Instuitional Investor - Oath Planning, Llc
Fund Profile
Filing Period:
| Fund Name: | Oath Planning, Llc |
| Portfolio Value | $134,719,007 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | BND | 208,593 | $16,251,517 | 12.06% | |
| 2. | UITB | 337,678 | $15,816,182 | 11.74% | |
| 3. | Vanguard Index Fds - S&P 500 ETF SHS | 20,240 | $13,901,003 | 10.32% | |
| 4. | Vanguard Index Fds - SM CP VAL ETF | 51,947 | $12,622,574 | 9.37% | |
| 5. | American Centy Etf Tr | 61,867 | $6,375,426 | 4.73% |
Hedge Fund Resource Center 
