Atlas Capital Advisors LLC ETFs

Atlas Capital Advisors LLC

$819 Billion
Q2 2025

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
NULV Nuveen Esg Large Cap Value ETF	$0	$38.3 Million 0.0% of portfolio	914	Q2 2025 Reduced 33.28%
SPLG Spdr Portfolio S&P 500 ETF (Ma	$0	$36.3 Million 0.0% of portfolio	500	Q4 2023 New
DGS Wisdomtree Emerging Markets Sm	$0	$36 Million 0.0% of portfolio	651	Q4 2023 Reduced 9.58%
NOBL Proshares S&P 500 Dividend Ari	$0	$28.2 Million 0.0% of portfolio	280	Q4 2023 Reduced 69.83%
EFA Ishares Tr Msci Eafe ETF	$0	$26.7 Million 0.0% of portfolio	299	Q3 2023 Reduced 88.64%
XNTK Spdr Series Trust Spdr Nyse Te	$0	$23.6 Million 0.0% of portfolio	99	Q3 2024 Reduced 1.0%
DFAI Dimensional ETF Tr	$0	$22.9 Million 0.0% of portfolio	662	Q3 2024 Reduced 30.02%
VALT ETF Managers Tr Etfmg Sit Ultr	$0	$20.8 Million 0.0% of portfolio	473	Q2 2025 New
VFMO Vanguard Wellington Fd U S Mom	$0	$20 Million 0.0% of portfolio	116	Q3 2024 Reduced 28.4%
FLOT Ishares Tr Fltg Rate Nt ETF	$0	$19.9 Million 0.0% of portfolio	390	Q2 2025 Reduced 17.89%
ESGU Ishares Trust Ishares Esg Awar	$0	$19.3 Million 0.0% of portfolio	143	Q4 2022 Reduced 79.77%
FVAL Fidelity Covington Tr Value Fa	$0	$16.9 Million 0.0% of portfolio	264	Q3 2024 Added 46.67%
SPYX Spdr S&P 500 Fossil Fuel Reser	$0	$16.6 Million 0.0% of portfolio	325	Q3 2024 New
DFAS Dimensional ETF Tr U S Small C	$0	$16.1 Million 0.0% of portfolio	252	Q1 2024 Reduced 0.4%
GBTC Grayscale Bitcoin Trust (Btc)	$66.3B	$15.8 Million 0.0% of portfolio	186	Q1 2024 Added 12.73%
SPIB Spdr Portfolio Intermediate Te	$0	$15.3 Million 0.0% of portfolio	456	Q2 2024 New
RHS Invesco ETF Tr S&P 500 Equal W	$0	$15 Million 0.0% of portfolio	500	Q3 2024 Reduced 37.34%
SCHG Schwab Strategic Tr Us Large C	$0	$12.4 Million 0.0% of portfolio	424	Q4 2024 Added 657.14%
IJR Ishares Core S&P Sm Cap ETF	$0	$12.3 Million 0.0% of portfolio	113	Q2 2025 Reduced 54.62%
SPMD Spdr Portfolio	$0	$12.2 Million 0.0% of portfolio	225	Q2 2025 Reduced 56.23%
VNQ Vanguard Specialized Funds Van	$0	$9.26 Million 0.0% of portfolio	104	Q1 2025 Reduced 81.23%
SLQD Ishares 0 5 Year Investment Gr	$0	$7.49 Million 0.0% of portfolio	148	Q1 2025 Reduced 89.41%
IBB Ishares Biotechnology ETF	$0	$6.58 Million 0.0% of portfolio	52	Q2 2022 New
FNDA Schwab Fundamental U S Small C	$0	$6.2 Million 0.0% of portfolio	216	Q2 2025 Added 0.47%
PDP Invesco Exchange Traded Fd Tr	$0	$4.78 Million 0.0% of portfolio	44	Q2 2024 Reduced 63.33%
FNDX Schwab Fundamental U S Large C	$0	$2.8 Million 0.0% of portfolio	114	Q4 2024 Added 200.0%
TIP Ishares Tr Tips Bd ETF	$0	$1.65 Million 0.0% of portfolio	15	Q4 2024 Reduced 74.14%
PAVE Global X Fds Us Infrastructure	$0	$1.13 Million 0.0% of portfolio	26	Q4 2023 New
VIOO Vanguard S&P Small Cap 600 ETF	$0	$1.01 Million 0.0% of portfolio	10	Q2 2025 Reduced 64.29%
FMAT Fidelity Covington Tr Msci Mat	$0	$947,000 0.0% of portfolio	19	Q2 2025 New

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