ATLAS CAPITAL ADVISORS INC
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Ticker | Name | Shares Owned | Change | % | Historic | Avg Price (*) | % Change | P/L since open | Time since open | % Portfolio | % Outstanding | Value (at report date) | Report Date | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
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| PG | PROCTER & GAMBLE | 275,506 | -4,763 | -1.70% | $162.46 | 5.95% | 0.01% | 46,951,804 | 2025-03-31 | ||||||
| VGK | VANGUARD EUROPEAN STOCK INDEX FUND | 369,795 | +173,168 | +88.07% | $64.33 | 3.29% | 0.13% | 25,963,337 | 2025-03-31 | ||||||
| PLMR | PALOMAR HOLDINGS | 141,284 | 0 | 0.00% | $89.63 | 2.46% | 0.53% | 19,367,210 | 2025-03-31 | ||||||
| AAPL | APPLE | 76,257 | -1,956 | -2.50% | $154.47 | 2.15% | 0.00% | 16,938,967 | 2025-03-31 | ||||||
| XLK | TECHNOLOGY SELECT SECTOR SPDR FUND | 76,068 | -33,796 | -30.76% | $142.56 | 1.99% | 0.02% | 15,706,580 | 2025-03-31 | ||||||
| XLF | FINANCIAL SELECT SECTOR SPDR FUND | 300,572 | +33,647 | +12.61% | $35.46 | 1.90% | 0.03% | 14,971,500 | 2025-03-31 | ||||||
| SPEM | SPDR(R) PORTFOLIO EMERGING MARKETS ETF | 371,670 | -36,972 | -9.05% | $34.13 | 1.86% | 0.14% | 14,632,659 | 2025-03-31 | ||||||
| VSS | VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP INDEX FUND | 113,610 | +8,981 | +8.58% | $107.91 | 1.67% | 0.16% | 13,133,332 | 2025-03-31 | ||||||
| MSFT | MICROSOFT | 34,340 | -22,511 | -39.60% | $387.20 | 1.63% | 0.00% | 12,890,892 | 2025-03-31 | ||||||
| IMTM | ISHARES MSCI INTL MOMENTUM FACTOR ETF | 268,712 | -18,063 | -6.30% | $34.57 | 1.36% | 0.44% | 10,732,388 | 2025-03-31 | ||||||
| VOE | VANGUARD MID-CAP VALUE INDEX FUND | 65,067 | +2,676 | +4.29% | $132.72 | 1.32% | 0.06% | 10,445,906 | 2025-03-31 | ||||||
| VGT | VANGUARD INFORMATION TECHNOLOGY INDEX FUND | 18,909 | -1,564 | -7.64% | $305.60 | 1.30% | 0.01% | 10,255,929 | 2025-03-31 | ||||||
| SPY | SPDR S&P 500 ETF | 18,333 | +255 | +1.41% | $386.26 | 1.30% | 0.00% | 10,255,350 | 2025-03-31 | ||||||
| VHT | VANGUARD HEALTH CARE INDEX FUND | 38,521 | -1,098 | -2.77% | $246.79 | 1.29% | 0.06% | 10,197,664 | 2025-03-31 | ||||||
| VFH | VANGUARD FINANCIALS INDEX FUND | 80,203 | -6,341 | -7.33% | $83.13 | 1.21% | 0.09% | 9,581,852 | 2025-03-31 | ||||||
| XLC | COMMUNICATION SERVICES SELECT SECTOR SPDR FUND | 95,446 | +1,685 | +1.80% | $64.88 | 1.17% | 0.05% | 9,205,791 | 2025-03-31 | ||||||
| SCHC | SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF | 252,152 | +30,394 | +13.71% | $35.69 | 1.15% | 0.00% | 9,047,213 | 2025-03-31 | ||||||
| IVLU | ISHARES MSCI INTL VALUE FACTOR ETF | 297,612 | -16,381 | -5.22% | $23.56 | 1.14% | 0.45% | 9,020,627 | 2025-03-31 | ||||||
| AMZN | AMAZON | 47,293 | +786 | +1.69% | $200.54 | 1.14% | 0.00% | 8,997,965 | 2025-03-31 | ||||||
| VTI | VANGUARD TOTAL STOCK MARKET INDEX FUND | 32,298 | -3,166 | -8.93% | $188.26 | 1.13% | 0.00% | 8,877,004 | 2025-03-31 | ||||||
| XLI | INDUSTRIAL SELECT SECTOR SPDR FUND | 67,537 | -2,780 | -3.95% | $98.88 | 1.12% | 0.04% | 8,852,204 | 2025-03-31 | ||||||
| FTEC | FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF | 53,808 | -4,758 | -8.12% | $113.34 | 1.10% | 0.00% | 8,677,617 | 2025-03-31 | ||||||
| V | VISA | 24,400 | 0 | 0.00% | $299.31 | 1.08% | 0.00% | 8,551,224 | 2025-03-31 | ||||||
