$121 Million is the total value of Meritas Wealth Management, LLC's 43 reported holdings in Q4 2022. The portfolio turnover from Q3 2022 to Q4 2022 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q4 2022 | ||||||||
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-09-05
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| DIMENSIONAL ETF TRUST | 7 | Q2 2024 | 23.9% |
| DIMENSIONAL ETF TRUST | 7 | Q2 2024 | 23.0% |
| DIMENSIONAL ETF TRUST | 7 | Q2 2024 | 9.5% |
| APPLE INC | 7 | Q2 2024 | 8.4% |
| DIMENSIONAL ETF TRUST | 7 | Q2 2024 | 7.1% |
| SENTINELONE INC | 7 | Q2 2024 | 9.4% |
| AMERICAN CENTY ETF TR | 7 | Q2 2024 | 6.4% |
| VANGUARD MALVERN FDS | 7 | Q2 2024 | 3.6% |
| DIMENSIONAL ETF TRUST | 7 | Q2 2024 | 3.0% |
| DIMENSIONAL ETF TRUST | 7 | Q2 2024 | 2.3% |
View Meritas Wealth Management, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-22 |
| 13F-HR | 2024-07-24 |
| 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.