Oath Planning, LLC
CIK 2109944 · Holdings on Dec 31, 2025 · First reported Feb 12, 2026
Top ten holdings
Q4 2025- BSV10.71%
- UITB10.36%
- VOO9.55%
- VBR7.88%
- DFAC5.53%
- AVDV4.82%
- FNDF4.06%
- FRDM3.70%
- PNC3.14%
- VTV3.02%
Share classes counted separately62.77%
Portfolio value by quarter
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | BSVVANGUARD SHORT-TERM BOND ETFSHORT TRM BOND View history and evidence | $10.86M | 10.71% | 137.77K shares | Prior unavailable — | — | ↗▾ |
| 02 | UITBVICTORYSHARES CORE INTERMEDICORE INTERMEDIAT View history and evidence | $10.50M | 10.36% | 221.76K shares | Prior unavailable — | — | ↗▾ |
| 03 | VOOVANGUARD S&P 500 ETFS&P 500 ETF SHS View history and evidence | $9.67M | 9.55% | 15.43K shares | Prior unavailable — | — | ↗▾ |
| 04 | VBRVNGRD MRNGST SL-CP VAL ETF-USM CP VAL ETF View history and evidence | $7.98M | 7.88% | 37.69K shares | Prior unavailable — | — | ↗▾ |
| 05 | DFACDIMENSIONAL US CORE EQUITY 2US CORE EQUITY 2 View history and evidence | $5.60M | 5.53% | 141.48K shares | Prior unavailable — | — | ↗▾ |
| 06 | AVDVAVANTIS INTL S/C VALUE ETFINTL SMCP VLU View history and evidence | $4.89M | 4.82% | 52.02K shares | Prior unavailable — | — | ↗▾ |
| 07 | FNDFSCHWAB FNDMN INTL LRG CO ETFFUNDAMENTAL INTL View history and evidence | $4.12M | 4.06% | 91.09K shares | Prior unavailable — | — | ↗▾ |
| 08 | FRDMFREEDOM 100 EMEGING MRKT ETFFREEDOM 100 EM View history and evidence | $3.75M | 3.70% | 73.07K shares | Prior unavailable — | — | ↗▾ |
| 09 | PNCPNC FINANCIAL SERVICES GROUP View history and evidence | $3.19M | 3.14% | 15.27K shares | Prior unavailable — | — | ↗▾ |
| 10 | VTVVANGUARD MRNGSTR VAL ETF-AUIVALUE ETF View history and evidence | $3.06M | 3.02% | 16.00K shares | Prior unavailable — | — | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 2109944 · Period 2025-12-31
Data loaded 2026-09-23 · First reported 2026-02-12
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 101331695
}Research all 68 reported holdings.
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Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.