Atomic Invest portfolio

What changed this quarter

334 positions with a change (38 new, 126 added to, 165 trimmed, 5 sold). 12 are listed here: those of 0.5 points of the portfolio or more (up to 12).

• Vanguard Index Funds+456%more sharesIncreased
  26.6% → 32.6%
• Vanguard Instl Index Fund+1,570%more sharesIncreased
  5.1% → 15.8%
• Vanguard Total International Stock ETF+888%more sharesIncreased
  6.5% → 13.7%
• Vanguard Total Bond Market ETF+746%more sharesIncreased
  5.8% → 9.2%
• Vanguard Total International Bond ETF+1,491%more sharesIncreased
  1.8% → 5.4%
• iShares ESG Aware Msci USA ETF+3,386%more sharesIncreased
  0.4% → 2.9%
• iShares Trust iShares ESG AW ETF+2,199%more sharesIncreased
  0.3% → 1.2%
• Vaneck ETF Trust+1,015%more sharesIncreased
  0.3% → 1.2%
• Invesco QQQ Trust Series 1 ETF+110%more sharesIncreased
  3.1% → 1.6%
• iShares ESG Aware US Aggrega ETF+3,125%more sharesIncreased
  0.1% → 0.8%
• iShares USD Green Bond ETF+2,991%more sharesIncreased
  0.1% → 0.6%
• St SR UTL SL SE SPDR ETF-usd ETF+10,965%more sharesIncreased
  under 0.1% → 0.5%

The figure on the right: for positions added to or trimmed, the change in the number of shares (%); for new and sold ones, the points of the portfolio moved (pp). Below, the portfolio weight before → after. Traded weight?: what it bought or sold, excluding price effects.

