ATLas Financial Planning LLC
70 holdingsFiling period: 2026-03-31Current AUM: $119.9Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | AVLV | AMERICAN CENTY ETF TR | 104.0K | $8.4M | $9.6M | 7.99% | +8.4K | 2026-03-31 |
| 2 | AGG | ISHARES TR | 71.3K | $7.1M | $6.9M | 5.79% | -1,070 | 2026-03-31 |
| 3 | AVIV | AMERICAN CENTY ETF TR | 88.0K | $6.6M | $7.1M | 5.92% | +4.7K | 2026-03-31 |
| 4 | AVUV | AMERICAN CENTY ETF TR | 56.8K | $6.3M | $7.1M | 5.93% | +7.9K | 2026-03-31 |
| 5 | DFIV | DIMENSIONAL ETF TRUST | 118.6K | $6.3M | $6.8M | 5.66% | +7.0K | 2026-03-31 |
| 6 | AVES | AMERICAN CENTY ETF TR | 100.1K | $6.0M | $6.2M | 5.20% | +4.0K | 2026-03-31 |
| 7 | VCIT | VANGUARD SCOTTSDALE FDS | 69.9K | $5.8M | $5.7M | 4.74% | +7.8K | 2026-03-31 |
| 8 | BND | VANGUARD BD INDEX FDS | 78.0K | $5.7M | $5.6M | 4.69% | +16.8K | 2026-03-31 |
| 9 | AAPL | APPLE INC | 20.5K | $5.2M | $6.3M | 5.27% | +3.5K | 2026-03-31 |
| 10 | BOXX | EA SERIES TRUST | 44.5K | $5.2M | $5.2M | 4.37% | +731 | 2026-03-31 |
| 11 | VV | VANGUARD INDEX FDS | 14.8K | $4.4M | $5.1M | 4.24% | +180 | 2026-03-31 |
| 12 | SCHP | SCHWAB STRATEGIC TR | 122.1K | $3.2M | $3.2M | 2.66% | +5.9K | 2026-03-31 |
| 13 | FNDC | SCHWAB STRATEGIC TR | 68.4K | $3.2M | $3.4M | 2.81% | +9.4K | 2026-03-31 |
| 14 | VTI | VANGUARD INDEX FDS | 9.0K | $2.9M | $3.3M | 2.77% | -241 | 2026-03-31 |
| 15 | BNDX | VANGUARD CHARLOTTE FDS | 56.5K | $2.7M | $2.7M | 2.25% | +2.1K | 2026-03-31 |
| 16 | DUSB | DIMENSIONAL ETF TRUST | 47.9K | $2.4M | $2.4M | 2.03% | +393 | 2026-03-31 |
| 17 | BSV | VANGUARD BD INDEX FDS | 22.3K | $1.7M | $1.7M | 1.44% | +5.3K | 2026-03-31 |
| 18 | DFSV | DIMENSIONAL ETF TRUST | 48.1K | $1.7M | $1.9M | 1.59% | +9.2K | 2026-03-31 |
| 19 | VXUS | VANGUARD STAR FDS | 20.4K | $1.6M | $1.7M | 1.44% | -- | 2026-03-31 |
| 20 | VB | VANGUARD INDEX FDS | 4.5K | $1.2M | $1.3M | 1.12% | +14 | 2026-03-31 |
| 21 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 2.5K | $1.2M | $1.2M | 0.99% | +500 | 2026-03-31 |
| 22 | IWB | ISHARES TR | 3.2K | $1.1M | $1.3M | 1.09% | -94 | 2026-03-31 |
| 23 | SO | SOUTHERN CO | 11.2K | $1.1M | $1.1M | 0.88% | +566 | 2026-03-31 |
| 24 | VWO | VANGUARD INTL EQUITY INDEX F | 19.4K | $1.0M | $1.1M | 0.95% | -17 | 2026-03-31 |
| 25 | ITA | ISHARES TR | 4.6K | $1.0M | $1.1M | 0.92% | +40 | 2026-03-31 |
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