ATMOS ADVISORY, LLC

Est. AUM

$191.3M

13F long equity, this entity only

Positions

Period

Jun 2026 (Q2)

SEC EDGAR

Jun 2026 (Q2)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	VANGUARD TAX-MANAGED INTL FD	FTSE DEV MKT ETF	$22.8M	319977	11.92%	SOLE
2	VANGUARD BD INDEX FDS	TOTAL BND MRKT	$22.7M	309440	11.87%	SOLE
3	VANGUARD MUN BD FDS	TAX EXEMPT BD	$22.6M	447264	11.82%	SOLE
4	VANGUARD INDEX FDS	LARGE CAP ETF	$22.3M	64964	11.68%	SOLE
5	VANGUARD INDEX FDS	SMALL CP ETF	$17.6M	58007	9.19%	SOLE
6	VANGUARD MALVERN FDS	STRM INFPROIDX	$15.8M	313874	8.24%	SOLE
7	VANGUARD CHARLOTTE FDS	TOTAL INT BD ETF	$15.4M	318013	8.05%	SOLE
8	VANGUARD INDEX FDS	VALUE ETF	$11.5M	52972	6.03%	SOLE
9	VANGUARD INDEX FDS	REAL ESTATE ETF	$11.2M	115960	5.84%	SOLE
10	VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$10.3M	171801	5.36%	SOLE
11	VANGUARD INDEX FDS	SM CP VAL ETF	$8.4M	34671	4.40%	SOLE
12	VANGUARD INTL EQUITY INDEX F	FTSE SMCAP ETF	$7.5M	48358	3.90%	SOLE
13	VANGUARD WORLD FD	ESG US STK ETF	$3.1M	23083	1.60%	SOLE
14	DIMENSIONAL ETF TRUST	US EQUITY ETF	$152K	1852	0.08%	SOLE
15	SCHWAB STRATEGIC TR	US AGGREGATE B	$10K	437	0.01%	SOLE
16	SCHWAB STRATEGIC TR	US LRG CAP ETF	$9K	296	0.00%	SOLE
17	SCHWAB STRATEGIC TR	US SML CAP ETF	$7K	181	0.00%	SOLE
18	SCHWAB STRATEGIC TR	INTL EQTY ETF	$6K	214	0.00%	SOLE
19	SCHWAB STRATEGIC TR	EMRG MKTEQ ETF	$4K	109	0.00%	SOLE
20	SCHWAB STRATEGIC TR	US REIT ETF	$2K	92	0.00%	SOLE

Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.