| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q1 2022 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| DIMENSIONAL ETF TRUST | 4 | Q3 2023 | 23.9% |
| DIMENSIONAL ETF TRUST | 4 | Q3 2023 | 23.0% |
| DIMENSIONAL ETF TRUST | 4 | Q3 2023 | 8.1% |
| APPLE INC | 4 | Q3 2023 | 8.4% |
| DIMENSIONAL ETF TRUST | 4 | Q3 2023 | 7.1% |
| SENTINELONE INC | 4 | Q3 2023 | 6.0% |
| VANGUARD MALVERN FDS | 4 | Q3 2023 | 3.6% |
| AMERICAN CENTY ETF TR | 4 | Q3 2023 | 3.7% |
| DIMENSIONAL ETF TRUST | 4 | Q3 2023 | 2.3% |
| DIMENSIONAL ETF TRUST | 4 | Q3 2023 | 1.8% |
View Meritas Wealth Management, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-17 |
| 13F-HR | 2024-01-10 |
| 13F-HR | 2023-10-24 |
| 13F-HR | 2023-09-05 |
| 13F-HR | 2023-09-05 |
| 13F-HR | 2023-09-05 |
View Meritas 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.