Top 20 Atmos Advisory, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| BND | VANGUARD BD INDEX FDS | 12.84% | 307.0K | $22.6M | +8.98%(+25.30K) | $75.05(-2.41%) | 2026-03-31 | |
| VTEB | VANGUARD MUN BD FDS | 12.41% | 438.0K | $21.9M | +8.40%(+33.94K) | $50.53(-0.78%) | 2026-03-31 | |
| VEA | VANGUARD TAX-MANAGED INTL FD | 11.51% | 316.3K | $20.3M | -9.12%(-31.74K) | $49.53(+39.28%) | 2026-03-31 | |
| VV | VANGUARD INDEX FDS | 10.91% | 64.3K | $19.2M | -0.02%(-12) | $216.45(+53.77%) | 2026-03-31 | |
| VTIP | VANGUARD MALVERN FDS | 8.73% | 307.8K | $15.4M | +9.08%(+25.62K) | $48.03(+4.85%) | 2026-03-31 | |
| BNDX | VANGUARD CHARLOTTE FDS | 8.6% | 315.0K | $15.1M | +11.32%(+32.03K) | $51.31(-6.67%) | 2026-03-31 | |
| VB | VANGUARD INDEX FDS | 8.54% | 57.4K | $15.0M | +1.47%(+834) | $214.40(+33.72%) | 2026-03-31 | |
| VTV | VANGUARD INDEX FDS | 5.84% | 52.4K | $10.3M | -0.85%(-448) | $147.79(+39.73%) | 2026-03-31 | |
| VNQ | VANGUARD INDEX FDS | 5.76% | 114.4K | $10.1M | +10.41%(+10.79K) | $95.62(+0.15%) | 2026-03-31 | |
| VWO | VANGUARD INTL EQUITY INDEX F | 5.19% | 169.0K | $9.1M | -6.01%(-10.82K) | $46.93(+26.50%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +6.90% | +22.17% |
| Top 20 Holdings Unweighted | +8.65% | +28.25% |
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