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:
32.46%
Gain -0.01%
Monthly
0.09%
Yearly
1.09%
Drawdown
22.32%
$240.64M
Equity
Holdings
$240.64M
Investment
$229.82M
$8.57M
Profit -$14,514.25
Realized
-$2.25M
Unrealized
$10.81M
Dividends
$22.62M
Goals
Avg. 87.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.01%
Profit
-$14,514.25
Win %
62%
This Week
Compared To Last Week
Gain
-0.01%
Profit
-$14,514.25
Win %
62%
This Month
Compared to last month
Gain
-0.94%
Profit
-$2.29M
Win %
62%
This Year
Compared to last year
Gain
3.77%
Profit
$8.75M
Win %
64%
INTC Intel Corporation
+4.35%
+$46,056.06 
BIO Bio-Rad Laboratories Inc.
+2.06%
+$5,321.58 
GOOG Alphabet Inc
+2%
+$4,737.27 
CSCO Cisco Systems, Inc.
+1.95%
+$6,791.27 
GBCI Glacier Bancorp Inc.
+1.83%
+$7,042.11 
GOOGL Alphabet Inc
+1.82%
+$4,640.88 
CSX CSX Corporation
+1.7%
+$9,777.04 
VUG Vanguard Growth ETF
+1.58%
+$4,873.44 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
+1.57%
+$276,480.66 
VIOO Vanguard S&P Small-Cap 600 ETF
+1.52%
+$32,450.38 
AEP American Electric Power Company, Inc.
+1.49%
+$3,070.5 
DFAE Dimensional Emerging Core Equity Market ETF
+1.44%
+$3,709.79 
VIOV Vanguard S&P Small-Cap 600 Value ETF
+1.43%
+$139,412.79 
UNP Union Pacific Corporation
+1.42%
+$3,228.15 
SCHF Schwab International Equity ETF
+1.39%
+$6,368.8 
VSGX Vanguard ESG International Stock ETF
+1.38%
+$46,717.68 
VBK Vanguard Small-Cap Growth ETF
+1.35%
+$9,011.4 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+1.34%
+$3,892.54 
NUSC Nuveen ESG Small-Cap ETF
+1.29%
+$12,244.05 
ESGV Vanguard ESG U.S. Stock ETF
+1.25%
+$25,393.94 
VEU Vanguard FTSE All-World ex-US ETF
+1.23%
+$7,119.49 
LLY Eli Lilly and Company
+1.22%
+$5,939.38 
DFAS Dimensional U.S. Small Cap ETF
+1.21%
+$4,046.7 
AAPL Apple Inc.
+1.19%
+$20,290.95 
VXUS Vanguard Total International Stock Index Fund Investor Shares
+1.19%
+$78,566.88 
MDY SPDR S&P MidCap 400 ETF Trust
+1.13%
+$2,504.16 
VB Vanguard Small-Cap ETF
+1.13%
+$5,798 
DFUS Dimensional U.S. Equity Market ETF
+1.13%
+$22,310.9 
SCHB Schwab U.S. Broad Market ETF
+1.12%
+$49,558.08 
ESGD iShares ESG Aware MSCI EAFE ETF
+1.11%
+$3,686.06 
IWB iShares Russell 1000 ETF
+1.08%
+$4,482.94 
IVV iShares Core S&P 500 ETF
+1.07%
+$6,228.75 
VT Vanguard Total World Stock ETF
+1.07%
+$23,519.82 
DFAT Dimensional US Targeted Value ETF
+1.07%
+$14,523.84 
VTI VANGUARD TOTAL STOCK MKT ETF
+1.07%
+$130,609.8 
IYY iShares Dow Jones U.S. ETF
+1.07%
+$4,642.91 
DFSU Dimensional US Sustainability Core 1 ETF
+1.06%
+$8,056.5 
VSS Vanguard FTSE All-World ex-US Small-Cap ETF
+1.06%
+$2,562.34 
SPY SPDR S&P 500 ETF Trust
+1.05%
+$14,871.58 
VNQ Vanguard Real Estate ETF
+1.03%
+$75,701.28 
DFAU Dimensional US Core Equity Market ETF
+0.99%
+$3,952 
VPU Vanguard Utilities ETF
+0.97%
+$2,199.5 
DFAW Dimensional World Equity ETF
+0.96%
+$3,152.18 
VBR VANGUARD SMALL-CAP VALUE ETF
+0.93%
+$10,073.14 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.92%
+$190,478.62 
VWO Vanguard FTSE Emerging Markets ETF
+0.9%
+$3,819.19 
MSFT Microsoft Corp.
