account_balance
Investment manager · 13F filer · SEC CIK 2052436
Conquis Financial LLC
Reported value$122Mas of Sep 30, 2026
Positions103 51 new, 2 sold out
Top 10 weight93.6%VOO alone is 23%
FiledNov 1041 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
VOOVanguard S&P 500 ETF
23.5%
DFAXDimensional World Ex U.S. Core Equity 2 ETF
18.1%
VIGVanguard Dividend Appreciation ETF
12.8%
SCHFSchwab International Equity ETF
10.1%Added +2%
DFACDfa Invt Dimensions Group Inc U.S. Core Eqty 2
10.1%
BIVVanguard Intermediate-Term Bond ETF
5.5%
VOEVanguard Morningstar Mid-Cap Value ETF
4.9%
IJRiShares Core S&P Small Cap ETF
4.1%
VTEBVanguard Tax-Exempt Bond ETF
2.6%−3%
VCRB1.8%
CMF
ADBEVOOVanguard S&P 500 ETF
23.5%
DFAXDimensional World Ex U.S. Core Equity 2 ETF
18.1%
VIGVanguard Dividend Appreciation ETF
12.8%
SCHFSchwab International Equity ETF
10.1%Added +2%
DFACDfa Invt Dimensions Group Inc U.S. Core Eqty 2
10.1%
BIV5.5%
VOE4.9%
IJR4.1%
VTEB2.6%
CMF
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
VOO Vanguard S&P 500 ETF 23.5% Held
DFAX Dimensional World Ex U.S. Core Equity 2 ETF 18.1% Held
VIG Vanguard Dividend Appreciation ETF 12.8% Held
SCHF Schwab International Equity ETF 10.1% Added +2%
DFAC Dfa Invt Dimensions Group Inc U.S. Core Eqty 2 10.1% Held
BIV Vanguard Intermediate-Term Bond ETF 5.5% Held
VOE Vanguard Morningstar Mid-Cap Value ETF 4.9% Held
IJR iShares Core S&P Small Cap ETF 4.1% Held
VTEB Vanguard Tax-Exempt Bond ETF 2.6% Trimmed −3%
VCRB Vanguard Core Bond ETF 1.8% Added +3%
CMF iShares California Muni Bond ETF 1.1% Trimmed −30%
ADBE Adobe Inc. 0.9% HeldWhat changed
Biggest moves since Jun 30, 2026
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