Fund HoldingsSILVER OAK SECURITIES, INCORPORATED

Total Portfolio Value
$946.97M
Total Bought
$320.63M
Total Sold
$51.66M
Net Transaction
+$268.97M
Filing Period:
Securities
SharesValue ($K)
Q2 2024
Q3 2024
Change
Q2 2024
Q3 2024
Weight (%)
Change
SPDR SER TR
ST STR BLO 1 ETF
079,151+79,15107,1330.75%+7,133
VANECK MERK GOLD ETF(OUNZ)0276,303+276,30307,0760.75%+7,076
ISHARES TR
0-5 YR TIPS ETF
0177,497+177,497017,9981.90%+17,998
NORTHERN LTS FD TR IV
INSPIRE 500 ETF
026,712+26,71205,6940.60%+5,694
INVESCO QQQ TR22,15132,807+10,65610,61315,9481.68%+5,335
TIMOTHY PLAN0112,135+112,13504,9190.52%+4,919
VANGUARD INDEX FDS29,75945,119+15,3607,96112,7261.34%+4,765
APPLE INC(AAPL)64,37879,514+15,13613,55917,9731.90%+4,414
ISHARES TR38,55680,404+41,8483,5687,6560.81%+4,088
AMERICAN CENTY ETF TR094,570+94,57009,0370.95%+9,037
SPDR SER TR
ST STR R1K LOWV
023,645+23,64503,9910.42%+3,991
SCHWAB STRATEGIC TR0130,390+130,390010,8241.14%+10,824
NVIDIA CORPORATION(NVDA)70,286102,999+32,7138,68312,4851.32%+3,802
SPDR S&P 500 ETF TR(SPY)7,98314,147+6,1644,3448,0590.85%+3,715
VANGUARD BD INDEX FDS0140,536+140,536010,5801.12%+10,580
ISHARES TR012,296+12,29604,5940.49%+4,594
FIRST TR EXCHANGE-TRADED FD0426,587+426,587038,6494.08%+38,649
SPDR SER TR
ST STR P500VAL
0188,571+188,57109,8711.04%+9,871
VICTORY PORTFOLIOS II
VCSHS US EQ INCM
0498,837+498,837032,3303.41%+32,330
SCHWAB STRATEGIC TR058,030+58,03003,1140.33%+3,114
ISHARES TR47,89569,468+21,5735,3838,3050.88%+2,922
SPDR GOLD TR(GLD)020,420+20,42004,6620.49%+4,662
CAPITAL GROUP DIVIDEND VALUE
SHS CREAT UNIT
333,806380,617+46,81111,01613,8851.47%+2,869
JANUS DETROIT STR TR
HENDRSON AAA CL
161,087216,371+55,2848,19611,0111.16%+2,815
WISDOMTREE TR(WT)0244,867+244,867012,3001.30%+12,300
SPDR SER TR
ST STR P500GRW
137,915166,594+28,67911,05113,7421.45%+2,691
VANGUARD BD INDEX FDS036,683+36,68302,8900.31%+2,890
VANECK ETF TRUST
MRNGSTR WDE MOAT
059,743+59,74305,6800.60%+5,680
FIDELITY MERRIMACK STR TR0129,638+129,63806,0740.64%+6,074
AMERICAN CENTY ETF TR056,826+56,82602,4210.26%+2,421
ISHARES TR
MSCI USA QLT FCT
015,627+15,62702,7920.29%+2,792
AMERICAN CENTY ETF TR024,393+24,39302,3140.24%+2,314
SPDR SER TR
ST STR P500ETF
63,34696,111+32,7654,0546,3040.67%+2,250
SCHWAB STRATEGIC TR047,401+47,40102,3250.25%+2,325
ISHARES TR014,564+14,56402,1920.23%+2,192
VANGUARD WORLD FD019,692+19,69202,4270.26%+2,427
BROADCOM INC(AVGO)72319,038+18,3151,1613,2540.34%+2,092
VANGUARD INDEX FDS018,670+18,67004,4200.47%+4,420
PACER FDS TR
LUNT LRGCP MULTI
048,173+48,17302,3810.25%+2,381
CATERPILLAR INC(CAT)022,524+22,52408,8060.93%+8,806
SCHWAB STRATEGIC TR037,986+37,98602,5160.27%+2,516
PROCTER AND GAMBLE CO(PG)022,254+22,25403,8440.41%+3,844
PUTNAM ETF TRUST047,890+47,89001,7850.19%+1,785
VANGUARD WORLD FD
CONSUM DIS ETF
05,129+5,12901,7510.18%+1,751
INVESCO EXCH TRADED FD TR II034,584+34,58401,7430.18%+1,743
FIRST TR EXCHANGE-TRADED FD067,568+67,56802,0980.22%+2,098
PACER FDS TR
LUNT LRG CP ALTR
054,720+54,72002,0820.22%+2,082
ISHARES TR028,695+28,69502,8950.31%+2,895
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
020,062+20,06203,5900.38%+3,590
CAPITAL GRP FIXED INCM ETF T
US MULTI-SECTOR
152,166210,146+57,9804,0965,8080.61%+1,712
