ATLas Financial Planning

ATLas Financial Planning as of March 31, 2026

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