StockDriftsStockDriftsTop 50 Conquis Financial Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD S&P 500 ETF | 23.13% | 42.9K | $27.9M | -4.85%(-2.18K) | $533.24(+28.43%) | 2026-03-31 | |
| DFAX | DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF | 17.93% | 600.7K | $21.6M | +0.60%(+3.56K) | $26.95(+36.15%) | 2026-03-31 | |
| VIG | VANGUARD DIVIDEND APPRECIATION ETF | 12.5% | 66.2K | $15.1M | +6.65%(+4.13K) | $202.25(+17.98%) | 2026-03-31 | |
| DFAC | DIMENSIONAL U.S. CORE EQUITY 2 ETF | 9.8% | 281.5K | $11.8M | +6.76%(+17.83K) | $35.75(+23.79%) | 2026-03-31 | |
| SCHF | SCHWAB INTERNATIONAL EQUITY ETF | 9.67% | 446.2K | $11.7M | +1.36%(+5.99K) | $19.81(+38.67%) | 2026-03-31 | |
| BIV | VANGUARD INTERMEDIATE-TERM BOND ETF | 5.6% | 87.5K | $6.8M | +6.63%(+5.44K) | $76.59(-0.20%) | 2026-03-31 | |
| VOE | VANGUARD MID-CAP VALUE ETF | 4.87% | 30.4K | $5.9M | +5.24%(+1.51K) | $170.44(+17.44%) | 2026-03-31 | |
| IJR | ISHARES CORE S&P SMALL CAP ETF | 4.17% | 37.1K | $5.0M | +1.54%(+565) | $116.29(+25.96%) | 2026-03-31 | |
| VTEB | VANGUARD TAX-EXEMPT BOND ETF | 2.48% | 59.3K | $3.0M | +4.87%(+2.75K) | $49.98(+1.10%) | 2026-03-31 | |
| CMF | ISHARES CALIFORNIA MUNI BOND ETF | 1.73% | 36.3K | $2.1M | -30.44%(-15.88K) | $57.00(+1.01%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +10.45% | +34.73% |
| Top 20 Holdings Unweighted | +4.73% | +14.88% |
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