StockDriftsStockDriftsTop 50 Oath Planning, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| BSV | VANGUARD BD INDEX FDS | 11.82% | 169.6K | $13.3M | +23.13%(+31.87K) | $78.81(-1.35%) | 2026-03-31 | |
| UITB | VICTORY PORTFOLIOS II | 11.39% | 272.8K | $12.8M | +23.00%(+51.01K) | $47.39(-1.23%) | 2026-03-31 | |
| VOO | VANGUARD INDEX FDS | 9.86% | 18.6K | $11.1M | +20.42%(+3.15K) | $618.50(+10.73%) | 2026-03-31 | |
| VBR | VANGUARD INDEX FDS | 8.94% | 46.3K | $10.1M | +22.83%(+8.60K) | $211.04(+15.25%) | 2026-03-31 | |
| AVDV | AMERICAN CENTY ETF TR | 4.92% | 55.4K | $5.5M | +6.52%(+3.39K) | $91.77(+13.78%) | 2026-03-31 | |
| DFAC | DIMENSIONAL ETF TRUST | 4.77% | 138.2K | $5.4M | -2.32%(-3.29K) | $39.08(+13.23%) | 2026-03-31 | |
| FNDF | SCHWAB STRATEGIC TR | 4.23% | 97.3K | $4.8M | +6.84%(+6.23K) | $44.28(+19.12%) | 2026-03-31 | |
| FRDM | EA SERIES TRUST | 3.6% | 74.1K | $4.0M | +1.35%(+989) | $47.86(+43.00%) | 2026-03-31 | |
| VTV | VANGUARD INDEX FDS | 3.35% | 19.2K | $3.8M | +20.17%(+3.23K) | $189.55(+15.62%) | 2026-03-31 | |
| PNC | PNC FINL SVCS GROUP INC | 2.82% | 15.3K | $3.2M | +0.00%(+0) | $204.83(+21.80%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +3.13% | +9.67% |
| Top 20 Holdings Unweighted | +6.52% | +20.87% |
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