ATLas Financial Planning LLC
CIK: 0002110886SEC EDGAR →
Portfolio Value
$101.9M
Holdings
63
As of
Q4 2025
New Positions
63
Closed Positions
0
Portfolio Value History
No historical data available yet. Chart will appear after multiple quarterly filings.
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | AMERICAN CENTY ETF TR | 95,592 | $7.2M | 7.11% |
| 2 | ISHARES TR | 72,376 | $7.2M | 7.09% |
| 3 | AMERICAN CENTY ETF TR | 83,281 | $5.9M | 5.82% |
| 4 | AMERICAN CENTY ETF TR | 96,151 | $5.6M | 5.50% |
| 5 | DIMENSIONAL ETF TRUST | 111,566 | $5.6M | 5.46% |
| 6 | VANGUARD SCOTTSDALE FDS | 62,073 | $5.2M | 5.10% |
| 7 | EA SERIES TRUST | 43,761 | $5.0M | 4.94% |
| 8 | AMERICAN CENTY ETF TR | 48,899 | $5.0M | 4.89% |
| 9 | VANGUARD INDEX FDS | 14,620 | $4.6M | 4.52% |
| 10 | APPLE INC | 16,931 | $4.6M | 4.52% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 51 | $91.2M | 89.6% |
| Technology | 4 | $6.1M | 5.9% |
| Unknown | 2 | $2.0M | 1.9% |
| Communication Services | 3 | $1.1M | 1.1% |
| Utilities | 1 | $925K | 0.9% |
| Consumer Cyclical | 1 | $422K | 0.4% |
| Energy | 1 | $202K | 0.2% |