Atlas Capital Advisors LLC ETFs

Atlas Capital Advisors LLC

$788 Billion
Q4 2024

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
DVY Ishares Tr	$0	$39.4 Million 0.0% of portfolio	300	Q2 2023 Reduced 91.47%
SPLG Spdr Portfolio S&P 500 ETF (Ma	$0	$34.5 Million 0.0% of portfolio	500	Q4 2023 New
DGS Wisdomtree Emerging Markets Sm	$0	$31.8 Million 0.0% of portfolio	651	Q4 2023 Reduced 9.58%
BIV Vanguard Bd Index Fd Inc Inter	$0	$29.1 Million 0.0% of portfolio	390	Q4 2024 Reduced 75.97%
AGG Ishares Core U.S. Aggregate Bo	$0	$29.1 Million 0.0% of portfolio	300	Q1 2024 New
VTWO Vanguard Russell 2000 ETF	$0	$28.2 Million 0.0% of portfolio	316	Q1 2024 Added 58.79%
NOBL Proshares S&P 500 Dividend Ari	$0	$27.9 Million 0.0% of portfolio	280	Q4 2023 Reduced 69.83%
EFA Ishares Tr Msci Eafe ETF	$0	$22.6 Million 0.0% of portfolio	299	Q3 2023 Reduced 88.64%
XNTK Spdr Series Trust Spdr Nyse Te	$0	$20.1 Million 0.0% of portfolio	99	Q3 2024 Reduced 1.0%
FLOT Ishares Tr Fltg Rate Nt ETF	$0	$19.8 Million 0.0% of portfolio	390	Q4 2024 New
SPMD Spdr Portfolio	$0	$19.6 Million 0.0% of portfolio	358	Q4 2024 Added 46.72%
DFAI Dimensional ETF Tr	$0	$19.3 Million 0.0% of portfolio	662	Q3 2024 Reduced 30.02%
VFMO Vanguard Wellington Fd U S Mom	$0	$19.1 Million 0.0% of portfolio	116	Q3 2024 Reduced 28.4%
ESGU Ishares Trust Ishares Esg Awar	$0	$18.4 Million 0.0% of portfolio	143	Q4 2022 Reduced 79.77%
DFAS Dimensional ETF Tr U S Small C	$0	$16.4 Million 0.0% of portfolio	252	Q1 2024 Reduced 0.4%
FVAL Fidelity Covington Tr Value Fa	$0	$16.2 Million 0.0% of portfolio	264	Q3 2024 Added 46.67%
SPYX Spdr S&P 500 Fossil Fuel Reser	$0	$15.6 Million 0.0% of portfolio	325	Q3 2024 New
RHS Invesco ETF Tr S&P 500 Equal W	$0	$15.1 Million 0.0% of portfolio	500	Q3 2024 Reduced 37.34%
SPIB Spdr Portfolio Intermediate Te	$0	$14.9 Million 0.0% of portfolio	456	Q2 2024 New
GBTC Grayscale Bitcoin Trust (Btc)	$52B	$13.8 Million 0.0% of portfolio	186	Q1 2024 Added 12.73%
SCHG Schwab Strategic Tr Us Large C	$0	$11.8 Million 0.0% of portfolio	424	Q4 2024 Added 657.14%
FXG First Tr Exchange Traded First	$0	$10.2 Million 0.0% of portfolio	160	Q3 2024 Reduced 15.79%
IBB Ishares Biotechnology ETF	$0	$6.87 Million 0.0% of portfolio	52	Q2 2022 New
FNDA Schwab Fundamental U S Small C	$0	$6.4 Million 0.0% of portfolio	215	Q4 2024 Added 100.93%
PDP Invesco Exchange Traded Fd Tr	$0	$4.73 Million 0.0% of portfolio	44	Q2 2024 Reduced 63.33%
FNDX Schwab Fundamental U S Large C	$0	$2.7 Million 0.0% of portfolio	114	Q4 2024 Added 200.0%
TIP Ishares Tr Tips Bd ETF	$0	$1.6 Million 0.0% of portfolio	15	Q4 2024 Reduced 74.14%
VIOO Vanguard S&P Small Cap 600 ETF	$0	$1.06 Million 0.0% of portfolio	10	Q4 2024 Reduced 64.29%
PAVE Global X Fds Us Infrastructure	$0	$1.05 Million 0.0% of portfolio	26	Q4 2023 New

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Atlas Capital Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Atlas Capital Advisors LLC with notifications on news.