+0.85%
+$16,968.75 
DFIV Dimensional International Value ETF
+0.71%
+$3,624.66 
VTEI Vanguard International Tax-Exempt Bond Fund
+0.66%
+$38,809.89 
HWM Howmet Aerospace Inc.
+0.66%
+$1,638.52 
VTEB Vanguard Tax-Exempt Bond ETF
+0.61%
+$59,414.33 
DFUV Dimensional US Marketwide Value ETF
+0.61%
+$7,665.81 
IVE ISHARES S&P 500 VALUE ETF
+0.56%
+$1,313.28 
WFC Wells Fargo & Company
+0.48%
+$2,534.84 
VGSR Vert Global Sustainable Real Estate ETF
+0.39%
+$3,951.52 
BNDX Vanguard Total International Bond ETF
+0.35%
+$87,501.65 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
+0.28%
+$2,887.94 
VTES Vanguard Short-Term Tax-Exempt Bond ETF
+0.27%
+$6,443.82 
VTV Vanguard Value ETF
+0.26%
+$2,702 
PG Procter & Gamble Co
+0.25%
+$604.44 
AGG iShares Core U.S. Aggregate Bond ETF
+0.24%
+$547.17 
EAGG iShares ESG Aware U.S. Aggregate Bond ETF
+0.23%
+$2,110.18 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
+0.22%
+$14,581.6 
BND Vanguard Total Bond Market Index Fund
+0.21%
+$94,615.32 
VGIT Vanguard Intermediate-Term Treasury Fund
+0.19%
+$2,715.68 
ABBV AbbVie Inc.
+0.17%
+$1,044.47 
NUBD Nuveen ESG U.S. Aggregate Bond ETF
+0.17%
+$3,575.67 
SUSB iShares ESG Aware 1-5 Year USD Bond ETF
+0.1%
+$323.5 
VCSH Vanguard Short-Term Corporate Bond ETF
+0.07%
+$164.01 
BSV Vanguard Short-Term Bond ETF
+0.05%
+$8,946.8 
VGSH Vanguard Short-Term Treasury Fund
+0.04%
+$365.43 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
+0.02%
+$458.1 
GLD SPDR Gold Shares
+0.02%
+$33.53 
NKE Nike, Inc. - Class B
-5.22%
-$9,910.83 
CVX Chevron Corporation
-0.77%
-$2,694.42 
XOM Exxon Mobil Corporation
-0.64%
-$4,048.84 
COST Costco Wholesale Corporation
-0.41%
-$3,862.19 
JNJ Johnson & Johnson
-0.28%
-$864 
JPM JPMorgan Chase & Co.
