Instuitional Investor - Oath Planning, Llc
Fund Profile
Filing Period:
| Fund Name: | Oath Planning, Llc |
| Portfolio Value | $112,554,342 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | BND | 169,639 | $13,301,383 | 11.82% | |
| 2. | Victory Portfolios Ii | 272,765 | $12,824,589 | 11.39% | |
| 3. | Vanguard Index Fds - S&P 500 ETF SHS | 18,576 | $11,100,267 | 9.86% | |
| 4. | Vanguard Index Fds - SM CP VAL ETF | 46,294 | $10,057,324 | 8.94% | |
| 5. | American Centy Etf Tr | 55,417 | $5,533,948 | 4.92% |