Oakmont Partners LLC
Q1 2018 13F Holdings
- Locationpeabody, MA
- Num holdings
92
- Value ($000)
$193,900
- Date Filed 04/10/2018
- Form type13F-HR
- CIK 0001631353
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2018 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
M SPDR S&P MIDCAP 400 ETF TR | UTSER1 S&PDCRP | 78467Y107 | $17.83M | 9 % | 52,170 | ||
E ISHARES TR | MSCI EAFE ETF | 464287465 | $15.55M | 8 % | 223,209 | ||
I ISHARES TR | RUS 1000 GRW ETF | 464287614 | $13.34M | 7 % | 97,996 | ||
POWERSHARES ETF TRUST II | SENIOR LN PORT | 73936Q769 | $10.30M | 5 % | 445,524 | ||
E ISHARES TR | MSCI EMG MKT ETF | 464287234 | $9.10M | 5 % | 188,542 | ||
I ISHARES TR | RUSSELL 2000 ETF | 464287655 | $8.77M | 5 % | 57,791 | ||
P ISHARES TR | S&P US PFD STK | 464288687 | $8.62M | 4 % | 229,619 | ||
V VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | 92206C409 | $7.88M | 4 % | 100,441 | ||
K SPDR SER TR | BLOOMBERG SRT TR | 78468R408 | $7.85M | 4 % | 286,921 | ||
R SPDR INDEX SHS FDS | DJ GLB RL ES ETF | 78463X749 | $6.36M | 3 % | 137,533 |
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