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ATLas Financial Planning

Latest statistics and disclosures from ATLas Financial Planning's latest quarterly 13F-HR filing:

Central Index Key (CIK): 0002110886

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Positions held by ATLas Financial Planning consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for ATLas Financial Planning

ATLas Financial Planning holds 69 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Share Count	Share Price
American Centy Etf Tr Us Large Cap Vlu (AVLV)	7.5	$8.4M	104k	80.61	View chart
Ishares Tr Core Us Aggbd Et (AGG)	6.3	$7.1M	71k	99.27	View chart
American Centy Etf Tr International Lr (AVIV)	5.9	$6.6M	88k	74.83	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	5.6	$6.3M	57k	110.47	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	5.6	$6.3M	119k	52.78	View chart
American Centy Etf Tr Emerging Mkt Val (AVES)	5.4	$6.0M	100k	59.98	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	5.2	$5.8M	70k	82.75	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	5.1	$5.7M	78k	73.64	View chart
Apple (AAPL)	4.7	$5.2M	21k	253.79	View chart
Ea Series Trust Alpha Arch 1-3 (BOXX)	4.6	$5.2M	45k	116.29	View chart
Vanguard Index Fds Large Cap Etf (VV)	4.0	$4.4M	15k	298.86	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	2.9	$3.2M	122k	26.61	View chart
Schwab Strategic Tr Fundamental Intl (FNDC)	2.8	$3.2M	68k	46.36	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	2.6	$2.9M	9.0k	320.80	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	2.4	$2.7M	57k	48.05	View chart
Dimensional Etf Trust Ultrashort Fixed (DUSB)	2.2	$2.4M	48k	50.71	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	1.6	$1.7M	22k	78.41	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	1.5	$1.7M	48k	35.04	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	1.4	$1.6M	20k	77.11	View chart
Vanguard Index Fds Small Cp Etf (VB)	1.1	$1.2M	4.5k	261.93	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	1.1	$1.2M	2.5k	479.20	View chart
Ishares Tr Rus 1000 Etf (IWB)	1.0	$1.1M	3.2k	356.52	View chart
Southern Company (SO)	1.0	$1.1M	11k	96.52	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.9	$1.0M	19k	54.05	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.9	$1.0M	4.6k	218.75	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.9	$971k	1.6k	597.55	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	0.8	$864k	22k	39.44	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.8	$862k	6.1k	142.43	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.6	$694k	5.0k	138.32	View chart
Microsoft Corporation (MSFT)	0.6	$678k	1.8k	370.17	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.6	$644k	25k	25.64	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.5	$610k	16k	38.96	View chart
American Centy Etf Tr Avantis Shfxdinc (AVSF)	0.5	$605k	13k	46.80	View chart
Dimensional Etf Trust Emerging Mkts Va (DFEV)	0.5	$602k	17k	35.78	View chart
Costco Wholesale Corporation (COST)	0.5	$570k	572.00	996.62	View chart
American Centy Etf Tr Avantis Core Fi (AVIG)	0.5	$562k	14k	41.54	View chart
Cambria Etf Tr Shshld Yield Etf (SYLD)	0.5	$541k	7.2k	75.41	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	0.5	$505k	11k	45.12	View chart
Alphabet Cap Stk Cl C (GOOG)	0.4	$489k	1.7k	286.86	View chart
American Intl Group Com New (AIG)	0.4	$463k	6.2k	75.25	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.4	$449k	687.00	653.21	View chart
Ishares Tr Tips Bd Etf (TIP)	0.4	$440k	4.0k	110.36	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.4	$425k	6.6k	64.08	View chart
Amazon (AMZN)	0.4	$425k	2.0k	208.27	View chart
Home Depot (HD)	0.4	$424k	1.3k	328.89	View chart
Wisdomtree Tr Us Total Dividnd (DTD)	0.4	$423k	4.9k	86.36	View chart
Lattice Strategies Tr Hartford Mlt Sml (ROSC)	0.4	$422k	8.7k	48.30	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.4	$422k	4.8k	87.84	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.3	$369k	9.5k	38.86	View chart
Ishares Tr Core Msci Total (IXUS)	0.3	$343k	4.0k	86.64	View chart
Vanguard World Inf Tech Etf (VGT)	0.3	$329k	472.00	697.72	View chart
Spdr Series Trust State Street Spd (QUS)	0.3	$301k	1.8k	171.64	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.3	$290k	9.4k	30.68	View chart
Meta Platforms Cl A (META)	0.2	$270k	471.00	572.13	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.2	$269k	11k	24.75	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	0.2	$263k	2.5k	103.43	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.2	$262k	10k	25.10	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.2	$260k	905.00	287.18	View chart
NVIDIA Corporation (NVDA)	0.2	$245k	1.4k	174.41	View chart
Exxon Mobil Corporation (XOM)	0.2	$245k	1.4k	169.70	View chart
Valero Energy Corporation (VLO)	0.2	$244k	986.00	247.00	View chart
Dimensional Etf Trust Short Duration F (DFSD)	0.2	$232k	4.9k	47.88	View chart
Bank of America Corporation (BAC)	0.2	$226k	4.6k	48.75	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.2	$224k	7.7k	29.08	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$215k	749.00	287.57	View chart
Spdr Gold Tr Gold Shs (GLD)	0.2	$207k	482.00	430.29	View chart
Ishares Core Msci Emkt (IEMG)	0.2	$204k	2.9k	69.75	View chart
Amphenol Corp Cl A (APH)	0.2	$202k	1.6k	126.35	View chart
Targa Res Corp (TRGP)	0.2	$201k	800.00	250.73	View chart

Past Filings by ATLas Financial Planning

SEC 13F filings are viewable for ATLas Financial Planning going back to 2026

ATLas Financial Planning 2026 Q1 filed April 27, 2026

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