ATMOS ADVISORY, LLC
CIK 1905162 · Holdings on Dec 31, 2023 · First reported Feb 1, 2024
Top ten holdings
Q4 2023- VEA11.66%
- BND11.46%
- VV11.32%
- VB8.75%
- VTIP8.27%
- BNDX7.79%
- BIV7.39%
- VTEB6.10%
- VNQ5.68%
- VTV5.37%
Share classes counted separately83.79%
Portfolio value by quarter
Top 10 holdings 21
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | VEAVANGUARD FTSE DEVELOPED ETFFTSE DEV MKT ETF View history and evidence | $14.54M | 11.66% | 303.49K shares | — | ↗▾ | |
| 02 | BNDVANGUARD TOTAL BOND MARKETTOTAL BND MRKT View history and evidence | $14.30M | 11.46% | 194.36K shares | — | ↗▾ | |
| 03 | VVVNGRD MRGSTR LRG-CAP ETF-USDLARGE CAP ETF View history and evidence | $14.12M | 11.32% | 64.73K shares | — | ↗▾ | |
| 04 | VBVANGUARD MOST SM-CAP ETF-USDSMALL CP ETF View history and evidence | $10.91M | 8.75% | 51.14K shares | — | ↗▾ | |
| 05 | VTIPVANGUARD SHORT-TERM TIPSSTRM INFPROIDX View history and evidence | $10.31M | 8.27% | 217.11K shares | — | ↗▾ | |
| 06 | BNDXVANGUARD TOTAL INTL BOND ETFTOTAL INT BD ETF View history and evidence | $9.71M | 7.79% | 196.78K shares | — | ↗▾ | |
| 07 | BIVVANGUARD INTERMEDIATE-TERM BINTERMED TERM View history and evidence | $9.21M | 7.39% | 120.64K shares | — | ↗▾ | |
| 08 | VTEBVANGUARD TAX-EXEMPT BOND ETFTAX EXEMPT BD View history and evidence | $7.60M | 6.10% | 148.93K shares | — | ↗▾ | |
| 09 | VNQVANGUARD REAL ESTATE ETFREAL ESTATE ETF View history and evidence | $7.08M | 5.68% | 80.13K shares | — | ↗▾ | |
| 10 | VTVVANGUARD MRNGSTR VAL ETF-AUIVALUE ETF View history and evidence | $6.70M | 5.37% | 44.83K shares | — | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 1905162 · Period Dec 31, 2023
Data loaded Sep 23, 2026 · First reported Feb 1, 2024
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 124688914
}Take these holdings further.
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Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.