SEC Form 13F

Oath Planning, LLC 13F Holdings

Report period2026-06-30
Publicly available2026-07-25
Reported value$134,719,007
Positions71

Largest disclosed positions

IssuerTickerClassReported valueReported amount
VANGUARD BD INDEX FDSBSVSHORT TRM BOND$16,251,517208,593
VICTORY PORTFOLIOS IIUITBCORE BD ETF$15,816,182337,678
VANGUARD INDEX FDSVOOS&P 500 ETF SHS$13,901,00320,240
VANGUARD INDEX FDSVBRSM CP VAL ETF$12,622,57451,947
AMERICAN CENTY ETF TRAVDVINTL SMCP VLU$6,375,42661,867
DIMENSIONAL ETF TRUSTDFACUS COR EQU 2 ETF$6,334,802142,805
SCHWAB STRATEGIC TRFNDFFUNDAMENTAL INTL$5,750,686108,997
EA SERIES TRUSTFRDMFREEDOM 100 EM$5,096,63869,913
VANGUARD INDEX FDSVTVVALUE ETF$4,644,27721,310
PNC FINL SVCS GROUP INCPNCCOM$3,770,31215,313

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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