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Flexshares Tr hig yld vl etf shares owned by Oakmont Advisory Group

Quarter-by-quarter ownership of Flexshares Tr hig yld vl etf (HYGV) shares owned by Oakmont Advisory Group from 13F filings

Historical chart of Oakmont Advisory Group investment in Flexshares Tr hig yld vl etf

Tip: Access up to 7 years of quarterly data

All positions including Flexshares Tr hig yld vl etf held by Oakmont Advisory Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Flexshares Tr hig yld vl etf by Oakmont Advisory Group

Quarter filed Position value Share count Share price at filing
2026-03-31 $435k 11k 40.06
2025-12-31 $384k 9.4k 40.74

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)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Ultra Short Dur (ICSH)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Vanguard Specialized Funds Div App Etf (VIG)
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 Scottsdale Fds Mtg-bkd Secs Etf (VMBS)
Vanguard Bd Index Fds Intermed Term (BIV)
Vanguard Scottsdale Fds Long Term Treas (VGLT)

View all positions for Oakmont Advisory Group

Top funds holding Flexshares Tr hig yld vl etf

Northern Trust
Envestnet Asset Management
Morgan Stanley
Bank of America Corporation
Envestnet Portfolio Solutions
United Bank
Boltwood Capital Management
Mml Investors Services
Spartan Wealth Advisory Services
Financial Network Wealth Management
Pinnacle Financial Partners
LPL Financial
Horizon Bancorp
First United Bank & Trust
Thrive Capital Management

View all funds holding Flexshares Tr hig yld vl etf