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Disclosed positions
Oath Planning, LLC: source evidence dated 2026-07-25T03:59:59.999Z.
- Issuer
- VANGUARD BD INDEX FDS
- Ticker
- BSV
- Class
- SHORT TRM BOND
- Reported value
- $16,251,517
- Reported amount
- 208,593
- Unit
- SH
- Option
- None
The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.
What was reported for this quarter?
13F positions are dated quarter-end holdings, with later publication and possible amendments. Read report period and availability before calling them current.
SEC 13F-HR: 0002109944-26-000006Open the effective filing receipt and inspect shares, value and any put/call classification separately.
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Disclosed positions
See the complete disclosed positions
| VANGUARD BD INDEX FDS | BSV | SHORT TRM BOND | $16,251,517 | 208,593 | SH | None |
| VICTORY PORTFOLIOS II | UITB | CORE BD ETF | $15,816,182 | 337,678 | SH | None |
| VANGUARD INDEX FDS | VOO | S&P 500 ETF SHS | $13,901,003 | 20,240 | SH | None |
| VANGUARD INDEX FDS | VBR | SM CP VAL ETF | $12,622,574 | 51,947 | SH | None |
| AMERICAN CENTY ETF TR | AVDV | INTL SMCP VLU | $6,375,426 | 61,867 | SH | None |
| DIMENSIONAL ETF TRUST | DFAC | US COR EQU 2 ETF | $6,334,802 | 142,805 | SH | None |
| SCHWAB STRATEGIC TR | FNDF | FUNDAMENTAL INTL | $5,750,686 | 108,997 | SH | None |
| EA SERIES TRUST | FRDM | FREEDOM 100 EM | $5,096,638 | 69,913 | SH | None |
| VANGUARD INDEX FDS | VTV | VALUE ETF | $4,644,277 | 21,310 | SH | None |
| PNC FINL SVCS GROUP INC | PNC | COM | $3,770,312 | 15,313 | SH | None |
| DBX ETF TR | DBEF | XTRACK MSCI EAFE | $3,141,354 | 57,502 | SH | None |
| EA SERIES TRUST | BSVO | BRID OMN SMA ETF | $3,101,593 | 106,256 | SH | None |
| VANGUARD SCOTTSDALE FDS | VGIT | INTER TERM TREAS | $2,504,267 | 42,460 | SH | None |
| HEICO CORP NEW | HEI | COM | $2,068,752 | 5,808 | SH | None |
| SELECT SECTOR SPDR TR | XLRE | ST STR REAL ETF | $1,895,829 | 43,058 | SH | None |
| STATE STR SPDR S&P 500 ETF T | SPY | TR UNIT | $1,845,790 | 2,472 | SH | None |
| DIMENSIONAL ETF TRUST | DFIV | INTERNATNAL VAL | $1,663,009 | 30,785 | SH | None |
| DIMENSIONAL ETF TRUST | DFUV | US MKTWIDE VALUE | $1,529,194 | 27,798 | SH | None |
| SCHWAB STRATEGIC TR | SCHF | INTL EQTY ETF | $1,389,707 | 50,170 | SH | None |
| SPDR GOLD TR | GLD | GOLD SHS | $1,323,292 | 3,592 | SH | None |
| HEICO CORP NEW | HEI.A | CL A | $1,084,769 | 4,206 | SH | None |
| NVIDIA CORPORATION | NVDA | COM | $1,063,153 | 5,313 | SH | None |
| VANGUARD INDEX FDS | VUG | GROWTH ETF | $1,002,230 | 11,635 | SH | None |
| DIMENSIONAL ETF TRUST | DISV | INTL SMALL CAP V | $944,382 | 23,533 | SH | None |
| APPLE INC | AAPL | COM | $829,623 | 2,867 | SH | None |
| DIMENSIONAL ETF TRUST | DFEM | EMERGING MKTS CO | $802,009 | 19,734 | SH | None |
| EXXON MOBIL CORP | XOM | COM | $776,624 | 5,680 | SH | None |
| ISHARES TR | IEFA | CORE MSCI EAFE | $724,238 | 7,499 | SH | None |
| ISHARES TR | QUAL | MSCI USA QLT FCT | $712,416 | 3,247 | SH | None |
| INTERNATIONAL BUSINESS MACHS | IBM | COM | $685,937 | 2,440 | SH | None |
| DIMENSIONAL ETF TRUST | DFGR | GLOBAL REAL EST | $626,053 | 21,610 | SH | None |
| DIMENSIONAL ETF TRUST | DFAX | WORLD EX US CORE | $566,493 | 15,377 | SH | None |
| SCHWAB STRATEGIC TR | SCHC | INTL SCEQT ETF | $553,286 | 11,498 | SH | None |
| SELECT SECTOR SPDR TR | XLK | ST STR TECHN ETF | $528,164 | 2,773 | SH | None |
| DIMENSIONAL ETF TRUST | DFIC | INTL CORE EQUITY | $521,133 | 13,986 | SH | None |
| WALMART INC | WMT | COM | $521,029 | 4,600 | SH | None |
| ISHARES TR | AGG | CORE US AGGBD ET | $475,245 | 4,801 | SH | None |
| VANGUARD MALVERN FDS | VTIP | STRM INFPROIDX | $462,141 | 9,200 | SH | None |
| SPDR SERIES TRUST | SPSM | ST STR SP600 SML | $457,934 | 7,941 | SH | None |
| BNY MELLON ETF TRUST | BKLC | US LRG CP CORE | $453,903 | 3,166 | SH | None |
| DIMENSIONAL ETF TRUST | DFNM | NATL MUN BD ETF | $448,379 | 9,276 | SH | None |
| DIMENSIONAL ETF TRUST | DFAU | US CORE EQT MKT | $431,767 | 8,353 | SH | None |
| ISHARES TR | ITOT | CORE S&P TTL STK | $430,183 | 2,619 | SH | None |
| MCDONALDS CORP | MCD | COM | $400,270 | 1,481 | SH | None |
| SPDR INDEX SHS FDS | GNR | ST STR NAT ETF | $399,085 | 5,929 | SH | None |
| ISHARES TR | IWN | RUS 2000 VAL ETF | $385,730 | 1,744 | SH | None |
| DIMENSIONAL ETF TRUST | DFSD | SHOR DUR FIX ETF | $381,340 | 7,986 | SH | None |
| ELEVANCE HEALTH INC FORMERLY | ELV | COM | $375,408 | 971 | SH | None |
| ISHARES TR | IGSB | ISHS 1-5YR INVS | $371,931 | 7,097 | SH | None |
| DIMENSIONAL ETF TRUST | DFAT | US TARGETED VLU | $370,540 | 5,301 | SH | None |
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Largest 50 positions by reported value; the filing may contain more positions.
How amendments affect these holdings
This view uses 1 effective filing version(s). A restatement replaces the previous book; a new-holdings amendment adds positions. 0 positions lack a resolved ticker and 0 positions are put or call entries.
A 13F is a delayed quarterly snapshot of disclosed holdings. It is not a complete trade ledger and does not reveal every position in a manager's portfolio. Option values refer to the reported underlying position rather than a traded option premium.
Quarter end and public filing date
Use the filing's public availability date when constructing a historical observation. The quarter-end report period is earlier and cannot be substituted for when the public learned the holdings.