SILVER OAK WEALTH ADVISORS SERVICES, LLC

Q4 2024 13F Combination Report, Stock Holdings

Signature - Title
Laura Robayo - Chief Compliance Officer
Location
Los Angeles, CA
Holdings as of
31 Dec 2024
Value $
$111,273,528
Num holdings
40
Filing time
13 Mar 2025, 14:14:31 UTC
Form type
13F-HR
Description
A portion of the US holdings for this investor are reported in this report and a portion are reported by other reporting manager(s). Top holdings included ESGV, VTIP, GSIE, AVLV, and IMCG.
Next filing
Q1 2025 - 28 Apr 2025
SEC
View on sec.gov
Sym Weight Trade Impact Company Class Share Change Activity Value Change $ Value $ * Price $ Shares Principal
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.

Person Signing this Report on Behalf of Reporting Manager:

Name Title City, State Date
Laura Robayo Chief Compliance Officer Los Angeles, California 13 Mar 2025

List of Other Managers Reporting for SILVER OAK WEALTH ADVISORS SERVICES, LLC:

Name Holdings Value Location File Number
PARAMETRIC PORTFOLIO ASSOCIATES LLC Seattle, WA 028-04558