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The Analysis of ATLas Financial Planning LLC's Holdings & P&L

Currently, ATLas Financial Planning LLC holds 69 types of securities in its portfolio with a total value $123.3M. In the most recent quarter, they have increased their positions in AVIG (+21.9K shares, valued at $905.5K), AVUV (+5.2K shares, valued at $646.9K), BOXX (+5.4K shares, valued at $635.8K); decreased their positions in AAPL (-1.1K shares, valued at $323.2K), IWB (-298 shares, valued at $122.0K), MSFT (-284 shares, valued at $105.9K); initiated new positions in FNDX (+6.5K shares, valued at $203.3K), DFAE (+5.1K shares, valued at $203.3K), DAL (+2.2K shares, valued at $201.5K).

1M P&L

+1.7M+1.56%

3M P&L

+2.0M+1.83%

HY P&L

+3.0M+2.67%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A99.9M

90.2%

2Consumer Electronics5.6M

5.1%

3Insurance - Diversified1.7M

1.5%

Top Industries by Stock Count

1N/A50 stocks

79.4%

2Internet Content & Information2 stocks

3.2%

3Insurance - Diversified2 stocks

3.2%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

AVLV AMERICAN CENTY ETF TR110.3K shares6.09%2026-06-302026-07-22

AVUV AMERICAN CENTY ETF TR62.0K shares9.13%2026-06-302026-07-22

AVIV AMERICAN CENTY ETF TR93.0K shares5.64%2026-06-302026-07-22

ISHARES TR ISHARES TR71.1K shares-0.28%2026-06-302026-07-22

AVES AMERICAN CENTY ETF TR103.5K shares3.32%2026-06-302026-07-22

DFIV DIMENSIONAL ETF TRUST122.4K shares3.19%2026-06-302026-07-22

VCIT VANGUARD SCOTTSDALE FDS75.4K shares7.87%2026-06-302026-07-22

BOXX EA SERIES TRUST49.9K shares12.20%2026-06-302026-07-22

Sponsored

BND VANGUARD BD INDEX FDS78.4K shares0.52%2026-06-302026-07-22

AAPL APPLE INC19.3K shares-5.46%2026-06-302026-07-22

VV VANGUARD INDEX FDS15.5K shares4.61%2026-06-302026-07-22

SCHP SCHWAB STRATEGIC TR129.3K shares5.87%2026-06-302026-07-22

VANGUARD INDEX FDS VANGUARD INDEX FDS8.9K shares-0.71%2026-06-302026-07-22

FNDC SCHWAB STRATEGIC TR67.1K shares-1.82%2026-06-302026-07-22

BNDX VANGUARD CHARLOTTE FDS57.9K shares2.47%2026-06-302026-07-22

DUSB DIMENSIONAL ETF TRUST48.8K shares1.77%2026-06-302026-07-22

Sponsored

DFSV DIMENSIONAL ETF TRUST51.0K shares5.94%2026-06-302026-07-22

VXUS VANGUARD STAR FDS20.4K shares0.00%2026-06-302026-07-22

BSV VANGUARD BD INDEX FDS21.3K shares-4.51%2026-06-302026-07-22

AVIG AMERICAN CENTY ETF TR35.4K shares161.59%2026-06-302026-07-22

VB VANGUARD INDEX FDS4.5K shares-0.88%2026-06-302026-07-22

BRK.B BERKSHIRE HATHAWAY INC DEL2.5K shares0.00%2026-06-302026-07-22

IWB ISHARES TR2.9K shares-9.32%2026-06-302026-07-22

ITA ISHARES TR4.8K shares4.66%2026-06-302026-07-22

Sponsored

VWO VANGUARD INTL EQUITY INDEX F19.1K shares-1.59%2026-06-302026-07-22

