| |
|
|
| Name: |
SilverOak Wealth Management LLC |
| City: |
Edina |
| State: |
MN |
| Zip: |
55435 |
| |
|
|
| Achive
data |
| View
Filing Period: |
|
|
|
|
|
|
 |
Download |
|
|
| |
| |
|
Free Registration Required For Full Results
|
|
|
| Holdings
Found :
9 |
|
View All Holdings |
Currently
Viewing:
New Positions |
|
|
Page 1 of 1 |
Menu
 |
Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
LLY |
Eli Lilly & Co |
69 |
New |
$770.00 |
$304,000 |
391 |
0.08% |
304,000 |
391 |
0 |
Drug Manufacturers - ... |
|
|
XOM |
Exxon Mobil Corp |
74 |
New |
$119.64 |
$279,000 |
2,398 |
0.07% |
279,000 |
2,398 |
0.001 |
Integrated Oil & Gas |
|
|
XLV |
SPDR Select Sector Health |
79 |
New |
$146.31 |
$259,000 |
1,752 |
0.06% |
259,000 |
1,752 |
0 |
Closed - End Fund - E... |
|
|
ORCL |
Oracle Corp |
84 |
New |
$123.50 |
$245,000 |
1,951 |
0.06% |
245,000 |
1,951 |
0 |
Application Software |
|
|
TGT |
Target Corp |
85 |
New |
$160.13 |
$243,000 |
1,374 |
0.06% |
243,000 |
1,374 |
0 |
Discount, Variety Stores |
|
|
VBR |
Vanguard Small Cap Val VIPER |
89 |
New |
$190.08 |
$231,000 |
1,203 |
0.06% |
231,000 |
1,203 |
0.001 |
Closed - End Fund - E... |
|
|
SCHX |
Schwab Strategic Trust |
90 |
New |
$62.78 |
$230,000 |
3,707 |
0.06% |
230,000 |
3,707 |
0 |
Closed - End Fund - Debt |
|
|
DIS |
Walt Disney Co |
91 |
New |
$103.25 |
$227,000 |
1,856 |
0.06% |
227,000 |
1,856 |
0 |
Entertainment - Diver... |
|
|
VEU |
Vanguard FTSE All-World ETF |
94 |
New |
$57.31 |
$207,000 |
3,533 |
0.05% |
207,000 |
3,533 |
0.001 |
Closed - End Fund - F... |
|
