Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| SILVER OAK SECURITIES INC | 05-10-2024 | 03-31-2024 | 480 | 653,465,424 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | EAFE GRWTH ETF | 101 | $1,937,104 | 18,664 | 0.00 | 0.00 | 511 | 2.81 | 03-31-2024 |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 102 | $1,892,656 | 45,311 | 0.00 | 0.00 | -8,529 | -15.84 | 03-31-2024 |
| T ROWE PRICE ETF INC | PRICE DIV GRWT | Liquidated | $0 | 0 | 0.30 | 0.30 | 0 | 0.00 | 12-31-2023 |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHRT INC | 104 | $1,854,380 | 36,757 | 0.00 | 0.00 | -963 | -2.55 | 03-31-2024 |
