SilverOak Wealth Management LLC

13F Filings History

Latest 13F report
Q3 2024 - Nov 1, 2024
Value $
$446M
Signature - Title
Shannon A. King - President & CCO
Location
Edina, MN
Summary
This page shows a list of all the recent 13F filings made by SilverOak Wealth Management LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. SilverOak Wealth Management LLC reported 94 stock holdings with total value $446M as of Q3 2024. Top holdings included VOO, IVW, VO, SPYG, and IJR.
Holdings Value

List of Other Managers Reporting for SilverOak Wealth Management LLC:

Name Holdings Value Location File Number
BlackRock Inc. $4.41T New York, NY 028-12019
TRILLIUM ASSET MANAGEMENT, LLC $4.07B Boston, MA 028-03125
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 94 $446M +$6.98M -$6.59M +$393K VOO, IVW, VO, SPYG, IJR 13F-HR 11/1/2024, 03:45 PM
Q2 2024 95 $416M +$9.95M -$2.43M +$7.52M VOO, IVW, VO, SPYG, IJR 13F-HR 8/8/2024, 04:30 PM
Q1 2024 94 $403M +$9.42M -$4.27M +$5.15M VOO, IVW, VO, SPYG, IJR 13F-HR 5/7/2024, 03:40 PM
Q4 2023 85 $370M $0 $0 VOO, IVW, VO, IJR, SPYG 13F-HR 2/14/2024, 01:08 PM