Oath Planning, LLC
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| VANGUARD BD INDEX FDS | $10.86M | 10.7% |
| VICTORY PORTFOLIOS II | $10.50M | 10.4% |
| VANGUARD INDEX FDS | $9.67M | 9.5% |
| VANGUARD INDEX FDS | $7.98M | 7.9% |
| DIMENSIONAL ETF TRUST | $5.60M | 5.5% |
| AMERICAN CENTY ETF TR | $4.89M | 4.8% |
| SCHWAB STRATEGIC TR | $4.12M | 4.1% |
| EA SERIES TRUST | $3.75M | 3.7% |
| The PNC Financial Services Group, Inc. | $3.19M | 3.1% |
| VANGUARD INDEX FDS | $3.06M | 3.0% |
| EA SERIES TRUST | $2.51M | 2.5% |
| VANGUARD SCOTTSDALE FDS | $2.32M | 2.3% |
| DBX ETF TR | $2.13M | 2.1% |
| HEICO CORP | $2.12M | 2.1% |
| SPDR S&P 500 ETF TR | $1.69M | 1.7% |
| DIMENSIONAL ETF TRUST | $1.43M | 1.4% |
| SELECT SECTOR SPDR TR | $1.30M | 1.3% |
| DIMENSIONAL ETF TRUST | $1.28M | 1.3% |
| SCHWAB STRATEGIC TR | $1.23M | 1.2% |
| SPDR GOLD TR | $1.07M | 1.1% |
| HEICO CORP | $1.06M | 1.0% |
| NVIDIA Corp | $1.03M | 1.0% |
| DIMENSIONAL ETF TRUST | $950.8K | 0.9% |
| INVESCO EXCHANGE TRADED FD T | $787.3K | 0.8% |
| VANGUARD INDEX FDS | $778.0K | 0.8% |
| INTERNATIONAL BUSINESS MACHINES CORP | $707.3K | 0.7% |
| DIMENSIONAL ETF TRUST | $671.4K | 0.7% |
| EXXON MOBIL CORP | $596.9K | 0.6% |
| ISHARES TR | $592.7K | 0.6% |
| iShares MSCI UAE ETF | $588.3K | 0.6% |
| Apple Inc. | $585.9K | 0.6% |
| SCHWAB STRATEGIC TR | $522.3K | 0.5% |
| DIMENSIONAL ETF TRUST | $517.7K | 0.5% |
| DIMENSIONAL ETF TRUST | $509.8K | 0.5% |
| VANGUARD MALVERN FDS | $476.4K | 0.5% |
| Walmart Inc. | $474.5K | 0.5% |
| DIMENSIONAL ETF TRUST | $446.2K | 0.4% |
| ISHARES TR | $440.1K | 0.4% |
| DIMENSIONAL ETF TRUST | $417.4K | 0.4% |
| MCDONALD'S CORP | $415.0K | 0.4% |
| DIMENSIONAL ETF TRUST | $410.0K | 0.4% |
| SELECT SECTOR SPDR TR | $398.8K | 0.4% |
| iShares MSCI UAE ETF | $389.2K | 0.4% |
| SPDR SERIES TRUST | $369.5K | 0.4% |
| ISHARES TR | $368.2K | 0.4% |
| SPDR INDEX SHS FDS | $364.2K | 0.4% |
| DIMENSIONAL ETF TRUST | $338.5K | 0.3% |
| Elevance Health Inc | $336.4K | 0.3% |
| ISHARES TR | $329.3K | 0.3% |
| VANGUARD INDEX FDS | $324.3K | 0.3% |