ATMOS ADVISORY LLC

Stock Holdings
Option Holdings
Activity
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Closed
Added
Reduced
Ticker
Name
Shares Owned
Change
%
Historic
Avg Price (*)
% Change
P/L since open
Time since open
% Portfolio
% Outstanding
Value (at report date)
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BND
VANGUARD TOTAL BOND MARKET INDEX FUND
272,584+25,094+10.14%
Created with Highcharts 10.1.0
$80.1313.44%0.02%20,021,2952025-03-31
VEA
VANGUARD TAX-MANAGED FUNDS
353,758+23,363+7.07%
Created with Highcharts 10.1.0
$49.3012.07%0.01%17,981,5192025-03-31
VTEB
VANGUARD TAX-EXEMPT BOND INDEX FUND
349,867+32,888+10.38%
Created with Highcharts 10.1.0
$50.5211.65%0.05%17,360,4012025-03-31
VV
VANGUARD LARGE-CAP INDEX FUND
60,483-332-0.55%
Created with Highcharts 10.1.0
$212.8110.43%0.04%15,545,9452025-03-31
VTIP
VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES INDEX FUND
256,705+20,257+8.57%
Created with Highcharts 10.1.0
$47.818.60%0.11%12,809,5802025-03-31
BNDX
VANGUARD CHARLOTTE FUNDS
256,161+35,625+16.15%
Created with Highcharts 10.1.0
$52.898.39%0.02%12,505,7802025-03-31
VB
VANGUARD SMALL-CAP INDEX FUND
53,995+962+1.81%
Created with Highcharts 10.1.0
$215.028.04%0.02%11,973,3912025-03-31
VTV
VANGUARD VALUE INDEX FUND
48,866+1,877+3.99%
Created with Highcharts 10.1.0
$146.055.66%0.01%8,441,1132025-03-31
VWO
VANGUARD EMERGING MARKETS STOCK INDEX FUND
182,257+9,873+5.73%
Created with Highcharts 10.1.0
$46.825.54%0.01%8,248,9522025-03-31
VNQ
VANGUARD REAL ESTATE INDEX FUND
86,920-4,865-5.30%
Created with Highcharts 10.1.0
$98.265.28%0.02%7,869,7372025-03-31
VBR
VANGUARD SMALL-CAP VALUE INDEX FUND
32,694+891+2.80%
Created with Highcharts 10.1.0
$178.824.09%0.02%6,090,5652025-03-31
VSS
VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP INDEX FUND
52,226+3,417+7.00%
Created with Highcharts 10.1.0
$126.084.05%0.07%6,037,3262025-03-31
ESGV
VANGUARD ESG US STOCK ETF
40,704+5,381+15.23%
Created with Highcharts 10.1.0
$87.192.68%0.04%3,986,9572025-03-31
DFUS
DIMENSIONAL US EQUITY ETF
1,830+4+0.22%
Created with Highcharts 10.1.0
$50.220.07%0.00%110,6802025-03-31
SCHZ
SCHWAB US AGGREGATE BOND ETF
389+73+23.10%
Created with Highcharts 10.1.0
$24.290.01%0.00%9,0092025-03-31
SCHX
SCHWAB US LARGE-CAP ETF
295-71-19.40%
Created with Highcharts 10.1.0
$17.660.00%0.00%6,5142025-03-31
SCHF
SCHWAB INTERNATIONAL EQUITY ETF
242+16+7.08%
Created with Highcharts 10.1.0
$18.010.00%0.00%4,7872025-03-31
SCHA
SCHWAB US SMALL-CAP ETF
17600.00%
Created with Highcharts 10.1.0
$24.630.00%0.00%4,1242025-03-31
SCHE
SCHWAB EMERGING MARKETS EQUITY ETF
115+10+9.52%
Created with Highcharts 10.1.0
$29.790.00%0.00%3,1712025-03-31
SCHH
SCHWAB US REIT ETF
78+11+16.42%
Created with Highcharts 10.1.0
$24.070.00%0.00%1,6782025-03-31
FBND
FIDELITY TOTAL BOND ETF
0-17,711
Closed
Created with Highcharts 10.1.0
$0.000.00%0.00%02025-03-31
BOND
PIMCO ACTIVE BOND EXCHANGE-TRADED FUND
0-8,777
Closed
Created with Highcharts 10.1.0
$0.000.00%0.00%02025-03-31
IVV
ISHARES CORE S&P 500 ETF
0-1,109
Closed
Created with Highcharts 10.1.0
$0.000.00%0.00%02025-03-31
AGG
ISHARES CORE US AGGREGATE BOND ETF
0-5,474
Closed
Created with Highcharts 10.1.0
$0.000.00%0.00%02025-03-31
BIV
VANGUARD INTERMEDIATE-TERM BOND INDEX FUND
0-6,318
Closed
Created with Highcharts 10.1.0
$0.000.00%0.00%02025-03-31
IWM
ISHARES RUSSELL 2000 ETF
0-650
Closed
Created with Highcharts 10.1.0
$0.000.00%0.00%02025-03-31
EFA
ISHARES MSCI EAFE ETF
0-1,462
Closed
Created with Highcharts 10.1.0
$0.000.00%0.00%02025-03-31
IWO
ISHARES RUSSELL 2000 GROWTH ETF
0-154
Closed
Created with Highcharts 10.1.0
$0.000.00%0.00%02025-03-31
EEM
ISHARES MSCI EMERGING MARKETS ETF
0-949
Closed
Created with Highcharts 10.1.0
$0.000.00%0.00%02025-03-31
FENI
FIDELITY ENHANCED INTERNATIONAL ETF
0-1,103
Closed
Created with Highcharts 10.1.0
$0.000.00%0.00%02025-03-31
EFG
ISHARES MSCI EAFE GROWTH ETF
0-309
Closed
Created with Highcharts 10.1.0
$0.000.00%0.00%02025-03-31
C
CITIGROUP
0-6
Closed
Created with Highcharts 10.1.0
$0.000.00%0.00%02025-03-31