VOO VANGUARD INDEX FDS1.6K shares0.00%2026-06-302026-07-22

SOUTHERN CO SOUTHERN CO11.2K shares-0.24%2026-06-302026-07-22

ITOT ISHARES TR6.0K shares0.00%2026-06-302026-07-22

DISV DIMENSIONAL ETF TRUST24.8K shares13.02%2026-06-302026-07-22

VT VANGUARD INTL EQUITY INDEX F5.3K shares5.00%2026-06-302026-07-22

AVSF AMERICAN CENTY ETF TR17.6K shares36.23%2026-06-302026-07-22

SYLD CAMBRIA ETF TR9.6K shares33.45%2026-06-302026-07-22

Sponsored

DFEV DIMENSIONAL ETF TRUST16.8K shares0.00%2026-06-302026-07-22

SCHX SCHWAB STRATEGIC TR24.3K shares-3.15%2026-06-302026-07-22

DFAI DIMENSIONAL ETF TRUST15.7K shares0.03%2026-06-302026-07-22

MSFT MICROSOFT CORP1.5K shares-15.51%2026-06-302026-07-22

GOOG ALPHABET INC1.6K shares-5.11%2026-06-302026-07-22

DFAU DIMENSIONAL ETF TRUST10.7K shares-4.47%2026-06-302026-07-22

ISHARES TR ISHARES TR687 shares0.00%2026-06-302026-07-22

COSTCO WHOLESALE CORPORATION COSTCO WHOLESALE CORPORATION514 shares-10.14%2026-06-302026-07-22

Sponsored

VEA VANGUARD TAX-MANAGED FDS6.5K shares-1.85%2026-06-302026-07-22

DFAC DIMENSIONAL ETF TRUST10.4K shares9.34%2026-06-302026-07-22

DGRW WISDOMTREE TR4.8K shares0.00%2026-06-302026-07-22

AMZN AMAZON COM INC1.9K shares-5.73%2026-06-302026-07-22

AIG AMERICAN INTL GROUP INC6.2K shares0.00%2026-06-302026-07-22

DTD WISDOMTREE TR4.9K shares0.00%2026-06-302026-07-22

VGT VANGUARD WORLD FD3.8K shares700.00%2026-06-302026-07-22

TIP ISHARES TR4.1K shares2.11%2026-06-302026-07-22

Sponsored

HD HOME DEPOT INC1.2K shares-3.88%2026-06-302026-07-22

ROSC LATTICE STRATEGIES TR7.7K shares-11.88%2026-06-302026-07-22

IXUS ISHARES TR4.0K shares0.00%2026-06-302026-07-22

STIP ISHARES TR3.5K shares36.63%2026-06-302026-07-22

SCHB SCHWAB STRATEGIC TR10.4K shares0.14%2026-06-302026-07-22

SCHF SCHWAB STRATEGIC TR10.9K shares0.00%2026-06-302026-07-22

SCHD SCHWAB STRATEGIC TR9.4K shares0.02%2026-06-302026-07-22

QUS SPDR SERIES TRUST1.6K shares-8.68%2026-06-302026-07-22

Sponsored

VO VANGUARD INDEX FDS3.6K shares300.00%2026-06-302026-07-22

APH AMPHENOL CORP1.6K shares0.00%2026-06-302026-07-22

GOOGL ALPHABET INC749 shares0.00%2026-06-302026-07-22

BAC BANK OF AMER CORP4.6K shares0.00%2026-06-302026-07-22

NVDA NVIDIA CORPORATION1.3K shares-6.41%2026-06-302026-07-22

SCHA SCHWAB STRATEGIC TR6.7K shares-12.91%2026-06-302026-07-22

IEMG ISHARES INC2.9K shares0.00%2026-06-302026-07-22

DFSD DIMENSIONAL ETF TRUST4.8K shares0.00%2026-06-302026-07-22

Sponsored

META PLATFORMS INC META PLATFORMS INC410 shares-12.95%2026-06-302026-07-22

TRGP TARGA RES CORP800 shares0.00%2026-06-302026-07-22

FNDX SCHWAB STRATEGIC TR6.5K sharesnew addition2026-06-302026-07-22

DFAE DIMENSIONAL ETF TRUST5.1K sharesnew addition2026-06-302026-07-22

DAL DELTA AIR LINES INC2.2K sharesnew addition2026-06-302026-07-22

