Conquis Financial LLC
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| VANGUARD TOTAL STOCK MARKET ETF | $573.6K | 0.5% |
| ISHARES NEW YORK MUNI BOND ETF | $685.5K | 0.6% |
| Intuitive Surgical Inc | $1.09M | 0.9% |
| ADOBE INC. | $1.62M | 1.4% |
| iShares MSCI UAE ETF | $1.73M | 1.5% |
| VANGUARD CORE BOND ETF | $1.94M | 1.7% |
| VANGUARD TAX-EXEMPT BOND ETF | $2.84M | 2.4% |
| ISHARES CALIFORNIA MUNI BOND ETF | $3.00M | 2.6% |
| ISHARES CORE S&P SMALL CAP ETF | $4.40M | 3.8% |
| VANGUARD MID-CAP VALUE ETF | $5.12M | 4.4% |
| VANGUARD INTERMEDIATE-TERM BOND ETF | $6.39M | 5.5% |
| DIMENSIONAL U.S. CORE EQUITY 2 ETF | $10.44M | 9.0% |
| SCHWAB INTERNATIONAL EQUITY ETF | $10.58M | 9.1% |
| VANGUARD DIVIDEND APPRECIATION ETF | $13.64M | 11.7% |
| DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF | $19.54M | 16.8% |
| VANGUARD S&P 500 ETF | $28.24M | 24.3% |