ATMOS ADVISORY, LLC
CIK: 1905162SEC EDGAR →
Portfolio Value
$114.8B
Holdings
20
As of
Q1 2026
New Positions
20
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | VANGUARD BD INDEX FDS | 307,025 | $22.6B | 19.70% |
| 2 | VANGUARD MUN BD FDS | 438,026 | $21.9B | 19.04% |
| 3 | VANGUARD TAX-MANAGED INTL FD | 316,339 | $20.3B | 17.66% |
| 4 | VANGUARD MALVERN FDS | 307,769 | $15.4B | 13.40% |
| 5 | VANGUARD CHARLOTTE FDS | 314,996 | $15.1B | 13.19% |
| 6 | VANGUARD INDEX FDS | 114,420 | $10.1B | 8.84% |
| 7 | VANGUARD INTL EQUITY INDEX F | 169,043 | $9.1B | 7.96% |
| 8 | DIMENSIONAL ETF TRUST | 1,847 | $131.0M | 0.11% |
| 9 | VANGUARD INDEX FDS | 64,279 | $19.2M | 0.02% |
| 10 | VANGUARD INDEX FDS | 57,413 | $15.0M | 0.01% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 20 | $114.8B | 100.0% |