SILVER OAK WEALTH ADVISORS SERVICES, LLC
Nilai portofolio QoQ: +8.5% 13F tidak mengungkapkan kas
Berdasarkan kepemilikan ekuitas jangka panjang 13F saja (kas, obligasi, posisi jual tidak diungkapkan)
Perputaran Q2 2026: 3,23% Perkiraan pembelian $5.185.378 · penjualan $5.299.841
Kepemilikan median: 6,0 kuartal Dilacak Q1 2025–Q2 2026 · 95,2% masih dipegang
Rincian sektor
Portofolio lengkap 40 posisi
| Tipe | Rentetan | Tren 8 kuartal | |||||
|---|---|---|---|---|---|---|---|
| VTIP | $34.321.165 | 20,55% | 683.280 | $2.912.234 | Naik ×5 | ||
| GSIE | $32.240.018 | 19,30% | 705.471 | $1.482.862 | Turun ×3 | ||
| ESGV | $19.191.799 | 11,49% | 145.129 | $2.564.963 | Turun ×1 | ||
| DUHP | $12.201.340 | 7,30% | 292.388 | $1.674.987 | Naik ×2 | ||
| AVLV | $9.143.756 | 5,47% | 100.249 | $358.271 | Turun ×1 | ||
| AVEM | $8.790.673 | 5,26% | 91.105 | $813.269 | Turun ×3 | ||
| IMCG | $8.303.218 | 4,97% | 84.468 | $1.337.068 | Turun ×1 | ||
| DFGX | $4.907.591 | 2,94% | 91.577 | $100.359 | Turun ×1 | ||
| VCSH | $4.275.424 | 2,56% | 54.099 | $957.232 | Naik ×3 | ||
| AVUV | $4.048.677 | 2,42% | 32.452 | $194.464 | Turun ×1 | ||
| ESGD | $3.621.135 | 2,17% | 35.222 | $279.807 | Naik ×2 | ||
| CMF | $3.485.118 | 2,09% | 60.464 | $-298.119 | Turun ×2 | ||
| JMUB | $3.190.314 | 1,91% | 62.975 | $16.599 | Turun ×1 | ||
| VCIT | $3.012.769 | 1,80% | 36.452 | $180.615 | Naik ×1 | ||
| AAPL | $1.858.059 | 1,11% | 6.421 | $177.647 | Turun ×2 | ||
| ESGE | $1.710.604 | 1,02% | 31.278 | $293.922 | Naik ×1 | ||
| QQQ | $1.421.473 | 0,85% | 1.930 | $307.342 | |||
| VTI | $1.298.389 | 0,78% | 3.509 | $139.248 | Turun ×3 | ||
| VIG | $1.235.343 | 0,74% | 5.221 | $102.921 | Turun ×1 | ||
| STIP | $1.222.344 | 0,73% | 11.965 | $-1.026.017 | Turun ×2 | ||
| VEA | $905.659 | 0,54% | 12.711 | $88.703 | Turun ×4 | ||
| NVDA | $834.966 | 0,50% | 4.173 | $107.734 | Naik ×1 | ||
| SCHG | $666.433 | 0,40% | 19.694 | $92.757 | |||
| SUB | $554.176 | 0,33% | 5.205 | $-157 | |||
| MSFT | $488.988 | 0,29% | 1.311 | $4.088 | Naik ×1 | ||
| RSP | $445.540 | 0,27% | 2.094 | $43.660 | |||
| VUG | $375.226 | 0,22% | 4.356 | $58.116 | Naik ×1 | ||
| VOO | $353.906 | 0,21% | 515 | $-1.666 | Turun ×1 | ||
| IGM | $294.444 | 0,18% | 1.800 | $81.126 | |||
| VYM | $283.375 | 0,17% | 1.793 | $17.807 | |||
| DFEM | $280.416 | 0,17% | 6.900 | $42.021 | |||
| IVOV | $257.203 | 0,15% | 2.255 | $27.328 | |||
| CSCO | $256.415 | 0,15% | 2.183 | Naik ×1 | |||
| SCHD | $251.682 | 0,15% | 7.937 | $8.175 | |||
| ORCL | $225.687 | 0,14% | 1.540 | $-3.216 | Turun ×1 | ||
| VGIT | $224.478 | 0,13% | 3.806 | $-204 | Naik ×1 | ||
| VBR | $219.782 | 0,13% | 904 | ||||
| AGG | $218.915 | 0,13% | 2.212 | Naik ×1 | |||
| VCEB | $214.953 | 0,13% | 3.425 | $-240 | |||
| SHV | $202.269 | 0,12% | 1.833 | $-14.095 | Turun ×1 | ||
| Tidak ada hasil | |||||||
Kepemilikan dengan keyakinan
Posisi meningkat selama 3+ kuartal berturut-turut.
Jumlah saham dilaporkan dalam pengajuan 13F (tidak disesuaikan split)
Taruhan baru terbesar
Posisi baru dibuka kuartal ini, terbesar diurutkan pertama.
Penggerak teratas (QoQ)
| Sekuritas | Aksi | Saham Δ | Nilai Δ |
|---|---|---|---|
| VTIP | Beli lebih banyak | +54K | +$2.9M |
| ESGV | Dipangkas | -3K | +$2.6M |
| DUHP | Beli lebih banyak | +6K | +$1.7M |
| GSIE | Dipangkas | -8K | +$1.5M |
| IMCG | Dipangkas | -4K | +$1.3M |
| STIP | Dipangkas | -10K | -$1.0M |
| VCSH | Beli lebih banyak | +12K | +$957K |
| AVEM | Dipangkas | -8K | +$813K |
| AVLV | Dipangkas | -9K | +$358K |
| QQQ | Hanya pergerakan harga | +0 | +$307K |
Posisi yang keluar
Termasuk peristiwa perusahaan (merger, delisting) — tidak semua keluar adalah penjualan
Posisi tertutup mencerminkan perubahan pelaporan 13F; bagi manajer indeks, ini sering kali mekanis (penghapusan pencatatan, M&A, penyeimbangan ulang indeks), bukan keputusan aktif.