ATLas Financial Planning LLC
69 holdingsFiling period: 2026-06-30Current AUM: $122.1Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | AVLV | American Centy ETF TR | 110.3K | $10.1M | $10.1M | 8.27% | +6.3K | 2026-06-30 |
| 2 | AVUV | American Centy ETF TR | 62.0K | $7.7M | $7.4M | 6.07% | +5.2K | 2026-06-30 |
| 3 | AVIV | American Centy ETF TR | 93.0K | $7.2M | $7.3M | 5.97% | +5.0K | 2026-06-30 |
| 4 | AGG | iShares TR | 71.1K | $7.0M | $6.9M | 5.62% | -202 | 2026-06-30 |
| 5 | AVES | American Centy ETF TR | 103.5K | $6.8M | $6.1M | 4.97% | +3.3K | 2026-06-30 |
| 6 | DFIV | Dimensional ETF Trust | 122.4K | $6.6M | $6.8M | 5.58% | +3.8K | 2026-06-30 |
| 7 | VCIT | Vanguard Scottsdale Fds | 75.4K | $6.2M | $6.0M | 4.92% | +5.5K | 2026-06-30 |
| 8 | BOXX | EA Series Trust | 49.9K | $5.8M | $5.9M | 4.87% | +5.4K | 2026-06-30 |
| 9 | BND | Vanguard BD Index Fds | 78.4K | $5.8M | $5.6M | 4.59% | +402 | 2026-06-30 |
| 10 | AAPL | Apple Inc | 19.3K | $5.6M | $6.6M | 5.42% | -1,117 | 2026-06-30 |
| 11 | VV | Vanguard Index Fds | 15.5K | $5.3M | $5.2M | 4.29% | +683 | 2026-06-30 |
| 12 | SCHP | Schwab Strategic TR | 129.3K | $3.4M | $3.3M | 2.71% | +7.2K | 2026-06-30 |
| 13 | VTI | Vanguard Index Fds | 8.9K | $3.3M | $3.2M | 2.65% | -64 | 2026-06-30 |
| 14 | FNDC | Schwab Strategic TR | 67.1K | $3.3M | $3.2M | 2.65% | -1,248 | 2026-06-30 |
| 15 | BNDX | Vanguard Charlotte Fds | 57.9K | $2.8M | $2.8M | 2.26% | +1.4K | 2026-06-30 |
| 16 | DUSB | Dimensional ETF Trust | 48.8K | $2.5M | $2.5M | 2.02% | +847 | 2026-06-30 |
| 17 | DFSV | Dimensional ETF Trust | 51.0K | $2.0M | $2.0M | 1.60% | +2.9K | 2026-06-30 |
| 18 | VXUS | Vanguard Star Fds | 20.4K | $1.7M | $1.7M | 1.35% | -- | 2026-06-30 |
| 19 | BSV | Vanguard BD Index Fds | 21.3K | $1.7M | $1.6M | 1.34% | -1,006 | 2026-06-30 |
| 20 | AVIG | American Centy ETF TR | 35.4K | $1.5M | $1.4M | 1.17% | +21.9K | 2026-06-30 |
| 21 | VB | Vanguard Index Fds | 4.5K | $1.4M | $1.3M | 1.05% | -40 | 2026-06-30 |
| 22 | BRK-B | Berkshire Hathaway Inc Del | 2.5K | $1.2M | $1.2M | 1.01% | -- | 2026-06-30 |
| 23 | IWB | iShares TR | 2.9K | $1.2M | $1.2M | 0.96% | -298 | 2026-06-30 |
| 24 | ITA | iShares TR | 4.8K | $1.2M | $994K | 0.81% | +214 | 2026-06-30 |
| 25 | VWO | Vanguard Intl Equity Index F | 19.1K | $1.1M | $1.1M | 0.86% | -308 | 2026-06-30 |
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