HoldingsChannel.com
| Entity | Amount | Change
12/31/2021 to 03/31/2022 |
Position Size ($ in 1000's) |
|---|---|---|---|
 Vanguard Short Term Bond ETF (BSV) |
245,543 | -80,781 | $19,128 |
| BSV | 245,543 | -80,781 | $19,128 |
| Splunk Inc |
122,003 | UNCH | $18,131 |
| SPLK | 122,003 | UNCH | $18,131 |
| Vanguard European Stock ETF (VGK) |
285,770 | -40,205 | $17,798 |
| VGK | 285,770 | -40,205 | $17,798 |
| Microsoft Corp |
49,138 | +140 | $15,150 |
| MSFT | 49,138 | +140 | $15,150 |
| Procter Gamble Co |
95,592 | +60 | $14,607 |
| PG | 95,592 | +60 | $14,607 |
| iShares Edge MSCI Intl ETF (IMTM) |
409,898 | -56,723 | $14,535 |
| IMTM | 409,898 | -56,723 | $14,535 |
| Vanguard FTSE Pacific ETF (VPL) |
177,506 | +10,393 | $13,144 |
| VPL | 177,506 | +10,393 | $13,144 |
| iShares MSCI US Momentum ETF (MTUM) |
75,781 | -785 | $12,752 |
| MTUM | 75,781 | -785 | $12,752 |
| Vanguard Health Care ETF (VHT) |
46,844 | -262 | $11,916 |
| VHT | 46,844 | -262 | $11,916 |
| iShares 0 5 Year TIPS Bond ETF (STIP) |
102,961 | +102,961 | $10,805 |
| STIP | 102,961 | +102,961 | $10,805 |
| SPDR S P Info Technology ETF (XLK) |
67,936 | -14,565 | $10,797 |
| XLK | 67,936 | -14,565 | $10,797 |
| Apple Inc |
59,593 | +619 | $10,406 |
| AAPL | 59,593 | +619 | $10,406 |
| SPDR Emerging Market ETF (SPEM) |
265,796 | +11,664 | $10,270 |
| SPEM | 265,796 | +11,664 | $10,270 |
| Vanguard FTSE All Wld Ex Us Small Cap ETF (VSS) |
77,751 | +6,040 | $9,633 |
| VSS | 77,751 | +6,040 | $9,633 |
| Vanguard Information Technology ETF (VGT) |
22,822 | -1,016 | $9,505 |
| VGT | 22,822 | -1,016 | $9,505 |
| iShares MSCI EAFE Value ETF (EFV) |
186,217 | -7,383 | $9,359 |
| EFV | 186,217 | -7,383 | $9,359 |
| SPDR S P 500 ETF (SPY) |
20,569 | -1,560 | $9,290 |
| SPY | 20,569 | -1,560 | $9,290 |
| Fidelity MSCI Information Tech ETF (FTEC) |
73,726 | -27,419 | $9,074 |
| FTEC | 73,726 | -27,419 | $9,074 |
| Schwab Intl Small Cap Equity ETF (SCHC) |
222,200 | -3,041 | $8,437 |
| SCHC | 222,200 | -3,041 | $8,437 |
| Vanguard Total Stock Market ETF (VTI) |
34,392 | +51 | $7,830 |
| VTI | 34,392 | +51 | $7,830 |
| Vanguard Mid Cap Value ETF (VOE) |
46,801 | +3,150 | $7,005 |
| VOE | 46,801 | +3,150 | $7,005 |
| Vanguard Emerging Markets ETF (VWO) |
148,862 | -18,824 | $6,867 |
| VWO | 148,862 | -18,824 | $6,867 |
| SPDR S P Financial ETF (XLF) |
177,616 | +26,105 | $6,806 |
| XLF | 177,616 | +26,105 | $6,806 |
| Vanguard Total World Stock ETF (VT) |
66,461 | +380 | $6,732 |
| VT | 66,461 | +380 | $6,732 |
| Vanguard Financials ETF (VFH) |
71,803 | +10,244 | $6,706 |
| VFH | 71,803 | +10,244 | $6,706 |
| Vanguard Value ETF (VTV) |
45,220 | -1,475 | $6,683 |
