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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 : 3     View All Holdings Currently Viewing:  New 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
   (VGSH)1 Year Chart         VGSH Vanguard Scottsdale Funds 45 New $57.83 $388,000 6,666 0.22% 388,000 6,666 0.001    Closed - End Fund - Debt
   (DFSU)1 Year Chart         DFSU Dimensional Us Sustainabili... 61 New $0.00 $224,000 6,493 0.13% 224,000 6,493 0.007    N/A
   (SMCI)1 Year Chart         SMCI Super Micro Computer Inc 63 New $887.89 $203,000 200 0.11% 203,000 200 0    Networking & Communic...

      3 Records Found
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