Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
F | Exit | FORD MTR CO DEL | $0 | – | -10,446 | -100.0% | -0.03% | – |
MO | Exit | ALTRIA GROUP INC | $0 | – | -4,824 | -100.0% | -0.04% | – |
ADP | Exit | AUTOMATIC DATA PROCESSING IN | $0 | – | -879 | -100.0% | -0.04% | – |
Exit | GENERAL ELECTRIC CO | $0 | – | -1,919 | -100.0% | -0.04% | – | |
DFUS | Exit | DIMENSIONAL ETF TRUSTus equity etf | $0 | – | -4,496 | -100.0% | -0.04% | – |
SBUX | Exit | STARBUCKS CORP | $0 | – | -2,322 | -100.0% | -0.04% | – |
NUE | Exit | NUCOR CORP | $0 | – | -1,390 | -100.0% | -0.04% | – |
AVGO | Exit | BROADCOM INC | $0 | – | -258 | -100.0% | -0.04% | – |
DIS | Exit | DISNEY WALT CO | $0 | – | -2,644 | -100.0% | -0.04% | – |
NJR | Exit | NEW JERSEY RES CORP | $0 | – | -5,470 | -100.0% | -0.05% | – |
COST | Exit | COSTCO WHSL CORP NEW | $0 | – | -392 | -100.0% | -0.05% | – |
FULT | Exit | FULTON FINL CORP PA | $0 | – | -18,579 | -100.0% | -0.05% | – |
CSCO | Exit | CISCO SYS INC | $0 | – | -4,325 | -100.0% | -0.05% | – |
ADBE | Exit | ADOBE INC | $0 | – | -448 | -100.0% | -0.05% | – |
TMO | Exit | THERMO FISHER SCIENTIFIC INC | $0 | – | -485 | -100.0% | -0.05% | – |
BA | Exit | BOEING CO | $0 | – | -1,330 | -100.0% | -0.05% | – |
IWB | Exit | ISHARES TRrus 1000 etf | $0 | – | -1,111 | -100.0% | -0.05% | – |
ABT | Exit | ABBOTT LABS | $0 | – | -2,834 | -100.0% | -0.06% | – |
FSMB | Exit | FIRST TR EXCH TRADED FD IIIshrt dur mng mun | $0 | – | -14,274 | -100.0% | -0.06% | – |
ORCL | Exit | ORACLE CORP | $0 | – | -2,658 | -100.0% | -0.06% | – |
DUK | Exit | DUKE ENERGY CORP NEW | $0 | – | -3,243 | -100.0% | -0.06% | – |
MRK | Exit | MERCK & CO INC | $0 | – | -2,826 | -100.0% | -0.06% | – |
WMT | Exit | WALMART INC | $0 | – | -1,902 | -100.0% | -0.06% | – |
MA | Exit | MASTERCARD INCORPORATEDcl a | $0 | – | -769 | -100.0% | -0.06% | – |
AMD | Exit | ADVANCED MICRO DEVICES INC | $0 | – | -2,985 | -100.0% | -0.06% | – |
LLY | Exit | ELI LILLY & CO | $0 | – | -575 | -100.0% | -0.06% | – |
GLD | Exit | SPDR GOLD TR | $0 | – | -1,844 | -100.0% | -0.07% | – |
V | Exit | VISA INC | $0 | – | -1,393 | -100.0% | -0.07% | – |
SH | Exit | PROSHARES TRshort s&p 500 ne | $0 | – | -22,108 | -100.0% | -0.07% | – |
UNH | Exit | UNITEDHEALTH GROUP INC | $0 | – | -687 | -100.0% | -0.07% | – |
SPY | Exit | SPDR S&P 500 ETF TRtr unit | $0 | – | -824 | -100.0% | -0.07% | – |
PFE | Exit | PFIZER INC | $0 | – | -10,589 | -100.0% | -0.07% | – |
CVX | Exit | CHEVRON CORP NEW | $0 | – | -2,106 | -100.0% | -0.07% | – |
IUSB | Exit | ISHARES TRcore total usd | $0 | – | -8,300 | -100.0% | -0.08% | – |
VMBS | Exit | VANGUARD SCOTTSDALE FDSmtg-bkd secs etf | $0 | – | -8,485 | -100.0% | -0.08% | – |
PEP | Exit | PEPSICO INC | $0 | – | -2,245 | -100.0% | -0.08% | – |
LOW | Exit | LOWES COS INC | $0 | – | -1,825 | -100.0% | -0.08% | – |
