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AFP

ATLas Financial Planning Portfolio holdings

AUM $112M
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$112M
AUM Growth
+$9.61M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
69
New
Increased
Reduced
Closed

Top Buys

1
+$1.25M
2
+$918K
3
+$867K
4
AVLV icon
Avantis US Large Cap Value ETF
AVLV
+$681K
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$655K

Top Sells

1
+$178K
2
+$161K
3
+$107K
4
NVDA icon
NVIDIA
NVDA
+$82K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$80.9K

Sector Composition

1 Technology 5.67%
2 Financials 1.68%
3 Utilities 0.97%
4 Communication Services 0.87%
5 Consumer Discretionary 0.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VOO icon
26
Vanguard S&P 500 ETF
VOO
$993B
$971K 0.87%
1,625
+20
DISV icon
27
Dimensional International Small Cap Value ETF
DISV
$4.85B
$864K 0.78%
21,912
+3,108
ITOT icon
28
iShares Core S&P Total US Stock Market ETF
ITOT
$94.9B
$862K 0.77%
6,050
-131
VT icon
29
Vanguard Total World Stock ETF
VT
$75.8B
$694K 0.62%
5,018
+174
MSFT icon
30
Microsoft
MSFT
$2.86T
$678K 0.61%
1,831
-8
SCHX icon
31
Schwab US Large- Cap ETF
SCHX
$72.5B
$644K 0.58%
25,110
+16
DFAI icon
32
Dimensional International Core Equity Market ETF
DFAI
$17B
$610K 0.55%
15,667
+1
AVSF icon
33
Avantis Short-Term Fixed Income ETF
AVSF
$663M
$605K 0.54%
12,927
DFEV icon
34
Dimensional Emerging Markets Value ETF
DFEV
$1.99B
$602K 0.54%
16,829
COST icon
35
Costco
COST
$406B
$570K 0.51%
+572
AVIG icon
36
Avantis Core Fixed Income ETF
AVIG
$1.91B
$562K 0.5%
13,532
SYLD icon
37
Cambria Shareholder Yield ETF
SYLD
$953M
$541K 0.49%
7,172
+3,029
DFAU icon
38
Dimensional US Core Equity Market ETF
DFAU
$12.4B
$505K 0.45%
11,189
GOOG icon
39
Alphabet (Google) Class C
GOOG
$4.33T
$489K 0.44%
1,704
AIG icon
40
American International
AIG
$42B
$463K 0.42%
6,155
IVV icon
41
iShares Core S&P 500 ETF
IVV
$896B
$449K 0.4%
687
TIP icon
42
iShares TIPS Bond ETF
TIP
$14.5B
$440K 0.39%
3,986
+1,927
VEA icon
43
Vanguard FTSE Developed Markets ETF
VEA
$228B
$425K 0.38%
6,638
+189
AMZN icon
44
Amazon
AMZN
$2.64T
$425K 0.38%
2,042
+211
HD icon
45
Home Depot
HD
$342B
$424K 0.38%
+1,289
DTD icon
46
WisdomTree US Total Dividend Fund
DTD
$1.64B
$423K 0.38%
4,900
ROSC icon
47
Hartford Multifactor Small Cap ETF
ROSC
$61.3M
$422K 0.38%
8,739
DGRW icon
48
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
$16.9B
$422K 0.38%
4,800
DFAC icon
49
Dimensional US Core Equity 2 ETF
DFAC
$47.7B
$369K 0.33%
9,490
+20
IXUS icon
50
iShares Core MSCI Total International Stock ETF
IXUS
$58.4B
$343K 0.31%
3,956
-194
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