ATMOS ADVISORY, LLC
20 holdingsFiling period: 2026-06-30Current AUM: $188.5Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | VEA | VANGUARD TAX-MANAGED INTL FD | 320.0K | $22.8M | $22.9M | 12.14% | +3.6K | 2026-06-30 |
| 2 | BND | VANGUARD BD INDEX FDS | 309.4K | $22.7M | $22.0M | 11.68% | +2.4K | 2026-06-30 |
| 3 | VTEB | VANGUARD MUN BD FDS | 447.3K | $22.6M | $21.6M | 11.44% | +9.2K | 2026-06-30 |
| 4 | VV | VANGUARD INDEX FDS | 65.0K | $22.3M | $22.7M | 12.03% | +685 | 2026-06-30 |
| 5 | VB | VANGUARD INDEX FDS | 58.0K | $17.6M | $16.9M | 8.95% | +594 | 2026-06-30 |
| 6 | VTIP | VANGUARD MALVERN FDS | 313.9K | $15.8M | $15.5M | 8.24% | +6.1K | 2026-06-30 |
| 7 | BNDX | VANGUARD CHARLOTTE FDS | 318.0K | $15.4M | $14.9M | 7.91% | +3.0K | 2026-06-30 |
| 8 | VTV | VANGUARD INDEX FDS | 53.0K | $11.5M | $11.8M | 6.26% | +561 | 2026-06-30 |
| 9 | VNQ | VANGUARD INDEX FDS | 116.0K | $11.2M | $10.9M | 5.79% | +1.5K | 2026-06-30 |
| 10 | VWO | VANGUARD INTL EQUITY INDEX F | 171.8K | $10.3M | $10.2M | 5.40% | +2.8K | 2026-06-30 |
| 11 | VBR | VANGUARD INDEX FDS | 34.7K | $8.4M | $8.3M | 4.43% | +474 | 2026-06-30 |
| 12 | VSS | VANGUARD INTL EQUITY INDEX F | 48.4K | $7.5M | $7.5M | 4.00% | +862 | 2026-06-30 |
| 13 | ESGV | VANGUARD WORLD FD | 23.1K | $3.1M | $3.1M | 1.64% | +677 | 2026-06-30 |
| 14 | DFUS | DIMENSIONAL ETF TRUST | 1.9K | $151K | $152K | 0.08% | +5 | 2026-06-30 |
| 15 | SCHZ | SCHWAB STRATEGIC TR | 437 | $10K | $10K | 0.01% | -- | 2026-06-30 |
| 16 | SCHX | SCHWAB STRATEGIC TR | 296 | $8K | $8K | 0.00% | -- | 2026-06-30 |
| 17 | SCHA | SCHWAB STRATEGIC TR | 181 | $6K | $6K | 0.00% | -- | 2026-06-30 |
| 18 | SCHF | SCHWAB STRATEGIC TR | 214 | $5K | $5K | 0.00% | -- | 2026-06-30 |
| 19 | SCHE | SCHWAB STRATEGIC TR | 109 | $3K | $3K | 0.00% | -- | 2026-06-30 |
| 20 | SCHH | SCHWAB STRATEGIC TR | 92 | $2K | $2K | 0.00% | -- | 2026-06-30 |
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