Loading…
CIK 0001905162 • 6 13F filings • Apr 22, 2025 – Jul 2, 2026
Import this data to Google Sheets with:
=jivedata("atmos-advisory-llc-0001905162-filer","13f")Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".
Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| DIMENSIONAL ETF TRUST | US EQUITY ETF | $123K | 0.1%Prev: 0.1% | 1,835 SH | Decreased-12 SH |
| SCHWAB STRATEGIC TR | EMRG MKTEQ ETF | $3K | 0.0%Prev: 0.0% | 115 SH | Decreased+6 SH |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | $5K | 0.0%Prev: 0.0% | 242 SH | Increased+28 SH |
| SCHWAB STRATEGIC TR | US AGGREGATE B | $9K | 0.0%Prev: 0.0% | 389 SH | Decreased-48 SH |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | $7K | 0.0%Prev: 0.0% | 295 SH | Decreased-1 SH |
| SCHWAB STRATEGIC TR | US REIT ETF | $2K | 0.0%Prev: 0.0% | 78 SH | Decreased-14 SH |
| SCHWAB STRATEGIC TR | US SML CAP ETF | $4K | 0.0%Prev: 0.0% | 176 SH | Decreased-5 SH |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $20.1M | 12.8%Prev: 12.8% | 272,968 SH | Decreased-34,057 SH |
| VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | $13.2M | 8.4%Prev: 8.6% | 266,147 SH | Decreased-48,849 SH |
| VANGUARD INDEX FDS | LARGE CAP ETF | $17.5M | 11.2%Prev: 10.9% | 61,410 SH | Decreased-2,869 SH |
| VANGUARD INDEX FDS | REAL ESTATE ETF | $8.4M | 5.4%Prev: 5.8% | 94,497 SH | Decreased-19,923 SH |
| VANGUARD INDEX FDS | SM CP VAL ETF | $6.3M | 4.0%Prev: 4.2% | 32,391 SH | Decreased-1,806 SH |
| VANGUARD INDEX FDS | SMALL CP ETF | $12.8M | 8.1%Prev: 8.5% | 53,839 SH | Decreased-3,574 SH |
| VANGUARD INDEX FDS | VALUE ETF | $8.8M | 5.6%Prev: 5.8% | 49,606 SH | Decreased-2,805 SH |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $8.7M | 5.6%Prev: 5.2% | 176,394 SH | Decreased+7,351 SH |
| VANGUARD INTL EQUITY INDEX F | FTSE SMCAP ETF | $6.8M | 4.3%Prev: 3.9% | 50,288 SH | Decreased+2,792 SH |
| VANGUARD MALVERN FDS | STRM INFPROIDX | $13.3M | 8.5%Prev: 8.7% | 264,823 SH | Decreased-42,946 SH |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | $18.6M | 11.9%Prev: 12.4% | 380,344 SH | Decreased-57,682 SH |
| VANGUARD TAX-MANAGED INTL FD | FTSE DEV MKT ETF | $19.5M | 12.4%Prev: 11.5% | 341,907 SH | Decreased+25,568 SH |
| VANGUARD WORLD FD | ESG US STK ETF | $2.7M | 1.7%Prev: 1.4% | 24,929 SH | Increased+2,523 SH |
| 13F-HR |
| 0001905162-25-000008 |
| $164.1M |
| View |
| Jul 2, 2026 | Q2 2026 | 13F-HR | 0001905162-26-000005 | $191.3M | View |
| Jul 15, 2025 | Q2 2025 | 13F-HR | 0001905162-25-000007 | $156.9M | View |
| Apr 6, 2026 | Q1 2026 | 13F-HR | 0001905162-26-000003 | $176.1M | View |
| Apr 22, 2025 | Q1 2025 | 13F-HR | 0001905162-25-000005 | $149.0M | View |