The Analysis of ATMOS ADVISORY, LLC's Holdings
Currently, ATMOS ADVISORY, LLC holds 20 types of securities in its portfolio with a total value $164.1M. In the most recent quarter, they have increased their positions in BND (+8.1K shares, valued at $602.0K), BNDX (+5.6K shares, valued at $279.2K), VTIP (+4.6K shares, valued at $233.2K); decreased their positions in VEA (-6.8K shares, valued at $406.1K), VWO (-4.2K shares, valued at $225.3K), ESGV (-733 shares, valued at $86.8K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
BND VANGUARD BD INDEX FDS281.1K shares2.97%2025-09-302025-10-07
VEA VANGUARD TAX-MANAGED INTL FD335.1K shares-1.98%2025-09-302025-10-07 VTEB VANGUARD MUN BD FDS383.2K shares0.74%2025-09-302025-10-07 VV VANGUARD INDEX FDS61.2K shares-0.39%2025-09-302025-10-07 VB VANGUARD INDEX FDS53.8K shares-0.14%2025-09-302025-10-07 VTIP VANGUARD MALVERN FDS269.4K shares1.74%2025-09-302025-10-07 BNDX VANGUARD CHARLOTTE FDS271.8K shares2.12%2025-09-302025-10-07 VWO VANGUARD INTL EQUITY INDEX F172.2K shares-2.36%2025-09-302025-10-07 VTV VANGUARD INDEX FDS50.0K shares0.78%2025-09-302025-10-07 VNQ VANGUARD INDEX FDS96.1K shares1.70%2025-09-302025-10-07 VSS VANGUARD INTL EQUITY INDEX F49.8K shares-0.93%2025-09-302025-10-07 VBR VANGUARD INDEX FDS32.5K shares0.22%2025-09-302025-10-07 ESGV VANGUARD WORLD FD24.2K shares-2.94%2025-09-302025-10-07 DFUS DIMENSIONAL ETF TRUST1.8K shares0.27%2025-09-302025-10-07 SCHZ SCHWAB STRATEGIC TR389 shares0.00%2025-09-302025-10-07 SCHX SCHWAB STRATEGIC TR295 shares0.00%2025-09-302025-10-07 SCHF SCHWAB STRATEGIC TR242 shares0.00%2025-09-302025-10-07 SCHA SCHWAB STRATEGIC TR176 shares0.00%2025-09-302025-10-07 SCHE SCHWAB STRATEGIC TR115 shares0.00%2025-09-302025-10-07 SCHH SCHWAB STRATEGIC TR78 shares0.00%2025-09-302025-10-07 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available