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CIK: 0001905162
Total reported value
$191.3M
$191.3M
32 檔
41.1%
At the close of Q4 2024, Atmos Advisory, LLC disclosed equity holdings valued at approximately $191.3M, spread across 32 reported holdings.
During Q4 2024, Atmos Advisory, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including BND, VV, VTEB) accounted for 41.1% of total reported equity market value during Q4 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BND | Vanguard Total Bond Market | ETF-Other | 12.36% | -0.97% | +8.91% | |
| 2 | VV | Vanguard Large-cap ETF | ETF-Other | 11.39% | +0.77% | +2.35% | |
| 3 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 11.03% | -0.59% | +2.00% | |
| 4 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 10.97% | +0.41% | +4.72% | |
| 5 | VB | Vanguard Small-cap ETF | ETF-Other | 8.85% | +0.65% | +0.76% | |
| 6 | VTIP | Vanguard Short-term Tips | ETF-Other | 7.95% | -0.49% | +3.61% | |
| 7 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 7.51% | -0.55% | -1.00% | |
| 8 | VNQ | Vanguard Real Estate ETF | ETF-Other | 5.68% | +0.08% | +3.12% | |
| 9 | VTV | Vanguard Value ETF | ETF-Other | 5.52% | +0.19% | +3.80% | |
| 10 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 5.27% | +0.17% | +2.43% | |
| 11 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 4.38% | +0.18% | +2.83% | |
| 12 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 3.88% | -0.03% | +4.24% | |
| 13 | ESGV | Vanguard Esg US Stock ETF | ETF-Other | 2.57% | +0.17% | -1.01% | |
| 14 | FBND | Fidelity Total Bond ETF | ETF-Other | 0.55% | — | — | |
| 15 | BOND | Pimco Active Bond Exchange-t | ETF-Other | 0.55% | — | — | |
| 16 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.45% | — | — | |
| 17 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.37% | — | — | |
| 18 | BIV | Vanguard Intermediate-term B | ETF-Other | 0.33% | — | — | |
| 19 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.10% | — | — | |
| 20 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 0.08% | +0.01% | +0.38% | |
| 21 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.08% | — | — | |
| 22 | IWO | Ishares Russell 2000 Growth | ETF-Small Cap | 0.03% | — | — | |
| 23 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 0.03% | — | — | |
| 24 | FENI | Fidelity Enhanced Intl ETF | ETF-Other | 0.02% | — | — | |
| 25 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 0.02% | — | — | |
| 26 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.01% | — | +200.00% | |
| 27 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | — | — | +100.00% | |
| 28 | SCHA | Schwab US Small-cap ETF | ETF-Other | — | — | +100.00% | |
| 29 | SCHF | Schwab Intl Equity ETF | ETF-Other | — | — | +100.00% | |
| 30 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | — | — | — | |
| 31 | SCHH | Schwab US Reit ETF | ETF-Other | — | — | — | |
| 32 | C | Citigroup Inc | Stock-Financials | — | — | — |
According to official SEC Form 13F filings, Atmos Advisory, LLC reported a total U.S. public equity portfolio value of $191.3M across 32 disclosed positions in Q4 2024.
During Q4 2024, Atmos Advisory, LLC's top holdings by market value included BND (12.4%)、VV (11.4%)、VTEB (11.0%). The largest single position, BND, represented 12.4% of total portfolio value.
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In Q4 2024, Atmos Advisory, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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