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Atmos Advisory, Llc

Portfolio Manager
Atmos Advisory, Llc
Performance
-0.01% (2026 Q1)
AUM (13F)
$176.09M
# of Holdings
20
Performance Rank
Allocation (Top 20)
99.99%

Atmos Advisory, Llc Holdings Map

Top 20 Atmos Advisory, Llc Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
BND
VANGUARD BD INDEX FDS
12.84%307.0K$22.6M
+8.98%(+25.30K)
2025-Q1: 272.6K shares2025-Q2: 273.0K shares2025-Q3: 281.1K shares2025-Q4: 281.7K shares2026-Q1: 307.0K shares
$75.05(-2.41%)
2026-03-31
VTEB
VANGUARD MUN BD FDS
12.41%438.0K$21.9M
+8.40%(+33.94K)
2025-Q1: 349.9K shares2025-Q2: 380.3K shares2025-Q3: 383.2K shares2025-Q4: 404.1K shares2026-Q1: 438.0K shares
$50.53(-0.78%)
2026-03-31
VEA
VANGUARD TAX-MANAGED INTL FD
11.51%316.3K$20.3M
-9.12%(-31.74K)
2025-Q1: 353.8K shares2025-Q2: 341.9K shares2025-Q3: 335.1K shares2025-Q4: 348.1K shares2026-Q1: 316.3K shares
$49.53(+39.28%)
2026-03-31
VV
VANGUARD INDEX FDS
10.91%64.3K$19.2M
-0.02%(-12)
2025-Q1: 60.5K shares2025-Q2: 61.4K shares2025-Q3: 61.2K shares2025-Q4: 64.3K shares2026-Q1: 64.3K shares
$216.45(+53.77%)
2026-03-31
VTIP
VANGUARD MALVERN FDS
8.73%307.8K$15.4M
+9.08%(+25.62K)
2025-Q1: 256.7K shares2025-Q2: 264.8K shares2025-Q3: 269.4K shares2025-Q4: 282.1K shares2026-Q1: 307.8K shares
$48.03(+4.85%)
2026-03-31
BNDX
VANGUARD CHARLOTTE FDS
8.6%315.0K$15.1M
+11.32%(+32.03K)
2025-Q1: 256.2K shares2025-Q2: 266.1K shares2025-Q3: 271.8K shares2025-Q4: 283.0K shares2026-Q1: 315.0K shares
$51.31(-6.67%)
2026-03-31
VB
VANGUARD INDEX FDS
8.54%57.4K$15.0M
+1.47%(+834)
2025-Q1: 54.0K shares2025-Q2: 53.8K shares2025-Q3: 53.8K shares2025-Q4: 56.6K shares2026-Q1: 57.4K shares
$214.40(+33.72%)
2026-03-31
VTV
VANGUARD INDEX FDS
5.84%52.4K$10.3M
-0.85%(-448)
2025-Q1: 48.9K shares2025-Q2: 49.6K shares2025-Q3: 50.0K shares2025-Q4: 52.9K shares2026-Q1: 52.4K shares
$147.79(+39.73%)
2026-03-31
VNQ
VANGUARD INDEX FDS
5.76%114.4K$10.1M
+10.41%(+10.79K)
2025-Q1: 86.9K shares2025-Q2: 94.5K shares2025-Q3: 96.1K shares2025-Q4: 103.6K shares2026-Q1: 114.4K shares
$95.62(+0.15%)
2026-03-31
VWO
VANGUARD INTL EQUITY INDEX F
5.19%169.0K$9.1M
-6.01%(-10.82K)
2025-Q1: 182.3K shares2025-Q2: 176.4K shares2025-Q3: 172.2K shares2025-Q4: 179.9K shares2026-Q1: 169.0K shares
$46.93(+26.50%)
2026-03-31

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