Atlas Financial Advisors as of Dec. 31, 2021
Portfolio Holdings for Atlas Financial Advisors
Atlas Financial Advisors holds 15 positions in its portfolio as reported in the December 2021 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Ishares Tr Core Us Aggbd Et (AGG) | 29.5 | $32M | 277k | 114.08 | |
Pimco Etf Tr 25yr+ Zero U S (ZROZ) | 21.6 | $23M | 152k | 152.28 | |
Ishares Tr 20 Yr Tr Bd Etf (TLT) | 19.6 | $21M | 142k | 148.19 | |
Simplify Exchange Traded Fun Us Eqt Pls Dwnsd (SPD) | 12.4 | $13M | 399k | 33.26 | |
Simplify Exchange Traded Fun Risk Parity Trea (TYA) | 7.9 | $8.5M | 341k | 24.80 | |
Simplify Exchange Traded Fun Nasdaq 100 Ds Cn | 4.7 | $5.0M | 155k | 32.23 | |
Direxion Shs Etf Tr 20yr Tres Bull | 2.1 | $2.3M | 81k | 28.14 | |
Microsoft Corporation (MSFT) | 0.4 | $413k | 1.2k | 336.59 | |
Ishares Tr Core Div Grwth (DGRO) | 0.4 | $391k | 7.0k | 55.58 | |
Ishares Tr Tips Bd Etf (TIP) | 0.3 | $353k | 2.7k | 129.16 | |
Home Depot (HD) | 0.3 | $324k | 781.00 | 414.85 | |
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.3 | $293k | 1.8k | 163.69 | |
Amazon (AMZN) | 0.2 | $253k | 76.00 | 3328.95 | |
Spdr Gold Tr Gold Shs (GLD) | 0.2 | $211k | 1.2k | 170.99 | |
Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.2 | $203k | 2.4k | 84.55 |