Notify me when ATMOS ADVISORY, LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Name | Holdings Value | Location | File Number |
|---|---|---|---|
| GW&K Investment Management, LLC | $11,564,691,000 | Boston, MA | 028-04145 |
| Vanguard Personalized Indexing Management, LLC | $10,250,486,500 | Oakland, CA | 028-20247 |
| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 21 | $172,547,484 | +$7,533,974 | -$17,297 | +$7,516,677 | VEA, BND, VTEB, VV, VB | 13F-HR | 21 Jan 2026, 16:25 |
| Q3 2025 | 20 | $164,105,153 | +$1,489,344 | -$877,491 | +$611,853 | BND, VEA, VTEB, VV, VB | 13F-HR | 07 Oct 2025, 16:06 |
| Q2 2025 | 20 | $156,877,498 | +$3,495,464 | -$3,051,686 | +$443,778 | BND, VEA, VTEB, VV, VTIP | 13F-HR | 15 Jul 2025, 16:08 |
| Q1 2025 | 20 | $149,012,524 | +$9,487,862 | -$4,169,990 | +$5,317,872 | BND, VEA, VTEB, VV, VTIP | 13F-HR | 22 Apr 2025, 14:13 |
| Q4 2024 | 32 | $144,003,572 | +$8,126,789 | -$146,841 | +$7,979,948 | BND, VV, VTEB, VEA, VB | 13F-HR | 13 Jan 2025, 15:25 |
| Q3 2024 | 20 | $140,703,644 | +$5,144,657 | -$139,870 | +$5,004,787 | BND, VEA, VTEB, VV, VB | 13F-HR | 25 Oct 2024, 13:07 |
| Q2 2024 | 20 | $127,843,425 | +$3,668,275 | -$146,379 | +$3,521,896 | BND, VTEB, VEA, VV, VB | 13F-HR | 10 Jul 2024, 12:01 |
| Q1 2024 | 20 | $124,869,781 | +$9,431,475 | -$13,243,336 | -$3,811,861 | BND, VTEB, VEA, VV, VB | 13F-HR | 24 Apr 2024, 10:20 |
| Q4 2023 | 21 | $124,688,914 | +$9,214,669 | -$10,891,252 | -$1,676,583 | VEA, BND, VV, VB, VTIP | 13F-HR | 01 Feb 2024, 15:03 |
| Q3 2023 | 20 | $117,045,325 | +$3,422,954 | -$257,397 | +$3,165,557 | VTEB, BND, VEA, VV, VTIP | 13F-HR | 11 Oct 2023, 10:22 |
| Q2 2023 | 20 | $118,523,127 | +$585,772 | $0 | +$585,772 | VTEB, BND, VEA, VV, VTIP | 13F-HR | 25 Jul 2023, 15:08 |
| Q1 2023 | 20 | $115,818,067 | +$19,139,812 | -$18,838,473 | +$301,339 | VTEB, BND, VEA, VV, VTIP | 13F-HR | 11 Apr 2023, 10:51 |
| Q4 2022 | 24 | $111,839,182 | +$34,051,226 | -$33,100,530 | +$950,696 | BIV, VEA, BND, VV, VTIP | 13F-HR | 20 Jan 2023, 11:49 |
| Q3 2022 | 21 | $105,329,000 | +$1,706,131 | -$12,059 | +$1,694,072 | VTEB, BND, VEA, VV, BNDX | 13F-HR | 11 Oct 2022, 09:43 |
| Q2 2022 | 21 | $110,187,000 | +$2,451,802 | -$98,951 | +$2,352,851 | VTEB, BND, VEA, VV, BNDX | 13F-HR | 18 Jul 2022, 10:15 |
| Q1 2022 | 21 | $120,566,000 | +$7,494,978 | -$1,934,657 | +$5,560,321 | VTEB, BND, VEA, VV, BNDX | 13F-HR | 07 Apr 2022, 15:07 |
| Q4 2021 | 21 | $119,617,000 | $0 | $0 | $0 | VTEB, BND, VEA, VV, BNDX | 13F-HR | 02 Feb 2022, 15:19 |