-0.21%
-$1,210.28 
SBUX Starbucks Corporation
-0.19%
-$584.82 Events
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Dividends
Dividend Analysis
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| Trades 890 | Longs Won 497/890 55% | Profit Factor 1.32 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $368,898.29 |
| Average Win $71,430.82 | Best Trade (Aug 14) $3.93M | Sharpe Ratio -11.4 |
| Average Loss -$68,538.03 | Worst Trade (Oct 05) -$6.32M | Z-Score -0.91 (63.88%) |
| Commissions $0 | Avg. Trade Length 2y 2m 3w 3d | Expectancy $9,624.35 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.05% | 2.78% |
| Consecutive Losing Trades | 3,509 | 3,158 | 2,807 | 2,456 | 2,105 | 1,754 | 1,404 | 1,053 | 702 | 351 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 5,150 | $1.16M | $1.72M | - | $558,689.51 | 48.05% | +1.193% |
| ABBV AbbVie Inc. | 2,321 | $325,733.84 | $604,341.98 | - | $278,608.14 | 85.53% | +0.173% |
| AEP American Electric Power Company, Inc. | 1,725 | $226,113 | $209,639.25 | - | -$16,473.75 | -7.29% | +1.486% |
| AGG iShares Core U.S. Aggregate Bond ETF | 2,379 | $265,122.5 | $225,172.35 | - | -$39,950.15 | -15.07% | +0.244% |
| BIO Bio-Rad Laboratories Inc. | 726 | $203,563.15 | $263,465.4 | - | $59,902.25 | 29.43% | +2.061% |
| BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L) | 91,135 | $7.02M | $6.65M | - | -$369,216.89 | -5.26% | +0.22% |
| BND Vanguard Total Bond Market Index Fund | 630,752 | $51.14M | $44.3M | - | -$6.84M | -13.37% | +0.214% |
| BNDX Vanguard Total International Bond ETF | 530,313 | $28.03M | $24.9M | - | -$3.13M | -11.15% | +0.353% |
| BSV Vanguard Short-Term Bond ETF | 223,670 | $17.79M | $17.07M | - | -$717,459.11 | -4.03% | +0.052% |
| COST Costco Wholesale Corporation | 1,018 | $677,240.62 | $927,546.73 | - | $250,306.11 | 36.96% | -0.415% |
| CSCO Cisco Systems, Inc. | 3,211 | $194,023.22 | $356,019.62 | - | $161,996.4 | 83.49% | +1.945% |
| CSX CSX Corporation | 12,376 | $407,879.8 | $585,756.08 | - | $177,876.28 | 43.61% | +1.697% |
| CVX Chevron Corporation | 1,684 | $279,981.14 | $346,062 | - | $66,080.86 | 23.6% | -0.773% |
| DFAC Dimensional U.S. Core Equity 2 ETF | 464,582 | $14.39M | $20.94M | - | $6.55M | 45.51% | +0.918% |
| DFAE Dimensional Emerging Core Equity Market ETF | 6,566 | $207,603.82 | $262,016.23 | - | $54,412.41 | 26.21% | +1.436% |
| DFAS Dimensional U.S. Small Cap ETF | 4,305 | $225,615.33 | $339,750.6 | - | $114,135.27 | 50.59% | +1.205% |
| DFAT Dimensional US Targeted Value ETF | 20,172 | $1.06M | $1.37M | - | $309,052.51 | 29.17% | +1.073% |
| DFAU Dimensional US Core Equity Market ETF | 7,600 | $342,912 | $403,028 | - | $60,116 | 17.53% | +0.99% |
| DFAW Dimensional World Equity ETF | 3,965 | $293,308.3 | $332,564.37 | - | $39,256.07 | 13.38% | +0.957% |
| DFAX Dimensional World ex U.S. Core Equity 2 ETF | 476,773 | $12.64M | $17.83M | - | $5.19M | 41.02% | +1.575% |
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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 - $5.87M, Vanguard Total International Bond ETF - $3.5M, Vanguard Short-Term Bond ETF - $1.68M, Dimensional World ex U.S. Core Equity 2 ETF - $1.49M, and Vanguard Tax-Exempt Bond ETF - $1.18M. 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 - $757,468.96, Nike, Inc. - Class B - $270,600.21, Vanguard S&P Small-Cap 600 ETF - $176,475.59, Bio-Rad Laboratories Inc - $135,681.85, and Vanguard Growth ETF - $133,497.43. 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 $22.62M earned over time. The largest contributors to dividend income include Vanguard Total Bond Market Index Fund - $6.12M, Vanguard Total International Bond ETF - $3.52M, Vanguard Short-Term Bond ETF - $1.78M, Vanguard Tax-Exempt Bond ETF - $1.48M, and Dimensional World ex U.S. Core Equity 2 ETF - $1.41M. 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.
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