ATLas Financial Planning LLC

ALPHARETTA, GA · CIK 2110886 · 13F filing filed 2026-07-22

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Others nearbyAlpharetta, GA

$123.3m reported value +10.6% vs Q1 2026

69positions

55.8%in top 10

3 new 25 added 22 reduced 3 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	AMERICAN CENTY ETF TR US LARGE CAP VLU AVLV	AVLV	110,327	$10.1m8.16%	8.16%	Added +6.3k	+6,334 6.1%
2	AMERICAN CENTY ETF TR US SML CP VALU AVUV	AVUV	61,958	$7.7m6.27%	6.27%	Added +5.2k	+5,185 9.1%
3	AMERICAN CENTY ETF TR INTERNATIONAL LR AVIV	AVIV	92,983	$7.2m5.84%	5.84%	Added +5.0k	+4,964 5.6%
4	ISHARES TR CORE US AGGBD ET AGG	AGG	71,104	$7.0m5.71%	5.71%	Reduced -202	-202 -0.3%
5	AMERICAN CENTY ETF TR EMERGING MKT VAL AVES	AVES	103,464	$6.8m5.50%	5.50%	Added +3.3k	+3,323 3.3%
6	DIMENSIONAL ETF TRUST INTERNATNAL VAL DFIV	DFIV	122,378	$6.6m5.36%	5.36%	Added +3.8k	+3,779 3.2%
7	VANGUARD SCOTTSDALE FDS INT-TERM CORP VCIT	VCIT	75,402	$6.2m5.05%	5.05%	Added +5.5k	+5,502 7.9%
8	EA SERIES TRUST ALPHA ARCH 1-3 BOXX	BOXX	49,922	$5.8m4.74%	4.74%	Added +5.4k	+5,430 12.2%
9	VANGUARD BD INDEX FDS TOTAL BND MRKT BND	BND	78,357	$5.8m4.66%	4.66%	Added +402	+402 0.5%
10	APPLE INC COM AAPL	AAPL	19,342	$5.6m4.54%	4.54%	Reduced -1.1k	-1,117 -5.5%
11	VANGUARD INDEX FDS LARGE CAP ETF VV	VV	15,483	$5.3m4.32%	4.32%	Added +683	+683 4.6%
12	SCHWAB STRATEGIC TR US TIPS ETF SCHP	SCHP	129,270	$3.4m2.78%	2.78%	Added +7.2k	+7,164 5.9%
13	VANGUARD INDEX FDS TOTAL STK MKT VTI	VTI	8,949	$3.3m2.68%	2.68%	Reduced -64	-64 -0.7%
14	SCHWAB STRATEGIC TR FUNDAMENTAL INTL FNDC	FNDC	67,147	$3.3m2.64%	2.64%	Reduced -1.2k	-1,248 -1.8%
15	VANGUARD CHARLOTTE FDS TOTAL INT BD ETF BNDX	BNDX	57,922	$2.8m2.27%	2.27%	Added +1.4k	+1,394 2.5%
16	DIMENSIONAL ETF TRUST ULTRASHORT FIXED DUSB	DUSB	48,788	$2.5m2.01%	2.01%	Added +847	+847 1.8%
17	DIMENSIONAL ETF TRUST US SMALL CAP VAL US SMALL CAP VAL		50,953	$2.0m1.60%	1.60%	Added +2.9k	+2,857 5.9%
18	VANGUARD STAR FDS VG TL INTL STK F VXUS	VXUS	20,414	$1.7m1.41%	1.41%	Unchanged
19	VANGUARD BD INDEX FDS SHORT TRM BOND BSV	BSV	21,276	$1.7m1.34%	1.34%	Reduced -1.0k	-1,006 -4.5%
20	AMERICAN CENTY ETF TR AVANTIS CORE FI AVIG	AVIG	35,399	$1.5m1.19%	1.19%	Added +21.9k	+21,867 161.6%
21	VANGUARD INDEX FDS SMALL CP ETF VB	VB	4,507	$1.4m1.11%	1.11%	Reduced -40	-40 -0.9%
22	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	2,467	$1.2m1.00%	1.00%	Unchanged
23	ISHARES TR RUS 1000 ETF IWB	IWB	2,900	$1.2m0.96%	0.96%	Reduced -298	-298 -9.3%
24	ISHARES TR US AER DEF ETF ITA	ITA	4,804	$1.2m0.94%	0.94%	Added +214	+214 4.7%
25	VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF VWO	VWO	19,104	$1.1m0.92%	0.92%	Reduced -308	-308 -1.6%
26	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	1,625	$1.1m0.90%	0.90%	Unchanged
27	SOUTHERN CO COM SO	SO	11,156	$1.1m0.87%	0.87%	Reduced -27	-27 -0.2%
28	ISHARES TR CORE S&P TTL STK ITOT	ITOT	6,050	$993.8k0.81%	0.81%	Unchanged
29	DIMENSIONAL ETF TRUST INTL SMALL CAP V DISV	DISV	24,764	$993.8k0.81%	0.81%	Added +2.9k	+2,852 13.0%
30	VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF VT	VT	5,269	$827.0k0.67%	0.67%	Added +251	+251 5.0%
31	AMERICAN CENTY ETF TR AVANTIS SHFXDINC AVSF	AVSF	17,611	$820.1k0.66%	0.66%	Added +4.7k	+4,684 36.2%
32	CAMBRIA ETF TR SHSHLD YIELD ETF SYLD	SYLD	9,571	$756.9k0.61%	0.61%	Added +2.4k	+2,399 33.5%
