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:
29.28%
Gain +0.3%
Monthly
0.1%
Yearly
1.16%
Drawdown
23.88%
$227.05M
Equity
Holdings
$227.05M
Investment
$212.08M
$12.87M
Profit +$705,550.18
Realized
-$2.1M
Unrealized
$14.97M
Dividends
$20.38M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.3%
Profit
$705,550.18
Win %
77%
This Week
Compared To Last Week
Gain
0.3%
Profit
$667,676.58
Win %
77%
This Month
Compared to last month
Gain
0.02%
Profit
$33,393.78
Win %
77%
This Year
Compared to last year
Gain
5.5%
Profit
$11.83M
Win %
77%
INTC Intel Corporation
+6.48%
+$61,670.88 
GBCI Glacier Bancorp Inc.
+2.36%
+$10,186.7 
JPM JPMorgan Chase & Co.
+2.3%
+$12,483.4 
WFC Wells Fargo & Company
+1.64%
+$8,888.4 
ABBV AbbVie Inc.
+1.3%
+$6,958.1 
VIOV Vanguard S&P Small-Cap 600 Value ETF
+1.12%
+$114,327.74 
NUSC Nuveen ESG Small-Cap ETF
+1.09%
+$11,543.95 
JNJ Johnson & Johnson
+1.07%
+$3,070.2 
DFAS Dimensional U.S. Small Cap ETF
+1%
+$3,227.2 
DFAT Dimensional US Targeted Value ETF
+0.99%
+$13,852.75 
VIOO Vanguard S&P Small-Cap 600 ETF
+0.98%
+$21,746.99 
VNQ Vanguard Real Estate ETF
+0.95%
+$69,867.1 
VTV Vanguard Value ETF
+0.94%
+$10,228.26 
DFUV Dimensional US Marketwide Value ETF
+0.91%
+$11,327.08 
VBR VANGUARD SMALL-CAP VALUE ETF
+0.9%
+$6,191.31 
VGSR Vert Global Sustainable Real Estate ETF
+0.82%
+$9,043.69 
VWO Vanguard FTSE Emerging Markets ETF
+0.78%
+$3,091.21 
CVX Chevron Corporation
+0.75%
+$2,357.58 
SBUX Starbucks Corporation
+0.75%
+$2,485.49 
VB Vanguard Small-Cap ETF
+0.73%
+$3,833.43 
MDY SPDR S&P MidCap 400 ETF Trust
+0.73%
+$1,668.34 
COST Costco Wholesale Corporation
+0.72%
+$7,115.82 
IVE ISHARES S&P 500 VALUE ETF
+0.71%
+$1,662.13 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.69%
+$120,126.3 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.61%
+$72,651.87 
DFIV Dimensional International Value ETF
+0.58%
+$3,020.55 
IVV iShares Core S&P 500 ETF
+0.58%
+$3,319.61 
VOO Vanguard S&P 500 ETF
+0.58%
+$1,304.77 
SPY SPDR S&P 500 ETF Trust
+0.57%
+$7,787.41 
ESGV Vanguard ESG U.S. Stock ETF
+0.57%
+$9,978.03 
GOOGL Alphabet Inc
+0.56%
+$1,584.01 
IWB iShares Russell 1000 ETF
+0.55%
+$2,206.68 
NUBD Nuveen ESG U.S. Aggregate Bond ETF
+0.55%
+$12,517.08 
DFUS Dimensional U.S. Equity Market ETF
+0.55%
+$10,501.48 
SCHB Schwab U.S. Broad Market ETF
+0.49%
+$21,424.76 
DFAW Dimensional World Equity ETF
+0.48%
+$1,521.93 
VSS Vanguard FTSE All-World ex-US Small-Cap ETF
+0.47%
+$1,393.56 
VT Vanguard Total World Stock ETF
+0.46%
+$9,925.92 
GOOG Alphabet Inc
+0.46%
+$1,182.44 
DFSU Dimensional US Sustainability Core 1 ETF
+0.46%
+$2,890.44 
DFAE Dimensional Emerging Core Equity Market ETF
+0.45%
+$1,137.24 
CSX CSX Corporation
+0.43%
+$2,847.86 
IYY iShares Dow Jones U.S. ETF
+0.43%
+$1,848.26 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
+0.42%
+$68,001.45 
VSGX Vanguard ESG International Stock ETF
+0.41%
+$15,328.59 
VEU Vanguard FTSE All-World ex-US ETF
+0.4%
+$2,359.74 
VXUS Vanguard Total International Stock Index Fund Investor Shares
+0.4%
+$27,696.06 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.35%
+$1,035.25 
XOM Exxon Mobil Corporation
+0.29%
+$1,638.76 
SCHF Schwab International Equity ETF
+0.29%
+$1,395.68 
ESGD iShares ESG Aware MSCI EAFE ETF
+0.25%
+$848.12 
VUG Vanguard Growth ETF
+0.22%
+$647.52 
BNDX Vanguard Total International Bond ETF
+0.17%
+$40,214.96 
MSFT Microsoft Corp.
+0.13%
+$2,039.96 
GLD SPDR Gold Shares
+0.06%
+$132.7 
HWM Howmet Aerospace Inc.
+0.01%
+$18.27 
BSV Vanguard Short-Term Bond ETF
0%
$0 
VTEI
0%
$0 
LLY Eli Lilly and Company
-2.41%
-$13,250.65 
NKE Nike, Inc. - Class B
-2.33%
-$6,010.19 
BIO Bio-Rad Laboratories Inc.
-2.25%
-$4,780.71 
AAPL Apple Inc.
-1.52%
-$27,603 
CSCO Cisco Systems, Inc.
-0.6%
-$2,344.03 
BND Vanguard Total Bond Market Index Fund
-0.12%
-$53,437.86 
VGIT Vanguard Intermediate-Term Treasury Fund
-0.12%
-$1,744.19 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
-0.12%
-$7,773.84 
AGG iShares Core U.S. Aggregate Bond ETF
-0.12%
-$273.58 
VTEB Vanguard Tax-Exempt Bond ETF
-0.09%
-$8,946.9 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
-0.07%
-$744.72 
EAGG iShares ESG Aware U.S. Aggregate Bond ETF
-0.06%
-$586.65 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
-0.04%
-$872.94 
VGSH Vanguard Short-Term Treasury Fund
-0.03%
-$292.2 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.03%
-$57.06 
SUSB iShares ESG Aware 1-5 Year USD Bond ETF
-0.02%
-$62.83 
VTES Vanguard Short-Term Tax-Exempt Bond ETF
-0.02%
-$438.84 Events
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Dividends
Dividend Analysis
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| Trades 828 | Longs Won 516/828 62% | Profit Factor 1.61 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $337,086.48 |
| Average Win $65,576.53 | Best Trade (Jun 12) $3.46M | Sharpe Ratio -12.27 |
| Average Loss -$67,205.02 | Worst Trade (Jun 11) -$5.06M | Z-Score 8.93 (100%) |
| Commissions $0 | Avg. Trade Length 2y 1m 6d | Expectancy $15,542.9 |
| 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% | 0.15% |
| Consecutive Losing Trades | 3,378 | 3,041 | 2,703 | 2,365 | 2,027 | 1,689 | 1,351 | 1,014 | 676 | 338 |
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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