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Oath Planning

Latest statistics and disclosures from Oath Planning's latest quarterly 13F-HR filing:

Central Index Key (CIK): 0002109944

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Positions held by Oath Planning consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Oath Planning

Oath Planning holds 69 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Share Count	Share Price
Vanguard Bd Index Fds Short Trm Bond (BSV)	11.8	$13M	170k	78.41	View chart
Victory Portfolios Ii Core Intermediat (UITB)	11.4	$13M	273k	47.02	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	9.9	$11M	19k	597.56	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	8.9	$10M	46k	217.25	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	4.9	$5.5M	55k	99.86	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	4.8	$5.4M	138k	38.86	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	4.2	$4.8M	97k	48.93	View chart
Ea Series Trust Freedom 100 Em (FRDM)	3.6	$4.0M	74k	54.65	View chart
Vanguard Index Fds Value Etf (VTV)	3.4	$3.8M	19k	196.20	View chart
PNC Financial Services (PNC)	2.8	$3.2M	15k	208.09	View chart
Ea Series Trust Ea Bridgeway Omn (BSVO)	2.4	$2.7M	108k	25.37	View chart
Dbx Etf Tr Xtrack Msci Eafe (DBEF)	2.2	$2.5M	51k	49.40	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	2.1	$2.4M	40k	59.55	View chart
HEICO Corporation (HEI)	1.5	$1.6M	6.0k	274.20	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	1.4	$1.6M	2.5k	650.41	View chart
Select Sector Spdr Tr State Street Rea (XLRE)	1.4	$1.5M	37k	40.83	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	1.3	$1.5M	28k	52.78	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	1.2	$1.3M	28k	48.46	View chart
Spdr Gold Tr Gold Shs (GLD)	1.2	$1.3M	3.0k	430.23	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	1.1	$1.3M	51k	24.75	View chart
NVIDIA Corporation (NVDA)	0.8	$954k	5.5k	174.42	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	0.8	$919k	23k	39.44	View chart
Heico Corp Cl A (HEI.A)	0.8	$888k	4.2k	211.08	View chart
Vanguard Index Fds Growth Etf (VUG)	0.8	$849k	1.9k	436.91	View chart
Exxon Mobil Corporation (XOM)	0.8	$847k	5.0k	169.68	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	0.6	$685k	20k	34.55	View chart
Apple (AAPL)	0.5	$610k	2.4k	253.72	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.5	$594k	6.6k	90.53	View chart
International Business Machines (IBM)	0.5	$582k	2.4k	242.37	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.5	$569k	3.0k	191.83	View chart
Dimensional Etf Trust Global Real Est (DFGR)	0.5	$563k	21k	26.58	View chart
Schwab Strategic Tr Intl Sceqt Etf (SCHC)	0.5	$536k	12k	46.74	View chart
Wal-Mart Stores (WMT)	0.5	$530k	4.3k	124.30	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	0.5	$526k	16k	33.97	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	0.4	$488k	14k	35.53	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.4	$466k	9.3k	49.95	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.4	$440k	4.4k	99.28	View chart
Spdr Index Shs Fds State Street Spd (GNR)	0.4	$438k	5.9k	74.67	View chart
McDonald's Corporation (MCD)	0.4	$422k	1.4k	310.79	View chart
Dimensional Etf Trust Short Duration F (DFSD)	0.4	$406k	8.5k	47.88	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	0.4	$395k	8.8k	45.12	View chart
Spdr Series Trust State Street Spd (SPSM)	0.3	$382k	7.9k	48.32	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.3	$376k	2.6k	142.43	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.3	$369k	7.0k	52.56	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.3	$368k	2.8k	132.90	View chart
Invesco Exchange Traded Fd T S&p Smcp Vlu Mnt (XSVM)	0.3	$360k	6.0k	60.26	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	0.3	$353k	5.7k	62.45	View chart
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)	0.3	$351k	7.3k	47.93	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.3	$329k	1.7k	189.64	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	0.3	$329k	2.8k	118.60	View chart
Ishares Silver Tr Ishares (SLV)	0.3	$326k	4.8k	68.14	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.3	$322k	1.1k	287.12	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.3	$314k	3.5k	88.69	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.3	$308k	1.5k	211.09	View chart
Wheaton Precious Metals Corp (WPM)	0.3	$288k	2.2k	131.02	View chart
Anthem (ELV)	0.3	$283k	965.00	292.87	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	0.2	$269k	7.7k	35.04	View chart
Dimensional Etf Trust Us High Profitab (DUHP)	0.2	$262k	7.1k	36.76	View chart
Oneok (OKE)	0.2	$259k	2.9k	90.39	View chart
Amazon (AMZN)	0.2	$255k	1.2k	208.38	View chart
Johnson & Johnson (JNJ)	0.2	$252k	1.0k	244.35	View chart
Spdr Series Trust State Street Spd (SPYV)	0.2	$243k	4.3k	56.58	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	0.2	$232k	4.2k	54.56	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.2	$222k	1.6k	138.32	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.2	$218k	3.1k	71.13	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.2	$211k	1.9k	110.48	View chart
Home Depot (HD)	0.2	$204k	621.00	329.02	View chart
Caterpillar (CAT)	0.2	$204k	287.00	709.29	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.2	$202k	350.00	576.65	View chart

Past Filings by Oath Planning

SEC 13F filings are viewable for Oath Planning going back to 2026

Oath Planning 2026 Q1 filed May 8, 2026

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