| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q1 2016 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD INDEX FDS VANGUARD GROWTH ETF FORMERLY VANGUARD INDEX TR VIPERS | 27 | Q2 2024 | 34.4% |
| PROSHARES TRUST PROSHARES LARGE CAP CORE PLUS | 27 | Q2 2024 | 29.5% |
| ISHARES TR | 27 | Q2 2024 | 10.9% |
| VANGUARD S&P | 27 | Q2 2024 | 8.4% |
| UNITED PARCEL SERVICE INC | 27 | Q2 2024 | 11.6% |
| VANGUARD WORLD FDS VANGUARD CONSUMER STAPLES ETF | 27 | Q2 2024 | 12.1% |
| APPLE INC | 27 | Q2 2024 | 2.7% |
| MICROSOFT CORP | 27 | Q2 2024 | 2.0% |
| AMAZON COM INC | 27 | Q2 2024 | 1.0% |
| VANGUARD VALUE | 27 | Q2 2024 | 1.2% |
View Merit Financial Group, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-20 |
| 13F-HR | 2024-08-13 |
| 13F-HR | 2024-05-06 |
| 13F-HR | 2024-02-06 |
| 13F-HR | 2023-11-07 |
| 13F-HR | 2023-08-01 |
| 13F-HR | 2023-04-24 |
| 13F-HR | 2023-01-13 |
| 13F-HR | 2022-10-31 |
| 13F-HR | 2022-08-08 |
View Merit Financial Group, 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.