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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 $111.5M. In the most recent quarter, they have increased their positions in BND (+16.8K shares, valued at $1.2M), AAPL (+3.5K shares, valued at $895.4K), AVUV (+7.9K shares, valued at $869.8K); decreased their positions in SCHD (-5.9K shares, valued at $180.0K), VGT (-219 shares, valued at $152.8K), AGG (-1.1K shares, valued at $106.2K); initiated new positions in COST (+572 shares, valued at $570.1K), HD (+1.3K shares, valued at $423.9K), XOM (+1.4K shares, valued at $244.7K).

1M P&L

+435.2K+0.37%

3M P&L

+662.5K+0.56%

HY P&L

+3.9M+3.38%

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/A99.2M

88.9%

2Consumer Electronics5.2M

4.7%

3INSURANCE - DIVERSIFIED1.2M

1.1%

Top Industries by Stock Count

1N/A52 stocks

75.4%

2Internet Content & Information3 stocks

4.3%

3Discount Stores1 stocks

1.4%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

AVLV AMERICAN CENTY ETF TR104.0K shares8.79%2026-03-312026-04-27

AGG ISHARES TR71.3K shares-1.48%2026-03-312026-04-27

AVIV AMERICAN CENTY ETF TR88.0K shares5.69%2026-03-312026-04-27

AVUV AMERICAN CENTY ETF TR56.8K shares16.10%2026-03-312026-04-27

DFIV DIMENSIONAL ETF TRUST118.6K shares6.30%2026-03-312026-04-27

AVES AMERICAN CENTY ETF TR100.1K shares4.15%2026-03-312026-04-27

VCIT VANGUARD SCOTTSDALE FDS69.9K shares12.61%2026-03-312026-04-27

BND VANGUARD BD INDEX FDS78.0K shares27.57%2026-03-312026-04-27

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AAPL APPLE INC20.5K shares20.84%2026-03-312026-04-27

BOXX EA SERIES TRUST44.5K shares1.67%2026-03-312026-04-27

VV VANGUARD INDEX FDS14.8K shares1.23%2026-03-312026-04-27

SCHP SCHWAB STRATEGIC TR122.1K shares5.05%2026-03-312026-04-27

FNDC SCHWAB STRATEGIC TR68.4K shares15.93%2026-03-312026-04-27

VTI VANGUARD INDEX FDS9.0K shares-2.60%2026-03-312026-04-27

BNDX VANGUARD CHARLOTTE FDS56.5K shares3.80%2026-03-312026-04-27

DUSB DIMENSIONAL ETF TRUST47.9K shares0.83%2026-03-312026-04-27

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BSV VANGUARD BD INDEX FDS22.3K shares30.85%2026-03-312026-04-27

DFSV DIMENSIONAL ETF TRUST48.1K shares23.55%2026-03-312026-04-27

VXUS VANGUARD STAR FDS20.4K shares0.00%2026-03-312026-04-27

VB VANGUARD INDEX FDS4.5K shares0.31%2026-03-312026-04-27

BRK.B BERKSHIRE HATHAWAY INC DEL2.5K shares25.42%2026-03-312026-04-27

IWB ISHARES TR3.2K shares-2.86%2026-03-312026-04-27

SO SOUTHERN CO11.2K shares5.33%2026-03-312026-04-27

VWO VANGUARD INTL EQUITY INDEX F19.4K shares-0.09%2026-03-312026-04-27

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ITA ISHARES TR4.6K shares0.88%2026-03-312026-04-27

VOO VANGUARD INDEX FDS1.6K shares1.25%2026-03-312026-04-27

DISV DIMENSIONAL ETF TRUST21.9K shares16.53%2026-03-312026-04-27

ITOT ISHARES TR6.0K shares-2.12%2026-03-312026-04-27

VT VANGUARD INTL EQUITY INDEX F5.0K shares3.59%2026-03-312026-04-27

MSFT MICROSOFT CORP1.8K shares-0.44%2026-03-312026-04-27

SCHX SCHWAB STRATEGIC TR25.1K shares0.06%2026-03-312026-04-27

DFAI DIMENSIONAL ETF TRUST15.7K shares0.01%2026-03-312026-04-27

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AVSF AMERICAN CENTY ETF TR12.9K shares0.00%2026-03-312026-04-27

DFEV DIMENSIONAL ETF TRUST16.8K shares0.00%2026-03-312026-04-27

COST COSTCO WHOLESALE CORPORATION572 sharesnew addition2026-03-312026-04-27

AVIG AMERICAN CENTY ETF TR13.5K shares0.00%2026-03-312026-04-27

SYLD CAMBRIA ETF TR7.2K shares73.11%2026-03-312026-04-27

DFAU DIMENSIONAL ETF TRUST11.2K shares0.00%2026-03-312026-04-27

GOOG ALPHABET INC1.7K shares0.00%2026-03-312026-04-27

AIG AMERICAN INTL GROUP INC6.2K shares0.00%2026-03-312026-04-27

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IVV ISHARES TR687 shares0.00%2026-03-312026-04-27