VGSH | Exit | VANGUARD SCOTTSDALE FDSshort term treas | $0 | – | -6,648 | -100.0% | -0.08% | – |
STBA | Exit | S & T BANCORP INC | $0 | – | -14,252 | -100.0% | -0.08% | – |
CMCSA | Exit | COMCAST CORP NEWcl a | $0 | – | -8,743 | -100.0% | -0.08% | – |
JNJ | Exit | JOHNSON & JOHNSON | $0 | – | -2,681 | -100.0% | -0.09% | – |
SCHA | Exit | SCHWAB STRATEGIC TRus sml cap etf | $0 | – | -10,480 | -100.0% | -0.09% | – |
ESGE | Exit | ISHARES INCesg awr msci em | $0 | – | -14,562 | -100.0% | -0.09% | – |
CBU | Exit | COMMUNITY BK SYS INC | $0 | – | -10,903 | -100.0% | -0.10% | – |
MCD | Exit | MCDONALDS CORP | $0 | – | -1,766 | -100.0% | -0.10% | – |
PLD | Exit | PROLOGIS INC. | $0 | – | -4,141 | -100.0% | -0.10% | – |
VEA | Exit | VANGUARD TAX-MANAGED FDSvan ftse dev mkt | $0 | – | -10,687 | -100.0% | -0.10% | – |
VO | Exit | VANGUARD INDEX FDSmid cap etf | $0 | – | -2,226 | -100.0% | -0.10% | – |
GOOG | Exit | ALPHABET INCcap stk cl c | $0 | – | -3,690 | -100.0% | -0.10% | – |
TSLA | Exit | TESLA INC | $0 | – | -1,988 | -100.0% | -0.10% | – |
JPM | Exit | JPMORGAN CHASE & CO | $0 | – | -3,624 | -100.0% | -0.11% | – |
PG | Exit | PROCTER AND GAMBLE CO | $0 | – | -3,665 | -100.0% | -0.11% | – |
VIG | Exit | VANGUARD SPECIALIZED FUNDSdiv app etf | $0 | – | -3,708 | -100.0% | -0.12% | – |
SPGI | Exit | S&P GLOBAL INC | $0 | – | -1,776 | -100.0% | -0.14% | – |
ABBV | Exit | ABBVIE INC | $0 | – | -4,633 | -100.0% | -0.14% | – |
SCHZ | Exit | SCHWAB STRATEGIC TRus aggregate b | $0 | – | -15,860 | -100.0% | -0.15% | – |
VXF | Exit | VANGUARD INDEX FDSextend mkt etf | $0 | – | -4,997 | -100.0% | -0.15% | – |
FB | Exit | META PLATFORMS INCcl a | $0 | – | -2,973 | -100.0% | -0.19% | – |
TXN | Exit | TEXAS INSTRS INC | $0 | – | -6,566 | -100.0% | -0.22% | – |
AMZN | Exit | AMAZON COM INC | $0 | – | -8,483 | -100.0% | -0.22% | – |
GOOGL | Exit | ALPHABET INCcap stk cl a | $0 | – | -8,295 | -100.0% | -0.23% | – |
VB | Exit | VANGUARD INDEX FDSsmall cp etf | $0 | – | -6,067 | -100.0% | -0.24% | – |
NVDA | Exit | NVIDIA CORPORATION | $0 | – | -2,662 | -100.0% | -0.24% | – |
ITOT | Exit | ISHARES TRcore s&p ttl stk | $0 | – | -12,594 | -100.0% | -0.25% | – |
VXUS | Exit | VANGUARD STAR FDSvg tl intl stk f | $0 | – | -23,110 | -100.0% | -0.26% | – |
BND | Exit | VANGUARD BD INDEX FDStotal bnd mrkt | $0 | – | -18,249 | -100.0% | -0.26% | – |
VTEB | Exit | VANGUARD MUN BD FDStax exempt bd | $0 | – | -26,771 | -100.0% | -0.27% | – |
VOO | Exit | VANGUARD INDEX FDS | $0 | – | -3,786 | -100.0% | -0.31% | – |
SCHD | Exit | SCHWAB STRATEGIC TRus dividend eq | $0 | – | -22,342 | -100.0% | -0.33% | – |
XOM | Exit | EXXON MOBIL CORP | $0 | – | -13,742 | -100.0% | -0.34% | – |
WFC | Exit | WELLS FARGO CO NEW | $0 | – | -41,395 | -100.0% | -0.35% | – |
HD | Exit | HOME DEPOT INC | $0 | – | -6,131 | -100.0% | -0.39% | – |
