Silver Oak Advisory Group Portfolio Shifts in Q2 2026
This quarter, Silver Oak Advisory Group's $246k portfolio saw significant changes with new positions and adjustments across various funds. The group notably increased holdings in Dimensional ETFs and Vanguard products while exiting some Schwab tactical funds.
By Insiderset.Aug 5, 2026, 10:45 PM
This quarter, Silver Oak Advisory Group's $246k portfolio saw significant changes with new positions and adjustments across various funds. The group notably increased holdings in Dimensional ETFs and Vanguard products while exiting some Schwab tactical funds.