0001906349-22-000003.txt : 20220503 0001906349-22-000003.hdr.sgml : 20220503 20220503122809 ACCESSION NUMBER: 0001906349-22-000003 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220331 FILED AS OF DATE: 20220503 DATE AS OF CHANGE: 20220503 EFFECTIVENESS DATE: 20220503 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Silver Oak Advisory Group, Inc. CENTRAL INDEX KEY: 0001906937 IRS NUMBER: 931057082 STATE OF INCORPORATION: OR FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-22143 FILM NUMBER: 22885505 BUSINESS ADDRESS: STREET 1: 1130 SW MORRISON STREET STREET 2: SUITE 312 CITY: PORTLAND STATE: OR ZIP: 97205 BUSINESS PHONE: 503-242-1715 MAIL ADDRESS: STREET 1: 1130 SW MORRISON STREET STREET 2: SUITE 312 CITY: PORTLAND STATE: OR ZIP: 97205 13F-HR 1 primary_doc.xml 13F-HR LIVE false true false 0001906937 XXXXXXXX 03-31-2022 03-31-2022 Silver Oak Advisory Group, Inc.

1130 SW MORRISON STREET SUITE 312 PORTLAND OR 97205

13F HOLDINGS REPORT 028-22143 N Cindi Hill 6197955986 Cindi Hill San Diego CA 05-03-2022 0 56 153261 false INFORMATION TABLE 2 silveroak13fexport03312022.xml ABBVIE INC COM 00287Y109 373 2303 SH SOLE 0 0 0 2303 AMERICAN ELEC PWR CO INC COM 025537101 264 2645 SH SOLE 0 0 0 2645 APPLE INC COM 037833100 673 3856 SH SOLE 0 0 0 3856 CHEVRON CORP NEW COM 166764100 201 1233 SH SOLE 0 0 0 1233 COSTCO WHSL CORP NEW COM 22160K105 374 650 SH SOLE 0 0 0 650 CSX CORP COM 126408103 299 7977 SH SOLE 0 0 0 7977 DIMENSIONAL ETF TRUST US EQUITY ETF 25434V401 1444 29457 SH SOLE 0 0 0 29457 DIMENSIONAL ETF TRUST US CORE EQUITY 2 25434V708 6775 245656 SH SOLE 0 0 0 245656 DIMENSIONAL ETF TRUST US SMALL CAP ETF 25434V500 226 4034 SH SOLE 0 0 0 4034 DIMENSIONAL ETF TRUST US TARGETED VLU 25434V609 417 8948 SH SOLE 0 0 0 8948 DIMENSIONAL ETF TRUST WORLD EX US CORE 25434V880 7256 290834 SH SOLE 0 0 0 290834 EXXON MOBIL CORP COM 30231G102 319 3865 SH SOLE 0 0 0 3865 GLACIER BANCORP INC NEW COM 37637Q105 1205 23973 SH SOLE 0 0 0 23973 INTEL CORP COM 458140100 273 5502 SH SOLE 0 0 0 5502 ISHARES TR CORE S&P500 ETF 464287200 586 1292 SH SOLE 0 0 0 1292 ISHARES TR RUS 1000 ETF 464287622 274 1096 SH SOLE 0 0 0 1096 ISHARES TR DOW JONES US ETF 464287846 323 2901 SH SOLE 0 0 0 2901 ISHARES TR CORE US AGGBD ET 464287226 206 1925 SH SOLE 0 0 0 1925 ISHARES TR ESG AW MSCI EAFE 46435G516 257 3486 SH SOLE 0 0 0 3486 JOHNSON & JOHNSON COM 478160104 254 1433 SH SOLE 0 0 0 1433 LILLY ELI & CO COM 532457108 313 1092 SH SOLE 0 0 0 1092 MICROSOFT CORP COM 594918104 1184 3842 SH SOLE 0 0 0 3842 NIKE INC CL B 654106103 406 3016 SH SOLE 0 0 0 3016 NUSHARES ETF TR NUVEEN ESG US 67092P870 511 21205 SH SOLE 0 0 0 21205 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 5127 96026 SH SOLE 0 0 0 96026 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 604 16439 SH SOLE 0 0 0 16439 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 202 4261 SH SOLE 0 0 0 4261 SPDR GOLD TR GOLD SHS 78463V107 256 1417 SH SOLE 0 0 0 1417 SPDR S&P 500 ETF TR TR UNIT 78462F103 1034 2288 SH SOLE 0 0 0 2288 UNION PAC CORP COM 907818108 320 1171 SH SOLE 0 0 0 1171 VANGUARD ADMIRAL FDS INC SMLLCP 600 IDX 921932828 1203 6075 SH SOLE 0 0 0 6075 VANGUARD ADMIRAL FDS INC SMLCP 600 VAL 921932778 8178 46149 SH SOLE 0 0 0 46149 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 13772 176791 SH SOLE 0 0 0 176791 VANGUARD BD INDEX FDS INTERMED TERM 921937819 3495 42678 SH SOLE 0 0 0 42678 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 36108 453962 SH SOLE 0 0 0 453962 VANGUARD CHARLOTTE FDS TOTAL INT BD ETF 92203J407 18314 349244 SH SOLE 0 0 0 349244 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 250 603 SH SOLE 0 0 0 603 VANGUARD INDEX FDS VALUE ETF 922908744 764 5173 SH SOLE 0 0 0 5173 VANGUARD INDEX FDS SM CP VAL ETF 922908611 635 3612 SH SOLE 0 0 0 3612 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 7496 69172 SH SOLE 0 0 0 69172 VANGUARD INDEX FDS SMALL CP ETF 922908751 808 3801 SH SOLE 0 0 0 3801 VANGUARD INDEX FDS GROWTH ETF 922908736 433 1507 SH SOLE 0 0 0 1507 VANGUARD INDEX FDS LARGE CAP ETF 922908637 893 4283 SH SOLE 0 0 0 4283 VANGUARD INDEX FDS TOTAL STK MKT 922908769 7072 31062 SH SOLE 0 0 0 31062 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 450 9758 SH SOLE 0 0 0 9758 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 578 10036 SH SOLE 0 0 0 10036 VANGUARD INTL EQUITY INDEX F FTSE SMCAP ETF 922042718 372 3002 SH SOLE 0 0 0 3002 VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 922042742 1185 11695 SH SOLE 0 0 0 11695 VANGUARD MALVERN FDS STRM INFPROIDX 922020805 2331 45514 SH SOLE 0 0 0 45514 VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 9834 190773 SH SOLE 0 0 0 190773 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 244 3122 SH SOLE 0 0 0 3122 VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 991 11516 SH SOLE 0 0 0 11516 VANGUARD STAR FDS VG TL INTL STK F 921909768 3504 58659 SH SOLE 0 0 0 58659 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF 921943858 352 7320 SH SOLE 0 0 0 7320 VANGUARD WORLD FD ESG US STK ETF 921910733 292 3602 SH SOLE 0 0 0 3602 VANGUARD WORLD FD ESG INTL STK ETF 921910725 1751 30616 SH SOLE 0 0 0 30616