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 $176.1M across 20 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: BND ($22.6M, 12.84%), VTEB ($21.9M, 12.41%), VEA ($20.3M, 11.51%), VV ($19.2M, 10.91%), VTIP ($15.4M, 8.73%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | BND | VANGUARD BD INDEX FDS | $22.6M | 12.84% | 307,025 | Added |
| 2 | VTEB | VANGUARD MUN BD FDS | $21.9M | 12.41% | 438,026 | Added |
| 3 | VEA | VANGUARD TAX-MANAGED INTL FD | $20.3M | 11.51% | 316,339 | Trimmed |
| 4 | VV | VANGUARD INDEX FDS | $19.2M | 10.91% | 64,279 | Trimmed |
| 5 | VTIP | VANGUARD MALVERN FDS | $15.4M | 8.73% | 307,769 | Added |
| 6 | BNDX | VANGUARD CHARLOTTE FDS | $15.1M | 8.60% | 314,996 | Added |
| 7 | VB | VANGUARD INDEX FDS | $15.0M | 8.54% | 57,413 | Added |
| 8 | VTV | VANGUARD INDEX FDS | $10.3M | 5.84% | 52,411 | Trimmed |
| 9 | VNQ | VANGUARD INDEX FDS | $10.1M | 5.76% | 114,420 | Added |
| 10 | VWO | VANGUARD INTL EQUITY INDEX F | $9.1M | 5.19% | 169,043 | Trimmed |
| 11 | VBR | VANGUARD INDEX FDS | $7.4M | 4.22% | 34,197 | Trimmed |
| 12 | VSS | VANGUARD INTL EQUITY INDEX F | $6.9M | 3.93% | 47,496 | Trimmed |
| 13 | ESGV | VANGUARD WORLD FD | $2.5M | 1.43% | 22,406 | Trimmed |
| 14 | DFUS | DIMENSIONAL ETF TRUST | $131,035 | 0.07% | 1,847 | Added |
| 15 | SCHZ | SCHWAB STRATEGIC TR | $10,147 | 0.01% | 437 | Added |
| 16 | BIV | VANGUARD BD INDEX FDS | $0 | 0.00% | 0 | Exited |
| 17 | SCHX | SCHWAB STRATEGIC TR | $7,589 | 0.00% | 296 | Added |
| 18 | SCHA | SCHWAB STRATEGIC TR | $5,263 | 0.00% | 181 | Added |
| 19 | SCHE | SCHWAB STRATEGIC TR | $3,592 | 0.00% | 109 | Trimmed |
| 20 | SCHF | SCHWAB STRATEGIC TR | $5,297 | 0.00% | 214 | Trimmed |
| 21 | SCHH | SCHWAB STRATEGIC TR | $1,977 | 0.00% | 92 | Added |
Source: SEC Form 13F filings · as of 2026-03-31