Oath Planning, LLC
CIK: 0002109944SEC EDGAR →
Portfolio Value
$101.3M
Holdings
68
As of
Q4 2025
New Positions
67
Closed Positions
0
Portfolio Value History
No historical data available yet. Chart will appear after multiple quarterly filings.
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | VANGUARD BD INDEX FDS | 137,769 | $10.9M | 10.71% |
| 2 | VICTORY PORTFOLIOS II | 221,758 | $10.5M | 10.36% |
| 3 | VANGUARD INDEX FDS | 15,426 | $9.7M | 9.55% |
| 4 | VANGUARD INDEX FDS | 37,690 | $8.0M | 7.88% |
| 5 | DIMENSIONAL ETF TRUST | 141,482 | $5.6M | 5.53% |
| 6 | AMERICAN CENTY ETF TR | 52,025 | $4.9M | 4.82% |
| 7 | SCHWAB STRATEGIC TR | 91,092 | $4.1M | 4.06% |
| 8 | EA SERIES TRUST | 73,066 | $3.7M | 3.70% |
| 9 | PNC FINL SVCS GROUP INC | 15,267 | $3.2M | 3.14% |
| 10 | VANGUARD INDEX FDS | 15,998 | $3.1M | 3.01% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 49 | $88.2M | 87.1% |
| Unknown | 4 | $4.4M | 4.3% |
| Industrials | 2 | $3.2M | 3.1% |
| Technology | 3 | $2.3M | 2.3% |
| Energy | 3 | $1.0M | 1.0% |
| Consumer Cyclical | 3 | $901K | 0.9% |
| Healthcare | 2 | $549K | 0.5% |
| Consumer Defensive | 1 | $474K | 0.5% |
| Basic Materials | 1 | $258K | 0.3% |