ATMOS ADVISORY LLC
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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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| BND | VANGUARD TOTAL BOND MARKET INDEX FUND | 272,584 | +25,094 | +10.14% | $80.13 | 13.44% | 0.02% | 20,021,295 | 2025-03-31 | ||||||
| VEA | VANGUARD TAX-MANAGED FUNDS | 353,758 | +23,363 | +7.07% | $49.30 | 12.07% | 0.01% | 17,981,519 | 2025-03-31 | ||||||
| VTEB | VANGUARD TAX-EXEMPT BOND INDEX FUND | 349,867 | +32,888 | +10.38% | $50.52 | 11.65% | 0.05% | 17,360,401 | 2025-03-31 | ||||||
| VV | VANGUARD LARGE-CAP INDEX FUND | 60,483 | -332 | -0.55% | $212.81 | 10.43% | 0.04% | 15,545,945 | 2025-03-31 | ||||||
| VTIP | VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES INDEX FUND | 256,705 | +20,257 | +8.57% | $47.81 | 8.60% | 0.11% | 12,809,580 | 2025-03-31 | ||||||
| BNDX | VANGUARD CHARLOTTE FUNDS | 256,161 | +35,625 | +16.15% | $52.89 | 8.39% | 0.02% | 12,505,780 | 2025-03-31 | ||||||
| VB | VANGUARD SMALL-CAP INDEX FUND | 53,995 | +962 | +1.81% | $215.02 | 8.04% | 0.02% | 11,973,391 | 2025-03-31 | ||||||
| VTV | VANGUARD VALUE INDEX FUND | 48,866 | +1,877 | +3.99% | $146.05 | 5.66% | 0.01% | 8,441,113 | 2025-03-31 | ||||||
| VWO | VANGUARD EMERGING MARKETS STOCK INDEX FUND | 182,257 | +9,873 | +5.73% | $46.82 | 5.54% | 0.01% | 8,248,952 | 2025-03-31 | ||||||
| VNQ | VANGUARD REAL ESTATE INDEX FUND | 86,920 | -4,865 | -5.30% | $98.26 | 5.28% | 0.02% | 7,869,737 | 2025-03-31 | ||||||
| VBR | VANGUARD SMALL-CAP VALUE INDEX FUND | 32,694 | +891 | +2.80% | $178.82 | 4.09% | 0.02% | 6,090,565 | 2025-03-31 | ||||||
| VSS | VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP INDEX FUND | 52,226 | +3,417 | +7.00% | $126.08 | 4.05% | 0.07% | 6,037,326 | 2025-03-31 | ||||||
| ESGV | VANGUARD ESG US STOCK ETF | 40,704 | +5,381 | +15.23% | $87.19 | 2.68% | 0.04% | 3,986,957 | 2025-03-31 | ||||||
| DFUS | DIMENSIONAL US EQUITY ETF | 1,830 | +4 | +0.22% | $50.22 | 0.07% | 0.00% | 110,680 | 2025-03-31 | ||||||
| SCHZ | SCHWAB US AGGREGATE BOND ETF | 389 | +73 | +23.10% | $24.29 | 0.01% | 0.00% | 9,009 | 2025-03-31 | ||||||
| SCHX | SCHWAB US LARGE-CAP ETF | 295 | -71 | -19.40% | $17.66 | 0.00% | 0.00% | 6,514 | 2025-03-31 | ||||||
| SCHF | SCHWAB INTERNATIONAL EQUITY ETF | 242 | +16 | +7.08% | $18.01 | 0.00% | 0.00% | 4,787 | 2025-03-31 | ||||||
| SCHA | SCHWAB US SMALL-CAP ETF | 176 | 0 | 0.00% | $24.63 | 0.00% | 0.00% | 4,124 | 2025-03-31 | ||||||
| SCHE | SCHWAB EMERGING MARKETS EQUITY ETF | 115 | +10 | +9.52% | $29.79 | 0.00% | 0.00% | 3,171 | 2025-03-31 | ||||||
| SCHH | SCHWAB US REIT ETF | 78 | +11 | +16.42% | $24.07 | 0.00% | 0.00% | 1,678 | 2025-03-31 | ||||||
| FBND | FIDELITY TOTAL BOND ETF | 0 | -17,711 | Closed | $0.00 | 0.00% | 0.00% | 0 | 2025-03-31 | ||||||
| BOND | PIMCO ACTIVE BOND EXCHANGE-TRADED FUND | 0 | -8,777 | Closed | $0.00 | 0.00% | 0.00% | 0 | 2025-03-31 | ||||||
| IVV | ISHARES CORE S&P 500 ETF | 0 | -1,109 | Closed | $0.00 | 0.00% | 0.00% | 0 | 2025-03-31 | ||||||
| AGG | ISHARES CORE US AGGREGATE BOND ETF | 0 | -5,474 | Closed | $0.00 | 0.00% | 0.00% | 0 | 2025-03-31 | ||||||
| BIV | VANGUARD INTERMEDIATE-TERM BOND INDEX FUND | 0 | -6,318 | Closed | $0.00 | 0.00% | 0.00% | 0 | 2025-03-31 | ||||||
| IWM | ISHARES RUSSELL 2000 ETF | 0 | -650 | Closed | $0.00 | 0.00% | 0.00% | 0 | 2025-03-31 | ||||||
| EFA | ISHARES MSCI EAFE ETF | 0 | -1,462 | Closed | $0.00 | 0.00% | 0.00% | 0 | 2025-03-31 | ||||||
| IWO | ISHARES RUSSELL 2000 GROWTH ETF | 0 | -154 | Closed | $0.00 | 0.00% | 0.00% | 0 | 2025-03-31 | ||||||
| EEM | ISHARES MSCI EMERGING MARKETS ETF | 0 | -949 | Closed | $0.00 | 0.00% | 0.00% | 0 | 2025-03-31 | ||||||
| FENI | FIDELITY ENHANCED INTERNATIONAL ETF | 0 | -1,103 | Closed | $0.00 | 0.00% | 0.00% | 0 | 2025-03-31 | ||||||
| EFG | ISHARES MSCI EAFE GROWTH ETF | 0 | -309 | Closed | $0.00 | 0.00% | 0.00% | 0 | 2025-03-31 | ||||||
| C | CITIGROUP | 0 | -6 | Closed | $0.00 | 0.00% | 0.00% | 0 | 2025-03-31 | ||||||