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ATLAS CAPITAL ADVISORS LLC

Changes: All | New | Increased | Decreased | Sold Out

Portfolio as of:
NameTickerClassSharesChangeValueChange% Port% OSHistDate
PROCTER & GAMBLE Co PGCommon284,961-46935,976,379,000-5,065,661,0006.550.01 Hist 09/30/2022
EQUISHARES CORPORATION AOKCommon518,500016,913,470,000-1,011,075,0003.08  Hist 09/30/2022
VANGUARD INTERNATIONAL EQUITY INDEX FUNDS VGKCommon283,59864,94213,088,047,0001,538,638,0002.38  Hist 09/30/2022
VANGUARD INTERNATIONAL EQUITY INDEX FUNDS VPLCommon211,362-5012,140,633,000-1,279,800,0002.21  Hist 09/30/2022
MICROSOFT CORP MSFTCommon48,6481111,330,119,000-1,161,321,0002.060.00 Hist 09/30/2022
Vanguard BD Index Fund Inc Sho BSVCOM150,96439,67811,295,148,0002,749,497,0002.06  Hist 09/30/2022
iSHARES TRUST IMTMCommon415,373-10,29611,156,918,000-1,583,355,0002.03  Hist 09/30/2022
Apple Inc. AAPLCommon75,514110,436,034,000111,898,0001.900.00 Hist 09/30/2022
VANGUARD WORLD FDS HEALTH CAR VHTSTOCK45,22119,59210,115,937,0004,080,308,0001.84  Hist 09/30/2022
SELECT SECTOR SPDR TRUST XLKCOM84,7372,22010,065,151,000-424,431,0001.83  Hist 09/30/2022
iSHARES TRUST STIPCommon95,860-43,2539,213,104,000-4,897,127,0001.68  Hist 09/30/2022
SPDR INDEX SHS FDS SPEMCommon295,811-29,4499,181,973,000-2,127,317,0001.67  Hist 09/30/2022
SPLUNK INC SPLKCOM121,823-1809,161,089,000-1,631,295,0001.670.07 Hist 09/30/2022
SCHWAB STRATEGIC TRUST SCHCCommon290,424-23,7358,059,266,000-1,751,919,0001.47  Hist 09/30/2022
SPDR S&P 500 ETF TRUST SPYCommon22,2386707,943,040,000-193,854,0001.45  Hist 09/30/2022
VANGUARD INDEX FUNDS VTICommon43,6652,7347,836,603,000116,037,0001.43  Hist 09/30/2022
iSHARES TRUST IVLUCommon359,103109,9827,092,301,0001,566,798,0001.29  Hist 09/30/2022
VANGUARD INTERNATIONAL EQUITY INDEX FUNDS VSSCommon73,09512,8976,783,946,000570,911,0001.23  Hist 09/30/2022
VANGUARD INDEX FUNDS VGTCommon21,983-3,1056,756,983,000-1,435,576,0001.23  Hist 09/30/2022
VANGUARD INTERNATIONAL EQUITY INDEX FUNDS VWOCommon174,20922,2386,356,886,00027,294,0001.16  Hist 09/30/2022
REGENERON PHARMACEUTICALS, INC. REGNCommon8,487-155,846,439,000820,652,0001.060.01 Hist 09/30/2022
iSHARES TRUST EFVMSCI VAL IDX148,671-65,4165,728,293,000-3,563,082,0001.04  Hist 09/30/2022
VANGUARD INTERNATIONAL EQUITY INDEX FUNDS VTCommon72,56829,4765,724,226,0002,046,718,0001.04  Hist 09/30/2022
Vanguard Mid-Cap Value ETF VOEcommon46,7684,6335,694,939,000237,614,0001.04  Hist 09/30/2022
FIDELITY FREEDOM 2020 FTECCommon61,26114,5485,570,462,0001,062,658,0001.01  Hist 09/30/2022
iSHARES TRUST MTUMCommon41,565-14,6895,452,341,000-2,219,071,0000.99  Hist 09/30/2022
VANGUARD MALVERN FUNDS VTIPCommon108,120108,1205,201,653,0005,201,653,0000.95  Hist 09/30/2022
SSGA FUNDS MANAGEMENT INC XLFCommon153,07122,4134,647,247,000538,041,0000.85  Hist 09/30/2022
AMAZON COM INC AMZNCommon40,7201934,601,360,000296,988,0000.840.00 Hist 09/30/2022
VANGUARD WORLD FUND VDECommon45,1802,2084,589,384,000314,960,0000.84  Hist 09/30/2022
VANGUARD INDEX FUNDS VTVCommon34,988-9,2134,320,385,000-1,508,937,0000.79  Hist 09/30/2022
SELECT SECTOR SPDR TRUST XLIOPTIONS51,9074,2264,300,049,000135,513,0000.78  Hist 09/30/2022
FIDELITY FREEDOM 2020 FDISCommon70,5532,2814,293,855,000273,317,0000.78  Hist 09/30/2022
Palomar Holdings, Inc. PLMRCOM51,28404,293,496,000990,807,0000.780.20 Hist 09/30/2022
VISA INC. VCOM CL A23,845654,236,064,000-445,980,0000.77  Hist 09/30/2022
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