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Rodney Yancy

Oath Planning, Llc

Assets Managed
$112.554M
Holdings
69
Last Quarter
2026 - Q1
Filed Date
2mo 3d ago
Growth Rate
11.08%(2Q avg: 5.54%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Oath Planning, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 69 positions.

Assets under management

The assets under management (AUM) of Oath Planning, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 112.554M in assets, with a quarterly growth rate of 11.08% and a 2-quarter average growth rate of 5.54%. The portfolio is managed by Rodney Yancy, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
BSV
Vanguard Short-term Bond Etf
Recent Activity
Increased 23.14%
11.82%
$13.301M
169,639 shares@ $78.41 avg price
UITB
Victoryshares Core Intermedi
Recent Activity
Increased 23.01%
11.4%
$12.825M
272,765 shares@ $47.02 avg price
VOO
Vanguard S&p 500 Etf
Recent Activity
Increased 20.43%
9.87%
$11.1M
18,576 shares@ $597.56 avg price
VBR
Vanguard Small-cap Value Etf
Recent Activity
Increased 22.83%
8.94%
$10.057M
46,294 shares@ $217.25 avg price
AVDV
Avantis Intl S C Value Etf
Recent Activity
Increased 6.52%
4.92%
$5.534M
55,417 shares@ $99.87 avg price
DFAC
Dimensional Us Core Equity 2
Recent Activity
Decreased -2.32%
4.78%
$5.37M
138,197 shares@ $38.87 avg price
FNDF
Schwab Fndmn Intl Lrg Co Etf
Recent Activity
Increased 6.85%
4.24%
$4.762M
97,323 shares@ $48.94 avg price
FRDM
Freedom 100 Emeging Mrkt Etf
Recent Activity
Increased 1.36%
3.6%
$4.047M
74,055 shares@ $54.66 avg price
VTV
Vanguard Value Etf
Recent Activity
Increased 20.17%
3.36%
$3.772M
19,224 shares@ $196.21 avg price
PNC
Pnc Financial Services Group
Recent Activity
2.83%
$3.177M
15,267 shares@ $208.09 avg price

1-10 of 69