The Analysis of ATMOS ADVISORY, LLC's Holdings
Currently, ATMOS ADVISORY, LLC holds 21 types of securities in its portfolio with a total value $172.5M. In the most recent quarter, they have increased their positions in VTEB (+20.9K shares, valued at $1.1M), VV (+3.1K shares, valued at $981.5K), VEA (+12.9K shares, valued at $809.0K); decreased their positions in ESGV (-143 shares, valued at $17.3K); initiated new positions in BIV (+5.1K shares, valued at $395.4K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
VEA VANGUARD TAX-MANAGED INTL FD348.1K shares3.86%2025-12-312026-01-21
BND VANGUARD BD INDEX FDS281.7K shares0.24%2025-12-312026-01-21 VTEB VANGUARD MUN BD FDS404.1K shares5.46%2025-12-312026-01-21 VV VANGUARD INDEX FDS64.3K shares5.10%2025-12-312026-01-21 VB VANGUARD INDEX FDS56.6K shares5.24%2025-12-312026-01-21 VTIP VANGUARD MALVERN FDS282.1K shares4.72%2025-12-312026-01-21 BNDX VANGUARD CHARLOTTE FDS283.0K shares4.11%2025-12-312026-01-21 VTV VANGUARD INDEX FDS52.9K shares5.74%2025-12-312026-01-21 VWO VANGUARD INTL EQUITY INDEX F179.9K shares4.43%2025-12-312026-01-21 VNQ VANGUARD INDEX FDS103.6K shares7.84%2025-12-312026-01-21 VSS VANGUARD INTL EQUITY INDEX F52.3K shares4.93%2025-12-312026-01-21 VBR VANGUARD INDEX FDS34.2K shares5.46%2025-12-312026-01-21 ESGV VANGUARD WORLD FD24.1K shares-0.59%2025-12-312026-01-21 BIV VANGUARD BD INDEX FDS5.1K sharesnew addition2025-12-312026-01-21 DFUS DIMENSIONAL ETF TRUST1.8K shares0.22%2025-12-312026-01-21 SCHZ SCHWAB STRATEGIC TR389 shares0.00%2025-12-312026-01-21 SCHX SCHWAB STRATEGIC TR295 shares0.00%2025-12-312026-01-21 SCHF SCHWAB STRATEGIC TR242 shares0.00%2025-12-312026-01-21 SCHA SCHWAB STRATEGIC TR176 shares0.00%2025-12-312026-01-21 SCHE SCHWAB STRATEGIC TR115 shares0.00%2025-12-312026-01-21 SCHH SCHWAB STRATEGIC TR78 shares0.00%2025-12-312026-01-21 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available