Oath Planning, LLC: 13F holdings
CIK 21099442026Q2
| Positions | 71 |
|---|---|
| Reported value | $134.7m |
| Filed | 2026-07-24 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| BSV VANGUARD BD INDEX FDS | 208,593 | $16.3m | 12.1% |
| UITB VICTORY PORTFOLIOS II | 337,678 | $15.8m | 11.7% |
| VOO VANGUARD INDEX FDS | 20,240 | $13.9m | 10.3% |
| VBR VANGUARD INDEX FDS | 51,947 | $12.6m | 9.4% |
| AVDV AMERICAN CENTY ETF TR | 61,867 | $6.4m | 4.7% |
| DIMENSIONAL ETF TRUST | 142,805 | $6.3m | 4.7% |
| EWU SCHWAB STRATEGIC TR | 108,997 | $5.8m | 4.3% |
| EA SERIES TRUST | 69,913 | $5.1m | 3.8% |
| VTV VANGUARD INDEX FDS | 21,310 | $4.6m | 3.4% |
| PNC PNC FINL SVCS GROUP INC | 15,313 | $3.8m | 2.8% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2109944")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.