Integris Wealth Management, LLC
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| ISHARES TR | $4.01M | 0.9% |
| ISHARES TR | $5.12M | 1.2% |
| ISHARES TR | $5.71M | 1.3% |
| MICROSOFT CORP | $6.76M | 1.5% |
| ISHARES TR | $6.92M | 1.6% |
| ORACLE CORP | $7.16M | 1.6% |
| iShares MSCI UAE ETF | $7.35M | 1.7% |
| VANGUARD INTL EQUITY INDEX F | $7.78M | 1.8% |
| ISHARES TR | $9.76M | 2.2% |
| Apple Inc. | $11.02M | 2.5% |
| CATERPILLAR INC | $13.95M | 3.2% |
| VANGUARD INTL EQUITY INDEX F | $15.02M | 3.4% |
| DIMENSIONAL ETF TRUST | $15.70M | 3.6% |
| VANGUARD INDEX FDS | $16.21M | 3.7% |
| DIMENSIONAL ETF TRUST | $20.00M | 4.6% |
| DIMENSIONAL ETF TRUST | $22.38M | 5.1% |
| DIMENSIONAL ETF TRUST | $24.46M | 5.6% |
| VANGUARD INDEX FDS | $36.39M | 8.3% |
| ISHARES TR | $38.30M | 8.7% |
| VANGUARD TAX-MANAGED FDS | $38.37M | 8.7% |
| VANGUARD BD INDEX FDS | $64.31M | 14.6% |