| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q4 2016 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD BD INDEX FDS | 11 | Q2 2024 | 14.1% |
| VANGUARD MUN BD FDS | 11 | Q2 2024 | 17.0% |
| VANGUARD TAX-MANAGED INTL FD | 11 | Q2 2024 | 11.9% |
| VANGUARD INDEX FDS | 11 | Q2 2024 | 11.3% |
| VANGUARD CHARLOTTE FDS | 11 | Q2 2024 | 9.0% |
| VANGUARD INDEX FDS | 11 | Q2 2024 | 9.0% |
| VANGUARD INDEX FDS | 11 | Q2 2024 | 5.8% |
| VANGUARD INDEX FDS | 11 | Q2 2024 | 5.5% |
| VANGUARD INTL EQUITY INDEX F | 11 | Q2 2024 | 5.6% |
| VANGUARD INDEX FDS | 11 | Q2 2024 | 6.0% |
View ATMOS ADVISORY, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-07-10 |
| N-PX | 2024-07-10 |
| 13F-HR | 2024-04-24 |
| 13F-HR | 2024-02-01 |
| 13F-HR | 2023-10-11 |
| 13F-HR | 2023-07-25 |
| 13F-HR | 2023-04-11 |
| 13F-HR | 2023-01-20 |
| 13F-HR | 2022-10-11 |
| 13F-HR | 2022-07-18 |
View ATMOS ADVISORY, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.