Oakmont Advisory Group, LLC
459 holdingsFiling period: 2026-06-30Current AUM: $117.8Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard Index Fds | 21.8K | $15.0M | $14.8M | 12.53% | -227 | 2026-06-30 |
| 2 | DFUS | Dimensional ETF Trust | 74.1K | $6.1M | $5.9M | 5.04% | -1,507 | 2026-06-30 |
| 3 | VEA | Vanguard Tax-Managed Fds | 67.2K | $4.8M | $4.6M | 3.88% | +1.4K | 2026-06-30 |
| 4 | QQQ | Invesco Qqq TR | 5.7K | $4.2M | $3.8M | 3.19% | -469 | 2026-06-30 |
| 5 | VWO | Vanguard Intl Equity Index F | 70.0K | $4.2M | $3.9M | 3.29% | +1.2K | 2026-06-30 |
| 6 | ICSH | iShares TR | 80.8K | $4.1M | $4.1M | 3.46% | +15.3K | 2026-06-30 |
| 7 | DFAS | Dimensional ETF Trust | 39.2K | $3.2M | $3.1M | 2.59% | +828 | 2026-06-30 |
| 8 | VIG | Vanguard Specialized Funds | 10.2K | $2.4M | $2.5M | 2.12% | +530 | 2026-06-30 |
| 9 | VCIT | Vanguard Scottsdale Fds | 27.9K | $2.3M | $2.2M | 1.89% | -320 | 2026-06-30 |
| 10 | VMBS | Vanguard Scottsdale Fds | 36.2K | $1.7M | $1.6M | 1.40% | +6.1K | 2026-06-30 |
| 11 | BND | Vanguard BD Index Fds | 22.7K | $1.7M | $1.6M | 1.38% | -1,518 | 2026-06-30 |
| 12 | RSP | Invesco Exchange Traded FD T | 7.8K | $1.7M | $1.7M | 1.43% | +145 | 2026-06-30 |
| 13 | CWB | Spdr Series Trust | 13.9K | $1.5M | $1.3M | 1.08% | -1,589 | 2026-06-30 |
| 14 | BIV | Vanguard BD Index Fds | 16.0K | $1.2M | $1.2M | 1.01% | +773 | 2026-06-30 |
| 15 | JNK | Spdr Series Trust | 12.6K | $1.2M | $1.2M | 0.99% | +1.1K | 2026-06-30 |
| 16 | VGIT | Vanguard Scottsdale Fds | 20.5K | $1.2M | $1.2M | 1.00% | +1.1K | 2026-06-30 |
| 17 | VYM | Vanguard Whitehall Fds | 7.0K | $1.1M | $1.1M | 0.94% | +645 | 2026-06-30 |
| 18 | VGLT | Vanguard Scottsdale Fds | 19.7K | $1.1M | $1.0M | 0.88% | -1,279 | 2026-06-30 |
| 19 | SHYG | iShares TR | 25.1K | $1.1M | $1.0M | 0.88% | +172 | 2026-06-30 |
| 20 | VB | Vanguard Index Fds | 3.3K | $1.0M | $952K | 0.81% | +13 | 2026-06-30 |
| 21 | VO | Vanguard Index Fds | 12.1K | $976K | $962K | 0.82% | +9.1K | 2026-06-30 |
| 22 | VCSH | Vanguard Scottsdale Fds | 12.3K | $974K | $959K | 0.81% | +3.0K | 2026-06-30 |
| 23 | XLV | Select Sector Spdr TR | 6.0K | $958K | $1.1M | 0.95% | +344 | 2026-06-30 |
| 24 | HYD | VanEck ETF Trust | 18.4K | $949K | $917K | 0.78% | +4.7K | 2026-06-30 |
| 25 | VNQ | Vanguard Index Fds | 9.8K | $949K | $942K | 0.80% | +336 | 2026-06-30 |
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