| VPL | VANGUARD PACIFIC STOCK INDEX FUND | 108,854 | -8,675 | -7.38% | $65.48 | 1.00% | 0.11% | 7,887,560 | 2025-03-31 | ||||||
| SPDW | SPDR(R) PORTFOLIO DEVELOPED WORLD EX-US ETF | 209,348 | -2,475 | -1.17% | $30.94 | 0.97% | 0.03% | 7,622,389 | 2025-03-31 | ||||||
| VBR | VANGUARD SMALL-CAP VALUE INDEX FUND | 39,383 | -1,505 | -3.68% | $154.48 | 0.93% | 0.03% | 7,336,825 | 2025-03-31 | ||||||
| IVV | ISHARES CORE S&P 500 ETF | 12,507 | +10,753 | +613.06% | $568.41 | 0.89% | 0.00% | 7,027,683 | 2025-03-31 | ||||||
| VT | VANGUARD TOTAL WORLD STOCK INDEX FUND | 59,159 | +4,127 | +7.50% | $96.09 | 0.87% | 0.02% | 6,859,584 | 2025-03-31 | ||||||
| VOX | VANGUARD COMMUNICATION SERVICES INDEX FUND | 44,996 | -2,870 | -6.00% | $108.24 | 0.85% | 0.16% | 6,676,956 | 2025-03-31 | ||||||
| FSTA | FIDELITY MSCI CONSUMER STAPLES INDEX ETF | 129,659 | -14,113 | -9.82% | $45.62 | 0.84% | 0.00% | 6,629,464 | 2025-03-31 | ||||||
| VTV | VANGUARD VALUE INDEX FUND | 38,136 | +2,348 | +6.56% | $129.24 | 0.84% | 0.01% | 6,587,710 | 2025-03-31 | ||||||
| FLJP | FRANKLIN FTSE JAPAN ETF | 220,610 | +64,686 | +41.49% | $28.85 | 0.82% | 0.00% | 6,485,933 | 2025-03-31 | ||||||
| BRK.B | BERKSHIRE HATHAWAY | 11,791 | +200 | +1.73% | $0.00 | 0.80% | 0.00% | 6,279,650 | 2025-03-31 | ||||||
| BBCA | JPMORGAN BETABUILDERS CANADA ETF | 87,508 | +5,771 | +7.06% | $61.42 | 0.79% | 0.08% | 6,262,132 | 2025-03-31 | ||||||
| GOOGL | ALPHABET | 39,670 | +185 | +0.47% | $152.70 | 0.78% | 0.00% | 6,134,568 | 2025-03-31 | ||||||
| MTUM | ISHARES MSCI USA MOMENTUM FACTOR ETF | 30,254 | -113 | -0.37% | $137.97 | 0.78% | 0.04% | 6,115,292 | 2025-03-31 | ||||||
| EFV | ISHARES MSCI EAFE VALUE ETF | 102,823 | -392 | -0.38% | $47.79 | 0.77% | 0.03% | 6,060,387 | 2025-03-31 | ||||||
| COST | COSTCO WHOLESALE | 6,146 | 0 | 0.00% | $912.75 | 0.74% | 0.00% | 5,812,763 | 2025-03-31 | ||||||
| GOOG | ALPHABET | 36,582 | +300 | +0.83% | $168.59 | 0.72% | 0.00% | 5,715,205 | 2025-03-31 | ||||||
| VCR | VANGUARD CONSUMER DISCRETIONARY INDEX FUND | 17,219 | +1,610 | +10.31% | $300.16 | 0.71% | 0.10% | 5,604,956 | 2025-03-31 | ||||||
| XLV | HEALTH CARE SELECT SECTOR SPDR FUND | 37,689 | +923 | +2.51% | $129.91 | 0.70% | 0.01% | 5,502,991 | 2025-03-31 | ||||||
| REGN | REGENERON PHARMACEUTICALS | 8,458 | -8 | -0.09% | $891.33 | 0.68% | 0.01% | 5,364,316 | 2025-03-31 | ||||||
| FDIS | FIDELITY MSCI CONSUMER DISCRETIONARY INDEX ETF | 63,040 | -12,240 | -16.26% | $80.25 | 0.68% | 0.00% | 5,327,510 | 2025-03-31 | ||||||
| RSPT | GUGGENHEIM S&P 500(R) EQUAL WEIGHT TECHNOLOGY ETF | 155,145 | +128,750 | +487.78% | $54.20 | 0.67% | 0.17% | 5,305,978 | 2025-03-31 | ||||||
| XLY | CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND | 23,578 | -5,335 | -18.45% | $158.48 | 0.59% | 0.02% | 4,655,789 | 2025-03-31 | ||||||
| VOO | VANGUARD 500 INDEX FUND | 8,525 | -298 | -3.38% | $449.40 | 0.56% | 0.00% | 4,381,082 | 2025-03-31 | ||||||
| VWO | VANGUARD EMERGING MARKETS STOCK INDEX FUND | 96,458 | -3,558 | -3.56% | $44.86 | 0.55% | 0.01% | 4,365,713 | 2025-03-31 | ||||||
| IBM | IBM | 15,601 | -1,225 | -7.28% | $151.70 | 0.49% | 0.00% | 3,879,344 | 2025-03-31 | ||||||
| FLCH | FRANKLIN FTSE CHINA ETF | 179,806 | +155,472 | +638.91% | $20.53 | 0.49% | 0.00% | 3,840,656 | 2025-03-31 | ||||||
| IEUR | ISHARES CORE MSCI EUROPE ETF | 62,291 | +38,557 | +162.45% | $58.10 | 0.48% | 0.07% | 3,746,803 | 2025-03-31 | ||||||