Universe · entity
SilverOak Wealth Management LLC
Institutional manager (13F) · CIK 1764766
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $602M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | VANGUARD INDEX FDS | $94M | 157,644 |
| 2 | VANGUARD INDEX FDS | $73M | 253,783 |
| 3 | ISHARES TR | $64M | 566,951 |
| 4 | SPDR SERIES TRUST | $62M | 637,452 |
| 5 | ISHARES TR | $52M | 418,893 |
| 6 | VANGUARD TAX-MANAGED FDS | $37M | 574,475 |
| 7 | SPDR SERIES TRUST | $24M | 416,949 |
| 8 | ISHARES TR | $21M | 99,931 |
| 9 | VANGUARD INTL EQUITY INDEX F | $19M | 360,108 |
| 10 | ISHARES TR | $13M | 51,851 |
| 11 | SPDR SERIES TRUST | $12M | 251,695 |
| 12 | 3M CO | $11M | 76,387 |
| 13 | J P MORGAN EXCHANGE TRADED F | $10M | 131,306 |
| 14 | CAPITAL GROUP NEW GEOGRAPHY | $9M | 297,548 |
| 15 | FIDELITY MERRIMACK STR TR | $8M | 171,163 |
| 16 | VANGUARD INDEX FDS | $7M | 20,695 |
| 17 | CMS ENERGY CORP | $5M | 68,825 |
| 18 | APPLE INC | $5M | 19,928 |
| 19 | FULLER H B CO | $5M | 75,669 |
| 20 | VANGUARD INDEX FDS | $5M | 25,127 |
| 21 | ISHARES TR | $4M | 10,390 |
| 22 | VANGUARD INTL EQUITY INDEX F | $4M | 28,480 |
| 23 | ECOLAB INC | $4M | 13,497 |
| 24 | META PLATFORMS INC | $4M | 6,152 |
| 25 | VANGUARD INDEX FDS | $3M | 12,129 |
| 26 | VANGUARD INDEX FDS | $3M | 10,286 |
| 27 | ISHARES TR | $3M | 4,476 |
| 28 | NUSHARES ETF TR | $3M | 61,746 |
| 29 | ISHARES TR | $2M | 11,295 |
| 30 | VANGUARD STAR FDS | $2M | 30,252 |
| 31 | ROCKWELL AUTOMATION INC | $2M | 6,390 |
| 32 | DOUBLELINE ETF TRUST | $2M | 49,553 |
| 33 | ISHARES SILVER TR | $2M | 32,681 |
| 34 | DOUBLELINE ETF TRUST | $2M | 89,383 |
| 35 | PGIM ETF TR | $2M | 52,068 |
| 36 | J P MORGAN EXCHANGE TRADED F | $2M | 30,260 |
| 37 | NVIDIA CORPORATION | $2M | 11,562 |
| 38 | ISHARES TR | $2M | 8,901 |
| 39 | AMAZON COM INC | $2M | 7,973 |
| 40 | ISHARES TR | $2M | 24,274 |
| 41 | ALPHABET INC | $2M | 5,588 |
| 42 | MICROSOFT CORP | $2M | 4,053 |
| 43 | ISHARES TR | $1M | 3,666 |
| 44 | ISHARES TR | $1M | 4,260 |
| 45 | TARGET CORP | $1M | 10,749 |
| 46 | UNITEDHEALTH GROUP INC | $1M | 4,789 |
| 47 | HORMEL FOODS CORP | $1M | 55,287 |
| 48 | ALPHABET INC | $1M | 4,217 |
| 49 | VANGUARD BD INDEX FDS | $1M | 15,595 |
| 50 | VANGUARD INTL EQUITY INDEX F | $1M | 7,340 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.