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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
VSSVanguard Intl Equity Index F
Recent Activity
Increased 4.25%
3.89%
$5.588M
48,809 shares@ $114.48 avg price
DFUSDimensional Etf Trust
Recent Activity
Increased 0.39%
0.09%
$116,404
1,826 shares@ $63.75 avg price
SCHXSchwab Strategic Tr
Recent Activity
Increased 200%
0.01%
$8,483
366 shares@ $23.18 avg price
SCHZSchwab Strategic Tr
Recent Activity
Increased 100%
0.01%
$7,173
316 shares@ $22.7 avg price
SCHASchwab Strategic Tr
Recent Activity
Increased 100%
0.01%
$4,551
176 shares@ $25.86 avg price
SCHFSchwab Strategic Tr
Recent Activity
Increased 100%
0.01%
$4,181
226 shares@ $18.5 avg price