| VTV | 45,220 | -1,475 | $6,683 |
| Amazon Com Inc |
2,003 | -43 | $6,530 |
| AMZN | 2,003 | -43 | $6,530 |
| Global X MLP ETF (MLPA) |
155,437 | +147,435 | $6,264 |
| MLPA | 155,437 | +147,435 | $6,264 |
| Regeneron Pharmaceuticals Inc |
8,482 | +9 | $5,924 |
| REGN | 8,482 | +9 | $5,924 |
| JPMorgan BetaBuilders Canada ETF (BBCA) |
83,247 | -1,003 | $5,839 |
| BBCA | 83,247 | -1,003 | $5,839 |
| Visa Inc |
23,780 | -340 | $5,274 |
| V | 23,780 | -340 | $5,274 |
| iShares Edge MSCI Intl Value Factor ETF (IVLU) |
201,686 | -11,350 | $5,133 |
| IVLU | 201,686 | -11,350 | $5,133 |
| Vanguard FTSE All World Ex Us ETF (VEU) |
88,128 | -1,000 | $5,075 |
| VEU | 88,128 | -1,000 | $5,075 |
| Alphabet Inc A |
1,797 | -3 | $4,998 |
| GOOGL | 1,797 | -3 | $4,998 |
| Fidelity MSCI Consumer Staples ETF (FSTA) |
98,328 | -5,007 | $4,508 |
| FSTA | 98,328 | -5,007 | $4,508 |
| Alphabet Inc C |
1,543 | UNCH | $4,310 |
| GOOG | 1,543 | UNCH | $4,310 |
| Vanguard Energy ETF (VDE) |
39,817 | +11,713 | $4,262 |
| VDE | 39,817 | +11,713 | $4,262 |
| SPDR S P Consumer Discretionary ETF (XLY) |
22,848 | +2,331 | $4,227 |
| XLY | 22,848 | +2,331 | $4,227 |
| iShares Core MSCI Europe ETF (IEUR) |
74,189 | -1,194 | $3,962 |
| IEUR | 74,189 | -1,194 | $3,962 |
| iShares Core MSCI Pacific ETF (IPAC) |
64,936 | -8,527 | $3,955 |
| IPAC | 64,936 | -8,527 | $3,955 |
| SPDR Communications Services ETF (XLC) |
56,986 | +4,085 | $3,919 |
| XLC | 56,986 | +4,085 | $3,919 |
| Fidelity MSCI Consumer Discretionary ETF (FDIS) |
46,599 | -45,457 | $3,685 |
| FDIS | 46,599 | -45,457 | $3,685 |
| Accel Entertainment Inc |
293,543 | UNCH | $3,575 |
| ACEL | 293,543 | UNCH | $3,575 |
 Berkshire Hathaway Inc |
$3,331 | ||
| BRK.B | 9,344 | -1,394 | $3,331 |
| Palomar Holdings Inc |
51,284 | UNCH | $3,282 |
| PLMR | 51,284 | UNCH | $3,282 |
| Schwab US Mid Cap ETF (SCHM) |
40,716 | -687 | $3,089 |
| SCHM | 40,716 | -687 | $3,089 |
| Vanguard Inter Term Corp Bond ETF (VCIT) |
35,775 | -7,201 | $3,078 |
| VCIT | 35,775 | -7,201 | $3,078 |
| Deere Co |
7,385 | +1,172 | $3,068 |
| DE | 7,385 | +1,172 | $3,068 |
| Costco Wholesale Corp |
5,102 | UNCH | $2,938 |
| COST | 5,102 | UNCH | $2,938 |
| Schwab US REIT ETF (SCHH) |
108,348 | +45,061 | $2,697 |
| SCHH | 108,348 | +45,061 | $2,697 |
See Full List: All Stocks Held By Atlas Capital Advisors LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Atlas Capital Advisors LLC
|
Size ($ in 1000's)
At 03/31/2022: $644,048 At 12/31/2021: $671,327 Atlas Capital Advisors LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Atlas Capital Advisors LLC 13F filings. Link to 13F filings: SEC filings |
