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  Name: Silver Oak Advisory Group Inc.
  City: PORTLAND
  State: OR
  Zip: 97205
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $178,163,000
  Total Value Change : $7,904,000
  Securities Held Change : 3
   
All Securities Held : 64
  New Positions : 3
  Closed Positions : 1
  Increased Positions : 27
  Unchanged Positions : 13
  Decreased Positions : 21

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Holdings Found : 13     View All Holdings Currently Viewing:  Unchanged Positions     Page 1 of 1
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 Ticker Company Name Position
Rank		 New/Closed
Postion
Last
Close
     Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
    % of Company    Industry
   (DFUS)1 Year Chart         DFUS Dimensional U S Equity Etf 18 - $57.82 $1,552,000 27,223 0.87% 141,000 0 0.003    N/A
   (VV)1 Year Chart         VV Vanguard Large Cap VIPERS 22 - $244.76 $1,038,000 4,328 0.58% 94,000 0 0.003    Closed - End Fund - E...
   (GBCI)1 Year Chart         GBCI Glacier Bancorp Inc 32 - $36.01 $652,000 16,175 0.37% -16,000 0 0.017    Domestic Regional Banks
   (DFAU)1 Year Chart         DFAU Dfa Dimensional Us Core Equ... 40 - $0.00 $469,000 12,819 0.26% 43,000 0 0.014    N/A
   (XOM)1 Year Chart         XOM Exxon Mobil Corp 41 - $112.75 $450,000 3,865 0.25% 64,000 0 0    Integrated Oil & Gas
   (ABBV)1 Year Chart         ABBV Abbvie Inc. 44 - $169.42 $407,000 2,231 0.23% 61,000 0 0    Drug Manufacturers - ...
   (DFIV)1 Year Chart         DFIV Dimensional International V... 46 - $37.28 $376,000 10,208 0.21% 25,000 0 0.001    N/A
   (NKE)1 Year Chart         NKE Nike Inc B 47 - $96.55 $375,000 3,983 0.21% -57,000 0 0.001    Textile - Apparel Foo...
   (VEA)1 Year Chart         VEA Vanguard Europe Pacific ETF 54 - $49.56 $287,000 5,710 0.16% 14,000 0 0    Closed - End Fund - F...
   (BIO)1 Year Chart         BIO Bio Rad Laboratories Inc 56 - $287.02 $269,000 777 0.15% 18,000 0 0.003    Scientific & Technica...
   (DFAS)1 Year Chart         DFAS Dimensional U S Small Cap Etf 57 - $59.95 $252,000 4,034 0.14% 11,000 0 0.004    N/A
   (AGG)1 Year Chart         AGG iShares Barclays Agency Bond 58 - $96.62 $228,000 2,319 0.13% -2,000 0 0    Closed - End Fund - E...
   (HD)1 Year Chart         HD Home Depot Inc 59 - $327.03 $226,000 589 0.13% 22,000 0 0    Home Improvement Stores
      13 Records Found
  1    
Page 1 of 1
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