GPWM

Atmos Advisory as of March 31, 2025

Portfolio Holdings for Atmos Advisory

Atmos Advisory holds 20 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 13.4 $20M 273k 73.45
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 12.1 $18M 354k 50.83
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 11.7 $17M 350k 49.62
Vanguard Index Fds Large Cap Etf (VV) 10.4 $16M 61k 257.03
Vanguard Malvern Fds Strm Infproidx (VTIP) 8.6 $13M 257k 49.90
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 8.4 $13M 256k 48.82
Vanguard Index Fds Small Cp Etf (VB) 8.0 $12M 54k 221.75
Vanguard Index Fds Value Etf (VTV) 5.7 $8.4M 49k 172.74
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 5.5 $8.2M 182k 45.26
Vanguard Index Fds Real Estate Etf (VNQ) 5.3 $7.9M 87k 90.54
Vanguard Index Fds Sm Cp Val Etf (VBR) 4.1 $6.1M 33k 186.29
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 4.1 $6.0M 52k 115.60
Vanguard World Esg Us Stk Etf (ESGV) 2.7 $4.0M 41k 97.95
Dimensional Etf Trust Us Equity Etf (DFUS) 0.1 $111k 1.8k 60.48
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.0 $9.0k 389.00 23.16
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.0 $6.5k 295.00 22.08
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.0 $4.8k 242.00 19.78
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.0 $4.1k 176.00 23.43
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.0 $3.2k 115.00 27.57
Schwab Strategic Tr Us Reit Etf (SCHH) 0.0 $1.7k 78.00 21.51