Sponsored

The Analysis of Oath Planning, LLC's Holdings & P&L

Currently, Oath Planning, LLC holds 69 types of securities in its portfolio with a total value $112.6M. In the most recent quarter, they have increased their positions in BSV (+31.9K shares, valued at $2.5M), UITB (+51.0K shares, valued at $2.4M), N/A (+3.1K shares, valued at $1.9M); decreased their positions in XSVM (-7.8K shares, valued at $470.3K), HEI (-559 shares, valued at $153.3K), DFAC (-3.3K shares, valued at $127.7K); initiated new positions in DFNM (+7.3K shares, valued at $350.6K), SLV (+4.8K shares, valued at $325.8K), CAT (+287 shares, valued at $203.6K).

1M P&L

-159.6K-0.15%

3M P&L

+3.3M+3.12%

HY P&L

-588.4K-0.54%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A90.7M

89.6%

2Banks - Regional3.2M

3.1%

3Aerospace & Defense1.6M

1.6%

Top Industries by Stock Count

1N/A52 stocks

77.6%

2Internet Retail1 stocks

1.5%

3Consumer Electronics1 stocks

1.5%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

BSV VANGUARD BD INDEX FDS169.6K shares23.13%2026-03-312026-05-08

UITB VICTORY PORTFOLIOS II272.8K shares23.00%2026-03-312026-05-08

VANGUARD INDEX FDS VANGUARD INDEX FDS18.6K shares20.42%2026-03-312026-05-08

VBR VANGUARD INDEX FDS46.3K shares22.83%2026-03-312026-05-08

AVDV AMERICAN CENTY ETF TR55.4K shares6.52%2026-03-312026-05-08

DFAC DIMENSIONAL ETF TRUST138.2K shares-2.32%2026-03-312026-05-08

FNDF SCHWAB STRATEGIC TR97.3K shares6.84%2026-03-312026-05-08

FRDM EA SERIES TRUST74.1K shares1.35%2026-03-312026-05-08

Sponsored

VTV VANGUARD INDEX FDS19.2K shares20.17%2026-03-312026-05-08

PNC PNC FINL SVCS GROUP INC15.3K shares0.00%2026-03-312026-05-08

BSVO EA SERIES TRUST107.8K shares0.06%2026-03-312026-05-08

DBEF DBX ETF TR51.1K shares15.62%2026-03-312026-05-08

VGIT VANGUARD SCOTTSDALE FDS39.6K shares2.17%2026-03-312026-05-08

HEI HEICO CORP NEW6.0K shares-8.54%2026-03-312026-05-08

SPY STATE STR SPDR S&P 500 ETF T2.5K shares0.28%2026-03-312026-05-08

XLRE SELECT SECTOR SPDR TR37.4K shares15.70%2026-03-312026-05-08

Sponsored

DFIV DIMENSIONAL ETF TRUST28.3K shares-1.18%2026-03-312026-05-08

DFUV DIMENSIONAL ETF TRUST27.6K shares0.54%2026-03-312026-05-08

GLD SPDR GOLD TR3.0K shares11.79%2026-03-312026-05-08

SCHF SCHWAB STRATEGIC TR51.3K shares0.00%2026-03-312026-05-08

NVDA NVIDIA CORPORATION5.5K shares-0.55%2026-03-312026-05-08

DISV DIMENSIONAL ETF TRUST23.3K shares-6.86%2026-03-312026-05-08

HEI.A HEICO CORP NEW4.2K shares0.00%2026-03-312026-05-08

VUG VANGUARD INDEX FDS1.9K shares21.76%2026-03-312026-05-08

Sponsored

XOM EXXON MOBIL CORP5.0K shares0.67%2026-03-312026-05-08

DFEM DIMENSIONAL ETF TRUST19.8K shares-2.30%2026-03-312026-05-08

AAPL APPLE INC2.4K shares11.51%2026-03-312026-05-08

