Titelia

Holdings of ATLas Financial Planning LLC

63 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 60.6 % of the equity sleeve

Sector breakdown

  • Technology 6.1 %
  • Funds 4.2 %
  • Financials 1.8 %
  • Utilities 1.0 %
  • Communication 0.9 %
  • Consumer discretionary 0.8 %
  • Energy 0.7 %
  • Consumer staples 0.6 %
  • Unattributed 83.8 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 100.0 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US63103.1M $100.00 %

Positions

RankCompanySharesValueWeight
1Avantis US Large Cap Value ETF 103,9938.4M $
2iShares Core U.S. Aggregate Bond ETF 71,3067.1M $
3Avantis International Large Cap Value ETF 88,0196.6M $
4American Century ETF Trust 56,7736.3M $
5Dimensional International Value ETF 118,5996.3M $
6Avantis Emerging Markets Value ETF 100,1416M $
7Vanguard Intermediate-Term Corporate Bond ETF 69,9005.8M $
8Vanguard Total Bond Market ETF 77,9555.7M $
9Apple Inc 20,4595.2M $
10Alpha Architect 1-3 Month Box 44,4925.2M $
11Vanguard Large-Cap ETF 14,8004.4M $
12Schwab US TIPS ETF 122,1063.2M $
13Vanguard Total Stock Market ETF 9,0132.9M $
14Vanguard Charlotte Funds 56,5282.7M $
15Vanguard Short-term Bond Etf 22,2821.7M $
16Vanguard Total International S 20,4141.6M $
17Vanguard Small-Cap ETF 4,5471.2M $
18Berkshire Hathaway Inc 2,4671.2M $
19iShares Trust 3,1981.1M $
20Southern Co/The 11,1831.1M $
21Vanguard International Equity Index Funds 19,4121M $
22iShares Trust 4,5901M $
23Vanguard S&P 500 ETF 1,625971K $
24Dimensional International Smal 21,912864.2K $
25iShares Core S&P Total U.S. Stock Market ETF 6,050861.7K $
26Vanguard Total World Stock ETF 5,018694.1K $
27Microsoft Corp 1,831677.8K $
28Schwab U.S. Large-Cap ETF 25,110643.8K $
29Dimensional ETF Trust 15,667610.4K $
30Avantis Short-Term Fixed Income ETF 12,927605K $
31Dimensional Emerging Markets V 16,829602.1K $
32Costco Wholesale Corp 572570.1K $
33Avantis Core Fixed Income ETF 13,532562.1K $
34Cambria Shareholder Yield ETF 7,172540.8K $
35Alphabet Inc 1,704488.8K $
36American International Group Inc 6,155463.2K $
37iShares Core S&P 500 ETF 687448.8K $
38iShares TIPS Bond ETF 3,986439.9K $
39Vanguard FTSE Developed Markets ETF 6,638425.4K $
40Amazon.com Inc 2,042425.3K $
41Home Depot Inc/The 1,289423.9K $
42WisdomTree Trust 4,900423.2K $
43WisdomTree Trust 4,800421.6K $
44Dimensional ETF Trust 9,490368.8K $
45iShares Core MSCI Total International Stock ETF 3,956342.7K $
46Vanguard Information Technology ETF 472329.3K $
47SPDR Series Trust 1,751300.5K $
48Schwab US Dividend Equity ETF 9,439289.6K $
49Meta Platforms Inc 471269.5K $
50Schwab International Equity ETF 10,855268.7K $
51iShares 0-5 Year TIPS Bond ETF 2,539262.6K $
52Schwab US Broad Market ETF 10,430261.8K $
53Vanguard Mid-Cap ETF 905259.9K $
54NVIDIA Corp 1,404244.9K $
55Exxon Mobil Corp 1,442244.7K $
56Valero Energy Corp 986243.5K $
57Bank of America Corp 4,645226.4K $
58Schwab U.S. Small-Cap ETF 7,716224.4K $
59Alphabet Inc 749215.4K $
60SPDR Gold Shares 482207.4K $
61iShares Core MSCI Emerging Markets ETF 2,922203.8K $
62Amphenol Corp 1,600202.2K $
63Targa Resources Corp 800200.6K $