ATLas Financial Planning

ATLas Financial Planning as of June 30, 2026

Portfolio Holdings for ATLas Financial Planning

ATLas Financial Planning holds 69 positions in its portfolio as reported in the June 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) 8.2 $10M 110k 91.21
American Centy Etf Tr Us Sml Cp Valu (AVUV) 6.3 $7.7M 62k 124.76
American Centy Etf Tr International Lr (AVIV) 5.8 $7.2M 93k 77.42
Ishares Tr Core Us Aggbd Et (AGG) 5.7 $7.0M 71k 98.98
American Centy Etf Tr Emerging Mkt Val (AVES) 5.5 $6.8M 104k 65.60
Dimensional Etf Trust Internatnal Val (DFIV) 5.4 $6.6M 122k 54.02
Vanguard Scottsdale Fds Int-term Corp (VCIT) 5.1 $6.2M 75k 82.65
Ea Series Trust Alpha Arch 1-3 (BOXX) 4.7 $5.8M 50k 117.09
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 4.7 $5.8M 78k 73.41
Apple (AAPL) 4.5 $5.6M 19k 289.36
Vanguard Index Fds Large Cap Etf (VV) 4.3 $5.3M 16k 343.92
Schwab Strategic Tr Us Tips Etf (SCHP) 2.8 $3.4M 129k 26.50
Vanguard Index Fds Total Stk Mkt (VTI) 2.7 $3.3M 8.9k 370.03
Schwab Strategic Tr Fundamental Intl (FNDC) 2.6 $3.3M 67k 48.56
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 2.3 $2.8M 58k 48.43
Dimensional Etf Trust Ultr Fix Inc Etf (DUSB) 2.0 $2.5M 49k 50.78
Dimensional Etf Trust Us Small Cap Etf (DFSV) 1.6 $2.0M 51k 38.79
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 1.4 $1.7M 20k 85.49
Vanguard Bd Index Fds Short Trm Bond (BSV) 1.3 $1.7M 21k 77.91
American Centy Etf Tr Avantis Core Fi (AVIG) 1.2 $1.5M 35k 41.41
Vanguard Index Fds Small Cp Etf (VB) 1.1 $1.4M 4.5k 303.14
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.0 $1.2M 2.5k 500.39
Ishares Tr Rus 1000 Etf (IWB) 1.0 $1.2M 2.9k 409.47
Ishares Tr Us Aer Def Etf (ITA) 0.9 $1.2M 4.8k 242.42
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.9 $1.1M 19k 59.69
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.9 $1.1M 1.6k 686.81
Southern Company (SO) 0.9 $1.1M 11k 95.71
Ishares Tr Core S&p Ttl Stk (ITOT) 0.8 $994k 6.1k 164.27
Dimensional Etf Trust Intl Small Cap V (DISV) 0.8 $994k 25k 40.13
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.7 $827k 5.3k 156.95
American Centy Etf Tr Avantis Shfxdinc (AVSF) 0.7 $820k 18k 46.57
Cambria Etf Tr Shshld Yield Etf (SYLD) 0.6 $757k 9.6k 79.09
Dimensional Etf Trust Emerging Mkts Va (DFEV) 0.6 $718k 17k 42.67
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.6 $716k 24k 29.43
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 0.5 $647k 16k 41.25
Microsoft Corporation (MSFT) 0.5 $577k 1.5k 373.02
Alphabet Cap Stk Cl C (GOOG) 0.5 $571k 1.6k 353.33
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 0.4 $553k 11k 51.69
Ishares Tr Core S&p500 Etf (IVV) 0.4 $515k 687.00 748.89
Costco Wholesale Corporation (COST) 0.4 $481k 514.00 935.69
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.4 $464k 6.5k 71.25
Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC) 0.4 $460k 10k 44.36
Wisdomtree Tr Us Qtly Div Grt (DGRW) 0.4 $459k 4.8k 95.62
Amazon (AMZN) 0.4 $459k 1.9k 238.34
American Intl Group Com New (AIG) 0.4 $459k 6.2k 74.53
Wisdomtree Tr Us Total Dividnd (DTD) 0.4 $457k 4.9k 93.25
Vanguard World Inf Tech Etf (VGT) 0.4 $451k 3.8k 119.52
Ishares Tr Tips Bd Etf (TIP) 0.4 $445k 4.1k 109.43
Home Depot (HD) 0.4 $437k 1.2k 352.68
Lattice Strategies Tr Hartford Mlt Sml (ROSC) 0.3 $431k 7.7k 55.94
Ishares Tr Core Msci Total (IXUS) 0.3 $378k 4.0k 95.44
Ishares Tr 0-5 Yr Tips Etf (STIP) 0.3 $354k 3.5k 102.16
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.2 $303k 10k 28.96
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.2 $301k 11k 27.70
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.2 $299k 9.4k 31.71
Spdr Series Trust St Str Msci Usaq (QUS) 0.2 $299k 1.6k 186.86
Vanguard Index Fds Mid Cap Etf (VO) 0.2 $292k 3.6k 80.57
Amphenol Corp Cl A (APH) 0.2 $282k 1.6k 176.32
Alphabet Cap Stk Cl A (GOOGL) 0.2 $268k 749.00 357.38
Bank of America Corporation (BAC) 0.2 $265k 4.6k 56.98
NVIDIA Corporation (NVDA) 0.2 $263k 1.3k 200.09
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.2 $243k 6.7k 36.13
Ishares Core Msci Emkt (IEMG) 0.2 $242k 2.9k 82.84
Dimensional Etf Trust Shor Dur Fix Etf (DFSD) 0.2 $232k 4.9k 47.75
Meta Platforms Cl A (META) 0.2 $231k 410.00 563.29
Targa Res Corp (TRGP) 0.2 $215k 800.00 268.14
Schwab Strategic Tr Fundamental Us L (FNDX) 0.2 $203k 6.5k 31.10
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 0.2 $203k 5.1k 40.21
Delta Air Lines Com New (DAL) 0.2 $202k 2.2k 93.65