Atomi Financial Group, Inc. 13F Holdings
CIK 000017178 · IRVINE, CA
As of Dec 31, 2024, Atomi Financial Group, Inc. reported 971 positions worth
CIK 000017178 · IRVINE, CA
As of Dec 31, 2024, Atomi Financial Group, Inc. reported 971 positions worth
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| APPLE INC | AAPL | Technology | 324,005 | $81.1M | 5.06% |
| COINBASE GLOBAL INC | COIN | Financial Services | 323,838 | $80.4M | 5.01% |
| ISHARES CORE S&P 500 ETF | IVV | — | 96,753 | $57.0M | 3.55% |
| ISHARES INTERNATIONAL EQUITY FACTOR ETF | INTF | — | 1,537,960 | $44.2M | 2.75% |
| VANGUARD TAX-MANAGED FUNDS | VEA | — | 812,254 | $38.8M | 2.42% |
| META PLATFORMS INC | META | Communication Services | 65,925 | $38.6M | 2.41% |
| ALPHABET INC | GOOG | Equity | 196,792 | $37.5M | 2.34% |
| ISHARES US EQUITY FACTOR ETF | LRGF | — | 620,387 | $37.4M | 2.33% |
| SCHWAB US LARGE-CAP GROWTH | SCHG | — | 1,313,437 | $36.6M | 2.28% |
| MICROSOFT CORP | MSFT | Technology | 86,370 | $36.4M | 2.27% |
| SCHWAB US LARGE-CAP VALUE | SCHV | Equity | 1,357,798 | $35.4M | 2.21% |
| NVIDIA CORP | NVDA | Technology | 240,111 | $32.2M | 2.01% |
| VANGUARD 500 INDEX FUND | VOO | — | 56,114 | $30.2M | 1.88% |
| AMAZON.COM INC | AMZN | Equity | 130,364 | $28.6M | 1.78% |
| SPDR S&P 500 ETF TRUST | SPY | — | 43,478 | $25.5M | 1.59% |
| VANGUARD TOTAL BOND MARKET INDEX FUND | BND | — | 333,634 | $24.0M | 1.50% |
| ETFIS SER TR I | — | — | 1,064,809 | $23.9M | 1.49% |
| VANGUARD SMALL-CAP INDEX FUND | VB | — | 98,014 | $23.6M | 1.47% |
| ALPHABET INC | GOOGL | Equity | 122,756 | $23.2M | 1.45% |
| ISHARES CORE US AGGREGATE BOND ETF | AGG | — | 218,013 | $21.1M | 1.32% |
| VANGUARD EMERGING MARKETS STOCK INDEX FUND | VWO | — | 467,536 | $20.6M | 1.28% |
| ROBINHOOD MARKETS INC - A | HOOD | Equity | 540,910 | $20.2M | 1.26% |
| ISHARES CORE TOTAL USD BOND MARKET ETF | IUSB | — | 433,764 | 9.6M | 1.22% |
| OKLO INC | OKLO | Utilities | 908,390 | 9.3M | 1.20% |
| ISHARES MSCI EMERGING MARKETS EX CHINA ETF | EMXC | — | 343,617 | 9.1M | 1.19% |