IEFA ISHARES TR6.6K shares-1.00%2026-03-312026-05-08

IBM INTERNATIONAL BUSINESS MACHS2.4K shares0.59%2026-03-312026-05-08

QUAL ISHARES TR3.0K shares0.20%2026-03-312026-05-08

DFGR DIMENSIONAL ETF TRUST21.2K shares9.84%2026-03-312026-05-08

SCHC SCHWAB STRATEGIC TR11.5K shares0.00%2026-03-312026-05-08

Sponsored

WMT WALMART INC4.3K shares0.00%2026-03-312026-05-08

DFAX DIMENSIONAL ETF TRUST15.5K shares-2.13%2026-03-312026-05-08

DFIC DIMENSIONAL ETF TRUST13.7K shares6.07%2026-03-312026-05-08

VTIP VANGUARD MALVERN FDS9.3K shares-3.10%2026-03-312026-05-08

AGG ISHARES TR4.4K shares0.64%2026-03-312026-05-08

GNR SPDR INDEX SHS FDS5.9K shares0.00%2026-03-312026-05-08

MCD MCDONALDS CORP1.4K shares0.00%2026-03-312026-05-08

DFSD DIMENSIONAL ETF TRUST8.5K shares-2.55%2026-03-312026-05-08

Sponsored

DFAU DIMENSIONAL ETF TRUST8.8K shares-0.08%2026-03-312026-05-08

SPSM SPDR SERIES TRUST7.9K shares0.34%2026-03-312026-05-08

ITOT ISHARES TR2.6K shares0.84%2026-03-312026-05-08

IGSB ISHARES TR7.0K shares0.76%2026-03-312026-05-08

XLK SELECT SECTOR SPDR TR2.8K shares0.04%2026-03-312026-05-08

XSVM INVESCO EXCHANGE TRADED FD T6.0K shares-56.64%2026-03-312026-05-08

DFAT DIMENSIONAL ETF TRUST5.7K shares-0.49%2026-03-312026-05-08

DFNM DIMENSIONAL ETF TRUST7.3K sharesnew addition2026-03-312026-05-08

Sponsored

IWN ISHARES TR1.7K shares0.23%2026-03-312026-05-08

IEI ISHARES TR2.8K shares0.54%2026-03-312026-05-08

SLV ISHARES SILVER TR4.8K sharesnew addition2026-03-312026-05-08

VO VANGUARD INDEX FDS1.1K shares0.36%2026-03-312026-05-08

VNQ VANGUARD INDEX FDS3.5K shares1.09%2026-03-312026-05-08

IVE ISHARES TR1.5K shares0.41%2026-03-312026-05-08

WPM WHEATON PRECIOUS METALS CORP2.2K shares0.00%2026-03-312026-05-08

ELV ELEVANCE HEALTH INC FORMERLY965 shares0.52%2026-03-312026-05-08

Sponsored

DFSV DIMENSIONAL ETF TRUST7.7K shares0.00%2026-03-312026-05-08

DUHP DIMENSIONAL ETF TRUST7.1K shares4.25%2026-03-312026-05-08

OKE ONEOK INC NEW2.9K shares0.00%2026-03-312026-05-08

AMZN AMAZON COM INC1.2K shares3.21%2026-03-312026-05-08

JNJ JOHNSON & JOHNSON1.0K shares0.00%2026-03-312026-05-08

SPYV SPDR SERIES TRUST4.3K shares0.37%2026-03-312026-05-08

XLG INVESCO EXCHANGE TRADED FD T4.2K shares0.17%2026-03-312026-05-08

VT VANGUARD INTL EQUITY INDEX F1.6K shares0.00%2026-03-312026-05-08

Sponsored

DFAS DIMENSIONAL ETF TRUST3.1K shares0.23%2026-03-312026-05-08

AVUV AMERICAN CENTY ETF TR1.9K shares-21.01%2026-03-312026-05-08

HD HOME DEPOT INC621 shares0.00%2026-03-312026-05-08

CAT CATERPILLAR INC287 sharesnew addition2026-03-312026-05-08

INVESCO QQQ TR INVESCO QQQ TR350 shares0.29%2026-03-312026-05-08

BSV

VANGUARD BD INDEX FDS

23.13%

Shares169.6K

Event2026-03-31

