Conquis Financial LLC
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| DIVERSIFIED HEALTHCARE TRUST | $131 | 0.0% |
| The Boeing Company | $651 | 0.0% |
| BANK AMERICA CORP 7.25 CNV PFD L | $1.3K | 0.0% |
| ROSS STORES, INC. | $1.8K | 0.0% |
| Amazon.com Inc | $2.5K | 0.0% |
| W.W. GRAINGER, INC. | $4.0K | 0.0% |
| Warren E. Buffett | $4.5K | 0.0% |
| Visa Inc | $4.6K | 0.0% |
| Mastercard Inc | $4.6K | 0.0% |
| Netflix Inc | $4.7K | 0.0% |
| LOWES COMPANIES INC | $4.8K | 0.0% |
| VANGUARD TOTAL BOND MARKET ETF | $5.6K | 0.0% |
| Warner Bros. Discovery, Inc. | $5.6K | 0.0% |
| WELLS FARGO & COMPANY/MN | $5.8K | 0.0% |
| GE Vernova Inc. | $12.4K | 0.0% |
| ISHARES MSCI JAPAN ETF | $13.3K | 0.0% |
| NVIDIA Corp | $14.0K | 0.0% |
| Solventum Corp | $16.8K | 0.0% |
| VANGUARD FTSE EMERGING MARKETS ETF | $19.4K | 0.0% |
| WISDOMTREE JAPAN HEDGED EQUITY FUND | $20.6K | 0.0% |
| Archer Aviation Inc. | $22.6K | 0.0% |
| GENERAL ELECTRIC CO | $23.1K | 0.0% |
| DIMENSIONAL U.S. SMALL CAP ETF | $30.5K | 0.0% |
| STATE STREET SPDR PORTFOLIO S&P 500 ETF | $30.8K | 0.0% |
| AT&T INC. | $36.6K | 0.0% |
| Sight Sciences, Inc.SGHT | $39.6K | 0.0% |
| ISHARES RUSSELL 2000 ETF | $41.8K | 0.0% |
| HP INC | $42.8K | 0.0% |
| Hewlett Packard Enterprise Co | $45.6K | 0.0% |
| ISHARES CORE MSCI EAFE ETF | $50.6K | 0.0% |
| Meta Platforms Inc | $56.8K | 0.0% |
| PROCTER & GAMBLE Co | $57.4K | 0.0% |
| Apple Inc. | $59.8K | 0.1% |
| Five9 Inc | $60.1K | 0.1% |
| MICROSOFT CORP | $78.3K | 0.1% |
| ISHARES CORE S&P 500 ETF | $84.2K | 0.1% |
| INVESCO QQQ TRUST SERIES I | $103.2K | 0.1% |
| VANGUARD SMALL-CAP ETF | $112.0K | 0.1% |
| AMGEN INC | $115.9K | 0.1% |
| Walmart Inc. | $134.0K | 0.1% |
| 3M CO | $135.8K | 0.1% |
| VANGUARD TOTAL INTERNATIONAL STOCK ETF | $172.1K | 0.1% |
| ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETF | $187.6K | 0.2% |
| SPDR S&P 500 ETF TRUST | $200.5K | 0.2% |
| Alphabet Inc. | $358.0K | 0.3% |
| Alphabet Inc. | $366.2K | 0.3% |
| INTEL CORP | $366.7K | 0.3% |
| VANGUARD FTSE DEVELOPED MARKETS ETF | $404.2K | 0.3% |
| KKR & Co. Inc. | $424.8K | 0.4% |
| Autodesk, Inc. | $464.1K | 0.4% |