GPWM

Atmos Advisory as of June 30, 2025

Portfolio Holdings for Atmos Advisory

Atmos Advisory holds 20 positions in its portfolio as reported in the June 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) 12.8 $20M 273k 73.63
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 12.4 $20M 342k 57.01
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 11.9 $19M 380k 49.03
Vanguard Index Fds Large Cap Etf (VV) 11.2 $18M 61k 285.30
Vanguard Malvern Fds Strm Infproidx (VTIP) 8.5 $13M 265k 50.27
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 8.4 $13M 266k 49.51
Vanguard Index Fds Small Cp Etf (VB) 8.1 $13M 54k 236.98
Vanguard Index Fds Value Etf (VTV) 5.6 $8.8M 50k 176.74
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 5.6 $8.7M 176k 49.46
Vanguard Index Fds Real Estate Etf (VNQ) 5.4 $8.4M 95k 89.06
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 4.3 $6.8M 50k 134.39
Vanguard Index Fds Sm Cp Val Etf (VBR) 4.0 $6.3M 32k 195.01
Vanguard World Esg Us Stk Etf (ESGV) 1.7 $2.7M 25k 109.64
Dimensional Etf Trust Us Equity Etf (DFUS) 0.1 $123k 1.8k 67.02
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.0 $9.0k 389.00 23.24
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.0 $7.2k 295.00 24.44
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.0 $5.3k 242.00 22.10
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.0 $4.5k 176.00 25.30
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.0 $3.5k 115.00 30.14
Schwab Strategic Tr Us Reit Etf (SCHH) 0.0 $1.6k 78.00 21.15