Top 50 Oakmont Advisory Group, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | 13.43% | 22.1K | $13.2M | +16.37%(+3.10K) | $618.71(+10.69%) | 2026-03-31 | |
| DFUS | DIMENSIONAL ETF TRUST | 5.46% | 75.7K | $5.4M | +53.99%(+26.52K) | $73.04(+11.74%) | 2026-03-31 | |
| VEA | VANGUARD TAX-MANAGED FDS | 4.3% | 65.8K | $4.2M | +24.05%(+12.76K) | $61.60(+14.95%) | 2026-03-31 | |
| VWO | VANGUARD INTL EQUITY INDEX F | 3.79% | 68.8K | $3.7M | +35.47%(+18.02K) | $53.95(+9.43%) | 2026-03-31 | |
| QQQ | INVESCO QQQ TR | 3.64% | 6.2K | $3.6M | +17.41%(+919) | $605.62(+17.66%) | 2026-03-31 | |
| ICSH | ISHARES TR | 3.38% | 65.5K | $3.3M | +37.81%(+17.97K) | $50.65(-0.41%) | 2026-03-31 | |
| DFAS | DIMENSIONAL ETF TRUST | 2.78% | 38.3K | $2.7M | +10.35%(+3.60K) | $69.19(+17.83%) | 2026-03-31 | |
| VCIT | VANGUARD SCOTTSDALE FDS | 2.38% | 28.3K | $2.3M | +3.03%(+832) | $83.91(-1.87%) | 2026-03-31 | |
| VIG | VANGUARD SPECIALIZED FUNDS | 2.13% | 9.7K | $2.1M | +22.98%(+1.81K) | $217.72(+9.60%) | 2026-03-31 | |
| BND | VANGUARD BD INDEX FDS | 1.82% | 24.2K | $1.8M | +12.60%(+2.71K) | $74.18(-1.44%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | — | — |
| Top 20 Holdings Unweighted | — | — |
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