TIP ISHARES TR4.0K shares93.59%2026-03-312026-04-27

VEA VANGUARD TAX-MANAGED FDS6.6K shares2.93%2026-03-312026-04-27

AMZN AMAZON COM INC2.0K shares11.52%2026-03-312026-04-27

HD HOME DEPOT INC1.3K sharesnew addition2026-03-312026-04-27

DTD WISDOMTREE TR4.9K shares0.00%2026-03-312026-04-27

ROSC LATTICE STRATEGIES TR8.7K shares0.00%2026-03-312026-04-27

DGRW WISDOMTREE TR4.8K shares0.00%2026-03-312026-04-27

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DFAC DIMENSIONAL ETF TRUST9.5K shares0.21%2026-03-312026-04-27

IXUS ISHARES TR4.0K shares-4.67%2026-03-312026-04-27

VGT VANGUARD WORLD FD472 shares-31.69%2026-03-312026-04-27

QUS SPDR SERIES TRUST1.8K shares-2.12%2026-03-312026-04-27

SCHD SCHWAB STRATEGIC TR9.4K shares-38.33%2026-03-312026-04-27

META META PLATFORMS INC471 shares0.00%2026-03-312026-04-27

SCHF SCHWAB STRATEGIC TR10.9K shares0.46%2026-03-312026-04-27

STIP ISHARES TR2.5K shares-6.34%2026-03-312026-04-27

Sponsored

SCHB SCHWAB STRATEGIC TR10.4K shares0.16%2026-03-312026-04-27

VO VANGUARD INDEX FDS905 shares-6.70%2026-03-312026-04-27

NVDA NVIDIA CORPORATION1.4K shares-24.15%2026-03-312026-04-27

XOM EXXON MOBIL CORP1.4K sharesnew addition2026-03-312026-04-27

VLO VALERO ENERGY CORP986 sharesnew addition2026-03-312026-04-27

DFSD DIMENSIONAL ETF TRUST4.8K shares0.00%2026-03-312026-04-27

BAC BANK AMERICA CORP4.6K shares-14.17%2026-03-312026-04-27

SCHA SCHWAB STRATEGIC TR7.7K shares0.03%2026-03-312026-04-27

Sponsored

GOOGL ALPHABET INC749 shares0.67%2026-03-312026-04-27

GLD SPDR GOLD TR482 sharesnew addition2026-03-312026-04-27

IEMG ISHARES INC2.9K sharesnew addition2026-03-312026-04-27

APH AMPHENOL CORP1.6K shares0.00%2026-03-312026-04-27

TRGP TARGA RES CORP800 shares-27.27%2026-03-312026-04-27

AVLV

AMERICAN CENTY ETF TR

8.79%

Shares104.0K

Event2026-03-31

Filed2026-04-27

AGG

ISHARES TR

-1.48%

Shares71.3K

Event2026-03-31

Filed2026-04-27

AVIV

AMERICAN CENTY ETF TR

5.69%

Shares88.0K

Event2026-03-31

Filed2026-04-27

AVUV

AMERICAN CENTY ETF TR

16.10%

Shares56.8K

Event2026-03-31

Filed2026-04-27

DFIV

DIMENSIONAL ETF TRUST

6.30%

Shares118.6K

Event2026-03-31

Filed2026-04-27

AVES

AMERICAN CENTY ETF TR

4.15%

Shares100.1K

Event2026-03-31

Filed2026-04-27

VCIT

VANGUARD SCOTTSDALE FDS

12.61%

Shares69.9K

Event2026-03-31

Filed2026-04-27

BND

VANGUARD BD INDEX FDS

27.57%

Shares78.0K

Event2026-03-31

Filed2026-04-27

AAPL

APPLE INC

20.84%

Shares20.5K

Event2026-03-31

Filed2026-04-27

BOXX

EA SERIES TRUST

1.67%

Shares44.5K

Event2026-03-31

Filed2026-04-27

VANGUARD INDEX FDS

1.23%

Shares14.8K

Event2026-03-31

Filed2026-04-27

SCHP

SCHWAB STRATEGIC TR

5.05%

Shares122.1K

Event2026-03-31

Filed2026-04-27

FNDC

SCHWAB STRATEGIC TR

15.93%

Shares68.4K

Event2026-03-31

Filed2026-04-27

VTI

VANGUARD INDEX FDS

-2.60%

Shares9.0K

Event2026-03-31

Filed2026-04-27

BNDX

VANGUARD CHARLOTTE FDS

3.80%

Shares56.5K

Event2026-03-31

Filed2026-04-27

DUSB