33	DIMENSIONAL ETF TRUST EMERGING MKTS VA DFEV	DFEV	16,829	$718.0k0.58%	0.58%	Unchanged
34	SCHWAB STRATEGIC TR US LRG CAP ETF SCHX	SCHX	24,318	$715.7k0.58%	0.58%	Reduced -792	-792 -3.1%
35	DIMENSIONAL ETF TRUST INTL CORE EQT MK DFAI	DFAI	15,672	$646.5k0.52%	0.52%	Added +5	+5 0.0%
36	MICROSOFT CORP COM MSFT	MSFT	1,547	$577.1k0.47%	0.47%	Reduced -284	-284 -15.5%
37	ALPHABET INC CAP STK CL C GOOG	GOOG	1,617	$571.3k0.46%	0.46%	Reduced -87	-87 -5.1%
38	DIMENSIONAL ETF TRUST US CORE EQT MKT DFAU	DFAU	10,689	$552.5k0.45%	0.45%	Reduced -500	-500 -4.5%
39	ISHARES TR CORE S&P500 ETF IVV	IVV	687	$514.5k0.42%	0.42%	Unchanged
40	COSTCO WHSL CORP NEW COM COST	COST	514	$480.9k0.39%	0.39%	Reduced -58	-58 -10.1%
41	VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT VEA	VEA	6,515	$464.2k0.38%	0.38%	Reduced -123	-123 -1.9%
42	DIMENSIONAL ETF TRUST US CORE EQUITY 2 DFAC	DFAC	10,376	$460.3k0.37%	0.37%	Added +886	+886 9.3%
43	WISDOMTREE TR US QTLY DIV GRT DGRW	DGRW	4,800	$459.0k0.37%	0.37%	Unchanged
44	AMAZON COM INC COM AMZN	AMZN	1,925	$458.8k0.37%	0.37%	Reduced -117	-117 -5.7%
45	AMERICAN INTL GROUP INC COM NEW AIG	AIG	6,155	$458.7k0.37%	0.37%	Unchanged
46	WISDOMTREE TR US TOTAL DIVIDND DTD	DTD	4,900	$456.9k0.37%	0.37%	Unchanged
47	VANGUARD WORLD FD INF TECH ETF VGT	VGT	3,776	$451.3k0.37%	0.37%	Unchanged
48	ISHARES TR TIPS BD ETF TIP	TIP	4,070	$445.4k0.36%	0.36%	Added +84	+84 2.1%
49	HOME DEPOT INC COM HD	HD	1,239	$437.0k0.35%	0.35%	Reduced -50	-50 -3.9%
50	LATTICE STRATEGIES TR HARTFORD MLT SML ROSC	ROSC	7,701	$430.8k0.35%	0.35%	Reduced -1.0k	-1,038 -11.9%
51	ISHARES TR CORE MSCI TOTAL IXUS	IXUS	3,956	$377.6k0.31%	0.31%	Unchanged
52	ISHARES TR 0-5 YR TIPS ETF STIP	STIP	3,469	$354.4k0.29%	0.29%	Added +930	+930 36.6%
53	SCHWAB STRATEGIC TR US BRD MKT ETF SCHB	SCHB	10,445	$302.5k0.25%	0.25%	Added +15	+15 0.1%
54	SCHWAB STRATEGIC TR INTL EQTY ETF SCHF	SCHF	10,855	$300.7k0.24%	0.24%	Unchanged
55	SCHWAB STRATEGIC TR US DIVIDEND EQ SCHD	SCHD	9,441	$299.4k0.24%	0.24%	Added +2	+2 0.0%
56	SPDR SER TR MSCI USA STRTGIC QUS	QUS	1,599	$298.8k0.24%	0.24%	Reduced -152	-152 -8.7%
57	VANGUARD INDEX FDS MID CAP ETF VO	VO	3,620	$291.7k0.24%	0.24%	Unchanged
58	AMPHENOL CORP CL A APH	APH	1,600	$282.1k0.23%	0.23%	Unchanged
59	ALPHABET INC CAP STK CL A GOOGL	GOOGL	749	$267.7k0.22%	0.22%	Unchanged
60	BANK AMERICA CORP COM BAC	BAC	4,645	$264.7k0.21%	0.21%	Unchanged
61	NVIDIA CORPORATION COM NVDA	NVDA	1,314	$262.9k0.21%	0.21%	Reduced -90	-90 -6.4%
62	SCHWAB STRATEGIC TR US SML CAP ETF SCHA	SCHA	6,720	$242.8k0.20%	0.20%	Reduced -996	-996 -12.9%
63	ISHARES INC CORE MSCI EMKT IEMG	IEMG	2,922	$242.1k0.20%	0.20%	Unchanged
64	DIMENSIONAL ETF TRUST SHORT DURATION F DFSD	DFSD	4,850	$231.6k0.19%	0.19%	Unchanged
65	META PLATFORMS INC CL A META	META	410	$230.9k0.19%	0.19%	Reduced -61	-61 -12.9%
66	TARGA RES CORP COM TRGP	TRGP	800	$214.5k0.17%	0.17%	Unchanged
67	SCHWAB STRATEGIC TR FUNDAMENTAL US L FNDX	FNDX	6,538	$203.3k0.16%	0.16%	New
68	DIMENSIONAL ETF TRUST EMGR CRE EQT MNG DFAE	DFAE	5,056	$203.3k0.16%	0.16%	New
69	DELTA AIR LINES INC DEL COM NEW DAL	DAL	2,152	$201.5k0.16%	0.16%	New

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
EXXON MOBIL CORP XOM	XOM	1,442	$244.7k1.4k shares
VALERO ENERGY CORP VLO	VLO	986	$243.5k986 shares
SPDR GOLD TR GLD	GLD	482	$207.4k482 shares