Instuitional Investor - Oath Planning, Llc
Fund Profile
Filing Period:
| Fund Name: | Oath Planning, Llc |
| Portfolio Value | $101,331,695 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | BND | 137,769 | $10,857,547 | 10.71% | |
| 2. | Victory Portfolios Ii | 221,758 | $10,501,299 | 10.36% | |
| 3. | Vanguard Index Fds - S&P 500 ETF SHS | 15,426 | $9,674,060 | 9.55% | |
| 4. | Vanguard Index Fds - SM CP VAL ETF | 37,690 | $7,982,359 | 7.88% | |
| 5. | Dimensional Etf Trust | 141,482 | $5,601,268 | 5.53% |
Hedge Fund Resource Center 