AVLV

AMERICAN CENTY ETF TR

6.09%

Shares110.3K

Event2026-06-30

Filed2026-07-22

AVUV

AMERICAN CENTY ETF TR

9.13%

Shares62.0K

Event2026-06-30

Filed2026-07-22

AVIV

AMERICAN CENTY ETF TR

5.64%

Shares93.0K

Event2026-06-30

Filed2026-07-22

ISHARES TR

-0.28%

Shares71.1K

Event2026-06-30

Filed2026-07-22

AVES

AMERICAN CENTY ETF TR

3.32%

Shares103.5K

Event2026-06-30

Filed2026-07-22

DFIV

DIMENSIONAL ETF TRUST

3.19%

Shares122.4K

Event2026-06-30

Filed2026-07-22

VCIT

VANGUARD SCOTTSDALE FDS

7.87%

Shares75.4K

Event2026-06-30

Filed2026-07-22

BOXX

EA SERIES TRUST

12.20%

Shares49.9K

Event2026-06-30

Filed2026-07-22

BND

VANGUARD BD INDEX FDS

0.52%

Shares78.4K

Event2026-06-30

Filed2026-07-22

AAPL

APPLE INC

-5.46%

Shares19.3K

Event2026-06-30

Filed2026-07-22

VANGUARD INDEX FDS

4.61%

Shares15.5K

Event2026-06-30

Filed2026-07-22

SCHP

SCHWAB STRATEGIC TR

5.87%

Shares129.3K

Event2026-06-30

Filed2026-07-22

VANGUARD INDEX FDS

-0.71%

Shares8.9K

Event2026-06-30

Filed2026-07-22

FNDC

SCHWAB STRATEGIC TR

-1.82%

Shares67.1K

Event2026-06-30

Filed2026-07-22

BNDX

VANGUARD CHARLOTTE FDS

2.47%

Shares57.9K

Event2026-06-30

Filed2026-07-22

DUSB

DIMENSIONAL ETF TRUST

1.77%

Shares48.8K

Event2026-06-30

Filed2026-07-22

DFSV

DIMENSIONAL ETF TRUST

5.94%

Shares51.0K

Event2026-06-30

Filed2026-07-22

VXUS

VANGUARD STAR FDS

0.00%

Shares20.4K

Event2026-06-30

Filed2026-07-22

BSV

VANGUARD BD INDEX FDS

-4.51%

Shares21.3K

Event2026-06-30

Filed2026-07-22

AVIG

AMERICAN CENTY ETF TR

161.59%

Shares35.4K

Event2026-06-30

Filed2026-07-22

VANGUARD INDEX FDS

-0.88%

Shares4.5K

Event2026-06-30

Filed2026-07-22

BRK.B

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares2.5K

Event2026-06-30

Filed2026-07-22

IWB

ISHARES TR

-9.32%

Shares2.9K

Event2026-06-30

Filed2026-07-22

ITA

ISHARES TR

4.66%

Shares4.8K

Event2026-06-30

Filed2026-07-22

VWO

VANGUARD INTL EQUITY INDEX F

-1.59%

Shares19.1K

Event2026-06-30

Filed2026-07-22

VOO

VANGUARD INDEX FDS

0.00%

Shares1.6K

Event2026-06-30

Filed2026-07-22

SOUTHERN CO

-0.24%

Shares11.2K

Event2026-06-30

Filed2026-07-22

ITOT

ISHARES TR

0.00%

Shares6.0K

Event2026-06-30

Filed2026-07-22

DISV

DIMENSIONAL ETF TRUST

13.02%

Shares24.8K

Event2026-06-30

Filed2026-07-22

VANGUARD INTL EQUITY INDEX F

5.00%

Shares5.3K

Event2026-06-30

Filed2026-07-22

AVSF

AMERICAN CENTY ETF TR

36.23%

Shares17.6K

Event2026-06-30

Filed2026-07-22

SYLD

CAMBRIA ETF TR

33.45%

Shares9.6K

Event2026-06-30

Filed2026-07-22

DFEV

DIMENSIONAL ETF TRUST

0.00%

Shares16.8K

Event2026-06-30

Filed2026-07-22

SCHX

SCHWAB STRATEGIC TR

-3.15%

Shares24.3K

Event2026-06-30

Filed2026-07-22

DFAI

