GPWM

Atmos Advisory as of Dec. 31, 2025

Portfolio Holdings for Atmos Advisory

Atmos Advisory holds 21 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 12.6 $22M 348k 62.47
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 12.1 $21M 282k 74.07
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 11.8 $20M 404k 50.29
Vanguard Index Fds Large Cap Etf (VV) 11.7 $20M 64k 314.80
Vanguard Index Fds Small Cp Etf (VB) 8.5 $15M 57k 257.95
Vanguard Malvern Fds Strm Infproidx (VTIP) 8.1 $14M 282k 49.46
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 7.9 $14M 283k 48.32
Vanguard Index Fds Value Etf (VTV) 5.9 $10M 53k 190.99
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 5.6 $9.7M 180k 53.76
Vanguard Index Fds Real Estate Etf (VNQ) 5.3 $9.2M 104k 88.49
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 4.3 $7.5M 52k 143.33
Vanguard Index Fds Sm Cp Val Etf (VBR) 4.2 $7.3M 34k 211.79
Vanguard World Esg Us Stk Etf (ESGV) 1.7 $2.9M 24k 120.96
Vanguard Bd Index Fds Intermed Term (BIV) 0.2 $395k 5.1k 77.88
Dimensional Etf Trust Us Equity Etf (DFUS) 0.1 $137k 1.8k 74.15
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.0 $9.1k 389.00 23.37
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.0 $7.9k 295.00 26.91
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.0 $5.8k 242.00 24.04
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.0 $5.0k 176.00 28.48
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.0 $3.8k 115.00 32.75
Schwab Strategic Tr Us Reit Etf (SCHH) 0.0 $1.6k 78.00 20.88