Institutions / Oath Planning, LLC

Oath Planning, LLC

CIK 2109944 · Institution · as of Dec 31, 2025

Portfolio value

$101.33M

Positions

As of

Dec 31, 2025

Top holdings

Dec 31, 2025View all 68 →

Company	Class	Value	Shares	% of portfolio
Vanguard Bd Index Fds	—	$10.86M	137,769	10.7%
Victory Portfolios II	—	$10.50M	221,758	10.4%
Vanguard Index Fds	—	$9.67M	15,426	9.5%
Vanguard Index Fds	—	$7.98M	37,690	7.9%
Dimensional ETF Trust	—	$5.60M	141,482	5.5%
American Centy ETF Tr	—	$4.89M	52,025	4.8%
Schwab Strategic Tr	—	$4.12M	91,092	4.1%
Ea Series Trust	—	$3.75M	73,066	3.7%
The PNC Financial Services Group, Inc.	—	$3.19M	15,267	3.1%
Vanguard Index Fds	—	$3.06M	15,998	3.0%
Ea Series Trust	—	$2.51M	107,728	2.5%
Vanguard Scottsdale Fds	—	$2.32M	38,743	2.3%
Dbx ETF Tr	—	$2.13M	44,237	2.1%
Heico Corp	—	$2.12M	6,543	2.1%
SPDR S&P 500 ETF Tr	—	$1.69M	2,485	1.7%
Dimensional ETF Trust	—	$1.43M	28,672	1.4%
Select Sector SPDR Tr	—	$1.30M	32,324	1.3%
Dimensional ETF Trust	—	$1.28M	27,454	1.3%
Schwab Strategic Tr	—	$1.23M	51,280	1.2%
SPDR Gold Tr	—	$1.07M	2,706	1.1%
Heico Corp	—	$1.06M	4,209	1.0%
NVIDIA Corp	—	$1.03M	5,501	1.0%
Dimensional ETF Trust	—	$950.8K	25,020	0.9%
Invesco Exchange Traded Fd T	—	$787.3K	13,779	0.8%
Vanguard Index Fds	—	$778.0K	1,595	0.8%

Activity

Dec 31, 2025

InsidersInstitutions

This fund's 13F position changes — what it's buying and selling.

No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.