account_balance
Investment manager · 13F filer · SEC CIK 2110886
ATLas Financial Planning LLC
Reported value$123Mas of Jun 30, 2026
Positions69 3 new, 3 sold out
Top 10 weight55.8%AVLV alone is 8%
FiledJul 2222 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
AVLVAmerican Centy ETF Tr
8.2%Added +6%
AVUVAmerican Centy ETF Tr
6.3%Added +9%
AVIVAmerican Centy ETF Tr
5.8%Added +6%
AGGiShares Tr
5.7%
AVESAmerican Centy ETF Tr
5.5%Added +3%
DFIVDimensional ETF Trust
5.4%Added +3%
VCITVanguard Scottsdale FDS
5.1%Added +8%
BOXXEa Series Trust
4.7%Added +12%
BNDVanguard Bd Index FDS
4.7%
AAPLApple Inc.
4.5%Trimmed −5%
VVVanguard Index FDS
4.3%Added +5%
SCHPSchwab Strategic Tr
2.8%
AVLVAmerican Centy ETF Tr
8.2%+6%
AVUVAmerican Centy ETF Tr
6.3%
AVIVAmerican Centy ETF Tr
5.8%
AGGiShares Tr
5.7%
AVESAmerican Centy ETF Tr
5.5%+3%
DFIVDimensional ETF Trust
5.4%+3%
VCITVanguard Scottsdale FDS
5.1%
BOXXEa Series Trust
4.7%
BNDVanguard Bd Index FDS
4.7%
AAPLApple Inc.
4.5%−5%
VVVanguard Index FDS
4.3%
SCHP2.8%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
AVLV American Centy ETF Tr 8.2% Added +6%
AVUV American Centy ETF Tr 6.3% Added +9%
AVIV American Centy ETF Tr 5.8% Added +6%
AGG iShares Tr 5.7% Held
AVES American Centy ETF Tr 5.5% Added +3%
DFIV Dimensional ETF Trust 5.4% Added +3%
VCIT Vanguard Scottsdale FDS 5.1% Added +8%
BOXX Ea Series Trust 4.7% Added +12%
BND Vanguard Bd Index FDS 4.7% Held
AAPL Apple Inc. 4.5% Trimmed −5%VV Vanguard Index FDS 4.3% Added +5%
SCHP Schwab Strategic Tr 2.8% Added +6%
What changed
Biggest moves since Mar 31, 2026
Free weekly email
Each week's biggest real insider buys, cluster buys and fund moves, every one dated. One email a week. Unsubscribe in one click.