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Ishares Tr fund shares owned by Oakmont Advisory Group

Quarter-by-quarter ownership of Ishares Tr fund (BGRN) shares owned by Oakmont Advisory Group from 13F filings

Historical chart of Oakmont Advisory Group investment in Ishares Tr fund

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr fund held by Oakmont Advisory Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr fund by Oakmont Advisory Group

Quarter filed Position value Share count Share price at filing
2026-06-30 $12k 247 47.49

More positions owned by Oakmont Advisory Group

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Dimensional Etf Trust Us Equity Market (DFUS)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr Ultra Short Dur (ICSH)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Spdr Series Trust State Street Spd (CWB)
Vanguard Bd Index Fds Intermed Term (BIV)
Spdr Series Trust State Street Spd (JNK)

View all positions for Oakmont Advisory Group

Top funds holding Ishares Tr fund

Betterment
Mercer Global Advisors
Empower Advisory Group
SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY
Bank of America Corporation
Royal Bank of Canada
Francis Financial
LPL Financial
Impact Investors
Creative Planning
Seeds Investor
Envestnet Asset Management
Assetmark
Bank of New York Mellon
Raymond James Financial

View all funds holding Ishares Tr fund