Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q4 2009 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
Vanguard Small Cap Value | 41 | Q3 2023 | 13.4% |
Microsoft corporation | 39 | Q3 2023 | 16.5% |
Vanguard Small Cap | 39 | Q3 2023 | 14.7% |
APPLE INC | 38 | Q3 2023 | 4.3% |
STARBUCKS CORP | 38 | Q3 2023 | 1.9% |
EXXON MOBIL CORP | 38 | Q3 2023 | 1.6% |
SPDR S&P 500 Index | 35 | Q3 2023 | 16.0% |
ISHARES TR | 35 | Q3 2023 | 7.7% |
Boeing Company | 35 | Q3 2023 | 0.7% |
AMAZON COM INC COM | 34 | Q3 2023 | 1.7% |
View Merriman Wealth Management, LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-05-14 |
13F-HR | 2024-02-13 |
13F-HR | 2023-11-13 |
13F-HR | 2023-08-14 |
13F-HR | 2023-05-04 |
13F-HR | 2023-02-13 |
13F-HR | 2022-10-26 |
13F-HR | 2022-07-29 |
13F-HR/A | 2022-04-29 |
13F-HR | 2022-04-28 |
View Merriman Wealth Management, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.