0001085146-18-000132.txt : 20180116 0001085146-18-000132.hdr.sgml : 20180116 20180116122946 ACCESSION NUMBER: 0001085146-18-000132 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20171231 FILED AS OF DATE: 20180116 DATE AS OF CHANGE: 20180116 EFFECTIVENESS DATE: 20180116 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: 18528033 BUSINESS ADDRESS: STREET 1: 1R NEWBURY STREET STREET 2: SUITE 307 CITY: PEABODY STATE: MA ZIP: 01960 BUSINESS PHONE: 617.227.3170 MAIL ADDRESS: STREET 1: 1R NEWBURY STREET STREET 2: SUITE 307 CITY: PEABODY STATE: MA ZIP: 01960 13F-HR 1 primary_doc.xml 13F-HR LIVE false true false 0001631353 XXXXXXXX 12-31-2017 12-31-2017 Oakmont Partners LLC

1R NEWBURY STREET SUITE 307 PEABODY MA 01960

13F HOLDINGS REPORT 028-16362 N John DeSimone 617 227-3170 /s/ John DeSimone Peabody MA 01-12-2018 0 77 188685 false INFORMATION TABLE 2 form13fInfoTable.xml DESCRIPTION FOR INFORMATION TABLE ABBVIE INCCOM00287Y1092762858SHSOLE 285800ALTRIA GROUP INCCOM02209S1032263170SHSOLE 317000AMAZON COM INCCOM023135106310265SHSOLE 26500AMGEN INCCOM03116210015518921SHSOLE 892100APPLE INCCOM037833100236413971SHSOLE 1397100AT&T INCCOM00206R10240510428SHSOLE 1042800AUTOMATIC DATA PROCESSING INCOM053015103183215634SHSOLE 1563400BECTON DICKINSON & COCOM07588710914906959SHSOLE 695900BERKSHIRE HATHAWAY INC DELCL B NEW0846707023061542SHSOLE 154200CATERPILLAR INC DELCOM1491231013872456SHSOLE 245600CHEVRON CORP NEWCOM1667641003622893SHSOLE 289300CLOROX CO DELCOM189054109172711609SHSOLE 1160900COLGATE PALMOLIVE COCOM1941621032052719SHSOLE 271900DISNEY WALT COCOM DISNEY2546871062332164SHSOLE 216400DOMINION ENERGY INCCOM25746U1092132631SHSOLE 263100DOWDUPONT INCCOM26078J1002693783SHSOLE 378300ESPERION THERAPEUTICS INC NECOM29664W1053234900SHSOLE 490000EXXON MOBIL CORPCOM30231G1026798124SHSOLE 812400FACEBOOK INCCL A30303M1022311310SHSOLE 131000ILLINOIS TOOL WKS INCCOM452308109247914860SHSOLE 1486000ISHARES TRSELECT DIVID ETF4642871682032063SHSOLE 206300ISHARES TRTIPS BD ETF4642871766545731SHSOLE 573100ISHARES TRCORE US AGGBD ET4642872263082815SHSOLE 281500ISHARES TRMSCI EMG MKT ETF4642872348577182019SHSOLE 18201900ISHARES TRIBOXX INV CP ETF464287242440036196SHSOLE 3619600ISHARES TRGLOBAL TECH ETF4642872914582980SHSOLE 298000ISHARES TRMSCI EAFE ETF46428746515068214303SHSOLE 21430300ISHARES TRRUS MID CAP ETF46428749917928611SHSOLE 861100ISHARES TRCOHEN STEER REIT464287564453444750SHSOLE 4475000ISHARES TRU.S. CNSM SV ETF4642875805993340SHSOLE 334000ISHARES TRRUS 1000 VAL ETF4642875987395941SHSOLE 594100ISHARES TRRUS 1000 GRW ETF464287614808760047SHSOLE 6004700ISHARES TRRUS 1000 ETF464287622498833564SHSOLE 