MRBK | Exit | MERIDIAN CORPORATION | $0 | – | -191,369 | -100.0% | -0.39% | – |
MSFT | Exit | MICROSOFT CORP | $0 | – | -7,056 | -100.0% | -0.46% | – |
VEU | Exit | VANGUARD INTL EQUITY INDEX Fallwrld ex us | $0 | – | -45,973 | -100.0% | -0.50% | – |
VERX | Exit | VERTEX INCcl a | $0 | – | -125,865 | -100.0% | -0.60% | – |
VTI | Exit | VANGUARD INDEX FDStotal stk mkt | $0 | – | -16,406 | -100.0% | -0.73% | – |
IVV | Exit | ISHARES TRcore s&p500 etf | $0 | – | -9,575 | -100.0% | -0.86% | – |
AAPL | Exit | APPLE INC | $0 | – | -32,075 | -100.0% | -1.14% | – |
IEMG | Exit | ISHARES INCcore msci emkt | $0 | – | -130,616 | -100.0% | -1.29% | – |
SCHM | Exit | SCHWAB STRATEGIC TRus mid-cap etf | $0 | – | -98,316 | -100.0% | -1.39% | – |
IWM | Exit | ISHARES TRrussell 2000 etf | $0 | – | -45,738 | -100.0% | -1.68% | – |
VLUE | Exit | ISHARES TRmsci usa value | $0 | – | -136,231 | -100.0% | -2.57% | – |
IXUS | Exit | ISHARES TRcore msci total | $0 | – | -231,338 | -100.0% | -2.89% | – |
MBB | Exit | ISHARES TRmbs etf | $0 | – | -165,805 | -100.0% | -3.07% | – |
SUB | Exit | ISHARES TRshrt nat mun etf | $0 | – | -146,774 | -100.0% | -3.14% | – |
QUAL | Exit | ISHARES TRmsci usa qlt fct | $0 | – | -117,283 | -100.0% | -3.22% | – |
SCHO | Exit | SCHWAB STRATEGIC TRsht tm us tres | $0 | – | -344,685 | -100.0% | -3.44% | – |
SCHB | Exit | SCHWAB STRATEGIC TRus brd mkt etf | $0 | – | -345,430 | -100.0% | -3.59% | – |
Exit | DIMENSIONAL ETF TRUSTworld ex us core | $0 | – | -1,078,675 | -100.0% | -5.06% | – | |
MUB | Exit | ISHARES TRnational mun etf | $0 | – | -282,264 | -100.0% | -6.03% | – |
AGG | Exit | ISHARES TRcore us aggbd et | $0 | – | -494,811 | -100.0% | -9.69% | – |
SCHX | Exit | SCHWAB STRATEGIC TRus lrg cap etf | $0 | – | -1,059,541 | -100.0% | -11.16% | – |
DFAU | Exit | DIMENSIONAL ETF TRUSTus core eqt mkt | $0 | – | -1,899,194 | -100.0% | -11.84% | – |
DFAC | Exit | DIMENSIONAL ETF TRUSTus core equity 2 | $0 | – | -3,104,561 | -100.0% | -16.94% | – |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
SCHWAB STRATEGIC TR | 16 | Q3 2023 | 12.0% |
ISHARES TR | 16 | Q3 2023 | 14.0% |
SCHWAB STRATEGIC TR | 16 | Q3 2023 | 17.6% |
SCHWAB STRATEGIC TR | 16 | Q3 2023 | 6.6% |
ISHARES TR | 16 | Q3 2023 | 7.1% |
ISHARES TR | 16 | Q3 2023 | 4.3% |
SCHWAB STRATEGIC TR | 16 | Q3 2023 | 5.1% |
VANGUARD INDEX FDS | 16 | Q3 2023 | 1.6% |
APPLE INC | 16 | Q3 2023 | 1.3% |
ISHARES TR | 16 | Q3 2023 | 1.2% |
View Meridian Wealth Partners, LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-05-10 |
13F-HR | 2024-02-05 |
13F-HR | 2023-11-03 |
13F-HR | 2023-08-02 |
13F-HR | 2023-05-04 |
13F-HR | 2023-02-14 |
13F-HR | 2022-11-14 |
13F-HR | 2022-08-15 |
13F-HR | 2022-05-13 |
13F-HR | 2022-02-15 |
View Meridian Wealth Partners, 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.