Oath Planning

Oath Planning as of March 31, 2026

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