ATMOS ADVISORY, LLC
20 holdingsFiling period: 2026-03-31Current AUM: $187.0Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | BND | VANGUARD BD INDEX FDS | 307.0K | $22.6M | $22.2M | 11.86% | +25.3K | 2026-03-31 |
| 2 | VTEB | VANGUARD MUN BD FDS | 438.0K | $21.9M | $21.7M | 11.62% | +33.9K | 2026-03-31 |
| 3 | VEA | VANGUARD TAX-MANAGED INTL FD | 316.3K | $20.3M | $22.3M | 11.94% | -31,740 | 2026-03-31 |
| 4 | VV | VANGUARD INDEX FDS | 64.3K | $19.2M | $22.1M | 11.81% | -12 | 2026-03-31 |
| 5 | VTIP | VANGUARD MALVERN FDS | 307.8K | $15.4M | $15.3M | 8.17% | +25.6K | 2026-03-31 |
| 6 | BNDX | VANGUARD CHARLOTTE FDS | 315.0K | $15.1M | $15.0M | 8.04% | +32.0K | 2026-03-31 |
| 7 | VB | VANGUARD INDEX FDS | 57.4K | $15.0M | $16.9M | 9.06% | +834 | 2026-03-31 |
| 8 | VTV | VANGUARD INDEX FDS | 52.4K | $10.3M | $11.5M | 6.16% | -448 | 2026-03-31 |
| 9 | VNQ | VANGUARD INDEX FDS | 114.4K | $10.1M | $11.3M | 6.05% | +10.8K | 2026-03-31 |
| 10 | VWO | VANGUARD INTL EQUITY INDEX F | 169.0K | $9.1M | $9.9M | 5.31% | -10,817 | 2026-03-31 |
| 11 | VBR | VANGUARD INDEX FDS | 34.2K | $7.4M | $8.4M | 4.47% | -36 | 2026-03-31 |
| 12 | VSS | VANGUARD INTL EQUITY INDEX F | 47.5K | $6.9M | $7.1M | 3.82% | -4,779 | 2026-03-31 |
| 13 | ESGV | VANGUARD WORLD FD | 22.4K | $2.5M | $3.0M | 1.58% | -1,647 | 2026-03-31 |
| 14 | DFUS | DIMENSIONAL ETF TRUST | 1.8K | $131K | $151K | 0.08% | +3 | 2026-03-31 |
| 15 | SCHZ | SCHWAB STRATEGIC TR | 437 | $10K | $10K | 0.01% | +48 | 2026-03-31 |
| 16 | SCHX | SCHWAB STRATEGIC TR | 296 | $7K | $8K | 0.00% | +1 | 2026-03-31 |
| 17 | SCHA | SCHWAB STRATEGIC TR | 181 | $5K | $6K | 0.00% | +5 | 2026-03-31 |
| 18 | SCHF | SCHWAB STRATEGIC TR | 214 | $5K | $6K | 0.00% | -28 | 2026-03-31 |
| 19 | SCHE | SCHWAB STRATEGIC TR | 109 | $3K | $3K | 0.00% | -6 | 2026-03-31 |
| 20 | SCHH | SCHWAB STRATEGIC TR | 92 | $1K | $1K | 0.00% | +14 | 2026-03-31 |
← Scroll →