0001085146-15-000922.txt : 20150413 0001085146-15-000922.hdr.sgml : 20150413 20150413164519 ACCESSION NUMBER: 0001085146-15-000922 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20150331 FILED AS OF DATE: 20150413 DATE AS OF CHANGE: 20150413 EFFECTIVENESS DATE: 20150413 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Oakmont Partners LLC CENTRAL INDEX KEY: 0001631353 IRS NUMBER: 204893886 STATE OF INCORPORATION: MA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-16362 FILM NUMBER: 15767119 BUSINESS ADDRESS: STREET 1: 112 WATER STREET STREET 2: SUITE 300 CITY: BOSTON STATE: MA ZIP: 02109 BUSINESS PHONE: 617.227.3170 MAIL ADDRESS: STREET 1: 112 WATER STREET STREET 2: SUITE 300 CITY: BOSTON STATE: MA ZIP: 02109 13F-HR 1 primary_doc.xml 13F-HR LIVE false true false 0001631353 XXXXXXXX 03-31-2015 03-31-2015 false Oakmont Partners LLC

112 WATER STREET SUITE 300 BOSTON MA 02109

13F HOLDINGS REPORT 028-16362 N John DeSimone 617-227-3170 /s/ John DeSimone Boston MA 04-13-2015 0 60 168238 INFORMATION TABLE 2 form13fInfoTable.xml DESCRIPTION FOR INFORMATION TABLE ALPS ETF TR ALERIAN MLP 00162Q866 7861 474442 SH SOLE 474442 0 0 APPLE INC COM 037833100 467 3753 SH SOLE 3753 0 0 AT&T INC COM 00206R102 396 12115 SH SOLE 12115 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 244 1688 SH SOLE 1688 0 0 CHEVRON CORP NEW COM 166764100 268 2556 SH SOLE 2556 0 0 EXXON MOBIL CORP COM 30231G102 944 11104 SH SOLE 11104 0 0 GENERAL ELECTRIC CO COM 369604103 453 18278 SH SOLE 18278 0 0 ISHARES EAFE SML CP ETF 464288273 814 16453 SH SOLE 16453 0 0 ISHARES IBOXX HI YD ETF 464288513 8197 90464 SH SOLE 90464 0 0 ISHARES INTERM CR BD ETF 464288638 914 8256 SH SOLE 8256 0 0 ISHARES 1-3 YR CR BD ETF 464288646 2321 21995 SH SOLE 21995 0 0 ISHARES U.S. PFD STK ETF 464288687 5616 140023 SH SOLE 140023 0 0 ISHARES USA ESG SLCT ETF 464288802 211 2459 SH SOLE 2459 0 0 ISHARES US HLTHCR PR ETF 464288828 493 3704 SH SOLE 3704 0 0 ISHARES TR TIPS BD ETF 464287176 895 7878 SH SOLE 7878 0 0 ISHARES TR CORE US AGGBD ET 464287226 304 2727 SH SOLE 2727 0 0 ISHARES TR MSCI EMG MKT ETF 464287234 7723 192457 SH SOLE 192457 0 0 ISHARES TR IBOXX INV CP ETF 464287242 9062 74458 SH SOLE 74458 0 0 ISHARES TR GLOBAL TECH ETF 464287291 253 2610 SH SOLE 2610 0 0 ISHARES TR MSCI EAFE ETF 464287465 9757 152052 SH SOLE 152052 0 0 ISHARES TR RUS MID-CAP ETF 464287499 1658 9577 SH SOLE 9577 0 0 ISHARES TR COHEN&STEER REIT 464287564 4752 46989 SH SOLE 46989 0 0 ISHARES TR U.S. CNSM SV ETF 464287580 808 5604 SH SOLE 5604 0 0 ISHARES TR RUS 1000 VAL ETF 464287598 1345 13045 SH SOLE 13045 0 0 ISHARES TR RUS 1000 GRW ETF 464287614 7163 72408 SH SOLE 72408 0 0 ISHARES TR RUS 1000 ETF 464287622 5416 46748 SH SOLE 46748 0 0 ISHARES TR RUS 2000 VAL ETF 464287630 1406 13626 SH SOLE 13626 0 0 ISHARES TR RUS 2000 GRW ETF 464287648 5059 33383 SH SOLE 33383 0 0 ISHARES TR RUSSELL 2000 ETF 464287655 7007 56341 SH SOLE 56341 0 0 ISHARES TR CORE S&P SCP ETF 464287804 293 2480 SH SOLE 2480 0 0 ISHARES TR FLTG RATE BD ETF 46429B655 253 4999 SH SOLE 4999 0 0 JOHNSON & JOHNSON COM 478160104 223 2218 SH SOLE 2218 0 0 MARKET VECTORS ETF TR AGRIBUS ETF 57060U605 535 9979 SH SOLE 9979 0 0 MARKET VECTORS ETF TR HG YLD MUN ETF 57060U878 234 7452 SH SOLE 7452 0 0 MICROSOFT CORP COM 594918104 237 5831 SH SOLE 5831 0 0 POWERSHARES ETF TRUST II SENIOR LN PORT 73936Q769 7758 322031 SH SOLE 322031 0 0 POWERSHARES GLOBAL ETF TRUST SOVEREIGN DEBT 73936T573 8237 289824 SH SOLE 289824 0 0 POWERSHARES GLOBAL ETF TRUST GBL CLEAN ENER 73936T615 160 12700 SH SOLE 12700 0 0 PROCTER & GAMBLE CO COM 742718109 421 5138 SH SOLE 5138 0 0 PROSHARES TR PSHS ULSHT 7-10Y 74347R313 449 19172 SH SOLE 19172 0 0 PROSHARES TR SHRT 20+YR TRE 74347X849 514 21413 SH SOLE 21413 0 0 REYNOLDS AMERICAN INC COM 761713106 212 3075 SH SOLE 3075 0 0 RYDEX ETF TRUST GUG S&P500 EQ WT 78355W106 2291 28272 SH SOLE 28272 0 0 SELECT SECTOR SPDR TR SBI MATERIALS 81369Y100 210 4308 SH SOLE 4308 0 0 SELECT SECTOR SPDR TR SBI CONS STPLS 81369Y308 1021 20955 SH SOLE 20955 0 0 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 3816 92091 SH SOLE 92091 0 0 SPDR INDEX SHS FDS DJ GLB RL ES ETF 78463X749 8521 171479 SH SOLE 171479 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 3462 16771 SH SOLE 16771 0 0 SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 16687 60189 SH SOLE 60189 0 0 SPDR SER TR SHT TRM HGH YLD 78468R408 6694 229313 SH SOLE 229313 0 0 SPIRIT RLTY CAP INC NEW COM 84860W102 187 15500 SH SOLE 15500 0 0 UNION PAC CORP COM 907818108 500 4618 SH SOLE 4618 0 0 VANGUARD INDEX FDS REIT ETF 922908553 904 10722 SH SOLE 10722 0 0 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 1165 28514 SH SOLE 28514 0 0 VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 2459 28036 SH SOLE 28036 0 0 VANGUARD WHITEHALL FDS INC HIGH DIV YLD 921946406 6657 97465 SH SOLE 97465 0 0 VERIZON COMMUNICATIONS INC COM 92343V104 271 5581 SH SOLE 5581 0 0 VERTEX PHARMACEUTICALS INC COM 92532F100 236 2000 SH SOLE 2000 0 0 WISDOMTREE TR EMERG MKTS ETF 97717W315 220 5183 SH SOLE 5183 0 0 WISDOMTREE TR SMALLCAP DIVID 97717W604 1604 22251 SH SOLE 22251 0 0