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The Analysis of ATMOS ADVISORY, LLC's Holdings & P&L

Currently, ATMOS ADVISORY, LLC holds 20 types of securities in its portfolio with a total value $176.1M. In the most recent quarter, they have increased their positions in BND (+25.3K shares, valued at $1.9M), VTEB (+33.9K shares, valued at $1.7M), BNDX (+32.0K shares, valued at $1.5M); decreased their positions in VEA (-31.7K shares, valued at $2.0M), VSS (-4.8K shares, valued at $696.7K), VWO (-10.8K shares, valued at $584.7K).

1M P&L

+2.9M+1.58%

3M P&L

+2.2M+1.20%

HY P&L

+11.8M+6.78%

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/A176.1M

100.0%

Top Industries by Stock Count

1N/A20 stocks

100.0%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

BND VANGUARD BD INDEX FDS307.0K shares8.98%2026-03-312026-04-06

VTEB VANGUARD MUN BD FDS438.0K shares8.40%2026-03-312026-04-06

VEA VANGUARD TAX-MANAGED INTL FD316.3K shares-9.12%2026-03-312026-04-06

VV VANGUARD INDEX FDS64.3K shares-0.02%2026-03-312026-04-06

VTIP VANGUARD MALVERN FDS307.8K shares9.08%2026-03-312026-04-06

BNDX VANGUARD CHARLOTTE FDS315.0K shares11.32%2026-03-312026-04-06

VB VANGUARD INDEX FDS57.4K shares1.47%2026-03-312026-04-06

VTV VANGUARD INDEX FDS52.4K shares-0.85%2026-03-312026-04-06

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VNQ VANGUARD INDEX FDS114.4K shares10.41%2026-03-312026-04-06

VWO VANGUARD INTL EQUITY INDEX F169.0K shares-6.01%2026-03-312026-04-06

VBR VANGUARD INDEX FDS34.2K shares-0.11%2026-03-312026-04-06

VSS VANGUARD INTL EQUITY INDEX F47.5K shares-9.14%2026-03-312026-04-06

ESGV VANGUARD WORLD FD22.4K shares-6.85%2026-03-312026-04-06

DFUS DIMENSIONAL ETF TRUST1.8K shares0.16%2026-03-312026-04-06

SCHZ SCHWAB STRATEGIC TR437 shares12.34%2026-03-312026-04-06

SCHX SCHWAB STRATEGIC TR296 shares0.34%2026-03-312026-04-06

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SCHF SCHWAB STRATEGIC TR214 shares-11.57%2026-03-312026-04-06

SCHA SCHWAB STRATEGIC TR181 shares2.84%2026-03-312026-04-06

SCHE SCHWAB STRATEGIC TR109 shares-5.22%2026-03-312026-04-06

SCHH SCHWAB STRATEGIC TR92 shares17.95%2026-03-312026-04-06

BND

VANGUARD BD INDEX FDS

8.98%

Shares307.0K

Event2026-03-31

Filed2026-04-06

VTEB

VANGUARD MUN BD FDS

8.40%

Shares438.0K

Event2026-03-31

Filed2026-04-06

VEA

VANGUARD TAX-MANAGED INTL FD

-9.12%

Shares316.3K

Event2026-03-31

Filed2026-04-06

VANGUARD INDEX FDS

-0.02%

Shares64.3K

Event2026-03-31

Filed2026-04-06

VTIP

VANGUARD MALVERN FDS

9.08%

Shares307.8K

Event2026-03-31

Filed2026-04-06

BNDX

VANGUARD CHARLOTTE FDS

11.32%

Shares315.0K

Event2026-03-31

Filed2026-04-06

VANGUARD INDEX FDS

1.47%

Shares57.4K

Event2026-03-31

Filed2026-04-06

VTV

VANGUARD INDEX FDS

-0.85%

Shares52.4K

Event2026-03-31

Filed2026-04-06

VNQ

VANGUARD INDEX FDS

10.41%

Shares114.4K

Event2026-03-31

Filed2026-04-06

VWO

VANGUARD INTL EQUITY INDEX F

-6.01%

Shares169.0K

Event2026-03-31

Filed2026-04-06

VBR

VANGUARD INDEX FDS

-0.11%

Shares34.2K

Event2026-03-31

Filed2026-04-06

VSS

VANGUARD INTL EQUITY INDEX F

-9.14%

Shares47.5K

Event2026-03-31

Filed2026-04-06

ESGV

VANGUARD WORLD FD

-6.85%

Shares22.4K

Event2026-03-31

Filed2026-04-06

DFUS

DIMENSIONAL ETF TRUST

0.16%

Shares1.8K

Event2026-03-31

Filed2026-04-06

SCHZ

SCHWAB STRATEGIC TR

12.34%

Shares437

Event2026-03-31

Filed2026-04-06

SCHX

SCHWAB STRATEGIC TR

0.34%

Shares296

Event2026-03-31

Filed2026-04-06

SCHF

SCHWAB STRATEGIC TR

-11.57%

Shares214

Event2026-03-31

Filed2026-04-06

SCHA

SCHWAB STRATEGIC TR

2.84%

Shares181

Event2026-03-31

Filed2026-04-06

SCHE

SCHWAB STRATEGIC TR

-5.22%

Shares109

Event2026-03-31

Filed2026-04-06

SCHH

SCHWAB STRATEGIC TR

17.95%

Shares92

Event2026-03-31

Filed2026-04-06

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available

ATMOS ADVISORY, LLC Institutional Holdings, Portfolio & P&L — TradeFomo