Oath Planning, LLC

Est. AUM

$112.6M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	VANGUARD BD INDEX FDS	SHORT TRM BOND	$13.3M	169639	11.82%	SOLE
2	VICTORY PORTFOLIOS II	CORE INTERMEDIAT	$12.8M	272765	11.39%	SOLE
3	VANGUARD INDEX FDS	S&P 500 ETF SHS	$11.1M	18576	9.86%	SOLE
4	VANGUARD INDEX FDS	SM CP VAL ETF	$10.1M	46294	8.94%	SOLE
5	AMERICAN CENTY ETF TR	INTL SMCP VLU	$5.5M	55417	4.92%	SOLE
6	DIMENSIONAL ETF TRUST	US CORE EQUITY 2	$5.4M	138197	4.77%	SOLE
7	SCHWAB STRATEGIC TR	FUNDAMENTAL INTL	$4.8M	97323	4.23%	SOLE
8	EA SERIES TRUST	FREEDOM 100 EM	$4.0M	74055	3.60%	SOLE
9	VANGUARD INDEX FDS	VALUE ETF	$3.8M	19224	3.35%	SOLE
10	PNC FINL SVCS GROUP INC	COM	$3.2M	15267	2.82%	SOLE
11	EA SERIES TRUST	EA BRIDGEWAY OMN	$2.7M	107790	2.43%	SOLE
12	DBX ETF TR	XTRACK MSCI EAFE	$2.5M	51149	2.25%	SOLE
13	VANGUARD SCOTTSDALE FDS	INTER TERM TREAS	$2.4M	39585	2.09%	SOLE
14	HEICO CORP NEW	COM	$1.6M	5984	1.46%	SOLE
15	STATE STR SPDR S&P 500 ETF T	TR UNIT	$1.6M	2492	1.44%	SOLE
16	SELECT SECTOR SPDR TR	STATE STREET REA	$1.5M	37399	1.36%	SOLE
17	DIMENSIONAL ETF TRUST	INTERNATNAL VAL	$1.5M	28333	1.33%	SOLE
18	DIMENSIONAL ETF TRUST	US MKTWIDE VALUE	$1.3M	27601	1.19%	SOLE
19	SPDR GOLD TR	GOLD SHS	$1.3M	3025	1.16%	SOLE
20	SCHWAB STRATEGIC TR	INTL EQTY ETF	$1.3M	51280	1.13%	SOLE
21	NVIDIA CORPORATION	COM	$954K	5471	0.85%	SOLE
22	DIMENSIONAL ETF TRUST	INTL SMALL CAP V	$919K	23304	0.82%	SOLE
23	HEICO CORP NEW	CL A	$888K	4209	0.79%	SOLE
24	VANGUARD INDEX FDS	GROWTH ETF	$848K	1942	0.75%	SOLE
25	EXXON MOBIL CORP	COM	$847K	4994	0.75%	SOLE
26	DIMENSIONAL ETF TRUST	EMERGING MKTS CO	$685K	19830	0.61%	SOLE
27	APPLE INC	COM	$610K	2403	0.54%	SOLE
28	ISHARES TR	CORE MSCI EAFE	$594K	6559	0.53%	SOLE
29	INTERNATIONAL BUSINESS MACHS	COM	$582K	2402	0.52%	SOLE
30	ISHARES TR	MSCI USA QLT FCT	$569K	2968	0.51%	SOLE
31	DIMENSIONAL ETF TRUST	GLOBAL REAL EST	$563K	21197	0.50%	SOLE
32	SCHWAB STRATEGIC TR	INTL SCEQT ETF	$536K	11472	0.48%	SOLE
33	WALMART INC	COM	$530K	4260	0.47%	SOLE
34	DIMENSIONAL ETF TRUST	WORLD EX US CORE	$526K	15479	0.47%	SOLE
35	DIMENSIONAL ETF TRUST	INTL CORE EQUITY	$488K	13733	0.43%	SOLE
36	VANGUARD MALVERN FDS	STRM INFPROIDX	$466K	9333	0.41%	SOLE
37	ISHARES TR	CORE US AGGBD ET	$440K	4434	0.39%	SOLE
38	SPDR INDEX SHS FDS	STATE STREET SPD	$438K	5861	0.39%	SOLE
39	MCDONALDS CORP	COM	$422K	1358	0.37%	SOLE
40	DIMENSIONAL ETF TRUST	SHORT DURATION F	$406K	8482	0.36%	SOLE
41	DIMENSIONAL ETF TRUST	US CORE EQT MKT	$395K	8753	0.35%	SOLE
42	SPDR SERIES TRUST	STATE STREET SPD	$382K	7912	0.34%	SOLE
43	ISHARES TR	CORE S&P TTL STK	$376K	2640	0.33%	SOLE
44	ISHARES TR	ISHS 1-5YR INVS	$369K	7016	0.33%	SOLE
45	SELECT SECTOR SPDR TR	STATE STREET TEC	$368K	2771	0.33%	SOLE
46	INVESCO EXCHANGE TRADED FD T	S&P SMCP VLU MNT	$360K	5975	0.32%	SOLE
47	DIMENSIONAL ETF TRUST	US TARGETED VLU	$353K	5657	0.31%	SOLE
48	DIMENSIONAL ETF TRUST	NATL MUN BD ETF	$351K	7316	0.31%	SOLE
49	ISHARES TR	3 7 YR TREAS BD	$329K	2774	0.29%	SOLE
50	ISHARES TR	RUS 2000 VAL ETF	$329K	1737	0.29%	SOLE

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.