J P MORGAN EXCHANGE TRADED F
ULTRA SHRT ETF
032,450+32,45001,6470.17%+1,647
INVESCO EXCHANGE TRADED FD T
S&P500 PUR VAL
018,066+18,06601,6060.17%+1,606
ISHARES TR035,858+35,85804,1780.44%+4,178
FIRST TR EXCHANGE-TRADED FD
RISNG DIVD ACHIV
0204,727+204,727012,0691.27%+12,069
FRANKLIN TEMPLETON ETF TR
INCOME EQT FOCUS
025,579+25,57901,4930.16%+1,493
SELECT SECTOR SPDR TR
ST STR DISCR ETF
07,311+7,31101,4680.16%+1,468
PACER FDS TR
LUNT MDCAP MLT
039,261+39,26101,8140.19%+1,814
INTERACTIVE BROKERS GROUP IN(IBKR)010,526+10,52601,4440.15%+1,444
BJS WHSL CLUB HLDGS INC(BJ)017,340+17,34001,4220.15%+1,422
ISHARES GOLD TR(IAU)040,987+40,98702,0530.22%+2,053
TAIWAN SEMICONDUCTOR MFG LTD(TSM)08,555+8,55501,5140.16%+1,514
MICROSOFT CORP(MSFT)15,63719,790+4,1536,9898,3860.89%+1,397
TJX COS INC NEW(TJX)013,274+13,27401,5570.16%+1,557
HOWMET AEROSPACE INC(HWM)014,434+14,43401,4280.15%+1,428
ARISTA NETWORKS INC03,750+3,75001,4260.15%+1,426
ISHARES TR
MSCI INDIA ETF
022,449+22,44901,3270.14%+1,327
VANGUARD TAX-MANAGED FDS86,455105,641+19,1864,2735,5970.59%+1,324
PROSHARES TR
BITCOIN ETF
064,544+64,54401,2830.14%+1,283
INVESCO EXCHANGE TRADED FD T
ZACKS MID CAP
011,808+11,80801,2770.13%+1,277
VANGUARD BD INDEX FDS016,647+16,64701,2560.13%+1,256
AMAZON COM INC(AMZN)42,33850,231+7,8938,1829,4180.99%+1,236
FIRST TR EXCHNG TRADED FD VI
FT VEST US EQT
034,000+34,00001,2240.13%+1,224
FIRST TR EXCHNG TRADED FD VI
FT VEST US EQT
035,170+35,17001,2210.13%+1,221
ISHARES TR015,400+15,40001,2150.13%+1,215
ETF SER SOLUTIONS
APTUS COLLRD INV
204,458224,853+20,3957,6948,9020.94%+1,208
FIRST TR EXCHANGE-TRADED FD
FST LOW OPPT EFT
094,410+94,41004,6630.49%+4,663
ISHARES TR
MSCI USA MIN ETF
19,97531,510+11,5351,6772,8690.30%+1,192
ISHARES TR
MSCI INDIA SM CP
013,722+13,72201,1790.12%+1,179
INVESCO EXCHANGE TRADED FD T
DORSEY WRGT INDS
014,845+14,84502,2600.24%+2,260
SCHWAB STRATEGIC TR070,533+70,53305,8610.62%+5,861
FIRST TR EXCHANGE-TRADED FD
FT VEST S&P 500
36,21554,945+18,7301,8302,9850.32%+1,155
RESMED INC(RMD)04,833+4,83301,1550.12%+1,155
FIRST TR LRGE CP CORE ALPHA
COM SHS
0145,862+145,862015,1581.60%+15,158
PARKER-HANNIFIN CORP(PH)01,776+1,77601,1240.12%+1,124
ISHARES TR019,955+19,95501,9630.21%+1,963
SCHWAB STRATEGIC TR15,36643,201+27,8355381,6220.17%+1,083
NORTHERN LTS FD TR IV
INSPIRE INTL ETF
034,499+34,49901,1230.12%+1,123
BERKSHIRE HATHAWAY INC DEL08,931+8,93103,9760.42%+3,976
NORTHERN LTS FD TR IV
INSPIRE CORP BD
060,079+60,07901,4480.15%+1,448
SCHWAB STRATEGIC TR030,517+30,51701,0730.11%+1,073
SPDR SER TR
ST STR AGGRE ETF
052,032+52,03201,3640.14%+1,364
FIRST TR EXCHNG TRADED FD VI
FT VEST U.S.
030,541+30,54101,1930.13%+1,193
DIMENSIONAL ETF TRUST
INTERNATNAL VAL
035,337+35,33701,1770.12%+1,177
FIRST TR EXCHNG TRADED FD VI
FT VEST INT EQ M
043,945+43,94501,0060.11%+1,006
INVESCO EXCHANGE TRADED FD T
DORSEY WRGT CSMR
021,791+21,79102,2700.24%+2,270
KLA CORP(KLAC)01,368+1,36801,0700.11%+1,070
PACER FDS TR
US CASH COWS 100
028,636+28,63601,6540.17%+1,654
SPDR SER TR
ST STR GLB DOW
016,809+16,80902,3260.25%+2,326
PROGRESSIVE CORP(PGR)04,924+4,92401,2360.13%+1,236
ISHARES TR054,581+54,58101,2790.14%+1,279
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