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Oakmont Advisory Group, LLC

Portfolio Manager
Oakmont Advisory Group, LLC
Performance
0% (N/A)
AUM (13F)
$98.20M
# of Holdings
119
Performance Rank
N/A
Allocation (Top 20)
55.3%

Oakmont Advisory Group, LLC Holdings Map

Top 50 Oakmont Advisory Group, LLC Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
VOO
VANGUARD INDEX FDS
13.43%22.1K$13.2M
+16.37%(+3.10K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 19.0K shares2026-Q1: 22.1K shares
$618.71(+10.69%)
2026-03-31
DFUS
DIMENSIONAL ETF TRUST
5.46%75.7K$5.4M
+53.99%(+26.52K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 49.1K shares2026-Q1: 75.7K shares
$73.04(+11.74%)
2026-03-31
VEA
VANGUARD TAX-MANAGED FDS
4.3%65.8K$4.2M
+24.05%(+12.76K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 53.1K shares2026-Q1: 65.8K shares
$61.60(+14.95%)
2026-03-31
VWO
VANGUARD INTL EQUITY INDEX F
3.79%68.8K$3.7M
+35.47%(+18.02K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 50.8K shares2026-Q1: 68.8K shares
$53.95(+9.43%)
2026-03-31
QQQ
INVESCO QQQ TR
3.64%6.2K$3.6M
+17.41%(+919)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 5.3K shares2026-Q1: 6.2K shares
$605.62(+17.66%)
2026-03-31
ICSH
ISHARES TR
3.38%65.5K$3.3M
+37.81%(+17.97K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 47.5K shares2026-Q1: 65.5K shares
$50.65(-0.41%)
2026-03-31
DFAS
DIMENSIONAL ETF TRUST
2.78%38.3K$2.7M
+10.35%(+3.60K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 34.7K shares2026-Q1: 38.3K shares
$69.19(+17.83%)
2026-03-31
VCIT
VANGUARD SCOTTSDALE FDS
2.38%28.3K$2.3M
+3.03%(+832)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 27.4K shares2026-Q1: 28.3K shares
$83.91(-1.87%)
2026-03-31
VIG
VANGUARD SPECIALIZED FUNDS
2.13%9.7K$2.1M
+22.98%(+1.81K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 7.9K shares2026-Q1: 9.7K shares
$217.72(+9.60%)
2026-03-31
BND
VANGUARD BD INDEX FDS
1.82%24.2K$1.8M
+12.60%(+2.71K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 21.5K shares2026-Q1: 24.2K shares
$74.18(-1.44%)
2026-03-31

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