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Disclosery

13F-HR filed by ATLas Financial Planning LLC

ATLas Financial Planning LLC filed this 13F-HR for the quarter ended 2026-03-31, filed 2026-04-27, with 69 holding rows worth $111,500,153.

Accession
0002110886-26-000007
Filer
CIK 2110886
Filed
2026-04-27
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q1 2026

A holdings report, 70 entries on the cover page, a total value of $111,500,153 stated on the cover page (in dollars after the unit check, H1), rows summing to $111,500,153 with VALUE read as dollars as filed, 13F file number 028-26479. The quarter's positions are built on this report. The resolved quarter.

The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).

Issuer as filedCUSIPClassAmountValueValue read asType
Avantis US Large Cap Value ETF025072349SHS103,993$8,382,876dollars as filed
iShares Core US Aggregate Bond ETF464287226SHS71,306$7,078,589dollars as filed
Avantis International Large Cap Val ETF025072364SHS88,019$6,586,460dollars as filed
Avantis US Small Cap Value ETF025072877SHS56,773$6,271,713dollars as filed
Dimensional International Value ETF25434V807SHS118,599$6,259,655dollars as filed
Avantis Emerging Markets Value ETF025072372SHS100,141$6,006,435dollars as filed
Vanguard Intermediate-Term Corporate Bond ETF92206C870SHS69,900$5,784,214dollars as filed
Vanguard Total Bond Market ETF921937835SHS77,955$5,740,606dollars as filed
Apple Inc037833100COM20,459$5,192,290dollars as filed
EA SERIES TRUST02072L565ALPHA ARCH 1-344,492$5,173,975dollars as filed
VANGUARD INDEX FDS922908637LARGE CAP ETF14,800$4,423,060dollars as filed
Schwab US TIPS ETF808524870SHS122,106$3,249,252dollars as filed
SCHWAB STRATEGIC TR808524748FUNDAMENTAL INTL68,395$3,170,792dollars as filed
VTI922908769COM9,013$2,891,350dollars as filed
Vanguard Total International Bond Index Fund ETF92203J407SHS56,528$2,716,177dollars as filed
DIMENSIONAL ETF TRUST25434V591ULTRASHORT FIXED47,941$2,431,088dollars as filed
Vanguard Short-Term Bond ETF921937827SHS22,282$1,747,132dollars as filed
DIMENSIONAL ETF TRUST25434V815US SMALL CAP ETF48,096$1,685,284dollars as filed
VANGUARD STAR FDS921909768COM20,414$1,574,124dollars as filed
Vanguard Small-Cap ETF922908751SHS4,547$1,191,008dollars as filed
Berkshire Hathaway Inc084670702COM2,467$1,182,186dollars as filed
ISHARES RUSSELL 1000 ETF464287622ETF3,198$1,140,157dollars as filed
Southern Company842587107COM11,183$1,079,421dollars as filed
VWO922042858SHS19,412$1,049,219dollars as filed
iShares U.S. Aerospace & Defense ETF464288760SHS4,590$1,004,063dollars as filed
Vanguard S&P 500 ETF922908363COM1,625$971,019dollars as filed
Dimensional International Sm Cp Val ETF25434V781SHS21,912$864,209dollars as filed
iShares Core S&P Total U.S. Stock Market ETF464287150SHS6,050$861,702dollars as filed
Vanguard Total World Stock ETF922042742SHS5,018$694,092dollars as filed
Microsoft Corp594918104COM1,831$677,781dollars as filed
Schwab U.S. Large-Cap ETF808524201SHS25,110$643,814dollars as filed
DIMENSIONAL ETF TRUST25434V203INTL CORE EQT MK15,667$610,390dollars as filed
AMERICAN CENTY ETF TR025072687AVANTIS SHFXDINC12,927$604,984dollars as filed
DIMENSIONAL ETF TRUST25434v740EMERGING MKTS VA16,829$602,142dollars as filed
Costco Wholesale Corporation22160K105COM572$570,067dollars as filed
AMERICAN CENTY ETF TR025072562AVANTIS CORE FI13,532$562,119dollars as filed
CAMBRIA ETF TR132061201SHSHLD YIELD ETF7,172$540,841dollars as filed
DIMENSIONAL ETF TRUST25434V104US CORE EQT MKT11,189$504,848dollars as filed
Alphabet Inc. Reg. Shares C02079K107COM1,704$488,809dollars as filed
AMERICAN INTL GROUP INC COM NEW026874784Stock6,155$463,164dollars as filed
ISHARES TR CORE S&P 500 ETF464287200SHS687$448,755dollars as filed
iShares TIPS Bond ETF464287176SHS3,986$439,895dollars as filed
Vanguard FTSE Developed Markets ETF921943858SHS6,638$425,356dollars as filed
Amazon.com, Inc023135106COM2,042$425,287dollars as filed
Home Depot, Inc437076102COM1,289$423,939dollars as filed
WISDOMTREE TR97717W109US TOTAL DIVIDND4,900$423,164dollars as filed
LATTICE STRATEGIES TR518416508HARTFORD MLT SML8,739$422,123dollars as filed
WISDOMTREE TR97717X669US QTLY DIV GRT4,800$421,632dollars as filed
DIMENSIONAL ETF TRUST25434V708US CORE EQUITY 29,490$368,784dollars as filed
ISHARES TR46432F834COM3,956$342,748dollars as filed
VGT92204A702SHS472$329,324dollars as filed
SPDR SER TR78468R812MSCI USA STRTGIC1,751$300,542dollars as filed
SCHD808524797COM9,439$289,589dollars as filed
META PLATFORMS INC CL A30303M102COM471$269,473dollars as filed
SCHWAB STRATEGIC TR808524805INTL EQTY ETF10,855$268,661dollars as filed
iShares 0-5 Year TIPS Bond ETF46429B747SHS2,539$262,609dollars as filed
Schwab U.S. Broad Market ETF808524102SHS10,430$261,783dollars as filed
Vanguard Mid-Cap ETF922908629SHS905$259,898dollars as filed
NVIDIA Corp67066G104COM1,404$244,868dollars as filed
EXXON MOBIL CORP30231G102COM1,442$244,701dollars as filed
VALERO ENERGY CORP COM91913Y100Stock986$243,546dollars as filed
DIMENSIONAL ETF TRUST25434V864SHOR DUR FIX ETF4,850$232,218dollars as filed
Bank of America Corp060505104COM4,645$226,427dollars as filed
Schwab U.S. Small-Cap ETF808524607SHS7,716$224,383dollars as filed
Alphabet Inc. Reg. Shares A02079K305COM749$215,387dollars as filed
SPDR GOLD TR78463V107GOLD SHS482$207,400dollars as filed
iShares Core MSCI Emerging Markets ETF46434G103SHS2,922$203,810dollars as filed
AMPHENOL CORP NEW032095101COM1,600$202,160dollars as filed
TARGA RES CORP COM87612G101Stock800$200,584dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0002110886-26-000007this filing2026-04-27acceptance time not in the bulk data set