness to accept some volatility while still maintaining a relatively structured and diversified approach.
Should beginners follow Silver Oak Advisory Group Inc.'s strategy?
Silver Oak Advisory Group Inc.'s strategy is probably not ideal for beginners. The combination of risk, volatility, or portfolio complexity may make it harder to follow and understand without prior experience. Users who are new to investing may find it challenging to replicate or tolerate the performance swings.