Filed2026-05-08

UITB

VICTORY PORTFOLIOS II

23.00%

Shares272.8K

Event2026-03-31

Filed2026-05-08

VANGUARD INDEX FDS

20.42%

Shares18.6K

Event2026-03-31

Filed2026-05-08

VBR

VANGUARD INDEX FDS

22.83%

Shares46.3K

Event2026-03-31

Filed2026-05-08

AVDV

AMERICAN CENTY ETF TR

6.52%

Shares55.4K

Event2026-03-31

Filed2026-05-08

DFAC

DIMENSIONAL ETF TRUST

-2.32%

Shares138.2K

Event2026-03-31

Filed2026-05-08

FNDF

SCHWAB STRATEGIC TR

6.84%

Shares97.3K

Event2026-03-31

Filed2026-05-08

FRDM

EA SERIES TRUST

1.35%

Shares74.1K

Event2026-03-31

Filed2026-05-08

VTV

VANGUARD INDEX FDS

20.17%

Shares19.2K

Event2026-03-31

Filed2026-05-08

PNC

PNC FINL SVCS GROUP INC

0.00%

Shares15.3K

Event2026-03-31

Filed2026-05-08

BSVO

EA SERIES TRUST

0.06%

Shares107.8K

Event2026-03-31

Filed2026-05-08

DBEF

DBX ETF TR

15.62%

Shares51.1K

Event2026-03-31

Filed2026-05-08

VGIT

VANGUARD SCOTTSDALE FDS

2.17%

Shares39.6K

Event2026-03-31

Filed2026-05-08

HEI

HEICO CORP NEW

-8.54%

Shares6.0K

Event2026-03-31

Filed2026-05-08

SPY

STATE STR SPDR S&P 500 ETF T

0.28%

Shares2.5K

Event2026-03-31

Filed2026-05-08

XLRE

SELECT SECTOR SPDR TR

15.70%

Shares37.4K

Event2026-03-31

Filed2026-05-08

DFIV

DIMENSIONAL ETF TRUST

-1.18%

Shares28.3K

Event2026-03-31

Filed2026-05-08

DFUV

DIMENSIONAL ETF TRUST

0.54%

Shares27.6K

Event2026-03-31

Filed2026-05-08

GLD

SPDR GOLD TR

11.79%

Shares3.0K

Event2026-03-31

Filed2026-05-08

SCHF

SCHWAB STRATEGIC TR

0.00%

Shares51.3K

Event2026-03-31

Filed2026-05-08

NVDA

NVIDIA CORPORATION

-0.55%

Shares5.5K

Event2026-03-31

Filed2026-05-08

DISV

DIMENSIONAL ETF TRUST

-6.86%

Shares23.3K

Event2026-03-31

Filed2026-05-08

HEI.A

HEICO CORP NEW

0.00%

Shares4.2K

Event2026-03-31

Filed2026-05-08

VUG

VANGUARD INDEX FDS

21.76%

Shares1.9K

Event2026-03-31

Filed2026-05-08

XOM

EXXON MOBIL CORP

0.67%

Shares5.0K

Event2026-03-31

Filed2026-05-08

DFEM

DIMENSIONAL ETF TRUST

-2.30%

Shares19.8K

Event2026-03-31

Filed2026-05-08

AAPL

APPLE INC

11.51%

Shares2.4K

Event2026-03-31

Filed2026-05-08

IEFA

ISHARES TR

-1.00%

Shares6.6K

Event2026-03-31

Filed2026-05-08

IBM

INTERNATIONAL BUSINESS MACHS

0.59%

Shares2.4K

Event2026-03-31

Filed2026-05-08

QUAL

ISHARES TR

0.20%

Shares3.0K

Event2026-03-31

Filed2026-05-08

DFGR

DIMENSIONAL ETF TRUST

9.84%

Shares21.2K

Event2026-03-31

Filed2026-05-08

SCHC

SCHWAB STRATEGIC TR

0.00%

Shares11.5K

Event2026-03-31

Filed2026-05-08

WMT

WALMART INC

0.00%

Shares4.3K

Event2026-03-31

Filed2026-05-08

DFAX

DIMENSIONAL ETF TRUST

-2.13%

Shares15.5K

Event2026-03-31

Filed2026-05-08

DFIC

DIMENSIONAL ETF TRUST

6.07%

Shares13.7K

Event2026-03-31

