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KEVIN SIEBERT

@Atmos Advisory, Llc

Latest period2024 - Q4ReportedManaged Assets$144.004MTotal holdings32
Assets growth rate2.35%Assets growth rate (2-Q avg)6.21%Continuous growth in asset value5 quarters

Portfolio positions

This chart displays the top 10 holdings in Atmos Advisory, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 32 positions.

Assets under management

The assets under management (AUM) of Atmos Advisory, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 144.004M in assets, with a quarterly growth rate of 2.35% and a 2-quarter average growth rate of 6.21%. The portfolio is managed by KEVIN SIEBERT, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
BNDVanguard Bd Index Fds
Recent Activity
Increased 8.92%
12.36%
$17.797M
247,490 shares@ $71.91 avg price
VVVanguard Index Fds
Recent Activity
Increased 2.35%
11.39%
$16.402M
60,815 shares@ $269.7 avg price
VTEBVanguard Mun Bd Fds
Recent Activity
Increased 2%
11.04%
$15.89M
316,979 shares@ $50.13 avg price
VEAVanguard Tax-managed Intl Fd
Recent Activity
Increased 4.73%
10.98%
$15.799M
330,395 shares@ $47.82 avg price
VBVanguard Index Fds
Recent Activity
Increased 0.76%
8.85%
$12.743M
53,033 shares@ $240.28 avg price
VTIPVanguard Malvern Fds
Recent Activity
Increased 3.61%
7.96%
$11.449M
236,448 shares@ $48.42 avg price
VNQVanguard Index Fds
Recent Activity
Increased 3.12%
5.68%
$8.176M
91,785 shares@ $89.08 avg price
VTVVanguard Index Fds
Recent Activity
Increased 3.81%
5.53%
$7.955M
46,989 shares@ $169.3 avg price
VWOVanguard Intl Equity Index F
Recent Activity
Increased 2.43%
5.28%
$7.592M
172,384 shares@ $44.04 avg price
VBRVanguard Index Fds
Recent Activity
Increased 2.84%
4.38%
$6.303M
31,803 shares@ $198.18 avg price