Top holdings

• Vanguard Index FundsVTI32.6%
• Vanguard Instl Index FundVBIL15.8%
• Vanguard Total International Stock ETFVXUS13.7%
• Vanguard Total Bond Market ETFBND9.2%
• Vanguard Total International Bond ETFBNDX5.4%
• iShares ESG Aware Msci USA ETFESGU2.9%
• Vanguard S&P 500 ETFVOO2.1%
• Invesco QQQ Trust Series 1 ETFQQQ1.6%
• iShares Trust iShares ESG AW ETFESGD1.2%
• Vaneck ETF TrustSMH1.2%
• Fidelity Wise Origin BitcoinFBTC1.1%
• iShares Ibonds DEC 2026 Term ETFIBDR0.9%
• iShares ESG Aware US Aggrega ETFEAGG0.8%
• Bitwise Bitcoin ETFBITB0.7%
• Schwab Short-term US Treas ETFSCHO0.6%
• iShares USD Green Bond ETFBGRN0.6%
• Goldman Sachs Access Treasur ETFGBIL0.5%
• St SR UTL SL SE SPDR ETF-usd ETFXLU0.5%
• iShares US Infrastructure ETFIFRA0.5%
• iShares Top 20 US Stocks ETFTOPT0.5%
• Ishares Bitcoin Trust ETFIBIT0.5%
• State Street SPDR S&P 500 ESG ETFEFIV0.5%
• Vanguard International Equity Index FVT0.4%
• iShares 0-5 Yr HY Corp Bond ETFSHYG0.4%
• iShares ESG Aware 1-5 Year U ETFSUSB0.4%
• State Str Spdr S&P 500 ETF TSPY0.4%
• IsharesESGE0.3%
• Vanguard Info Tech ETFVGT0.3%
• Schwab U.s. Tips ETFSCHP0.3%
• Vanguard Ultra Short Bond ET ETFVUSB0.2%
• iShares Broad USD High Yield ETFUSHY0.2%
• iShares Ethereum Trust ETFETHA0.2%
• iShares Core S&P 500 ETFIVV0.2%
• Ishares Staked Ethereum Tr EETHB0.2%
• iShares 0-3 Month Treasury B ETFSGOV0.2%
• iShares Msci Acwi EX US ETFACWX0.2%
• Vanguard ESG US Stock ETFESGV0.1%
• Vanguard Long-term Treasury ETFVGLT0.1%
• iShares 0-1 Year Treasury BO ETFSHV0.1%
• Vanguard Short-term Tips ETFVTIP0.1%
• Vanguard ESG International Stock ETFVSGX0.1%
• State Street SPDR BB IG Float RT ETFFLRN0.1%
• Tidal Trust ISPUS0.1%
• iShares Gold Trust ETFIAU0.1%
• American Centy ETF TrAVDV0.1%
• Vanguard Ftse Developed ETFVEA0.1%
• Vanguard Emer Mark Ex-ch ETFVEXC0.1%
• Fidelity Msci Info Tech Indx ETFFTEC0.1%
• Vanguard International Equity Index FVEU0.1%
• Vanguard Mrngstar GR ETF-sui ETFVUG0.1%
• iShares Core S&P Total U.s ETFITOT0.1%
• Vanguard Int-term Corporate ETFVCIT0.1%
• Vanguard World FundMGKunder 0.1%
• Vanguard Dividend Apprec ETFVIGunder 0.1%
• Invesco Nasdaq 100 ETFQQQMunder 0.1%
• Vanguard Admiral FundsVOOGunder 0.1%
• Vanguard Mrngstr Val ETF-aui ETFVTVunder 0.1%
• Vanguard International Equity Index FVWOunder 0.1%
• iShares ESG Aware Msci USA S ETFESMLunder 0.1%
• Listed Funds TrHLALunder 0.1%
• STE Str SPDR PT S&P 500 ETFSPYMunder 0.1%
• Fidelity Nasdaq Comp Indx ETFONEQunder 0.1%
• Schwab US DVD Equity ETFSCHDunder 0.1%
• American Centy ETF TrAVUVunder 0.1%
• iShares US Treasury Bond ETFGOVTunder 0.1%
• iShares Core International Stock ETFIXUSunder 0.1%
• Vanguard Total World Bond ET ETFBNDWunder 0.1%
• Vanguard Admiral FundsVIOVunder 0.1%
• Goldman Sachs Physical GoldAAAUunder 0.1%
• NVIDIANVDAunder 0.1%
• State Street SPDR S&P 500 Foss FL ETFSPYXunder 0.1%
• Ishares TrCRBNunder 0.1%
• Vanguard Intermediate-term T ETFVGITunder 0.1%
• AlphabetGOOGLunder 0.1%
• iShares High Yield Systemati ETFHYDBunder 0.1%
• AppleAAPLunder 0.1%
• Dimensional ETF TrustDFIVunder 0.1%
• iShares Expanded Tech-softwa ETFIGVunder 0.1%
• Schwab US Large-cap Growth ETFSCHGunder 0.1%
• VanEck Ethereum ETFETHVunder 0.1%
• Fidelity Ethereum FundFETHunder 0.1%
• iShares Msci International V ETFIVLUunder 0.1%
• Vanguard Mortgage-backed Sec ETFVMBSunder 0.1%
• Vanguard International Equity Index FVSSunder 0.1%
• American Centy ETF TrAVSUunder 0.1%
• iShares MBS ETFMBBunder 0.1%
• iShares Core 80/20 Aggressiv ETFAOAunder 0.1%
• iShares Core U.s. Aggregate ETFAGGunder 0.1%
• iShares Global Clean Energy ETFICLNunder 0.1%
• Ishares Gold Trust MicroIAUMunder 0.1%
• Vanguard Extended Market ETFVXFunder 0.1%
• Fidelity ENH LRG Cap Gwth ETFFELGunder 0.1%
• iShares Russell 2000 ETFIWMunder 0.1%
• iShares Broad USD Investment ETFUSIGunder 0.1%
• BroadcomAVGOunder 0.1%
• iShares Future AI & Tech ETFARTYunder 0.1%
• Lam ResearchLRCXunder 0.1%
• State Street SPDR P S&P 600 Small Cap ETFSPSMunder 0.1%
• iShares Silver Trust ETFSLVunder 0.1%
• iShares Ustechnology ETFIYWunder 0.1%