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Home > Institutional Investor > Conquis Financial Llc > Profile

Instuitional Investor - Conquis Financial Llc

Fund Profile
Filing Period:
Fund Name: Conquis Financial Llc
Portfolio Value $97,688,491
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard S&P 500 Etf
 73,103 $39,388,627 40.32%
2.
Vanguard Bond Index Funds
 BND 164,806 $12,315,952 12.6%
3.
Dimensional Etf Trust
 381,633 $9,487,396 9.71%
4.
Dimensional Etf Trust
 231,997 $8,024,771 8.21%
5.
Schwab Strategic Trust
 FNDF 388,918 $7,194,983 7.36%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)