ATMOS ADVISORY, LLC 13F Holdings
CIK 0001905162 · PITTSBURGH, PA
As of Sep 30, 2025, ATMOS ADVISORY, LLC reported 20 positions worth
CIK 0001905162 · PITTSBURGH, PA
As of Sep 30, 2025, ATMOS ADVISORY, LLC reported 20 positions worth
64.1M in its SEC Form 13F filing.
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| VANGUARD TOTAL BOND MARKET INDEX FUND | BND | — | 281,062 | $20.9M | 12.74% |
| VANGUARD TAX-MANAGED FUNDS | VEA | — | 335,129 | $20.1M | 12.24% |
| VANGUARD TAX-EXEMPT BOND INDEX FUND | VTEB | — | 383,169 | 9.2M | 11.69% |
| VANGUARD LARGE-CAP INDEX FUND | VV | — | 61,173 | 8.8M | 11.48% |
| VANGUARD SMALL-CAP INDEX FUND | VB | — | 53,762 | 3.7M | 8.33% |
| VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES INDEX FUND | VTIP | — | 269,428 | 3.6M | 8.31% |
| VANGUARD CHARLOTTE FUNDS | BNDX | — | 271,792 | 3.4M | 8.19% |
| VANGUARD EMERGING MARKETS STOCK INDEX FUND | VWO | — | 172,236 | $9.3M | 5.69% |
| VANGUARD VALUE INDEX FUND | VTV | — | 49,991 | $9.3M | 5.68% |
| VANGUARD REAL ESTATE INDEX FUND | VNQ | — | 96,103 | $8.8M | 5.35% |
| VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP INDEX FUND | VSS | — | 49,820 | $7.1M | 4.33% |
| VANGUARD SMALL-CAP VALUE INDEX FUND | VBR | — | 32,461 | $6.8M | 4.13% |
| VANGUARD ESG US STOCK ETF | ESGV | — | 24,196 | $2.9M | 1.75% |
| DIMENSIONAL US EQUITY MARKET ETF | DFUS | — | 1,840 | 33.3K | 0.08% |
| SCHWAB US AGGREGATE BOND ETF | SCHZ | Equity | 389 | $9.1K | 0.01% |
| SCHWAB US LARGE-CAP ETF | SCHX | Equity | 295 | $7.8K | 0.00% |
| SCHWAB INTERNATIONAL EQUITY ETF | SCHF | — | 242 | $5.6K | 0.00% |
| SCHWAB US SMALL-CAP ETF | SCHA | — | 176 | $4.9K | 0.00% |
| SCHWAB EMERGING MARKETS EQUITY ETF | SCHE | — | 115 | $3.8K | 0.00% |
| SCHWAB US REIT ETF | SCHH | — | 78 | .7K | 0.00% |