ATMOS ADVISORY, LLC - Portfolio overview
ATMOS ADVISORY, LLC has 20 reported holdings in this dataset, with the latest filing dated 2026-04-06.
Its largest classified asset exposures are funds.
Largest reported holdings by portfolio allocation
- BND - VANGUARD BD INDEX FDS, 12.84%
- VTEB - VANGUARD MUN BD FDS, 12.41%
- VEA - VANGUARD TAX-MANAGED INTL FD, 11.51%
These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.
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