Oakmont Advisory Group »

Rfdi etf shares owned by Oakmont Advisory Group

Quarter-by-quarter ownership of Rfdi etf (RFDI) shares owned by Oakmont Advisory Group from 13F filings

Historical chart of Oakmont Advisory Group investment in Rfdi etf

Tip: Access up to 7 years of quarterly data

All positions including Rfdi etf held by Oakmont Advisory Group consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Rfdi etf by Oakmont Advisory Group

Quarter filed Position value Share count Share price at filing
2026-06-30 $25k 289 87.15

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 Rfdi etf

Morgan Stanley
Cetera Investment Advisers
Per Stirling Capital Management
Envestnet Asset Management
Prospera Financial Services
RiverFront Investment Group
Branch Banking & Trust Company
Royal Bank of Canada
UBS Group
Jane Street
HPM Partners
LPL Financial
Claris Financial
Baird Financial
Raymond James Financial

View all funds holding Rfdi etf