Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| SILVER OAK ADVISORY GROUP INC | 08-01-2024 | 06-30-2024 | 64 | 180,065,000 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | 1 | $37,207,000 | 516,406 | 20.66 | 20.43 | 15,316 | 3.06 | 06-30-2024 |
| VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | 2 | $21,497,000 | 441,705 | 11.94 | 11.74 | 16,395 | 3.85 | 06-30-2024 |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | 3 | $14,153,000 | 184,530 | 7.86 | 7.78 | 3,797 | 2.10 | 06-30-2024 |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | 4 | $11,814,000 | 235,776 | 6.56 | 6.44 | 8,895 | 3.92 | 06-30-2024 |
