Fund Universe

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☆ATMOS ADVISORY, LLC

CIK 0001905162 · holdings for 2026Q2 (change vs 2026Q1) · in signal universe
Quality Q
0.831
AUM ($M)
191
Positions
20
Turnover
0.03
Top-10 wt
90%
Herfindahl
0.091
History (qtrs)
6
Excess Return
not eligible

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Quarter
Activity this period
Security type

Holdings · 20 positions · portfolio value $191M

TickerNameActivitySecurity Type WeightΔ Weight Value ($M)SharesΔ Shares Qtrs HeldExcess Return
☆VEA funds › VANGUARD TAX-MANAGED INTL FD ADD — 11.9% +0.4% 22.8 319,977 +3,638 5 —
☆BND funds › VANGUARD BD INDEX FDS ADD — 11.9% -1.0% 22.7 309,440 +2,415 5 —
☆VTEB funds › VANGUARD MUN BD FDS ADD — 11.8% -0.6% 22.6 447,264 +9,238 5 —
☆VV funds › VANGUARD INDEX FDS ADD — 11.7% +0.8% 22.3 64,964 +685 5 —
☆VB funds › VANGUARD INDEX FDS ADD — 9.2% +0.6% 17.6 58,007 +594 5 —
☆VTIP funds › VANGUARD MALVERN FDS ADD — 8.2% -0.5% 15.8 313,874 +6,105 5 —
☆BNDX funds › VANGUARD CHARLOTTE FDS ADD — 8.0% -0.5% 15.4 318,013 +3,017 5 —
☆VTV funds › VANGUARD INDEX FDS ADD — 6.0% +0.2% 11.5 52,972 +561 5 —
☆VNQ funds › VANGUARD INDEX FDS ADD — 5.8% +0.1% 11.2 115,960 +1,540 5 —
☆VWO funds › VANGUARD INTL EQUITY INDEX F ADD — 5.4% +0.2% 10.3 171,801 +2,758 5 —
☆VBR funds › VANGUARD INDEX FDS ADD — 4.4% +0.2% 8.4 34,671 +474 5 —
☆VSS funds › VANGUARD INTL EQUITY INDEX F ADD — 3.9% -0.0% 7.5 48,358 +862 5 —
☆CUSIP:921910733 funds › VANGUARD WORLD FD ADD — 1.6% +0.2% 3.1 23,083 +677 5 —
☆DFUS funds › DIMENSIONAL ETF TRUST ADD — 0.1% +0.0% 0.2 1,852 +5 5 —
☆SCHZ funds › SCHWAB STRATEGIC TR HOLD — 0.0% -0.0% 0.0 437 +0 5 —
☆SCHX funds › SCHWAB STRATEGIC TR HOLD — 0.0% +0.0% 0.0 296 +0 5 —
☆SCHA funds › SCHWAB STRATEGIC TR HOLD — 0.0% +0.0% 0.0 181 +0 5 —
☆SCHF funds › SCHWAB STRATEGIC TR HOLD — 0.0% +0.0% 0.0 214 +0 5 —
☆SCHE funds › SCHWAB STRATEGIC TR HOLD — 0.0% +0.0% 0.0 109 +0 5 —
☆SCHH funds › SCHWAB STRATEGIC TR HOLD — 0.0% +0.0% 0.0 92 +0 5 —

Point-in-time history

Each row is this fund as of that period, not as of today — what the scoring for that quarter actually saw.
PeriodAUM ($M)Positions TurnoverTop-10 wtHerfindahl Quality Q Skill Universe
2026Q2 191 20 0.03 90% 0.091 0.831 — in
2026Q1 176 20 0.03 90% 0.092 0.818 — in
2025Q4 173 21 0.01 89% 0.091 0.809 — in
2025Q3 164 20 0.01 90% 0.092 0.815 — in
2025Q2 157 20 0.02 90% 0.092 0.824 — entered
2025Q1 149 20 0.00 89% 0.091 0.000 — out
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status