ATLas Financial Planning LLC: 13F holdings
CIK 21108862026Q2
| Positions | 69 |
|---|
| Reported value | $123.3m |
|---|
| Filed | 2026-07-22 |
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Change since last quarter
| Positions | 69 (+0 vs prior quarter) |
|---|
| Reported value | $123.3m (+10.6%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| AVLV AMERICAN CENTY ETF TR | 110,327 | $10.1m | 8.2% |
| AVUV AMERICAN CENTY ETF TR | 61,958 | $7.7m | 6.3% |
| AVIV AMERICAN CENTY ETF TR | 92,983 | $7.2m | 5.8% |
| AGG ISHARES TR | 71,104 | $7.0m | 5.7% |
| EWL AMERICAN CENTY ETF TR | 103,464 | $6.8m | 5.5% |
| DFIV DIMENSIONAL ETF TRUST | 122,378 | $6.6m | 5.4% |
| VCIT VANGUARD SCOTTSDALE FDS | 75,402 | $6.2m | 5.1% |
| BOXX EA SERIES TRUST | 49,922 | $5.8m | 4.7% |
| BND VANGUARD BD INDEX FDS | 78,357 | $5.8m | 4.7% |
| AAPL APPLE INC | 19,342 | $5.6m | 4.5% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2110886")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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