DIMENSIONAL ETF TRUST

0.83%

Shares47.9K

Event2026-03-31

Filed2026-04-27

BSV

VANGUARD BD INDEX FDS

30.85%

Shares22.3K

Event2026-03-31

Filed2026-04-27

DFSV

DIMENSIONAL ETF TRUST

23.55%

Shares48.1K

Event2026-03-31

Filed2026-04-27

VXUS

VANGUARD STAR FDS

0.00%

Shares20.4K

Event2026-03-31

Filed2026-04-27

VANGUARD INDEX FDS

0.31%

Shares4.5K

Event2026-03-31

Filed2026-04-27

BRK.B

BERKSHIRE HATHAWAY INC DEL

25.42%

Shares2.5K

Event2026-03-31

Filed2026-04-27

IWB

ISHARES TR

-2.86%

Shares3.2K

Event2026-03-31

Filed2026-04-27

SOUTHERN CO

5.33%

Shares11.2K

Event2026-03-31

Filed2026-04-27

VWO

VANGUARD INTL EQUITY INDEX F

-0.09%

Shares19.4K

Event2026-03-31

Filed2026-04-27

ITA

ISHARES TR

0.88%

Shares4.6K

Event2026-03-31

Filed2026-04-27

VOO

VANGUARD INDEX FDS

1.25%

Shares1.6K

Event2026-03-31

Filed2026-04-27

DISV

DIMENSIONAL ETF TRUST

16.53%

Shares21.9K

Event2026-03-31

Filed2026-04-27

ITOT

ISHARES TR

-2.12%

Shares6.0K

Event2026-03-31

Filed2026-04-27

VANGUARD INTL EQUITY INDEX F

3.59%

Shares5.0K

Event2026-03-31

Filed2026-04-27

MSFT

MICROSOFT CORP

-0.44%

Shares1.8K

Event2026-03-31

Filed2026-04-27

SCHX

SCHWAB STRATEGIC TR

0.06%

Shares25.1K

Event2026-03-31

Filed2026-04-27

DFAI

DIMENSIONAL ETF TRUST

0.01%

Shares15.7K

Event2026-03-31

Filed2026-04-27

AVSF

AMERICAN CENTY ETF TR

0.00%

Shares12.9K

Event2026-03-31

Filed2026-04-27

DFEV

DIMENSIONAL ETF TRUST

0.00%

Shares16.8K

Event2026-03-31

Filed2026-04-27

COST

COSTCO WHOLESALE CORPORATION

New

Shares572

Event2026-03-31

Filed2026-04-27

AVIG

AMERICAN CENTY ETF TR

0.00%

Shares13.5K

Event2026-03-31

Filed2026-04-27

SYLD

CAMBRIA ETF TR

73.11%

Shares7.2K

Event2026-03-31

Filed2026-04-27

DFAU

DIMENSIONAL ETF TRUST

0.00%

Shares11.2K

Event2026-03-31

Filed2026-04-27

GOOG

ALPHABET INC

0.00%

Shares1.7K

Event2026-03-31

Filed2026-04-27

AIG

AMERICAN INTL GROUP INC

0.00%

Shares6.2K

Event2026-03-31

Filed2026-04-27

IVV

ISHARES TR

0.00%

Shares687

Event2026-03-31

Filed2026-04-27

TIP

ISHARES TR

93.59%

Shares4.0K

Event2026-03-31

Filed2026-04-27

VEA

VANGUARD TAX-MANAGED FDS

2.93%

Shares6.6K

Event2026-03-31

Filed2026-04-27

AMZN

AMAZON COM INC

11.52%

Shares2.0K

Event2026-03-31

Filed2026-04-27

HOME DEPOT INC

New

Shares1.3K

Event2026-03-31

Filed2026-04-27

DTD

WISDOMTREE TR

0.00%

Shares4.9K

Event2026-03-31

Filed2026-04-27

ROSC

LATTICE STRATEGIES TR

0.00%

Shares8.7K

Event2026-03-31

Filed2026-04-27

DGRW

WISDOMTREE TR

0.00%

Shares4.8K

Event2026-03-31

Filed2026-04-27

DFAC

DIMENSIONAL ETF TRUST

0.21%

Shares9.5K

Event2026-03-31

Filed2026-04-27

IXUS

ISHARES TR

-4.67%

Shares4.0K

Event2026-03-31

Filed2026-04-27

VGT

VANGUARD WORLD FD

-31.69%

Shares472

Event2026-03-31

Filed2026-04-27

QUS

SPDR SERIES TRUST

-2.12%

Shares1.8K

Event2026-03-31

Filed2026-04-27

SCHD

SCHWAB STRATEGIC TR

-38.33%

Shares9.4K

Event2026-03-31

Filed2026-04-27