Integris Wealth Management, LLC
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| VANGUARD BD INDEX FDS | $64.31M | 14.6% |
| VANGUARD TAX-MANAGED FDS | $38.37M | 8.7% |
| ISHARES TR | $38.30M | 8.7% |
| VANGUARD INDEX FDS | $36.39M | 8.3% |
| DIMENSIONAL ETF TRUST | $24.46M | 5.6% |
| DIMENSIONAL ETF TRUST | $22.38M | 5.1% |
| DIMENSIONAL ETF TRUST | $20.00M | 4.6% |
| VANGUARD INDEX FDS | $16.21M | 3.7% |
| DIMENSIONAL ETF TRUST | $15.70M | 3.6% |
| VANGUARD INTL EQUITY INDEX F | $15.02M | 3.4% |
| CATERPILLAR INC | $13.95M | 3.2% |
| Apple Inc. | $11.02M | 2.5% |
| ISHARES TR | $9.76M | 2.2% |
| VANGUARD INTL EQUITY INDEX F | $7.78M | 1.8% |
| iShares MSCI UAE ETF | $7.35M | 1.7% |
| ORACLE CORP | $7.16M | 1.6% |
| ISHARES TR | $6.92M | 1.6% |
| MICROSOFT CORP | $6.76M | 1.5% |
| ISHARES TR | $5.71M | 1.3% |
| ISHARES TR | $5.12M | 1.2% |
| ISHARES TR | $4.01M | 0.9% |
| ISHARES TR | $3.49M | 0.8% |
| ISHARES TR | $3.36M | 0.8% |
| AFFIRM HOLDINGS INC CLASS A | $1.92M | 0.4% |
| ISHARES INC | $1.83M | 0.4% |
| JOHNSON & JOHNSON | $1.62M | 0.4% |
| SCHWAB STRATEGIC TR | $1.49M | 0.3% |
| AMERICAN CENTY ETF TR | $1.44M | 0.3% |
| Tesla Inc | $1.40M | 0.3% |
| ALLSTATE CORP | $1.38M | 0.3% |
| VANGUARD INDEX FDS | $1.36M | 0.3% |
| ISHARES INC | $1.36M | 0.3% |
| PROCTER & GAMBLE Co | $1.21M | 0.3% |
| CAPITAL ONE FINANCIAL CORP | $1.16M | 0.3% |
| AbbVie Inc. | $1.15M | 0.3% |
| Alphabet Inc. | $1.04M | 0.2% |
| Amazon.com Inc | $1.01M | 0.2% |
| VANGUARD SPECIALIZED FUNDS | $987.7K | 0.2% |
| Morgan Stanley | $928.6K | 0.2% |
| PEPSICO INC | $907.2K | 0.2% |
| CHEVRON CORP | $862.2K | 0.2% |
| LOCKHEED MARTIN CORP | $805.8K | 0.2% |
| NEXTERA ENERGY INC | $804.6K | 0.2% |
| EXXON MOBIL CORP | $789.1K | 0.2% |
| BERKSHIRE HATHAWAY INC DEL | $754.8K | 0.2% |
| VANGUARD WORLD FD | $741.9K | 0.2% |
| JPMORGAN CHASE & CO | $739.0K | 0.2% |
| ISHARES TR | $713.8K | 0.2% |
| ISHARES TR | $711.4K | 0.2% |
| CISCO SYSTEMS, INC. | $706.8K | 0.2% |