13FBOX
ATMOS ADVISORY, LLC · 13F Holdings
Options Calculator Rankings

ATMOS ADVISORY, LLC

No.7291 Data as of 2026Q2
Latest AUM (Q2 2026)
$191.3M
QoQ Change Q1 2026
+$15.2M+8.7%
Holdings
20
New Buys
0
Adds
14
Reduces
0
Exits
0
Unchanged
6
Holdings Value Trend
Holdings by Sector
Stock Ownership TrendPortfolio %Prev Q %Q2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
VVANGUARD FTSEVEA
11.92%11.51%$22.8M319,977$20.3M316,339+3,638+1.15%Add
VVANGUARD TOTALBND
11.87%12.84%$22.7M309,440$22.6M307,025+2,415+0.79%Add
VVANGUARD MUN BD FDSVTEB
11.82%12.41%$22.6M447,264$21.9M438,026+9,238+2.11%Add
VVANGUARD INDEX FDSVV
11.68%10.91%$22.3M64,964$19.2M64,279+685+1.07%Add
VVANGUARD INDEX FDSVB
9.19%8.54%$17.6M58,007$15.0M57,413+594+1.03%Add
VVANGUARD MALVERN FDSVTIP
8.24%8.73%$15.8M313,874$15.4M307,769+6,105+1.98%Add
VVANGUARD TOTALBNDX
8.05%8.6%$15.4M318,013$15.1M314,996+3,017+0.96%Add
VVANGUARD INDEX FDSVTV
6.03%5.84%$11.5M52,972$10.3M52,411+561+1.07%Add
VVANGUARD INDEX FDSVNQ
5.84%5.76%$11.2M115,960$10.1M114,420+1,540+1.35%Add
VVANGUARD FSTEVWO
5.36%5.19%$10.3M171,801$9.1M169,043+2,758+1.63%Add
VVANGUARD SMALLVBR
4.4%4.22%$8.4M34,671$7.4M34,197+474+1.39%Add
VVANGUARD INTL EQUITY INDEX FVSS
3.9%3.93%$7.5M48,358$6.9M47,496+862+1.81%Add
VVANGUARD WORLD FDESGV
1.6%1.43%$3.1M23,083$2.5M22,406+677+3.02%Add
DDIMENSIONAL U.S. EQUITY MARKET ETFDFUS
0.08%0.07%$151,7911,852$131,0351,847+5+0.27%Add
SSCHWAB U.S. AGGREGATE BOND ETFSCHZ
0.01%0.01%$10,108437$10,14743700.00%Unchanged
SSCHWAB USSCHX
<0.01%<0.01%$8,711296$7,58929600.00%Unchanged
SSCHWAB USSCHA
<0.01%<0.01%$6,540181$5,26318100.00%Unchanged
SSCHWAB STRATEGIC TRSCHF
<0.01%<0.01%$5,928214$5,29721400.00%Unchanged
SSCHWAB STRATEGIC TRSCHE
<0.01%<0.01%$3,952109$3,59210900.00%Unchanged
SSCHWAB U.S. REIT ETFSCHH
<0.01%<0.01%$2,17992$1,9779200.00%Unchanged

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow