Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
ATMOS ADVISORY, LLC (CIK 1905162) reported $191.3M across 20 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: VEA ($22.8M, 11.92%), BND ($22.7M, 11.87%), VTEB ($22.6M, 11.82%), VV ($22.3M, 11.68%), VB ($17.6M, 9.19%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VEA | VANGUARD TAX-MANAGED INTL FD | $22.8M | 11.92% | 319,977 | Added |
| 2 | BND | VANGUARD BD INDEX FDS | $22.7M | 11.87% | 309,440 | Added |
| 3 | VTEB | VANGUARD MUN BD FDS | $22.6M | 11.82% | 447,264 | Added |
| 4 | VV | VANGUARD INDEX FDS | $22.3M | 11.68% | 64,964 | Added |
| 5 | VB | VANGUARD INDEX FDS | $17.6M | 9.19% | 58,007 | Added |
| 6 | VTIP | VANGUARD MALVERN FDS | $15.8M | 8.24% | 313,874 | Added |
| 7 | BNDX | VANGUARD CHARLOTTE FDS | $15.4M | 8.05% | 318,013 | Added |
| 8 | VTV | VANGUARD INDEX FDS | $11.5M | 6.03% | 52,972 | Added |
| 9 | VNQ | VANGUARD INDEX FDS | $11.2M | 5.84% | 115,960 | Added |
| 10 | VWO | VANGUARD INTL EQUITY INDEX F | $10.3M | 5.36% | 171,801 | Added |
| 11 | VBR | VANGUARD INDEX FDS | $8.4M | 4.40% | 34,671 | Added |
| 12 | VSS | VANGUARD INTL EQUITY INDEX F | $7.5M | 3.90% | 48,358 | Added |
| 13 | ESGV | VANGUARD WORLD FD | $3.1M | 1.60% | 23,083 | Added |
| 14 | DFUS | DIMENSIONAL ETF TRUST | $151,791 | 0.08% | 1,852 | Added |
| 15 | SCHZ | SCHWAB STRATEGIC TR | $10,108 | 0.01% | 437 | Hold |
| 16 | SCHX | SCHWAB STRATEGIC TR | $8,711 | 0.00% | 296 | Hold |
| 17 | SCHA | SCHWAB STRATEGIC TR | $6,540 | 0.00% | 181 | Hold |
| 18 | SCHE | SCHWAB STRATEGIC TR | $3,952 | 0.00% | 109 | Hold |
| 19 | SCHF | SCHWAB STRATEGIC TR | $5,928 | 0.00% | 214 | Hold |
| 20 | SCHH | SCHWAB STRATEGIC TR | $2,179 | 0.00% | 92 | Hold |
Source: SEC Form 13F filings · as of 2026-06-30