Oakmont Advisory Group, LLC
119 holdingsFiling period: 2026-03-31Current AUM: $105.9Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | 22.1K | $13.2M | $15.2M | 14.30% | +3.1K | 2026-03-31 |
| 2 | DFUS | DIMENSIONAL ETF TRUST | 75.7K | $5.4M | $6.2M | 5.83% | +26.5K | 2026-03-31 |
| 3 | VEA | VANGUARD TAX-MANAGED FDS | 65.8K | $4.2M | $4.6M | 4.39% | +12.8K | 2026-03-31 |
| 4 | VWO | VANGUARD INTL EQUITY INDEX F | 68.8K | $3.7M | $4.0M | 3.82% | +18.0K | 2026-03-31 |
| 5 | QQQ | INVESCO QQQ TR | 6.2K | $3.6M | $4.3M | 4.03% | +919 | 2026-03-31 |
| 6 | ICSH | ISHARES TR | 65.5K | $3.3M | $3.3M | 3.13% | +18.0K | 2026-03-31 |
| 7 | DFAS | DIMENSIONAL ETF TRUST | 38.3K | $2.7M | $3.1M | 2.93% | +3.6K | 2026-03-31 |
| 8 | VCIT | VANGUARD SCOTTSDALE FDS | 28.3K | $2.3M | $2.3M | 2.17% | +832 | 2026-03-31 |
| 9 | VIG | VANGUARD SPECIALIZED FUNDS | 9.7K | $2.1M | $2.3M | 2.19% | +1.8K | 2026-03-31 |
| 10 | BND | VANGUARD BD INDEX FDS | 24.2K | $1.8M | $1.8M | 1.65% | +2.7K | 2026-03-31 |
| 11 | RSP | INVESCO EXCHANGE TRADED FD T | 7.7K | $1.5M | $1.6M | 1.55% | -11,124 | 2026-03-31 |
| 12 | CWB | SPDR SERIES TRUST | 15.5K | $1.4M | $1.6M | 1.49% | +1.9K | 2026-03-31 |
| 13 | VMBS | VANGUARD SCOTTSDALE FDS | 30.0K | $1.4M | $1.4M | 1.30% | +848 | 2026-03-31 |
| 14 | BIV | VANGUARD BD INDEX FDS | 15.2K | $1.2M | $1.1M | 1.08% | +57 | 2026-03-31 |
| 15 | VGLT | VANGUARD SCOTTSDALE FDS | 21.0K | $1.2M | $1.1M | 1.04% | -137 | 2026-03-31 |
| 16 | VGIT | VANGUARD SCOTTSDALE FDS | 19.3K | $1.1M | $1.1M | 1.06% | +582 | 2026-03-31 |
| 17 | JNK | SPDR SERIES TRUST | 11.5K | $1.1M | $1.1M | 1.04% | -1,766 | 2026-03-31 |
| 18 | BNDX | VANGUARD CHARLOTTE FDS | 22.8K | $1.1M | $1.1M | 1.03% | +3.9K | 2026-03-31 |
| 19 | SHYG | ISHARES TR | 24.9K | $1.1M | $1.1M | 0.99% | -4,218 | 2026-03-31 |
| 20 | VYM | VANGUARD WHITEHALL FDS | 6.3K | $939K | $1.0M | 0.97% | -94 | 2026-03-31 |
| 21 | VB | VANGUARD INDEX FDS | 3.3K | $870K | $980K | 0.93% | +675 | 2026-03-31 |
| 22 | VO | VANGUARD INDEX FDS | 3.0K | $857K | $966K | 0.91% | +640 | 2026-03-31 |
| 23 | PFF | ISHARES TR | 27.9K | $846K | $850K | 0.80% | +9.2K | 2026-03-31 |
| 24 | VNQ | VANGUARD INDEX FDS | 9.5K | $843K | $940K | 0.89% | +2.1K | 2026-03-31 |
| 25 | XLP | SELECT SECTOR SPDR TR | 10.3K | $842K | $874K | 0.82% | +170 | 2026-03-31 |
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