3356400ISHARES TRRUS 2000 VAL ETF46428763010718519SHSOLE 851900ISHARES TRRUS 2000 GRW ETF464287648453924314SHSOLE 2431400ISHARES TRRUSSELL 2000 ETF464287655856056146SHSOLE 5614600ISHARES TREAFE SML CP ETF464288273136721193SHSOLE 2119300ISHARES TRIBOXX HI YD ETF464288513359941246SHSOLE 4124600ISHARES TRINTRMD CR BD ETF464288638156714345SHSOLE 1434500ISHARES TR1 3 YR CR BD ETF464288646199619097SHSOLE 1909700ISHARES TRS&P US PFD STK4642886878352219385SHSOLE 21938500ISHARES TRUS HLTHCR PR ETF4642888283362141SHSOLE 214100ISHARES TRFLTG RATE NT ETF46429B655234146062SHSOLE 4606200JOHNSON & JOHNSONCOM478160104355825465SHSOLE 2546500JPMORGAN CHASE & COCOM46625H1004404116SHSOLE 411600MASTERCARD INCORPORATEDCL A57636Q1042011325SHSOLE 132500MICROSOFT CORPCOM5949181046677793SHSOLE 779300PEPSICO INCCOM7134481082201837SHSOLE 183700PFIZER INCCOM7170811033299091SHSOLE 909100POWERSHARES ETF TR IISOVEREIGN DEBT73936T57349116627SHSOLE 1662700POWERSHARES ETF TRUST IISENIOR LN PORT73936Q7699650418855SHSOLE 41885500PROCTER AND GAMBLE COCOM7427181092202392SHSOLE 239200PROVIDENT BANCORP INCCOM74383X1092258500SHSOLE 850000RYDEX ETF TRUSTGUG S&P500 EQ WT78355W106238323592SHSOLE 2359200SALESFORCE COM INCCOM79466L302187318317SHSOLE 1831700SELECT SECTOR SPDR TRSBI CONS STPLS81369Y30872312709SHSOLE 1270900SELECT SECTOR SPDR TRTECHNOLOGY81369Y803369357751SHSOLE 5775100SPDR GOLD TRUSTGOLD SHS78463V1077245854SHSOLE 585400SPDR INDEX SHS FDSDJ GLB RL ES ETF78463X7496815139432SHSOLE 13943200SPDR S&P 500 ETF TRTR UNIT78462F103408215296SHSOLE 1529600SPDR S&P MIDCAP 400 ETF TRUTSER1 S&PDCRP78467Y1071757650885SHSOLE 5088500SPDR SER TRBLOOMBERG SRT TR78468R4087713279858SHSOLE 27985800SSGA ACTIVE ETF TRSPDR TR TACTIC78467V84891118721SHSOLE 1872100SSGA ACTIVE TRSPDR DBLELN SHRT78470P2004358800SHSOLE 880000UNITEDHEALTH GROUP INCCOM91324P1022531149SHSOLE 114900VANECK VECTORS ETF TRHIGH YLD MUN ETF92189F361111035562SHSOLE 3556200VANGUARD INDEX FDSS&P 500 ETF SHS922908363240980SHSOLE 98000VANGUARD INDEX FDSREIT ETF9229085537729299SHSOLE 929900VANGUARD INTL EQUITY INDEX FFTSE EMR MKT ETF922042858140730653SHSOLE 3065300VANGUARD SCOTTSDALE FDSSHRT TRM CORP BD92206C409780198369SHSOLE 9836900VANGUARD SCOTTSDALE FDSINT-TERM CORP92206C870132615175SHSOLE 1517500VANGUARD TAX MANAGED INTL FDFTSE DEV MKT ETF9219438582415366SHSOLE 536600VANGUARD WHITEHALL FDS INCHIGH DIV YLD92194640610186118950SHSOLE 11895000VERIZON COMMUNICATIONS INCCOM92343V1043496596SHSOLE 659600VERTEX PHARMACEUTICALS INCCOM92532F1003002000SHSOLE 200000VISA INCCOM CL A92826C8393192801SHSOLE 280100WISDOMTREE TRUS SMALLCAP DIVD97717W604144949863SHSOLE 4986300