$127 Million is the total value of Meritas Wealth Management, LLC's 41 reported holdings in Q1 2023. The portfolio turnover from Q4 2022 to Q1 2023 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| Exit | DIMENSIONAL ETF TRUSTus real estate e | $0 | – | -19,992 | -100.0% | -0.35% | – | |
| Exit | DIMENSIONAL ETF TRUSTemerging markets | $0 | – | -15,177 | -100.0% | -0.35% | – | |
| Exit | DIMENSIONAL ETF TRUSTus sustainabilty | $0 | – | -21,537 | -100.0% | -0.44% | – | |
| LDOS | Exit | LEIDOS HOLDINGS INC | $0 | – | -7,493 | -100.0% | -0.65% | – |
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 | 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.