ATLas Financial Planning LLC

Est. AUM

$111.5M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	AMERICAN CENTY ETF TR	US LARGE CAP VLU	$8.4M	103993	7.52%	SOLE
2	ISHARES TR	CORE US AGGBD ET	$7.1M	71306	6.35%	SOLE
3	AMERICAN CENTY ETF TR	INTERNATIONAL LR	$6.6M	88019	5.91%	SOLE
4	AMERICAN CENTY ETF TR	US SML CP VALU	$6.3M	56773	5.63%	SOLE
5	DIMENSIONAL ETF TRUST	INTERNATNAL VAL	$6.3M	118599	5.61%	SOLE
6	AMERICAN CENTY ETF TR	EMERGING MKT VAL	$6.0M	100141	5.39%	SOLE
7	VANGUARD SCOTTSDALE FDS	INT-TERM CORP	$5.8M	69900	5.19%	SOLE
8	VANGUARD BD INDEX FDS	TOTAL BND MRKT	$5.7M	77955	5.15%	SOLE
9	APPLE INC	COM	$5.2M	20459	4.66%	SOLE
10	EA SERIES TRUST	ALPHA ARCH 1-3	$5.2M	44492	4.64%	SOLE
11	VANGUARD INDEX FDS	LARGE CAP ETF	$4.4M	14800	3.97%	SOLE
12	SCHWAB STRATEGIC TR	US TIPS ETF	$3.2M	122106	2.91%	SOLE
13	SCHWAB STRATEGIC TR	FUNDAMENTAL INTL	$3.2M	68395	2.84%	SOLE
14	VANGUARD INDEX FDS	TOTAL STK MKT	$2.9M	9013	2.59%	SOLE
15	VANGUARD CHARLOTTE FDS	TOTAL INT BD ETF	$2.7M	56528	2.44%	SOLE
16	DIMENSIONAL ETF TRUST	ULTRASHORT FIXED	$2.4M	47941	2.18%	SOLE
17	VANGUARD BD INDEX FDS	SHORT TRM BOND	$1.7M	22282	1.57%	SOLE
18	DIMENSIONAL ETF TRUST	US SMALL CAP VAL	$1.7M	48096	1.51%	SOLE
19	VANGUARD STAR FDS	VG TL INTL STK F	$1.6M	20414	1.41%	SOLE
20	VANGUARD INDEX FDS	SMALL CP ETF	$1.2M	4547	1.07%	SOLE
21	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$1.2M	2467	1.06%	SOLE
22	ISHARES TR	RUS 1000 ETF	$1.1M	3198	1.02%	SOLE
23	SOUTHERN CO	COM	$1.1M	11183	0.97%	SOLE
24	VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$1.0M	19412	0.94%	SOLE
25	ISHARES TR	US AER DEF ETF	$1.0M	4590	0.90%	SOLE
26	VANGUARD INDEX FDS	S&P 500 ETF SHS	$971K	1625	0.87%	SOLE
27	DIMENSIONAL ETF TRUST	INTL SMALL CAP V	$864K	21912	0.77%	SOLE
28	ISHARES TR	CORE S&P TTL STK	$862K	6050	0.77%	SOLE
29	VANGUARD INTL EQUITY INDEX F	TT WRLD ST ETF	$694K	5018	0.62%	SOLE
30	MICROSOFT CORP	COM	$678K	1831	0.61%	SOLE
31	SCHWAB STRATEGIC TR	US LRG CAP ETF	$644K	25110	0.58%	SOLE
32	DIMENSIONAL ETF TRUST	INTL CORE EQT MK	$610K	15667	0.55%	SOLE
33	AMERICAN CENTY ETF TR	AVANTIS SHFXDINC	$605K	12927	0.54%	SOLE
34	DIMENSIONAL ETF TRUST	EMERGING MKTS VA	$602K	16829	0.54%	SOLE
35	COSTCO WHOLESALE CORPORATION	COM	$570K	572	0.51%	SOLE
36	AMERICAN CENTY ETF TR	AVANTIS CORE FI	$562K	13532	0.50%	SOLE
37	CAMBRIA ETF TR	SHSHLD YIELD ETF	$541K	7172	0.49%	SOLE
38	DIMENSIONAL ETF TRUST	US CORE EQT MKT	$505K	11189	0.45%	SOLE
39	ALPHABET INC	CAP STK CL C	$489K	1704	0.44%	SOLE
40	AMERICAN INTL GROUP INC	COM NEW	$463K	6155	0.42%	SOLE
41	ISHARES TR	CORE S&P500 ETF	$449K	687	0.40%	SOLE
42	ISHARES TR	TIPS BD ETF	$440K	3986	0.39%	SOLE
43	VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$425K	6638	0.38%	SOLE
44	AMAZON COM INC	COM	$425K	2042	0.38%	SOLE
45	HOME DEPOT INC	COM	$424K	1289	0.38%	SOLE
46	WISDOMTREE TR	US TOTAL DIVIDND	$423K	4900	0.38%	SOLE
47	WISDOMTREE TR	US QTLY DIV GRT	$422K	4800	0.38%	SOLE
48	LATTICE STRATEGIES TR	HARTFORD MLT SML	$422K	8739	0.38%	SOLE
49	DIMENSIONAL ETF TRUST	US CORE EQUITY 2	$369K	9490	0.33%	SOLE
50	ISHARES TR	CORE MSCI TOTAL	$343K	3956	0.31%	SOLE

1–50 of 69

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