Filed2026-05-08

VTIP

VANGUARD MALVERN FDS

-3.10%

Shares9.3K

Event2026-03-31

Filed2026-05-08

AGG

ISHARES TR

0.64%

Shares4.4K

Event2026-03-31

Filed2026-05-08

GNR

SPDR INDEX SHS FDS

0.00%

Shares5.9K

Event2026-03-31

Filed2026-05-08

MCD

MCDONALDS CORP

0.00%

Shares1.4K

Event2026-03-31

Filed2026-05-08

DFSD

DIMENSIONAL ETF TRUST

-2.55%

Shares8.5K

Event2026-03-31

Filed2026-05-08

DFAU

DIMENSIONAL ETF TRUST

-0.08%

Shares8.8K

Event2026-03-31

Filed2026-05-08

SPSM

SPDR SERIES TRUST

0.34%

Shares7.9K

Event2026-03-31

Filed2026-05-08

ITOT

ISHARES TR

0.84%

Shares2.6K

Event2026-03-31

Filed2026-05-08

IGSB

ISHARES TR

0.76%

Shares7.0K

Event2026-03-31

Filed2026-05-08

XLK

SELECT SECTOR SPDR TR

0.04%

Shares2.8K

Event2026-03-31

Filed2026-05-08

XSVM

INVESCO EXCHANGE TRADED FD T

-56.64%

Shares6.0K

Event2026-03-31

Filed2026-05-08

DFAT

DIMENSIONAL ETF TRUST

-0.49%

Shares5.7K

Event2026-03-31

Filed2026-05-08

DFNM

DIMENSIONAL ETF TRUST

New

Shares7.3K

Event2026-03-31

Filed2026-05-08

IWN

ISHARES TR

0.23%

Shares1.7K

Event2026-03-31

Filed2026-05-08

IEI

ISHARES TR

0.54%

Shares2.8K

Event2026-03-31

Filed2026-05-08

SLV

ISHARES SILVER TR

New

Shares4.8K

Event2026-03-31

Filed2026-05-08

VANGUARD INDEX FDS

0.36%

Shares1.1K

Event2026-03-31

Filed2026-05-08

VNQ

VANGUARD INDEX FDS

1.09%

Shares3.5K

Event2026-03-31

Filed2026-05-08

IVE

ISHARES TR

0.41%

Shares1.5K

Event2026-03-31

Filed2026-05-08

WPM

WHEATON PRECIOUS METALS CORP

0.00%

Shares2.2K

Event2026-03-31

Filed2026-05-08

ELV

ELEVANCE HEALTH INC FORMERLY

0.52%

Shares965

Event2026-03-31

Filed2026-05-08

DFSV

DIMENSIONAL ETF TRUST

0.00%

Shares7.7K

Event2026-03-31

Filed2026-05-08

DUHP

DIMENSIONAL ETF TRUST

4.25%

Shares7.1K

Event2026-03-31

Filed2026-05-08

OKE

ONEOK INC NEW

0.00%

Shares2.9K

Event2026-03-31

Filed2026-05-08

AMZN

AMAZON COM INC

3.21%

Shares1.2K

Event2026-03-31

Filed2026-05-08

JNJ

JOHNSON & JOHNSON

0.00%

Shares1.0K

Event2026-03-31

Filed2026-05-08

SPYV

SPDR SERIES TRUST

0.37%

Shares4.3K

Event2026-03-31

Filed2026-05-08

XLG

INVESCO EXCHANGE TRADED FD T

0.17%

Shares4.2K

Event2026-03-31

Filed2026-05-08

VANGUARD INTL EQUITY INDEX F

0.00%

Shares1.6K

Event2026-03-31

Filed2026-05-08

DFAS

DIMENSIONAL ETF TRUST

0.23%

Shares3.1K

Event2026-03-31

Filed2026-05-08

AVUV

AMERICAN CENTY ETF TR

-21.01%

Shares1.9K

Event2026-03-31

Filed2026-05-08

HOME DEPOT INC

0.00%

Shares621

Event2026-03-31

Filed2026-05-08

CAT

CATERPILLAR INC

New

Shares287

Event2026-03-31

Filed2026-05-08

INVESCO QQQ TR

0.29%

Shares350

Event2026-03-31

Filed2026-05-08

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available