DIMENSIONAL ETF TRUST

0.03%

Shares15.7K

Event2026-06-30

Filed2026-07-22

MSFT

MICROSOFT CORP

-15.51%

Shares1.5K

Event2026-06-30

Filed2026-07-22

GOOG

ALPHABET INC

-5.11%

Shares1.6K

Event2026-06-30

Filed2026-07-22

DFAU

DIMENSIONAL ETF TRUST

-4.47%

Shares10.7K

Event2026-06-30

Filed2026-07-22

ISHARES TR

0.00%

Shares687

Event2026-06-30

Filed2026-07-22

COSTCO WHOLESALE CORPORATION

-10.14%

Shares514

Event2026-06-30

Filed2026-07-22

VEA

VANGUARD TAX-MANAGED FDS

-1.85%

Shares6.5K

Event2026-06-30

Filed2026-07-22

DFAC

DIMENSIONAL ETF TRUST

9.34%

Shares10.4K

Event2026-06-30

Filed2026-07-22

DGRW

WISDOMTREE TR

0.00%

Shares4.8K

Event2026-06-30

Filed2026-07-22

AMZN

AMAZON COM INC

-5.73%

Shares1.9K

Event2026-06-30

Filed2026-07-22

AIG

AMERICAN INTL GROUP INC

0.00%

Shares6.2K

Event2026-06-30

Filed2026-07-22

DTD

WISDOMTREE TR

0.00%

Shares4.9K

Event2026-06-30

Filed2026-07-22

VGT

VANGUARD WORLD FD

700.00%

Shares3.8K

Event2026-06-30

Filed2026-07-22

TIP

ISHARES TR

2.11%

Shares4.1K

Event2026-06-30

Filed2026-07-22

HOME DEPOT INC

-3.88%

Shares1.2K

Event2026-06-30

Filed2026-07-22

ROSC

LATTICE STRATEGIES TR

-11.88%

Shares7.7K

Event2026-06-30

Filed2026-07-22

IXUS

ISHARES TR

0.00%

Shares4.0K

Event2026-06-30

Filed2026-07-22

STIP

ISHARES TR

36.63%

Shares3.5K

Event2026-06-30

Filed2026-07-22

SCHB

SCHWAB STRATEGIC TR

0.14%

Shares10.4K

Event2026-06-30

Filed2026-07-22

SCHF

SCHWAB STRATEGIC TR

0.00%

Shares10.9K

Event2026-06-30

Filed2026-07-22

SCHD

SCHWAB STRATEGIC TR

0.02%

Shares9.4K

Event2026-06-30

Filed2026-07-22

QUS

SPDR SERIES TRUST

-8.68%

Shares1.6K

Event2026-06-30

Filed2026-07-22

VANGUARD INDEX FDS

300.00%

Shares3.6K

Event2026-06-30

Filed2026-07-22

APH

AMPHENOL CORP

0.00%

Shares1.6K

Event2026-06-30

Filed2026-07-22

GOOGL

ALPHABET INC

0.00%

Shares749

Event2026-06-30

Filed2026-07-22

BAC

BANK OF AMER CORP

0.00%

Shares4.6K

Event2026-06-30

Filed2026-07-22

NVDA

NVIDIA CORPORATION

-6.41%

Shares1.3K

Event2026-06-30

Filed2026-07-22

SCHA

SCHWAB STRATEGIC TR

-12.91%

Shares6.7K

Event2026-06-30

Filed2026-07-22

IEMG

ISHARES INC

0.00%

Shares2.9K

Event2026-06-30

Filed2026-07-22

DFSD

DIMENSIONAL ETF TRUST

0.00%

Shares4.8K

Event2026-06-30

Filed2026-07-22

META PLATFORMS INC

-12.95%

Shares410

Event2026-06-30

Filed2026-07-22

TRGP

TARGA RES CORP

0.00%

Shares800

Event2026-06-30

Filed2026-07-22

FNDX

SCHWAB STRATEGIC TR

New

Shares6.5K

Event2026-06-30

Filed2026-07-22

DFAE

DIMENSIONAL ETF TRUST

New

Shares5.1K

Event2026-06-30

Filed2026-07-22

DAL

DELTA AIR LINES INC

New

Shares2.2K

Event2026-06-30

Filed2026-07-22

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available